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CIK: 0001815355
Total reported value
$870.9M
$870.9M
761 檔
25.0%
As reported in its official Q1 2026 Form 13F filing, Scarborough Advisors, LLC's tracked investment portfolio stood at $870.9M with 761 total positions.
In Q1 2026, Scarborough Advisors, LLC displayed an active expansion posture, initiating 116 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 761 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.62% | -0.12% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.56% | +1.36% | -8.41% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.24% | +0.79% | -10.48% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.10% | +0.13% | — | |
| 5 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 3.33% | -0.10% | +9.63% | |
| 6 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 3.20% | -3.08% | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.04% | +2.17% | -9.04% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.85% | -0.10% | -29.25% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.72% | -2.04% | -21.69% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 2.65% | +0.16% | +1.97% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.62% | -1.68% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +2.91% | — | |
| 13 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.30% | +3.67% | +0.42% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.26% | +0.72% | +22.98% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.12% | -0.33% | — | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.94% | -0.34% | -1.53% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.87% | -0.11% | -60.89% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.81% | +0.46% | — | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.76% | -0.09% | -9.90% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 1.70% | -0.34% | +16.68% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.59% | -1.35% | +219203.66% | |
| 22 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.54% | +0.17% | -21.92% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.50% | +0.02% | +2.39% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.47% | -0.10% | -10.53% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | +0.48% | +9.89% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.41% | -0.93% | +5964.08% | |
| 27 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.39% | -1.30% | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.37% | -1.17% | +890.01% | |
| 29 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.13% | -0.02% | -0.59% | |
| 30 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.13% | +0.13% | +59.94% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.87% | — | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.06% | -1.06% | EXIT | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.96% | -0.32% | -0.72% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.93% | +0.13% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.69% | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.02% | +1.17% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | +0.36% | +20.03% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.85% | +0.19% | — | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.84% | -0.84% | EXIT | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | -0.55% | — | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.82% | -0.74% | — | |
| 42 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.80% | -0.56% | +2.13% | |
| 43 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.73% | +0.34% | +0.46% | |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.71% | +0.62% | -31.28% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | -0.05% | +165.04% | |
| 46 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.51% | +0.05% | — | |
| 48 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.49% | -0.42% | +63136.51% | |
| 49 | SECU | Ishrs Secur Incom Act ETF | ETF-Other | 0.48% | -0.11% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.11% | +7.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +1.6% | +219203.66% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.4% | +5964.08% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +1.2% | +890.01% | Add |
| 4 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.5% | +47072.25% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | +63136.51% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +165.04% | Add |
| 7 | SHLD | Global X Defense Tech ETF | +0.1% | +59.94% | Add |
| 8 | SGOL | Abrdn Physical Gold Shares | +0.1% | +26775.27% | Add |
| 9 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +455.97% | Add |
| 10 | MYI | Blackrock Muniyield Qlty Iii | +0.1% | +168.83% | Add |
| 11 | MHD | Blackrock Muniholdings Fund | 0% | +90.17% | Add |
| 12 | ESGU | Ishares Esg Aware Msci USA | 0% | +94.27% | Add |
| 13 | BA | Boeing Co/the | 0% | +142.72% | Add |
| 14 | GEV | GE Vernova Inc | 0% | +111.97% | Add |
| 15 | MPC | Marathon Petroleum CORP | — | +0.33% | Add |
| 16 | FTI | TechnipFMC plc | — | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | — | +7.93% | Add |
| 18 | HASI | Ha Sustainable Infrastructur | — | +127.11% | Add |
| 19 | VZ | Verizon Communications Inc | — | +41.13% | Add |
| 20 | PHYS | Sprott Physical Gold Trust | — | +2202.00% | Add |
| 21 | NEE | Nextera Energy Inc | — | +45.73% | Add |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | — | +109.63% | Add |
| 23 | COP | Conocophillips | 0% | -1.63% | Trim |
| 24 | AIQ | Global X Art Intel & Tech | 0% | -66.69% | Trim |
| 25 | T | At&t Inc | 0% | +17.16% | Add |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -71.02% | Trim |
| 27 | SPGP | Invesco S&p 500 Garp ETF | 0% | -46.82% | Trim |
| 28 | FIXD | First Trust Smith Opportunis | 0% | -25.22% | Trim |
| 29 | META | Meta Platforms Inc-class A | 0% | -4.76% | Trim |
| 30 | COST | Costco Wholesale CORP | 0% | -0.54% | Trim |
| 31 | BUFC | AB Conservative Buffer ETF | 0% | -15.19% | Trim |
| 32 | JQUA | Jpmorgan US Quality Factor | 0% | -11.73% | Trim |
| 33 | V | Visa Inc-class A Shares | 0% | +0.82% | Add |
| 34 | VGLT | Vanguard Long-term Treasury | 0% | -8.91% | Trim |
| 35 | GM | General Motors Co | 0% | +0.83% | Add |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -17.08% | Trim |
| 37 | AVGO | Broadcom Inc | -0.1% | -7.82% | Trim |
| 38 | PLTR | Palantir Technologies Inc-a | -0.1% | +4.21% | Add |
| 39 | TSLA | Tesla Inc | -0.1% | +4.82% | Add |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | +1.22% | Add |
| 41 | MINT | Pimco Enhanced Short Maturit | -0.1% | +18.68% | Add |
| 42 | PULS | Pgim Ultra Short Bond ETF | -0.1% | -19.36% | Trim |
| 43 | XCEM | Columbia Em Core Ex-china | -0.1% | +3.16% | Add |
| 44 | RTX | Rtx CORP | -0.1% | +1.90% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.54% | Trim |
| 46 | XLE | Ss Energy Select Sector | -0.1% | +1.17% | Add |
| 47 | EUAD | Select Stoxx Eur Aer De ETF | -0.1% | -4.69% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.2% | +0.48% | Add |
| 49 | JPM | Jpmorgan Chase & Co | -0.2% | +1.21% | Add |
| 50 | NVDA | Nvidia CORP | -0.2% | +7.87% | Add |
According to official SEC Form 13F filings, Scarborough Advisors, LLC reported a total U.S. public equity portfolio value of $870.9M across 761 disclosed positions in Q1 2026.
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, QQQM, DYNF) accounted for 25.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHX
市值: $60.5M
Top Position Liquidated / Trimmed
XMVTX
前期市值: $1.2M
During Q1 2026, Scarborough Advisors, LLC's top holdings by market value included SCHX (6.6%)、QQQM (5.6%)、DYNF (4.2%). The largest single position, SCHX, represented 6.6% of total portfolio value.
In Q1 2026, Scarborough Advisors, LLC made 199 total portfolio adjustments, initiating 116 new buys, adding to 43 positions, trimming 35 holdings, and fully liquidating 5 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.
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