SC&H Financial Advisors, Inc.
All 13F Filings
- Location
- Hunt Valley, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 663,227
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.71 K | 9.3% | 0 | 434.2 K | -434.2 K |
| ETFs | 599.6 K | 90.4% | 451.8 K | 0 | 451.8 K |
| Debt | 1.88 K | 0.3% | 0 | 2 | -2 |
| Other | 0 | 0.0% | 0 | 720 | -720 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
663,227
Holdings
155
QoQ value change ($000)
16,869
(2.6%)
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.