Holdings
SC&H Financial Advisors, Inc.
As of Sep 30, 2026, SC&H Financial Advisors, Inc. reported 62 positions worth US$69M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 39,843 | US$13.3M | −191 | Sep 30, 2026 |
| Microsoft Corp. | 15,498 | US$7.95M | −40 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 20,235 | US$6.94M | +79 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 5,126 | US$3.3M | −1,496 | Sep 30, 2026 |
| Lam Research Corporation | 9,439 | US$3.1M | no change | Sep 30, 2026 |
| Costco Wholesale Corporation | 2,664 | US$2.43M | no change | Sep 30, 2026 |
| Visa Inc. | 6,649 | US$2.39M | −5 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 7,007 | US$2.32M | +10 | Sep 30, 2026 |
| Amazon.com, Inc. | 8,421 | US$2.1M | +2,124 | Sep 30, 2026 |
| Nvidia Corporation | 6,946 | US$1.59M | −2,096 | Sep 30, 2026 |