SC&H Financial Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing was signed by Caitlin Garner, the Chief Compliance Officer, on October 14, 2026. The firm’s principal business address is listed as 226 Schilling Circle, Suite 300, Hunt Valley, MD 21031.
The portfolio consists of 158 individual positions. The largest holding in the portfolio is Apple Inc., for which the firm reported ownership of 13,268,459 shares. Microsoft Corporation is the second-largest holding, with 7,948,804 shares. Other significant positions include Alphabet Inc. Class A (4,191,427 shares), Amazon.com Inc. (2,098,154 shares), and Berkshire Hathaway Inc. Class B (2,552,041 shares).
The filing details a mix of individual equities and exchange-traded funds (ETFs). Among the notable individual stock positions are Visa Inc. Class A (2,389,348 shares), JPMorgan Chase & Co. (2,318,136 shares), and Procter & Gamble Co. (615,097 shares). The firm also holds substantial stakes in various ETFs, including Dimensional ETF Trust funds focused on global and US equity markets, Vanguard Index Funds covering various market capitalizations, and iShares ETFs tracking broad market indices such as the S&P 500 and MSCI EAFE.
