13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001815355
Total reported value
$23.9M
$23.9M
118 檔
908.2%
At the close of Q1 2025, Scarborough Advisors, LLC disclosed equity holdings valued at approximately $23.9M, spread across 118 reported holdings.
In Q1 2025, Scarborough Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 56 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.72% | -5.53% | -20.30% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.45% | -0.68% | EXIT | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.76% | -2.75% | EXIT | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.13% | -6.92% | EXIT | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.88% | -4.23% | EXIT | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.88% | -3.80% | +3.24% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.98% | -0.94% | EXIT | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | -2.50% | -6.05% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.91% | -2.81% | EXIT | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -5.35% | EXIT | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.16% | -0.14% | EXIT | |
| 12 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.06% | -5.97% | EXIT | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.93% | -2.27% | EXIT | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.88% | -1.36% | EXIT | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.73% | -1.33% | EXIT | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.68% | -0.15% | EXIT | |
| 17 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.65% | -1.71% | EXIT | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.54% | -1.37% | EXIT | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | -1.79% | EXIT | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.49% | -1.76% | EXIT | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.46% | -1.52% | EXIT | |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.46% | -1.60% | EXIT | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.43% | -0.07% | EXIT | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.42% | -1.67% | EXIT | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.38% | -0.08% | EXIT | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | -1.97% | EXIT | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.31% | -0.07% | EXIT | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.22% | EXIT | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 1.02% | -0.88% | EXIT | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.00% | -1.93% | EXIT | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -1.06% | EXIT | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.92% | -1.04% | EXIT | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -1.24% | EXIT | |
| 34 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.81% | -0.24% | EXIT | |
| 35 | PTF | Invesco Dorsey Wright Tech | ETF-Tech | 0.73% | — | +24.86% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.68% | -0.56% | EXIT | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | -0.27% | EXIT | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.63% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.09% | EXIT | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.61% | -0.46% | EXIT | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.56% | -0.29% | EXIT | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.52% | — | — | |
| 43 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.51% | -1.07% | EXIT | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.43% | EXIT | |
| 45 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.44% | -1.11% | EXIT | |
| 46 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.42% | — | +8.94% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.41% | -0.03% | EXIT | |
| 48 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.41% | -0.03% | EXIT | |
| 49 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.41% | -0.10% | EXIT | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | -0.22% | EXIT |
According to official SEC Form 13F filings, Scarborough Advisors, LLC reported a total U.S. public equity portfolio value of $23.9M across 118 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, QUAL, SPYV) accounted for 908.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
THRO
市值: $10.2M
Top Position Liquidated / Trimmed
XLF
前期市值: $1.9M
During Q1 2025, Scarborough Advisors, LLC's top holdings by market value included SCHX (8.7%)、QUAL (6.5%)、SPYV (5.8%). The largest single position, SCHX, represented 8.7% of total portfolio value.
In Q1 2025, Scarborough Advisors, LLC made 118 total portfolio adjustments, initiating 14 new buys, adding to 56 positions, trimming 42 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.