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CIK: 0001905673
Total reported value
$696.2M
$696.2M
66 檔
39.1%
According to the latest 13F quarterly dataset, Scott Capital Advisors, LLC managed an equity portfolio of $696.2M at the end of Q2 2026, spanning 66 distinct U.S. exchange-listed positions.
In Q2 2026, Scott Capital Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.78% | -0.56% | -1.84% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.53% | -0.43% | -0.62% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.14% | -0.76% | +5.65% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.75% | -0.08% | +492.94% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.40% | -0.42% | -0.02% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.30% | -0.85% | -1.99% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.29% | +0.14% | -4.53% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.18% | +0.06% | +912.76% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.15% | -0.14% | +83.86% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.61% | +1.09% | +6220.40% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.31% | -0.27% | +4.51% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.48% | +0.16% | +287.58% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.07% | -0.23% | +13.72% | |
| 14 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 2.63% | -0.06% | +720.87% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.62% | -0.27% | +299.46% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.75% | -0.17% | -1.38% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.73% | -0.11% | -2.03% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.46% | -0.10% | -5.63% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.44% | -0.07% | +2.97% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 1.17% | -0.07% | +13.27% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.21% | +0.86% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | -0.05% | +0.51% | |
| 23 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.46% | -0.05% | +2.53% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.03% | +2.08% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.06% | +0.20% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | +0.41% | -3.51% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | +0.01% | +4.09% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.27% | -0.04% | +1.08% | |
| 29 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.27% | — | +6.65% | |
| 30 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.25% | -0.03% | +40.59% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | -0.12% | — | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.21% | -0.02% | -5.57% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.20% | +0.03% | +14.11% | |
| 34 | CIFR | Cipher Digital Inc | Stock-Tech | 0.19% | -0.08% | +26.85% | |
| 35 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.18% | -0.02% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | — | +1.62% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.15% | +0.01% | +6.45% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.03% | — | |
| 39 | O | Realty Income CORP | Stock-Real Estate | 0.13% | -0.02% | +12.12% | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.12% | -0.03% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | — | +0.38% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | -0.01% | +0.03% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | — | +1.91% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.09% | — | +6.13% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.09% | -0.01% | — | |
| 46 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.07% | +0.38% | +57.89% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.06% | -0.01% | -4.51% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.06% | +0.01% | +0.03% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.05% | — | — | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.05% | +0.55% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +4.5% | +912.76% | Add |
| 2 | VCIT | Vanguard Int-term Corporate | +4.5% | +6220.40% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +2.4% | +287.58% | Add |
| 4 | JPLD | Jpmorgan LTD Duration ETF | +2.2% | +720.87% | Add |
| 5 | FBND | Fidelity Total Bond ETF | +1.5% | +83.86% | Add |
| 6 | SUSB | Ishares Esg Aware 1-5 Year U | +0.2% | NEW | New buy |
| 7 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | NEW | New buy |
| 8 | PULS | Pgim Ultra Short Bond ETF | +0.1% | NEW | New buy |
| 9 | CIFR | Cipher Digital Inc | +0.1% | +26.85% | Add |
| 10 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | NEW | New buy |
| 12 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 13 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 14 | CVIE | Cal Intl Responsible Index | 0% | NEW | New buy |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | NEW | New buy |
| 16 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | New buy |
| 17 | VCEB | Vanguard Esg US CORP Bond | 0% | +40.59% | Add |
| 18 | SPYI | Neos S&p 500 High Income ETF | 0% | +57.89% | Add |
| 19 | CSCO | Cisco Systems Inc | — | -4.51% | Trim |
| 20 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 21 | NKE | Nike Inc -cl B | — | +17.59% | Add |
| 22 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 23 | AAPL | Apple Inc | 0% | +6.45% | Add |
| 24 | C | Citigroup Inc | 0% | -0.30% | Trim |
| 25 | BAC | Bank Of America CORP | 0% | +0.03% | Add |
| 26 | FERG | Ferguson Enterprises Inc | 0% | — | Unchanged |
| 27 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | -1.33% | Trim |
| 29 | WFC | Wells Fargo & Co | 0% | -0.99% | Trim |
| 30 | WMT | Walmart Inc | 0% | +6.39% | Add |
| 31 | VIGI | Vanguard Int Div App Indx Fd | 0% | -0.82% | Trim |
| 32 | SPHY | Ss Spdr P High Yield ETF | 0% | +0.49% | Add |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | +2.53% | Add |
| 34 | O | Realty Income CORP | 0% | +12.12% | Add |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.03% | Add |
| 36 | CAG | Conagra Brands Inc | 0% | — | Unchanged |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +14.11% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | +0.38% | Add |
| 39 | SUB | Ishares Short-term National | 0% | +6.13% | Add |
| 40 | CGDV | Cap Group Dividend Value | 0% | +13.27% | Add |
| 41 | ESGV | Vanguard Esg US Stock ETF | 0% | +4.09% | Add |
| 42 | PEP | Pepsico Inc | 0% | EXIT | Sold out |
| 43 | ESGU | Ishares Esg Aware Msci USA | 0% | +1.08% | Add |
| 44 | COST | Costco Wholesale CORP | 0% | +1.91% | Add |
| 45 | AMZN | Amazon.com Inc | -0.1% | +1.62% | Add |
| 46 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | EXIT | Sold out |
| 47 | CGMS | Cap Group US Multi-sect Bond | -0.1% | +6.65% | Add |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.20% | Add |
| 50 | SCHG | Schwab US Large-cap Growth | -0.1% | +0.51% | Add |
According to official SEC Form 13F filings, Scott Capital Advisors, LLC reported a total U.S. public equity portfolio value of $696.2M across 66 disclosed positions in Q2 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 VOO, SCHD, BIV) accounted for 39.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
SUSB
市值: $1.2M
Top Position Liquidated / Trimmed
VOT
前期市值: $306.8K
During Q2 2026, Scott Capital Advisors, LLC's top holdings by market value included VOO (12.8%)、SCHD (8.5%)、BIV (8.1%). The largest single position, VOO, represented 12.8% of total portfolio value.
In Q2 2026, Scott Capital Advisors, LLC made 62 total portfolio adjustments, initiating 10 new buys, adding to 35 positions, trimming 15 holdings, and fully liquidating 2 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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