SC&H Financial Advisors, Inc.
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 722,162
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 158 | 722,162 | 13F-HR | SC&H Financial Advisors, Inc. |
| Q2 2026 | 8/4/2026 | 160 | 753,827 | 13F-HR | SC&H Financial Advisors, Inc. |
| Q1 2026 | 4/22/2026 | 155 | 663,227 | 13F-HR | SC&H Financial Advisors, Inc. |
| Q4 2025 | 1/21/2026 | 159 | 646,358 | 13F-HR | SC&H Financial Advisors, Inc. |
| Q3 2025 | 10/21/2025 | 147 | 613,385 | 13F-HR | SC&H Financial Advisors, Inc. |
| Q2 2025 | 7/17/2025 | 156 | 585,559 | 13F-HR | SC&H Financial Advisors, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.57 K | 9.9% | 1.88 K | 0 | 1.88 K |
| ETFs | 648.7 K | 89.8% | 0 | 33.53 K | -33.53 K |
| Debt | 1.852 K | 0.3% | 0 | 26 | -26 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
722,162
Holdings
158
QoQ value change ($000)
-31,665
(-4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.