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Super Investors SC&H Financial Advisors, Inc.
SF

SC&H Financial Advisors, Inc.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$722M
Positions
158
Quarter ended
September 30, 2026
Filed
October 14, 2026

Reported portfolio value by quarter (20 quarters reported)

$754M $181M
Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q3 26

$181M in Q4 2021 → $722M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 13.9% Added 1.5% 2,262,631 $101M
AC American Centy ETF Tr 11.6% Added 1.4% 652,755 $83.6M
DE Dimensional ETF Trust 6.6% Added 3.4% 913,483 $47.8M
DE Dimensional ETF Trust 5.5% Added 0.6% 958,273 $39.7M
DE Dimensional ETF Trust 5.4% Added 2.2% 469,767 $39M
DE Dimensional ETF Trust 5.3% Added 1.8% 1,027,001 $38.6M
DE Dimensional ETF Trust 4.9% Added 8.2% 698,875 $35.3M
AC American Centy ETF Tr 4.4% Added 1.1% 335,603 $31.6M
AC American Centy ETF Tr 4.1% Trimmed 0.9% 329,378 $29.7M
DE Dimensional ETF Trust 3.6% Added 6.7% 563,845 $26.2M
DE Dimensional ETF Trust 2.4% Added 0.6% 441,153 $17.3M
Apple Inc 1.8% Trimmed 0.5% 39,843 $13.3M
VI Vanguard Index Fds 1.6% Added 0.0% 32,365 $11.4M
IT Ishares Tr 1.5% Trimmed 5.7% 14,541 $11.1M
DE Dimensional ETF Trust 1.5% Added 9.8% 275,940 $11.1M
IT Ishares Tr 1.5% Trimmed 0.2% 111,546 $10.8M
DE Dimensional ETF Trust 1.4% Added 2.0% 260,519 $10.3M
Microsoft Corp 1.1% Trimmed 0.3% 15,498 $7.95M
DE Dimensional ETF Trust 1.1% Trimmed 9.2% 208,399 $7.71M
DE Dimensional ETF Trust 0.7% Trimmed 0.7% 74,087 $4.92M
DE Dimensional ETF Trust 0.7% Added 2.5% 63,072 $4.88M
AC American Centy ETF Tr 0.7% Trimmed 1.1% 40,446 $4.76M
VI Vanguard Index Fds 0.6% Trimmed 6.8% 12,181 $4.56M
DE Dimensional ETF Trust 0.6% Added 4.5% 53,408 $4.4M
SS State Str SPDR S&P 500 ETF T 0.6% Trimmed 8.5% 5,699 $4.35M
Alphabet Inc 0.6% Trimmed 0.2% 12,182 $4.19M
IT Ishares Tr 0.5% Trimmed 1.6% 21,363 $3.55M
AC American Centy ETF Tr 0.5% Added 0.0% 87,840 $3.46M
IT Ishares Tr 0.5% Added 11% 34,813 $3.29M
AC American Centy ETF Tr 0.4% Trimmed 0.1% 32,228 $3.17M
Lam Research Corp 0.4% Unchanged 9,439 $3.1M
IT Ishares Tr 0.4% Added 1.6% 111,670 $2.88M
Alphabet Inc 0.4% Added 0.2% 8,053 $2.74M
BH Berkshire Hathaway Inc Del 0.4% Unchanged 5,125 $2.55M
Costco Wholesale Corporation 0.3% Unchanged 2,664 $2.43M
Visa Inc 0.3% Trimmed 0.1% 6,649 $2.39M
Jpmorgan Chase & Co 0.3% Added 0.1% 7,007 $2.32M
AC American Centy ETF Tr 0.3% Added 0.2% 25,073 $2.27M
IT Ishares Tr 0.3% Added 0.0% 5,282 $2.2M
DE Dimensional ETF Trust 0.3% Trimmed 1.8% 54,518 $2.19M
VS Vanguard Scottsdale Fds 0.3% Trimmed 0.4% 27,711 $2.17M
VS Vanguard Specialized Funds 0.3% Trimmed 4.2% 9,095 $2.12M
Amazon Com Inc 0.3% Added 34% 8,421 $2.1M
DE Dimensional ETF Trust 0.3% Added 9.7% 77,021 $2.08M
DE Dimensional ETF Trust 0.3% Added 0.1% 60,652 $2.04M
VI Vanguard Intl Equity Index F 0.3% Trimmed 16% 12,863 $2.03M
I Ishares Inc 0.3% Trimmed 3.4% 24,864 $2.02M
VB Vanguard Bd Index Fds 0.3% Added 0.5% 24,238 $1.85M
VI Vanguard Index Fds 0.3% Added 0.1% 7,978 $1.84M
AC American Centy ETF Tr 0.3% Added 0.1% 16,816 $1.84M
VI Vanguard Index Fds 0.2% Trimmed 0.6% 8,884 $1.74M
Nvidia Corporation 0.2% Trimmed 23% 6,946 $1.59M
VS Vanguard Star Fds 0.2% Added 24% 17,916 $1.52M
Mastercard Incorporated 0.2% Trimmed 3.0% 2,640 $1.46M
Meta Platforms Inc 0.2% Trimmed 0.2% 2,003 $1.45M
AC American Centy ETF Tr 0.2% Trimmed 1.0% 29,676 $1.35M
IQ Invesco Qqq Tr 0.2% Trimmed 3.8% 1,776 $1.31M
WT Wisdomtree Tr 0.2% Added 0.1% 33,827 $1.28M
VI Vanguard Index Fds 0.2% Trimmed 8.5% 4,409 $1.25M
AC American Centy ETF Tr 0.2% Added 6.2% 26,740 $1.19M

Showing top 60 of 158 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 14, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Exited −452,203 −$37.1M —
DE Dimensional ETF Trust Added +52,948 +$2.67M 4.9%
DE Dimensional ETF Trust Exited −60,341 −$2.34M —
DE Dimensional ETF Trust Added +35,242 +$1.64M 3.6%
DE Dimensional ETF Trust Added +29,903 +$1.57M 6.6%
DE Dimensional ETF Trust Added +34,303 +$1.52M 13.9%
AC American Centy ETF Tr Added +9,211 +$1.18M 11.6%
DE Dimensional ETF Trust Added +24,625 +$988K 1.5%
DE Dimensional ETF Trust Added +10,299 +$855K 5.4%
DE Dimensional ETF Trust Exited −18,733 −$782K —

Showing the 10 largest of 115 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 04, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +28,282 +$2.32M 4.9%
DE Dimensional ETF Trust Added +44,417 +$2.12M 3.3%
DE Dimensional ETF Trust Added +44,231 +$1.96M 13.1%
DE Dimensional ETF Trust Added +38,579 +$1.96M 4.4%
DE Dimensional ETF Trust Added +45,019 +$1.68M 5.0%
AC American Centy ETF Tr Added +11,947 +$1.15M 4.3%
DE Dimensional ETF Trust Added +23,738 +$1M 1.4%
AC American Centy ETF Tr Added +7,752 +$993K 10.9%
DE Dimensional ETF Trust Added +20,560 +$848K 5.2%
VI Vanguard Index Fds Added +9,946 +$801K 0.1%

Showing the 10 largest of 120 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 23, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +68,198 +$3.46M 4.6%
DE Dimensional ETF Trust Added +58,714 +$2.81M 3.5%
VI Vanguard Index Fds Added +6,048 +$1.81M 1.5%
DE Dimensional ETF Trust Added +19,629 +$1.41M 4.6%
DE Dimensional ETF Trust Added +30,470 +$1.37M 5.9%
DE Dimensional ETF Trust Added +29,856 +$1.26M 1.4%
DE Dimensional ETF Trust Added +31,914 +$1.24M 5.5%
DE Dimensional ETF Trust Added +35,982 +$1.22M 1.1%
BH Berkshire Hathaway Inc Del Added +2,480 +$1.19M 0.4%
DE Dimensional ETF Trust Added +15,887 +$1.13M 4.9%

Showing the 10 largest of 113 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 21, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +108,378 +$5.2M 3.2%
DE Dimensional ETF Trust Added +70,893 +$3.02M 1.3%
VI Vanguard Index Fds Trimmed −8,052 −$2.53M 1.3%
DE Dimensional ETF Trust Added +31,898 +$2.35M 4.6%
DE Dimensional ETF Trust Added +47,544 +$1.88M 13.3%
DE Dimensional ETF Trust Added +46,997 +$1.79M 5.3%
DE Dimensional ETF Trust Added +29,245 +$1.37M 6.1%
DE Dimensional ETF Trust Trimmed −36,147 −$1.19M 0.3%
AC American Centy ETF Tr Trimmed −10,135 −$1.13M 10.9%
IT Ishares Tr New +12,392 +$1.05M 0.2%

Showing the 10 largest of 137 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 21, 2025

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr Trimmed −37,551 −$4.08M 11.3%
DE Dimensional ETF Trust Added +45,056 +$3.24M 4.4%
VI Vanguard Index Fds Trimmed −9,793 −$3.01M 1.8%
DE Dimensional ETF Trust Trimmed −70,402 −$2.21M 1.0%
DE Dimensional ETF Trust Added +36,445 +$1.76M 2.5%
DE Dimensional ETF Trust Trimmed −28,359 −$1.44M 4.4%
DE Dimensional ETF Trust Added +18,392 +$1.33M 5.1%
DE Dimensional ETF Trust Added +35,606 +$1.29M 5.1%
AC American Centy ETF Tr Trimmed −16,232 −$1.28M 4.4%
IT Ishares Tr Trimmed −1,702 −$1.14M 1.9%

Showing the 10 largest of 127 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 17, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +154,077 +$10.3M 3.7%
DE Dimensional ETF Trust Added +124,833 +$6.34M 4.9%
AC American Centy ETF Tr Added +37,908 +$3.82M 11.6%
DE Dimensional ETF Trust Added +58,041 +$2.01M 4.8%
DE Dimensional ETF Trust Added +25,249 +$1.69M 4.7%
AC American Centy ETF Tr Added +21,736 +$1.61M 4.5%
AC American Centy ETF Tr Added +21,584 +$1.48M 3.7%
DE Dimensional ETF Trust Added +34,798 +$1.47M 5.9%
DE Dimensional ETF Trust Trimmed −41,008 −$1.47M 13.0%
DE Dimensional ETF Trust Added +30,869 +$907K 1.3%

Showing the 10 largest of 124 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 23, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +256,748 +$13M 4.4%
DE Dimensional ETF Trust Added +102,626 +$3.39M 14.1%
DE Dimensional ETF Trust Added +42,968 +$2.64M 2.1%
AC American Centy ETF Tr Added +20,307 +$1.88M 11.6%
DE Dimensional ETF Trust Added +45,722 +$1.76M 5.9%
DE Dimensional ETF Trust Added +58,419 +$1.62M 4.7%
DE Dimensional ETF Trust Added +49,702 +$1.55M 4.7%
DE Dimensional ETF Trust Added +22,036 +$1.33M 4.6%
DE Dimensional ETF Trust Added +14,884 +$912K 0.3%
DE Dimensional ETF Trust Added +13,438 +$639K 2.5%

Showing the 10 largest of 98 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 28, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +148,415 +$7.51M 1.9%
DE Dimensional ETF Trust Added +67,698 +$4.34M 1.7%
DE Dimensional ETF Trust Added +71,127 +$3.33M 2.5%
DE Dimensional ETF Trust Added +50,554 +$3.22M 4.8%
AC American Centy ETF Tr Added +30,140 +$2.92M 12.4%
DE Dimensional ETF Trust Added +93,361 +$2.41M 4.3%
DE Dimensional ETF Trust Added +68,663 +$2.38M 14.8%
DE Dimensional ETF Trust Added +68,154 +$1.99M 4.3%
AC American Centy ETF Tr Added +19,287 +$1.13M 3.5%
DE Dimensional ETF Trust Added +27,131 +$1.1M 6.1%

Showing the 10 largest of 119 changes.

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