SC&H Financial Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
158
Total value ($000)
$722,162
Net value change ($000)
-31,665 (-4.2%)
New positions
4
Sold out positions
6
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DUSB 2,486 7.6%
DFAU 2,158 4.7%
MSFT 2,153 37.1%
DFAC 1,725 1.7%
AAPL 1,684 14.5%
DFUS 1,356 3.6%
AVUS 1,186 1.4%
DFIC 1,037 2.8%
DFSD 962 3.8%
AMZN 597 39.8%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -37,072 -100.0%
DFSV -2,341 -100.0%
LRCX -989 -24.2%
DUHP -782 -100.0%
DFAX -737 -8.7%
AVEM -490 -1.5%
IVV -414 -3.6%
SDY -387 -43.1%
VT -384 -15.9%
GLW -383 -39.9%
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