Institutions / Scott Capital Advisors, LLC

Scott Capital Advisors, LLC

CIK 1905673 · Institution · as of Dec 31, 2025

Portfolio value

$451.40M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 53 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$75.07M	119,698	16.6%
Schwab Strategic Tr	—	$48.41M	1,764,850	10.7%
Vanguard Bd Index Fds	—	$43.20M	554,762	9.6%
Vanguard Index Fds	—	$40.52M	83,059	9.0%
iShares Tr	—	$35.19M	506,922	7.8%
Vanguard Index Fds	—	$34.78M	134,837	7.7%
Invesco Qqq Tr	—	$28.34M	46,126	6.3%
J P Morgan Exchange Traded F	—	$25.67M	554,452	5.7%
Fidelity Merrimack Str Tr	—	$15.72M	341,417	3.5%
Vanguard Index Fds	—	$15.00M	51,682	3.3%
J P Morgan Exchange Traded F	—	$12.57M	248,450	2.8%
Vanguard Index Fds	—	$9.92M	55,951	2.2%
iShares Tr	—	$8.91M	111,594	2.0%
J P Morgan Exchange Traded F	—	$8.40M	146,810	1.9%
Microsoft Corp	—	$6.44M	13,323	1.4%
Capital Group Dividend Value	—	$5.10M	116,785	1.1%
Vanguard Tax-Managed Fds	—	$4.66M	74,587	1.0%
Schwab Strategic Tr	—	$2.89M	88,669	0.6%
NVIDIA Corp	—	$2.37M	12,696	0.5%
Nushares ETF Tr	—	$2.24M	22,919	0.5%
iShares Tr	—	$2.22M	3,239	0.5%
Vanguard Whitehall Fds	—	$1.95M	13,572	0.4%
Vanguard World Fd	—	$1.59M	13,108	0.4%
iShares Tr	—	$1.56M	10,472	0.3%
Capital Grp Fixed Incm ETF T	—	$1.55M	55,977	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.