Scott Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Scott Capital Advisors, LLC held in its portfolio 53 assets valued at $451,395,515 (i.e. $451.40M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($75.07M), SCHWAB STRATEGIC TR ($48.41M), and VANGUARD BD INDEX FDS ($43.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Scott Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 119698 | 75066345 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 1764850 | 48409828 | US DIVIDEND EQ |
| VANGUARD BD INDEX FDS | 554762 | 43204835 | INTERMED TERM |
| VANGUARD INDEX FDS | 83059 | 40521346 | GROWTH ETF |
| ISHARES TR | 506922 | 35190533 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 134837 | 34781240 | SMALL CP ETF |
| INVESCO QQQ TR | 46126 | 28335791 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 554452 | 25665575 | INCOME ETF |
| FIDELITY MERRIMACK STR TR | 341417 | 15718833 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 51682 | 14999081 | MID CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 248450 | 12569071 | ULTRA SHRT ETF |
| VANGUARD INDEX FDS | 55951 | 9924076 | MCAP VL IDXVIP |
| ISHARES TR | 111594 | 8909651 | MRGSTR MD CP GRW |
| J P MORGAN EXCHANGE TRADED F | 146810 | 8403376 | EQUITY PREMIUM |
| MICROSOFT CORP | 13323 | 6443396 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 116785 | 5096499 | SHS CREATION UNI |
| VANGUARD TAX-MANAGED FDS | 74587 | 4659457 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 88669 | 2892377 | US LCAP GR ETF |
| NVIDIA CORPORATION | 12696 | 2367749 | COM |
| NUSHARES ETF TR | 22919 | 2241483 | NUVEEN ESG LRGCP |
| ISHARES TR | 3239 | 2218465 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 13572 | 1947831 | HIGH DIV YLD |
| VANGUARD WORLD FD | 13108 | 1585562 | ESG US STK ETF |
| ISHARES TR | 10472 | 1560134 | ESG AWR MSCI USA |
| CAPITAL GRP FIXED INCM ETF T | 55977 | 1546097 | US MULTI-SECTOR |
| VANGUARD SCOTTSDALE FDS | 19039 | 1517967 | SHRT TRM CORP BD |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| SELECT SECTOR SPDR TR | 32489 | 1310947 | STATE STREET REA |
| VANGUARD MUN BD FDS | 21463 | 1079379 | TAX EXEMPT BD |
| VANGUARD WORLD FD | 16864 | 1073031 | ESG US CORP BD |
| AMAZON COM INC | 4128 | 952807 | COM |
| TESLA INC | 2102 | 945185 | COM |
| APPLE INC | 3062 | 832356 | COM |
| ISHARES TR | 7402 | 789812 | SHRT NAT MUN ETF |
| COSTCO WHSL CORP NEW | 734 | 632603 | COM |
| REALTY INCOME CORP | 11051 | 622942 | COM |
| VANGUARD SPECIALIZED FUNDS | 2767 | 608029 | DIV APP ETF |
| JOHNSON & JOHNSON | 2858 | 591380 | COM |
| CIPHER MINING INC | 40000 | 590400 | COM |
| NIKE INC | 6254 | 398465 | CL B |
| BANK AMERICA CORP | 6621 | 364167 | COM |
| VANGUARD INDEX FDS | 1144 | 319249 | MCAP GR IDXVIP |
| CONAGRA BRANDS INC | 18328 | 317258 | COM |
| SCHWAB STRATEGIC TR | 12459 | 299510 | INTL EQTY ETF |
| PIMCO ETF TR | 11116 | 296586 | MULTISECTOR BD |
| WELLS FARGO CO NEW | 3145 | 293094 | COM |
| ELI LILLY & CO | 270 | 290164 | COM |
| FERGUSON ENTERPRISES INC | 1222 | 272085 | COMMON STOCK NEW |
| SPDR SERIES TRUST | 11375 | 269240 | STATE STREET SPD |
| CISCO SYS INC | 3349 | 257992 | COM |
| STARBUCKS CORP | 2985 | 251328 | COM |
| CITIGROUP INC | 2042 | 238304 | COM NEW |
| VANGUARD WHITEHALL FDS | 2329 | 213004 | INTL DVD ETF |
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