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Scott Capital Advisors

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

Top 5 stock holdings are VOO, SCHD, BIV, VUG, VB, and represent 54.97% of Scott Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV (+$16M), FBND (+$12M), DGRO (+$11M), JPIE (+$7.5M), JEPI, CGDV, VO, SCHD, VB, CGMS.
Started 3 new stock positions in CIFR, CGDV, CGMS.
Reduced shares in these 10 stocks: VUG, VOO, IMCG, VOE, QQQ, AGG, IUSB, VIG, VIGI, AAPL.
Sold out of its positions in AGG, IUSB.
Scott Capital Advisors was a net buyer of stock by $54M.
Scott Capital Advisors has $442M in assets under management (AUM), dropping by 19.67%.
Central Index Key (CIK): 0001905673

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Positions held by Scott Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Scott Capital Advisors

Scott Capital Advisors holds 52 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.9	$75M		121k	618.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.6	$51M	+3%	1.9M	27.18	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	9.3	$41M	+62%	528k	77.99	View chart
Vanguard Index Fds Growth Etf (VUG)	9.3	$41M	-4%	84k	487.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.9	$35M	+2%	135k	257.98	View chart
Ishares Tr Core Div Grwth (DGRO)	7.1	$31M	+51%	459k	68.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$29M	-2%	47k	611.43	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	5.8	$26M	+41%	555k	46.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$15M	+15%	52k	295.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.2	$14M	+674%	306k	46.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.9	$13M		252k	50.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.2	$9.6M	-7%	55k	174.43	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	2.1	$9.2M	-8%	110k	83.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$7.0M	+124%	124k	56.91	View chart
Microsoft Corporation (MSFT)	1.6	$6.9M		13k	524.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.5M		74k	60.84	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.9	$3.8M	NEW	90k	42.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.9M		88k	32.52	View chart
NVIDIA Corporation (NVDA)	0.5	$2.4M		13k	189.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.2M		3.2k	676.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.5M		10k	147.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	749800.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$1.5M		12k	119.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.3M	+4%	17k	79.75	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$1.3M	-2%	32k	41.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.1M		8.0k	141.24	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M	-5%	1.2k	915.16	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.1M	+7%	10k	106.64	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$980k	+2%	15k	64.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$959k	+9%	19k	50.10	View chart
Amazon (AMZN)	0.2	$930k	+2%	4.1k	225.22	View chart
Tesla Motors (TSLA)	0.2	$927k		2.1k	438.67	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$918k		9.1k	101.17	View chart
Apple (AAPL)	0.2	$806k	-10%	3.1k	258.07	View chart
Eli Lilly & Co. (LLY)	0.2	$695k	+6%	822.00	845.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$609k	-18%	2.8k	217.83	View chart
Johnson & Johnson (JNJ)	0.1	$541k		2.9k	189.67	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$506k	NEW	18k	27.78	View chart
Realty Income (O)	0.1	$472k	+102%	8.0k	59.01	View chart
Nike CL B (NKE)	0.1	$432k	+4%	6.3k	69.09	View chart
ConAgra Foods (CAG)	0.1	$343k		18k	18.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$340k		1.1k	297.03	View chart
Bank of America Corporation (BAC)	0.1	$330k		6.6k	49.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$289k	+11%	12k	23.66	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$287k		1.2k	234.91	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$268k	-19%	11k	23.76	View chart
Wells Fargo & Company (WFC)	0.1	$254k	-4%	3.2k	79.73	View chart
Starbucks Corporation (SBUX)	0.1	$239k		3.0k	80.03	View chart
Wal-Mart Stores (WMT)	0.1	$235k		2.3k	102.91	View chart
Cisco Systems (CSCO)	0.1	$229k		3.3k	70.33	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$211k	-32%	2.3k	90.79	View chart
Cipher Mining (CIFR)	0.0	$176k	NEW	10k	17.60	View chart

Past Filings by Scott Capital Advisors

SEC 13F filings are viewable for Scott Capital Advisors going back to 2021

Scott Capital Advisors 2025 Q3 filed Oct. 16, 2025
Scott Capital Advisors 2025 Q2 filed July 11, 2025
Scott Capital Advisors 2025 Q1 filed April 17, 2025
Scott Capital Advisors 2024 Q4 filed Jan. 16, 2025
Scott Capital Advisors 2024 Q3 filed Oct. 9, 2024
Scott Capital Advisors 2024 Q2 filed July 12, 2024
Scott Capital Advisors 2024 Q1 filed April 18, 2024
Scott Capital Advisors 2023 Q4 filed Jan. 10, 2024
Scott Capital Advisors 2023 Q3 filed Oct. 19, 2023
Scott Capital Advisors 2023 Q2 filed July 12, 2023
Scott Capital Advisors 2023 Q1 filed April 13, 2023
Scott Capital Advisors 2022 Q4 filed Jan. 19, 2023
Scott Capital Advisors 2022 Q3 filed Oct. 14, 2022
Scott Capital Advisors 2022 Q2 filed July 13, 2022
Scott Capital Advisors 2022 Q1 filed April 25, 2022
Scott Capital Advisors 2021 Q4 filed Jan. 26, 2022

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