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Livermore
Livermore
ZHEN

SC&H Financial Advisors, Inc.

SEC CIK
0001907898
Latest filing
Aug 4, 2026

The latest 13F from SC&H Financial Advisors, Inc. covers Q2 2026 (filed Aug 4, 2026): 160 long positions worth $753.8M. The top 10 holdings make up 62.8% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 13.1%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.61M
Added
76
Est. +$17.5M
Reduced
32
Est. −$3.13M
Sold out
2
Est. −$448.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    13.1%$98.8M
  2. American Centy ETF Tr025072885
    10.9%$82.4M
  3. Dimensional ETF Trust25434V104
    6.1%$45.7M
  4. Dimensional ETF Trust25434V203
    5.2%$39.3M
  5. Dimensional ETF Trust25434V401
    5.0%$37.6M

Share of portfolio

Top 5 holdings and the other 155 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF13.1%
  2. American Centy ETF Tr10.9%
  3. Dimensional ETF Trust6.1%
  4. Dimensional ETF Trust5.2%
  5. Dimensional ETF Trust5.0%
  6. Other 155 positions59.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V625
    +$2.32MAdded
  2. Dimensional ETF Trust25434V864
    +$2.12MAdded
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    +$1.96MAdded
  4. Dimensional Ultrashort Fixed Income ETF25434V591
    +$1.96MAdded
  5. Dimensional ETF Trust25434V799
    +$1.68MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072604
    +0.36 pp3.9% → 4.3%
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    +0.32 pp12.8% → 13.1%
  3. Dimensional ETF Trust25434V625
    +0.31 pp4.6% → 4.9%
  4. American Centy ETF Tr025072885
    +0.28 pp10.7% → 10.9%
  5. LRCXLam Research Corp
    +0.24 pp0.3% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$544.5KReduced
  2. iShares Core MSCI Eafe ETF46432F842
    −$430.9KReduced
  3. AMZNAmazon Com Inc
    −$396.6KReducedHistory
  4. iShares Core MSCI Emerging Markets ETF46434G103
    −$250.6KReduced
  5. CEGConstellation Energy Corp
    −$245.6KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core MSCI Eafe ETF46432F842
    −0.15 pp1.6% → 1.4%
  2. MSFTMicrosoft Corp
    −0.11 pp0.9% → 0.8%History
  3. iShares Core U.S. Aggregate Bond ETF464287226
    −0.09 pp0.5% → 0.4%
  4. iShares Core S&P 500 ETF464287200
    −0.06 pp1.6% → 1.5%
  5. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    −0.05 pp0.4% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$753.8M
+$90.6M (+13.7%) vs. prior quarter
Positions
160
+5 vs. prior quarter
Top 10 concentration
62.8%
Top 10 as share of value
Turnover
0.5%
Q2 2026, one quarter
Average holding period
17.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $753.8M (Q2 2026)

Q4 2021: $181.2MQ1 2022: $210.3MQ2 2022: $214.5MQ3 2022: $200.0MQ4 2022: $241.3MQ1 2023: $274.3MQ2 2023: $302.6MQ3 2023: $300.8MQ4 2023: $346.8MQ1 2024: $384.1MQ2 2024: $408.0MQ3 2024: $457.7MQ4 2024: $484.1MQ1 2025: $508.3MQ2 2025: $585.6MQ3 2025: $613.4MQ4 2025: $646.4MQ1 2026: $663.2MQ2 2026: $753.8M
Q4 2021Q2 2026
13F filings of SC&H Financial Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 2026160$753.8MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 23, 2026155$663.2MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Jan 21, 2026159$646.4MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q3 2025SEC
Q3 2025Oct 21, 2025147$613.4MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Jul 17, 2025156$585.6MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q1 2025SEC
Q1 2025Apr 23, 2025151$508.3MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Jan 28, 2025148$484.1MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q3 2024SEC
Q3 2024Oct 25, 2024153$457.7MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Aug 2, 2024144$408.0MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q1 2024SEC
Q1 2024May 2, 2024143$384.1MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q4 2023SEC
Q4 2023Feb 1, 2024138$346.8MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q3 2023SEC
Q3 2023Oct 30, 2023130$300.8MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q2 2023SEC
Q2 2023Aug 7, 2023136$302.6MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q1 2023SEC
Q1 2023May 12, 2023131$274.3MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q4 2022SEC
Q4 2022Feb 10, 2023125$241.3MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrAmerican Centy ETF Trvs. Q3 2022SEC
Q3 2022Nov 9, 2022126$200.0MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrAmerican Centy ETF Trvs. Q2 2022SEC
Q2 2022Aug 10, 2022135$214.5MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrDimensional ETF Trustvs. Q1 2022SEC
Q1 2022May 10, 2022149$210.3MDimensional U.S. Core Equity 2 ETFAmerican Centy ETF TrVanguard Morningstar Large-Cap ETFvs. Q4 2021SEC
Q4 2021Feb 10, 2022151$181.2MDimensional U.S. Core Equity 2 ETFVanguard Morningstar Large-Cap ETFiShares Core S&P 500 ETF–SEC