SC&H Financial Advisors, Inc.

13F filer · CIK 0001907898

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$754MU.S. long equity reported on 13F

Positions713 new · 2 closed

Net flow last quarter-$218KBuys minus sells

Top 10 positions weight6.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202671 positions
AAPLApple Inc.	$11.6M	1.54%	0.00%	-0.5%	Q4 2021
DFAXGulf Resources, Inc.	$8.45M	1.12%	Not reported	+2.3%	Q4 2021
MSFTMicrosoft Corp	$5.8M	0.77%	0.00%	-0.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.65M	0.62%	Not reported	+0.6%	Q4 2021
GOOGLAlphabet Inc.	$4.36M	0.58%	0.00%	-0.5%	Q4 2021
LRCXLam Research Corp	$4.09M	0.54%	0.00%	0.0%	Q4 2021
GOOGAlphabet Inc.	$2.84M	0.38%	Not reported	+0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.56M	0.34%	Not reported	+0.3%	Q4 2021
COSTCostco Wholesale Corp	$2.49M	0.33%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$2.29M	0.30%	0.00%	0.0%	Q4 2021
VVisa Inc.	$2.28M	0.30%	0.00%	+0.3%	Q4 2021
BSVNBank7 Corp.	$1.88M	0.25%	0.25%	+0.5%	Q4 2021
NVDANvidia Corp	$1.81M	0.24%	0.00%	-10.3%	Q4 2021
AMZNAmazon Com Inc	$1.5M	0.20%	0.00%	-20.9%	Q4 2021
MAMastercard Inc	$1.4M	0.19%	0.00%	+0.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.36M	0.18%	Not reported	+5.4%	Q4 2021
CINFCincinnati Financial Corp	$1.22M	0.16%	0.00%	Not reported	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$1.15M	0.15%	Not reported	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.13M	0.15%	Not reported	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$1.02M	0.13%	0.00%	+1.2%	Q4 2021
AVGOBroadcom Inc.	$975K	0.13%	0.00%	-7.9%	Q2 2023
GLWCorning Inc	$961K	0.13%	0.00%	-1.3%	Q3 2025
APHAmphenol Corp	$920K	0.12%	0.00%	Not reported	Q4 2021
CTASCintas Corp	$771K	0.10%	0.00%	-1.8%	Q4 2021
BRK.ABerkshire Hathaway Inc	$749K	0.10%	Not reported	Not reported	Q4 2021
HDHome Depot, Inc.	$673K	0.09%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$625K	0.08%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$620K	0.08%	0.00%	-9.6%	Q4 2021
WMTWalmart Inc.	$607K	0.08%	0.00%	+0.9%	Q4 2021
PLDPrologis, Inc.	$571K	0.08%	0.00%	Not reported	Q4 2021
PAYXPaychex Inc	$570K	0.08%	0.00%	-1.3%	Q4 2021
CATCaterpillar Inc	$540K	0.07%	0.00%	Not reported	Q2 2025
MTBM&T Bank Corp	$534K	0.07%	0.00%	Not reported	Q4 2025
TMOThermo Fisher Scientific Inc.	$512K	0.07%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$478K	0.06%	0.00%	Not reported	Q4 2021
AEPAmerican Electric Power Co Inc	$471K	0.06%	0.00%	+0.4%	Q4 2021
GSGoldman Sachs Group Inc	$469K	0.06%	0.00%	Not reported	Q4 2021
JCIJohnson Controls International plc	$461K	0.06%	0.00%	+0.3%	Q4 2025
XELXcel Energy Inc	$449K	0.06%	0.00%	Not reported	Q4 2021
PNCPNC Financial Services Group, Inc.	$429K	0.06%	0.00%	+18.3%	Q4 2021
JNJJohnson & Johnson	$401K	0.05%	0.00%	+0.1%	Q4 2021
MKCMccormick & Co Inc	$390K	0.05%	Not reported	Not reported	Q4 2021
BACBank of America Corp	$382K	0.05%	0.00%	-2.9%	Q4 2023
LLYELI LILLY & Co	$355K	0.05%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$349K	0.05%	0.00%	+0.5%	Q4 2021
AWKAmerican Water Works Company, Inc.	$341K	0.05%	0.00%	Not reported	Q4 2021
PHMPultegroup Inc	$340K	0.05%	0.00%	Not reported	Q4 2023
TXTTextron Inc	$339K	0.04%	0.00%	0.0%	Q4 2023
ABBVAbbVie Inc.	$334K	0.04%	0.00%	Not reported	Q2 2024
ESEversource Energy	$308K	0.04%	0.00%	-5.6%	Q4 2021

Q1 2026Reported Apr 23, 202670 positions
AAPLApple Inc.	$10.2M	1.54%	0.00%	-0.6%	Q4 2021
DFAXGulf Resources, Inc.	$7.62M	1.15%	Not reported	+19.1%	Q4 2021
MSFTMicrosoft Corp	$5.8M	0.88%	0.00%	-2.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.02M	0.61%	Not reported	+0.1%	Q4 2021
GOOGLAlphabet Inc.	$3.53M	0.53%	0.00%	+3.0%	Q4 2021
COSTCostco Wholesale Corp	$2.65M	0.40%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.45M	0.37%	Not reported	+94.3%	Q4 2021
GOOGAlphabet Inc.	$2.3M	0.35%	Not reported	-0.4%	Q4 2021
JPMJPMorgan Chase & Co	$2.06M	0.31%	0.00%	0.0%	Q4 2021
LRCXLam Research Corp	$2.02M	0.30%	0.00%	0.0%	Q4 2021
VVisa Inc.	$2.01M	0.30%	0.00%	+7.9%	Q4 2021
BSVNBank7 Corp.	$1.88M	0.28%	0.25%	+0.4%	Q4 2021
NVDANvidia Corp	$1.76M	0.26%	0.00%	+14.7%	Q4 2021
AMZNAmazon Com Inc	$1.66M	0.25%	0.00%	+21.4%	Q4 2021
MAMastercard Inc	$1.36M	0.20%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.15M	0.17%	Not reported	+0.3%	Q4 2021
CINFCincinnati Financial Corp	$1.04M	0.16%	0.00%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.01M	0.15%	Not reported	+3.5%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$965K	0.15%	Not reported	Not reported	Q4 2021
AVGOBroadcom Inc.	$867K	0.13%	0.00%	Not reported	Q2 2023
CTASCintas Corp	$781K	0.12%	0.00%	0.0%	Q4 2021
MCDMcdonalds Corp	$719K	0.11%	0.00%	Not reported	Q4 2021
BRK.ABerkshire Hathaway Inc	$718K	0.11%	Not reported	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$675K	0.10%	0.00%	-1.3%	Q4 2021
WMTWalmart Inc.	$660K	0.10%	0.00%	-15.1%	Q4 2021
APHAmphenol Corp	$660K	0.10%	0.00%	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$654K	0.10%	0.00%	+0.1%	Q4 2021
HDHome Depot, Inc.	$627K	0.09%	0.00%	Not reported	Q4 2021
PLDPrologis, Inc.	$557K	0.08%	0.00%	Not reported	Q4 2021
PAYXPaychex Inc	$541K	0.08%	0.00%	+1.3%	Q4 2021
GLWCorning Inc	$518K	0.08%	0.00%	+0.5%	Q3 2025
LOWLowes Companies Inc	$513K	0.08%	0.00%	-13.9%	Q4 2021
TMOThermo Fisher Scientific Inc.	$502K	0.08%	0.00%	Not reported	Q4 2021
MTBM&T Bank Corp	$463K	0.07%	0.00%	Not reported	Q4 2025
AEPAmerican Electric Power Co Inc	$449K	0.07%	0.00%	+0.4%	Q4 2021
XELXcel Energy Inc	$444K	0.07%	0.00%	Not reported	Q4 2021
JCIJohnson Controls International plc	$412K	0.06%	0.00%	+0.4%	Q4 2025
GSGoldman Sachs Group Inc	$392K	0.06%	0.00%	+0.2%	Q4 2021
MKCMccormick & Co Inc	$390K	0.06%	Not reported	Not reported	Q4 2021
JNJJohnson & Johnson	$386K	0.06%	0.00%	+0.1%	Q4 2021
NOCNorthrop Grumman Corp	$370K	0.06%	0.00%	+0.2%	Q4 2021
CATCaterpillar Inc	$359K	0.05%	0.00%	Not reported	Q2 2025
AWKAmerican Water Works Company, Inc.	$353K	0.05%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$336K	0.05%	0.00%	-6.2%	Q4 2023
KOCoca Cola Co	$325K	0.05%	0.00%	Not reported	Q4 2021
TXTTextron Inc	$323K	0.05%	0.00%	0.0%	Q4 2023
HCAHCA Healthcare, Inc.	$320K	0.05%	0.00%	Not reported	Q4 2021
ESEversource Energy	$313K	0.05%	0.00%	0.0%	Q4 2021
PNCPNC Financial Services Group, Inc.	$306K	0.05%	0.00%	+25.6%	Q4 2021
BIPBrookfield Infrastructure Partners L.P.	$296K	0.04%	Not reported	Not reported	Q2 2022

Q4 2025Reported Jan 21, 202673 positions
AAPLApple Inc.	$11M	1.70%	0.00%	+8.0%	Q4 2021
MSFTMicrosoft Corp	$7.74M	1.20%	0.00%	-0.5%	Q4 2021
DFAXGulf Resources, Inc.	$6.16M	0.95%	Not reported	-1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$4.22M	0.65%	Not reported	+7.9%	Q4 2021
GOOGLAlphabet Inc.	$3.73M	0.58%	0.00%	-10.0%	Q4 2021
GOOGAlphabet Inc.	$2.53M	0.39%	Not reported	-12.5%	Q4 2021
COSTCostco Wholesale Corp	$2.3M	0.36%	0.00%	+0.3%	Q4 2021
JPMJPMorgan Chase & Co	$2.25M	0.35%	0.00%	+1.0%	Q4 2021
VVisa Inc.	$2.16M	0.33%	0.00%	Not reported	Q4 2021
BSVNBank7 Corp.	$1.88M	0.29%	0.25%	-5.4%	Q4 2021
NVDANvidia Corp	$1.64M	0.25%	0.00%	+11.0%	Q4 2021
LRCXLam Research Corp	$1.62M	0.25%	0.00%	0.0%	Q4 2021
MAMastercard Inc	$1.55M	0.24%	0.00%	-4.9%	Q4 2021
AMZNAmazon Com Inc	$1.51M	0.23%	0.00%	+25.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.32M	0.20%	Not reported	+0.5%	Q4 2021
METAMeta Platforms, Inc.	$1.32M	0.20%	Not reported	+8.3%	Q4 2021
CINFCincinnati Financial Corp	$1.08M	0.17%	0.00%	Not reported	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$1.05M	0.16%	Not reported	+3.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.04M	0.16%	Not reported	+13.1%	Q4 2021
AVGOBroadcom Inc.	$970K	0.15%	0.00%	-18.0%	Q2 2023
CTASCintas Corp	$868K	0.13%	0.00%	+1.9%	Q4 2021
UNHUnitedhealth Group Inc	$797K	0.12%	0.00%	+7.3%	Q4 2021
BRK.ABerkshire Hathaway Inc	$755K	0.12%	Not reported	Not reported	Q4 2021
MCDMcdonalds Corp	$707K	0.11%	0.00%	+22.2%	Q4 2021
APHAmphenol Corp	$705K	0.11%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$697K	0.11%	0.00%	+7.8%	Q4 2021
PGPROCTER & GAMBLE Co	$679K	0.11%	0.00%	0.0%	Q4 2021
HDHome Depot, Inc.	$656K	0.10%	0.00%	-25.9%	Q4 2021
PAYXPaychex Inc	$651K	0.10%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$608K	0.09%	0.00%	+0.1%	Q4 2021
TMOThermo Fisher Scientific Inc.	$592K	0.09%	0.00%	Not reported	Q4 2021
PLDPrologis, Inc.	$538K	0.08%	0.00%	Not reported	Q4 2021
MKCMccormick & Co Inc	$527K	0.08%	Not reported	-7.7%	Q4 2021
MTBM&T Bank Corp	$452K	0.07%	0.00%	New	Q4 2025
XELXcel Energy Inc	$413K	0.06%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$407K	0.06%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$404K	0.06%	0.00%	+2.9%	Q4 2023
AEPAmerican Electric Power Co Inc	$394K	0.06%	0.00%	+0.4%	Q4 2021
JCIJohnson Controls International plc	$376K	0.06%	0.00%	New	Q4 2025
MKC.VMccormick & Co Inc	$366K	0.06%	Not reported	Not reported	Q4 2021
AWKAmerican Water Works Company, Inc.	$338K	0.05%	0.00%	-3.0%	Q4 2021
GLWCorning Inc	$332K	0.05%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$327K	0.05%	0.00%	+7.6%	Q4 2021
IBMInternational Business Machines Corp	$322K	0.05%	0.00%	New	Q4 2025
TXTTextron Inc	$322K	0.05%	0.00%	0.0%	Q4 2023
HCAHCA Healthcare, Inc.	$315K	0.05%	0.00%	Not reported	Q4 2021
BXBlackstone Inc.	$314K	0.05%	0.00%	-7.8%	Q4 2021
CEGConstellation Energy Corp	$311K	0.05%	0.00%	-0.8%	Q1 2022
NOCNorthrop Grumman Corp	$309K	0.05%	0.00%	Not reported	Q4 2021
ESEversource Energy	$304K	0.05%	0.00%	0.0%	Q4 2021

Q3 2025Reported Oct 21, 202568 positions
AAPLApple Inc.	$9.54M	1.56%	0.00%	-7.1%	Q4 2021
MSFTMicrosoft Corp	$8.33M	1.36%	0.00%	-4.2%	Q4 2021
DFAXGulf Resources, Inc.	$5.97M	0.97%	Not reported	-27.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$3.82M	0.62%	Not reported	-0.9%	Q4 2021
GOOGLAlphabet Inc.	$3.22M	0.52%	0.00%	+0.2%	Q4 2021
COSTCostco Wholesale Corp	$2.46M	0.40%	0.00%	-1.2%	Q4 2021
GOOGAlphabet Inc.	$2.24M	0.37%	Not reported	-7.9%	Q4 2021
JPMJPMorgan Chase & Co	$2.18M	0.36%	0.00%	-1.0%	Q4 2021
VVisa Inc.	$2.1M	0.34%	0.00%	-2.1%	Q4 2021
BSVNBank7 Corp.	$1.99M	0.32%	0.27%	+0.9%	Q4 2021
MAMastercard Inc	$1.62M	0.26%	0.00%	+0.1%	Q4 2021
NVDANvidia Corp	$1.48M	0.24%	0.00%	-13.9%	Q4 2021
METAMeta Platforms, Inc.	$1.36M	0.22%	Not reported	-5.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.32M	0.21%	Not reported	-2.8%	Q4 2021
LRCXLam Research Corp	$1.26M	0.21%	0.00%	+0.3%	Q4 2021
AMZNAmazon Com Inc	$1.15M	0.19%	0.00%	-5.8%	Q4 2021
AVGOBroadcom Inc.	$1.13M	0.18%	0.00%	+2.0%	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$1.06M	0.17%	Not reported	+1.4%	Q4 2021
CINFCincinnati Financial Corp	$1.04M	0.17%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$1.04M	0.17%	0.00%	+0.6%	Q4 2021
CTASCintas Corp	$930K	0.15%	0.00%	-0.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$899K	0.15%	Not reported	+10.9%	Q4 2021
UNHUnitedhealth Group Inc	$777K	0.13%	0.00%	-0.8%	Q4 2021
BRK.ABerkshire Hathaway Inc	$754K	0.12%	Not reported	Not reported	Q4 2021
PAYXPaychex Inc	$735K	0.12%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$728K	0.12%	0.00%	-19.4%	Q4 2021
APHAmphenol Corp	$646K	0.11%	0.00%	Not reported	Q4 2021
LOWLowes Companies Inc	$633K	0.10%	0.00%	-12.2%	Q4 2021
WMTWalmart Inc.	$598K	0.10%	0.00%	-42.0%	Q4 2021
MCDMcdonalds Corp	$575K	0.09%	0.00%	Not reported	Q4 2021
MKCMccormick & Co Inc	$561K	0.09%	Not reported	-2.3%	Q4 2021
TMOThermo Fisher Scientific Inc.	$495K	0.08%	0.00%	Not reported	Q4 2021
PLDPrologis, Inc.	$482K	0.08%	0.00%	Not reported	Q4 2021
ATOAtmos Energy Corp	$482K	0.08%	0.00%	Not reported	Q4 2021
XELXcel Energy Inc	$451K	0.07%	0.00%	Not reported	Q4 2021
AEPAmerican Electric Power Co Inc	$383K	0.06%	0.00%	-10.4%	Q4 2021
BXBlackstone Inc.	$378K	0.06%	0.00%	+1.8%	Q4 2021
AWKAmerican Water Works Company, Inc.	$372K	0.06%	0.00%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$369K	0.06%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$368K	0.06%	0.00%	-11.6%	Q4 2023
MKC.VMccormick & Co Inc	$359K	0.06%	Not reported	Not reported	Q4 2021
NNNNNN REIT, Inc.	$333K	0.05%	0.00%	Not reported	Q4 2021
NOCNorthrop Grumman Corp	$329K	0.05%	0.00%	+0.2%	Q4 2021
PHMPultegroup Inc	$328K	0.05%	0.00%	Not reported	Q4 2023
ZTSZoetis Inc.	$327K	0.05%	0.00%	Not reported	Q4 2021
ESEversource Energy	$321K	0.05%	0.00%	0.0%	Q4 2021
TXTTextron Inc	$312K	0.05%	0.00%	Not reported	Q4 2023
GLWCorning Inc	$311K	0.05%	0.00%	New	Q3 2025
MDLZMondelez International, Inc.	$304K	0.05%	0.00%	-25.7%	Q4 2021
CEGConstellation Energy Corp	$292K	0.05%	0.00%	-35.7%	Q1 2022

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