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Scarborough Advisors, LLC

Diversified strategyMomentum followerHigh-turnover trader

Total reported value

$913.6M

Reporting period: 2026-03-31 · Number of holdings: 762

Scarborough Advisors, LLC disclosed 762 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $913.6M and a quarterly turnover rate of 67.2%.

Personality snowflake

Concentration
9.65
Portfolio Stability
67.21
Momentum/Contrarian
100
Sector conviction
54.31
Diversification
100
Sizing Uniformity
58.31

Recent moves

  • Trim IEMG

    -60.9%　-$25.0M

  • Trim QQQM

    -8.4%　-$8.2M

  • Trim SPYV

    -29.2%　-$10.9M

  • Trim DYNF

    -10.5%　-$6.5M

  • Trim QUAL

    -21.7%　-$8.0M

  • Trim SPYM

    -9.0%　-$4.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 761 holdings (of 762 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHXSchwab US Large-cap ETFETF-Other6.62%+6.62%NEW
2QQQMInvesco Nasdaq 100 ETFETF-Tech5.56%-4.40%-8.41%
3DYNFIshrs US E F R A Etf-usd INCETF-Other4.24%-3.39%-10.48%
4IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds4.10%+4.10%NEW
5RWLInvesco S&p 500 Revenue ETFETF-Large Cap & Growth3.33%-1.34%+9.63%
6COROIsh Intl Ctry Rot Act ETFETF-Other3.20%+3.20%NEW
7SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth3.04%-2.37%-9.04%
8SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth2.85%-3.39%-29.25%
9QUALIshares Msci USA Quality FacETF-Other2.72%-2.84%-21.69%
10FTCSFirst Trust Capital StrengthETF-Other2.65%—+1.97%
11TLTIshares 20+ Year Treasury BdETF-Gov Bonds2.62%+2.62%NEW
12VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.44%+2.44%NEW
13RECSColumbia Resear Enh Cor ETFETF-Other2.30%—+0.42%
14BAIIshrs Ai In And Tech Act ETFETF-Tech2.26%-0.61%+22.98%
15IVEIshares S&p 500 Value ETFETF-Large Cap & Growth2.12%+2.12%NEW
16THROIshares U.s. Thematic RotatiETF-Other1.94%—-1.53%
17IEMGIshares Core Msci EmergingETF-Emerging Markets1.87%-5.23%-60.89%
18IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.81%+1.81%NEW
19MTUMIshares Msci USA Momentum FaETF-Other1.76%-1.38%-9.90%
20RDVYFirst Trust Rising DividendETF-Other1.70%-0.58%+16.68%
21AVEMAvantis Emerging Markets EqETF-Emerging Markets1.59%+1.59%+219203.66%
22GOVIInvesco Equal Weight 0-30 YrETF-Other1.54%-1.54%-21.92%
23JAAAJanus Henderson Aaa Clo ETFETF-Other1.50%—+2.39%
24GLDSpdr Gold SharesETF-Commodities1.47%—-10.53%
25IEFAIshares Core Msci Eafe ETFETF-Other1.45%—+9.89%
26SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.41%+1.37%+5964.08%
27BLCRIshares Lrg Cp Cr Act Etf-uiETF-Other1.39%+1.39%NEW
28BNDXVanguard Total Intl Bond ETFETF-Other1.37%+1.16%+890.01%
29DBMFImgp Dbi Managed Futures StrETF-Other1.13%—-0.59%
30SHLDGlobal X Defense Tech ETFETF-Tech1.13%+0.14%+59.94%
31VTIVanguard Total Stock Mkt ETFETF-Other1.10%+1.10%NEW
32SCHRSchwab Intermediate-term USETF-Other1.06%+1.06%NEW
33SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-Other0.96%—-0.72%
34MBBIshares Mbs ETFETF-Other0.93%+0.93%NEW
35MSFTMicrosoft CORPStock-Tech0.91%+0.91%NEW
36XLESs Energy Select SectorETF-Other0.90%-0.10%+1.17%
37JPSTJpmorgan Ultra-short IncomeETF-Other0.88%—+20.03%
38SCHMSchwab US Mid Cap ETFETF-Other0.85%+0.85%NEW
39ACWXIshares Msci Acwi Ex US ETFETF-Other0.84%+0.84%NEW
40IJHIshares Core S&p Midcap ETFETF-Other0.82%+0.82%NEW
41GOVTIshares US Treasury Bond ETFETF-Gov Bonds0.82%+0.82%NEW
42FALNIshares Fallen Angels ETFETF-Other0.80%—+2.13%
43JMEEJPM Sma & Mid Cap En Eq Et-uETF-Other0.73%—+0.46%
44BINCIshares Flex I A Etf-usd INCETF-Other0.71%-0.90%-31.28%
45BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds0.65%+0.27%+165.04%
46XTENBondbloxx Bbg 10y US Tsy ETFETF-Other0.54%+0.54%+47072.25%
47DVYIshares Select Dividend ETFETF-Other0.51%+0.51%NEW
48SPMOInvesco S&p 500 Momentum ETFETF-Large Cap & Growth0.49%+0.49%+63136.51%
49SECUIshrs Secur Incom Act ETFETF-Other0.48%+0.48%NEW
50NVDANvidia CORPStock-Tech0.45%—+7.87%
1–50 of 761

Holding changes this quarter

Scarborough Advisors, LLC's most significant position changes for 2026-03-31: New buy: Schwab US Large-cap ETF (SCHX); New buy: Ishares 5-10y Inv Grade CORP (IGIB); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares 20+ Year Treasury Bd (TLT); New buy: Vanguard S&p 500 ETF (VOO).

Position changes disclosed by Scarborough Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVEMAvantis Emerging Markets Eq+1.6%+219203.66%Add
2SPYGSs Spdr P S&p 500 Growth ETF+1.4%+5964.08%Add
3BNDXVanguard Total Intl Bond ETF+1.2%+890.01%Add
4XTENBondbloxx Bbg 10y US Tsy ETF+0.5%+47072.25%Add
5SPMOInvesco S&p 500 Momentum ETF+0.5%+63136.51%Add
6BILSs Spdr Bb 1-3m T-bill ETF+0.3%+165.04%Add
7SHLDGlobal X Defense Tech ETF+0.1%+59.94%Add
8XLESs Energy Select Sector-0.1%+1.17%Add
9SYSBIshares Systematic Bond ETF-0.4%-69.07%Trim
10SLVIshares Silver Trust-0.5%-85.98%Trim
11IAUMIshares Gold Trust Micro-0.5%-72.80%Trim
12SIVRAbrdn Physical Silver Shares-0.6%-98.59%Trim
13RDVYFirst Trust Rising Dividend-0.6%+16.68%Add
14BAIIshrs Ai In And Tech Act ETF-0.6%+22.98%Add
15BINCIshares Flex I A Etf-usd INC-0.9%-31.28%Trim
16RWLInvesco S&p 500 Revenue ETF-1.3%+9.63%Add
17MTUMIshares Msci USA Momentum Fa-1.4%-9.90%Trim
18GOVIInvesco Equal Weight 0-30 Yr-1.5%-21.92%Trim
19SPYMSte Str Spdr Pt S&p 500 ETF-2.4%-9.04%Trim
20QUALIshares Msci USA Quality Fac-2.8%-21.69%Trim
21SPYVSs Spdr P S&p 500 Value ETF-3.4%-29.25%Trim
22DYNFIshrs US E F R A Etf-usd INC-3.4%-10.48%Trim
23QQQMInvesco Nasdaq 100 ETF-4.4%-8.41%Trim
24IEMGIshares Core Msci Emerging-5.2%-60.89%Trim
25SCHXSchwab US Large-cap ETF—NEWNew buy
26IGIBIshares 5-10y Inv Grade CORP—NEWNew buy
27COROIsh Intl Ctry Rot Act ETF—NEWNew buy
28TLTIshares 20+ Year Treasury Bd—NEWNew buy
29VOOVanguard S&p 500 ETF—NEWNew buy
30IVEIshares S&p 500 Value ETF—NEWNew buy
31IVWIshares S&p 500 Growth ETF—NEWNew buy
32BLCRIshares Lrg Cp Cr Act Etf-ui—NEWNew buy
33VTIVanguard Total Stock Mkt ETF—NEWNew buy
34SCHRSchwab Intermediate-term US—NEWNew buy
35MBBIshares Mbs ETF—NEWNew buy
36MSFTMicrosoft CORP—NEWNew buy
37SCHMSchwab US Mid Cap ETF—NEWNew buy
38ACWXIshares Msci Acwi Ex US ETF—NEWNew buy
39IJHIshares Core S&p Midcap ETF—NEWNew buy
40GOVTIshares US Treasury Bond ETF—NEWNew buy
41DVYIshares Select Dividend ETF—NEWNew buy
42SECUIshrs Secur Incom Act ETF—NEWNew buy
43LMTLockheed Martin CORP—NEWNew buy
44IDEFIshares Def Industrials Act—NEWNew buy
45PGProcter & Gamble Co/the—NEWNew buy
46IAUIshares Gold Trust—NEWNew buy
47TLHIshares 10-20 Year Treasury—NEWNew buy
48FPEFt-preferred Secur & INC ETF—NEWNew buy
49EFVIshares Msci Eafe Value ETF—NEWNew buy
50DHRDanaher CORP—NEWNew buy

FAQ

What is Scarborough Advisors, LLC and what type of investor is it?
Scarborough Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $913.6M, spread across 762 disclosed positions.
What are Scarborough Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Scarborough Advisors, LLC's top holdings by market value are: 1. Schwab US Large-cap ETF (SCHX) — $60.5M (6.6%) 2. Invesco Nasdaq 100 ETF (QQQM) — $50.8M (5.6%) 3. Ishrs US E F R A Etf-usd INC (DYNF) — $38.7M (4.2%) 4. Ishares 5-10y Inv Grade CORP (IGIB) — $37.4M (4.1%) 5. Invesco S&p 500 Revenue ETF (RWL) — $30.4M (3.3%)
What changes did Scarborough Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Scarborough Advisors, LLC made 50 notable position adjustments: 26 new positions were initiated, 11 existing holdings were added to, 13 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Schwab US Large-cap ETF (SCHX); New buy: Ishares 5-10y Inv Grade CORP (IGIB); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares 20+ Year Treasury Bd (TLT); New buy: Vanguard S&p 500 ETF (VOO)
What sectors does Scarborough Advisors, LLC focus on?
Scarborough Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.8% • Industrials: 13.9% • Financials: 10.7% • Consumer Discretionary: 9.4% • Consumer Staples: 8.5% • Health Care: 7.9%