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
Other89.5%
Technology4.9%
ETF2.5%
Financial1.4%
Consumer1.1%
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 2023