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Portfolio (Quarterly) Guide ↗

SC&H Financial Advisors, Inc.

· CIK 0001907898
13F Portfolio $754M AUM 160 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 160 New
Page 8 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FDIG FIDELITY COVINGTON TRUST 6,052.0 $259K 0.03% NEW $42.73 +1.0%
142 CSCO CISCO SYS INC Technology 2,194.0 $258K 0.03% NEW $117.48 -6.7%
143 SYY SYSCO CORP Consumer Defensive 3,081.0 $258K 0.03% NEW $83.58 -0.6%
144 IBM INTERNATIONAL BUSINESS MACHS Technology 912.0 $256K 0.03% NEW $281.19 -16.9%
145 DFAR DIMENSIONAL ETF TRUST 9,700.0 $254K 0.03% NEW $26.16 +1.3%
146 VWO VANGUARD INTL EQUITY INDEX F 4,240.0 $253K 0.03% NEW $59.69 +0.6%
147 ATO ATMOS ENERGY CORP Utilities 1,455.0 $251K 0.03% NEW $172.27 -1.0%
148 ACWI ISHARES TR 1,563.0 $245K 0.03% NEW $157.00 +1.9%
149 VLO VALERO ENERGY CORP Energy 940.0 $245K 0.03% NEW $260.44 +31.1%
150 TSLA TESLA INC Consumer Cyclical 581.0 $244K 0.03% NEW $420.77 -18.0%
151 TROW PRICE T ROWE GROUP INC Financial Services 2,115.0 $240K 0.03% NEW $113.68 -1.3%
152 MGV VANGUARD WORLD FD 1,448.0 $237K 0.03% NEW $163.45 +2.3%
153 BX BLACKSTONE INC Financial Services 1,996.0 $235K 0.03% NEW $117.69 +20.2%
154 IJK ISHARES TR 1,960.0 $230K 0.03% NEW $117.49 -2.1%
155 LIN LINDE PLC Basic Materials 442.0 $229K 0.03% NEW $519.14 -7.3%
156 MTD METTLER TOLEDO INTERNATIONAL Healthcare 171.0 $218K 0.03% NEW $1277.51 +9.1%
157 TJX TJX COS INC NEW Consumer Cyclical 1,436.0 $218K 0.03% NEW $151.51 -7.2%
158 ESGU ISHARES TR 1,318.0 $216K 0.03% NEW $163.70 +2.0%
159 DFUV DIMENSIONAL ETF TRUST 3,729.0 $205K 0.03% NEW $55.01 +3.8%
160 LAMR LAMAR ADVERTISING CO Real Estate 1,290.0 $201K 0.03% NEW $155.97 -3.2%
Page 8 of 8  ·  160 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.0%
Financial Services 22.5%
Communication Services 11.9%
Consumer Defensive 7.1%
Consumer Cyclical 6.2%
Healthcare 4.8%
Industrials 4.2%
Utilities 3.0%
Real Estate 1.5%
Energy 0.3%