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Scarborough Advisors

Latest statistics and disclosures from Scarborough Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, SCHX, RECS, VOO, SPYM, and represent 29.95% of Scarborough Advisors's stock portfolio.
Added to shares of these 10 stocks: RECS (+$29M), IALT (+$25M), SPLV (+$22M), VOO (+$21M), SPYM (+$14M), VTI (+$5.7M), BINC (+$5.1M), GGOV, JPST, IEFA.
Started 5 new stock positions in GGOV, IALT, FTHI, PVAL, PYLD.
Reduced shares in these 10 stocks: CORO (-$32M), QUAL (-$22M), TLT (-$16M), AVEM (-$15M), BLCR (-$15M), SCHX (-$12M), SPYG (-$11M), BNDX (-$11M), SCHR (-$9.7M), ACWX (-$7.7M).
Sold out of its positions in AFL, ARKK, ARKQ, ARKG, ABT, SIVR, SGOL, ADX, ADBE, AAP.
Scarborough Advisors was a net seller of stock by $-138M.
Scarborough Advisors has $871M in assets under management (AUM), dropping by -4.67%.
Central Index Key (CIK): 0001815355

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Portfolio Holdings for Scarborough Advisors

Scarborough Advisors holds 147 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.9	$60M	-5%	203k	297.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.5	$57M	-17%	1.9M	29.21	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	6.0	$52M	+123%	1.2M	43.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.3	$47M	+83%	68k	682.02	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.2	$45M	+43%	521k	87.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.0	$44M		657k	66.64	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	4.2	$37M		694k	53.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	3.2	$28M	-17%	218k	128.92	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	3.0	$26M	-15%	531k	48.94	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	2.9	$25M	NEW	873k	28.47	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.8	$25M		259k	94.53	View chart
Spdr Series Trust St Str P500val (SPYV)	2.7	$24M	-15%	390k	61.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.5	$22M	+131704%	289k	74.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.3	$20M		147k	135.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$17M	+49%	47k	366.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$17M	+17%	172k	97.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$16M	-25%	68k	228.73	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$15M	-24%	186k	82.57	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	1.7	$15M	+6%	549k	27.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.7	$15M	-33%	45k	324.82	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.6	$14M	-33%	327k	42.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.5	$13M	-3%	261k	50.60	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$12M		31k	386.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$12M	-33%	151k	78.58	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.3	$12M	+78%	221k	52.23	View chart
Global X Fds Defense Tech Etf (SHLD)	1.3	$11M	+18%	172k	63.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$11M	+35%	214k	50.49	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	1.1	$9.7M	-8%	314k	30.82	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.1	$9.3M	+21%	122k	76.47	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$9.2M	+9%	98k	94.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$9.0M		250k	36.02	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$8.2M	-65%	96k	85.76	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.9	$7.6M		133k	57.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$6.0M	-78%	28k	216.94	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.6	$5.6M	-35%	215k	26.02	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$5.2M	-12%	57k	91.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$4.9M		31k	158.84	View chart
NVIDIA Corporation (NVDA)	0.6	$4.9M		24k	205.19	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.5	$4.3M	NEW	85k	50.06	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.5	$4.2M	-72%	36k	116.90	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$4.0M		79k	50.99	View chart
Apple (AAPL)	0.4	$3.7M	-17%	13k	291.22	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.4	$3.2M	-27%	64k	49.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.7M	+6%	3.8k	721.65	View chart
Amazon (AMZN)	0.3	$2.7M	-6%	11k	238.55	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.3	$2.7M		120k	22.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.6M	+15%	32k	79.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.4M	-71%	31k	76.06	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.1M	-87%	22k	95.73	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$2.1M	-71%	78k	27.10	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$2.1M		40k	51.72	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.9M	-2%	19k	99.65	View chart
Microsoft Corporation (MSFT)	0.2	$1.9M	-78%	4.9k	390.96	View chart
Franklin Templeton Etf Tr Us Treas Bd Etf (FLGV)	0.2	$1.9M	+239%	92k	20.22	View chart
Blackrock Muniyield Insured Fund (MYI)	0.2	$1.9M		169k	10.95	View chart
Spinnaker Etf Series Sele Sto Eur Etf (EUAD)	0.2	$1.9M		45k	41.13	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.8M	-13%	18k	100.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.7M	-86%	36k	48.26	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$1.5M	+76%	17k	88.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.4M		7.6k	183.55	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.4M	-7%	23k	59.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.4M	+505%	16k	85.27	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.3M		7.1k	189.02	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.2	$1.3M		29k	46.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M	-10%	3.7k	359.68	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	-30%	16k	78.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.3M		36k	34.84	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.2M	-3%	12k	99.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.2M	-59%	24k	50.32	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$1.0M	-96%	29k	36.28	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.0M	-44%	56k	17.96	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$908k	+365%	5.8k	156.47	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$901k	+3%	77k	11.74	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.1	$837k	-17%	20k	41.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$835k	-9%	2.3k	358.23	View chart
Eli Lilly & Co. (LLY)	0.1	$820k		723.00	1133.59	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$786k	-94%	16k	49.26	View chart
Procter & Gamble Company (PG)	0.1	$765k	-70%	5.1k	149.62	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$759k	-36%	2.7k	280.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$751k	+144%	17k	45.53	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$721k	NEW	14k	51.37	View chart
Broadcom (AVGO)	0.1	$720k	-2%	1.9k	381.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$705k	-10%	5.7k	123.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$682k	+511%	11k	59.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$669k	-90%	30k	22.71	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$665k	-9%	13k	49.64	View chart
Costco Wholesale Corporation (COST)	0.1	$656k	-9%	668.00	982.66	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$640k		2.6k	245.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$623k	-12%	27k	23.09	View chart
Ab Active Etfs Conservative (BUFC)	0.1	$608k	+73%	14k	42.37	View chart
Ge Aerospace Com New (GE)	0.1	$583k		1.7k	335.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$582k	-4%	13k	46.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$581k	-90%	3.8k	152.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$577k	-4%	3.6k	160.33	View chart
Tesla Motors (TSLA)	0.1	$569k	-8%	1.4k	406.48	View chart
General Motors Company (GM)	0.1	$565k	-14%	6.9k	81.51	View chart
JPMorgan Chase & Co. (JPM)	0.1	$562k	-84%	1.7k	321.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$556k	+337%	4.5k	124.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$539k	+1203%	5.3k	102.39	View chart
Home Depot (HD)	0.1	$533k	-3%	1.6k	328.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$526k	-36%	1.1k	489.25	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$524k		5.2k	100.51	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$512k	NEW	22k	23.77	View chart
Wal-Mart Stores (WMT)	0.1	$498k	-38%	4.1k	121.08	View chart
Palantir Technologies Cl A (PLTR)	0.1	$470k	-7%	3.7k	128.00	View chart
Marathon Petroleum Corp (MPC)	0.1	$454k	-5%	1.7k	263.68	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$432k	-86%	13k	32.30	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.0	$423k	+643%	10k	41.85	View chart
Visa Com Cl A (V)	0.0	$421k	-4%	1.3k	322.47	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$404k		5.7k	71.01	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$403k		579.00	695.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$391k	+299%	3.2k	121.61	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$390k		5.8k	66.68	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$375k	-9%	884.00	423.93	View chart
Abbvie (ABBV)	0.0	$372k	-9%	1.6k	227.84	View chart
Public Service Enterprise (PEG)	0.0	$367k	-14%	4.6k	79.71	View chart
Technipfmc (FTI)	0.0	$341k		4.8k	70.79	View chart
Advanced Micro Devices (AMD)	0.0	$312k	-21%	610.00	511.93	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$310k	-42%	5.7k	54.77	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.0	$309k		2.1k	144.29	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$304k	-2%	4.9k	62.01	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$300k		20k	15.36	View chart
Exxon Mobil Corporation (XOM)	0.0	$278k	-4%	1.9k	147.01	View chart
Bank of America Corporation (BAC)	0.0	$267k		4.8k	56.02	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$259k	-51%	1.6k	162.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$259k	+15%	349.00	741.65	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$258k	-38%	4.2k	61.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$255k	+258400%	2.6k	98.51	View chart
Ford Motor Company (F)	0.0	$241k	-23%	16k	14.84	View chart
Ge Vernova (GEV)	0.0	$240k	+2%	255.00	940.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$234k	-8%	2.4k	96.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$233k	NEW	8.8k	26.42	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$230k	-8%	1.4k	170.14	View chart
International Business Machines (IBM)	0.0	$229k	-21%	841.00	272.07	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$226k	-19%	968.00	233.80	View chart
Johnson & Johnson (JNJ)	0.0	$226k	-4%	937.00	241.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$226k		330.00	683.41	View chart
Veralto Corp Com Shs (VLTO)	0.0	$225k		2.7k	83.36	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$223k	-70%	1.9k	119.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$221k		2.0k	110.86	View chart
Caterpillar (CAT)	0.0	$211k	-18%	232.00	909.53	View chart
ConocoPhillips (COP)	0.0	$210k	-19%	1.8k	116.99	View chart
Prudential Financial (PRU)	0.0	$210k	-3%	1.9k	108.54	View chart
Chevron Corporation (CVX)	0.0	$209k		1.1k	187.49	View chart
At&t (T)	0.0	$208k	-79%	8.8k	23.58	View chart
Phillips 66 (PSX)	0.0	$203k		1.1k	179.52	View chart
Cardiff Oncology (CRDF)	0.0	$16k		11k	1.54	View chart

Past Filings by Scarborough Advisors

SEC 13F filings are viewable for Scarborough Advisors going back to 2022

Scarborough Advisors 2026 Q2 filed July 21, 2026
Scarborough Advisors 2026 Q1 filed May 7, 2026
Scarborough Advisors 2025 Q4 filed Feb. 17, 2026
Scarborough Advisors 2025 Q2 filed Aug. 5, 2025
Scarborough Advisors 2025 Q1 filed May 15, 2025
Scarborough Advisors 2024 Q4 filed Jan. 30, 2025
Scarborough Advisors 2024 Q3 filed Oct. 31, 2024
Scarborough Advisors 2024 Q2 filed Aug. 8, 2024
Scarborough Advisors 2024 Q1 filed May 10, 2024
Scarborough Advisors 2023 Q4 restated filed Feb. 29, 2024
Scarborough Advisors 2023 Q4 filed Feb. 22, 2024
Scarborough Advisors 2023 Q3 restated filed Nov. 30, 2023
Scarborough Advisors 2023 Q3 filed Nov. 7, 2023
Scarborough Advisors 2023 Q1 filed Sept. 7, 2023
Scarborough Advisors 2023 Q2 filed Sept. 7, 2023
Scarborough Advisors 2022 Q4 filed Feb. 10, 2023

View all past filings

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