SC&H Financial Advisors, Inc. reported 67 positions worth $69.66M for the quarter ended Sep 30, 2026, up 2.9% on the prior quarter. It opened 3 new positions, added to 14, trimmed 14 and exited 2. Its largest holding is Apple Inc. at 19% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +2,124 | +33.7% | $529.21K | 3.01% |
| PLTR Palantir Technologies Inc. | +1,200 | – | $224.46K | 0.322% |
| MCK Mckesson Corp | +262 | – | $223.56K | 0.321% |
| DHR Danaher Corp | +942 | – | $208.62K | 0.299% |
| TROW Price T Rowe Group Inc | +832 | +39.3% | $86.57K | 0.44% |
| GOOG Alphabet Inc. | +16 | +0.2% | $5.45K | 3.94% |
| JPM Jpmorgan Chase & Co | +10 | +0.1% | $3.31K | 3.33% |
| APH Amphenol Corp | +24 | +0.2% | $2.02K | 1.27% |
| KO Coca Cola Co | +22 | +0.5% | $1.89K | 0.533% |
| AEP American Electric Power Co Inc | +12 | +0.3% | $1.42K | 0.588% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -2,096 | -23.2% | $478.71K | 2.28% |
| TJX Tjx Companies Inc | -1,436 | -100.0% | $217.57K | Exited |
| LAMR Lamar Advertising Co | -1,290 | -100.0% | $201.21K | Exited |
| LLY ELI LILLY & Co | -66 | -22.3% | $76.31K | 0.382% |
| AAPL Apple Inc. | -191 | -0.5% | $63.61K | 19.05% |
| PNC Pnc Financial Services Group, Inc. | -266 | -15.3% | $59.14K | 0.471% |
| MKC Mccormick & Co Inc | -1,005 | -13.0% | $46.63K | 0.448% |
| MA Mastercard Inc | -83 | -3.0% | $45.77K | 2.09% |
| MSFT Microsoft Corp | -40 | -0.3% | $20.52K | 11.41% |
| GOOGL Alphabet Inc. | -28 | -0.2% | $9.63K | 6.02% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 39.8K | $13.27M | 19.05% | -191 | -0.5% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 15.5K | $7.95M | 11.41% | -40 | -0.3% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 12.2K | $4.19M | 6.02% | -28 | -0.2% | Reduced | 0% |
| 4 | LRCX Lam Research Corp | Technology | 9,439 | $3.10M | 4.45% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 8,053 | $2.74M | 3.94% | +16 | +0.2% | Added | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,125 | $2.55M | 3.66% | 0 | 0.0% | Unchanged | 0% |
| 7 | COST Costco Wholesale Corp | Consumer Staples | 2,664 | $2.43M | 3.48% | 0 | 0.0% | Unchanged | 0% |
| 8 | V Visa Inc. | Financial Services | 6,649 | $2.39M | 3.43% | -5 | -0.1% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 7,007 | $2.32M | 3.33% | +10 | +0.1% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 8,421 | $2.10M | 3.01% | +2,124 | +33.7% | Added | 0% |
| 11 | NVDA Nvidia Corp | Technology | 6,946 | $1.59M | 2.28% | -2,096 | -23.2% | Reduced | 0% |
| 12 | MA Mastercard Inc | Financial Services | 2,640 | $1.46M | 2.09% | -83 | -3.0% | Reduced | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 2,003 | $1.45M | 2.08% | -5 | -0.2% | Reduced | 0% |
| 14 | CINF Cincinnati Financial Corp | Financial Services | 6,600 | $1.05M | 1.51% | 0 | 0.0% | Unchanged | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 2,578 | $905.53K | 1.3% | -2 | -0.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at SC&H Financial Advisors.
As of its Q3 2026 13F filing, SC&H Financial Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 19.0%, Microsoft Corp (MSFT) at 11.4%, Alphabet Inc. (GOOGL) at 6.0%, Lam Research Corp (LRCX) at 4.5%, Alphabet Inc. (GOOG) at 3.9% of the reported portfolio.
SC&H Financial Advisors, Inc. reported a 13F portfolio worth $69.66M across 67 positions for Q3 2026. That is up 2.9% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($529.21K), Palantir Technologies Inc. ($224.46K), Mckesson Corp ($223.56K). It opened 3 new positions.
Its largest sales by value were Nvidia Corp ($478.71K), Tjx Companies Inc ($217.57K), Lamar Advertising Co ($201.21K). It exited 2 positions entirely.
From the Form 13F-HR reports SC&H Financial Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.