SC&H Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
160
Total value ($000)
$753,827
Net value change ($000)
+90,600 (13.7%)
New positions
7
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 13,975 16.5%
AVUS 11,738 16.6%
DCOR 6,516 21.3%
DFAU 6,271 15.9%
AVEM 6,247 24.2%
DFUS 5,444 16.9%
DFAE 3,369 23.6%
DFIC 3,345 9.8%
DFAI 2,983 8.2%
LRCX 2,074 102.9%
Top Reduces (Value $000, Stocks/ETFs)
CEG -246 -100.0%
AGG -235 -7.0%
ZTS -203 -100.0%
COST -162 -6.1%
AMZN -157 -9.5%
NOC -94 -25.4%
MCD -94 -13.1%
VCIT -87 -3.6%
VDE -77 -15.5%
HCA -57 -17.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type