SC&H FINANCIAL ADVISORS INC
Q3 2025 Form 13-F
SPARKS, MARYLAND
CIK 0001907898
· CRD 120666
· SEC-registered investment adviser
$613.4M Reported Value Total
SC&H WEALTH reports 2,057 total accounts under management (AUM). There are 2,043 discretionary accounts valued at $1,104,700,684, and 14 non-discretionary accounts valued at $23,573,717.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-12
Reported value
$613.4M
Quarter over quarter
+6.9%
Holdings
147
Top-10 concentration
62.8%
Key People
Form ADV owners & control persons
William Dennis Adams
SECRETARY TREASURER
Ryan Benjamin Frank
DIRECTOR & PRESIDENT
Caitlin Patricia Winter Garner
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 21, 2025 |
| Form | 13F-HR |
| Reported value | $613.4M |
| Positions | 147 |
| Change in reported value | +4.8% |
| New positions | 4 |
| Exited positions | 13 |
| Position turnover | 10.6% |
| Top-10 concentration | 62.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
158 | $722.2M |
|
Q2 2026 13F
Filed Aug 4, 2026
|
160 | $753.8M |
|
Q1 2026 13F
Filed Apr 23, 2026
|
155 | $663.2M |
|
Q4 2025 13F
Filed Jan 21, 2026
|
159 | $646.4M |
|
Q3 2025 13F
Filed Oct 21, 2025
|
147 | $613.4M |
|
Q2 2025 13F
Filed Jul 17, 2025
|
156 | $585.6M |
|
Q1 2025 13F
Filed Apr 23, 2025
|
151 | $508.3M |
|
Q4 2024 13F
Filed Jan 28, 2025
|
148 | $484.1M |
|
Q3 2024 13F
Filed Oct 25, 2024
|
153 | $457.7M |
|
Q2 2024 13F
Filed Aug 2, 2024
|
144 | $408.0M |
|
Q1 2024 13F
Filed May 2, 2024
|
143 | $384.1M |
|
Q4 2023 13F
Filed Feb 1, 2024
|
138 | $346.8M |
|
Q3 2023 13F
Filed Oct 30, 2023
|
130 | $300.8M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
136 | $302.6M |
|
Q1 2023 13F
Filed May 12, 2023
|
131 | $274.3M |
|
Q4 2022 13F
Filed Feb 10, 2023
|
125 | $241.3M |
|
Q3 2022 13F
Filed Nov 9, 2022
|
126 | $200.0M |
|
Q2 2022 13F
Filed Aug 10, 2022
|
135 | $214.5M |
|
Q1 2022 13F
Filed May 10, 2022
|
149 | $210.3M |
|
Q4 2021 13F
Filed Feb 10, 2022
|
151 | $181.2M |
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFAC DIMENSIONAL ETF TRUST | $82.0M | 13.37% |
| 2 | AVUS AMERICAN CENTY ETF TR | $69.3M | 11.31% |
| 3 | DFAU DIMENSIONAL ETF TRUST | $37.2M | 6.07% |
| 4 | DFUS DIMENSIONAL ETF TRUST | $31.2M | 5.09% |
| 5 | DFAI DIMENSIONAL ETF TRUST | $31.0M | 5.06% |
| 6 | DFIC DIMENSIONAL ETF TRUST | $29.9M | 4.88% |
| 7 | DUSB DIMENSIONAL ETF TRUST | $27.1M | 4.42% |
| 8 | AVDE AMERICAN CENTY ETF TR | $27.0M | 4.4% |
| 9 | DCOR DIMENSIONAL ETF TRUST | $26.8M | 4.37% |
| 10 | AVEM AMERICAN CENTY ETF TR | $23.6M | 3.85% |
| 11 | DFSD DIMENSIONAL ETF TRUST | $15.3M | 2.49% |
| 12 | DFAE DIMENSIONAL ETF TRUST | $12.6M | 2.05% |
| 13 | IVV ISHARES TR | $11.6M | 1.88% |
| 14 | VV VANGUARD INDEX FDS | $10.7M | 1.75% |
| 15 | IEFA ISHARES TR | $10.5M | 1.71% |
| 16 | AAPL APPLE INC | $9.5M | 1.56% |
| 17 | MSFT MICROSOFT CORP | $8.3M | 1.36% |
| 18 | DFEM DIMENSIONAL ETF TRUST | $7.2M | 1.17% |
| 19 | DFAX DIMENSIONAL ETF TRUST | $6.0M | 0.97% |
| 20 | DFCF DIMENSIONAL ETF TRUST | $5.4M | 0.88% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.