SC&H Financial Advisors, Inc.
โขCIK: 1907898โขFiling: Q4 2025
**SC&H Financial Advisors, Inc.** manages $646M across a portfolio of 159 positions, demonstrating concentrated exposure to specific sectors. The fund's top holdings reveal significant allocations, notably $86.0M in DFAC and $70.2M in AVUS. Further concentration is evident with substantial positions in DFAU ($39.4M), DFAI ($34.3M), and DFUS ($32.5M). This structure suggests a focused, deep-value approach targeting select, high-conviction names.
Total AUM
$646.4M
QoQ Performance
+5.4%
Positions
87
Top 10 Concentration
62.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
AVUS
DFAU
DFAI
DFUS
DFIC
DFAC13.3%
AVUS10.9%
DFAU6.1%
DFAI5.3%
DFUS5.0%
DFIC5.0%
DCOR4.6%
AVDE4.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other89.9%
Technology4.9%
ETF2.5%
Consumer1.1%
Financial1.0%
Healthcare0.4%
Industrial0.1%
Real Estate0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW15 new positions
โ76 increased
โ43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022