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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, DGRO, and represent 53.70% of Scott Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: DGRO, BIV, FBND, NULG, JEPI, CGDV, CGMS, VYM, CIFR, PYLD.
Started 2 new stock positions in PYLD, C.
Reduced shares in these 10 stocks: SCHD, VOO, LLY, VUG, COST, QQQ, SUB, WMT, JPST, VO.
Sold out of its position in WMT.
Scott Capital Advisors was a net buyer of stock by $8.2M.
Scott Capital Advisors has $451M in assets under management (AUM), dropping by 2.18%.
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 53 positions in its portfolio as reported in the December 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)	16.6	$75M		120k	627.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.7	$48M	-6%	1.8M	27.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	9.6	$43M	+5%	555k	77.88	View chart
Vanguard Index Fds Growth Etf (VUG)	9.0	$41M		83k	487.86	View chart
Ishares Tr Core Div Grwth (DGRO)	7.8	$35M	+10%	507k	69.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.7	$35M		135k	257.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.3	$28M		46k	614.31	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	5.7	$26M		555k	46.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.5	$16M	+11%	341k	46.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$15M		52k	290.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.8	$13M		249k	50.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.2	$9.9M		56k	177.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	2.0	$8.9M		112k	79.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.9	$8.4M	+18%	147k	57.24	View chart
Microsoft Corporation (MSFT)	1.4	$6.4M		13k	483.63	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$5.1M	+29%	117k	43.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.7M		75k	62.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.9M		89k	32.62	View chart
NVIDIA Corporation (NVDA)	0.5	$2.4M		13k	186.50	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.5	$2.2M	+152%	23k	97.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.2M		3.2k	684.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.9M	+69%	14k	143.52	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$1.6M	+8%	13k	120.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.6M		11k	148.98	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$1.5M	+207%	56k	27.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.5M	+14%	19k	79.73	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	754800.00	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$1.3M		33k	40.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M	+12%	22k	50.29	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$1.1M	+10%	17k	63.63	View chart
Amazon (AMZN)	0.2	$953k		4.1k	230.82	View chart
Tesla Motors (TSLA)	0.2	$945k		2.1k	449.66	View chart
Apple (AAPL)	0.2	$832k		3.1k	271.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$790k	-26%	7.4k	106.70	View chart
Costco Wholesale Corporation (COST)	0.1	$633k	-40%	734.00	861.86	View chart
Realty Income (O)	0.1	$623k	+38%	11k	56.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$608k		2.8k	219.74	View chart
Johnson & Johnson (JNJ)	0.1	$591k		2.9k	206.92	View chart
Cipher Mining (CIFR)	0.1	$590k	+300%	40k	14.76	View chart
Nike CL B (NKE)	0.1	$399k		6.3k	63.71	View chart
Bank of America Corporation (BAC)	0.1	$364k		6.6k	55.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$319k		1.1k	279.06	View chart
ConAgra Foods (CAG)	0.1	$317k		18k	17.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$300k		13k	24.04	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$297k	NEW	11k	26.68	View chart
Wells Fargo & Company (WFC)	0.1	$293k		3.1k	93.19	View chart
Eli Lilly & Co. (LLY)	0.1	$290k	-67%	270.00	1074.68	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$272k		1.2k	222.66	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$269k		11k	23.67	View chart
Cisco Systems (CSCO)	0.1	$258k	+2%	3.3k	77.04	View chart
Starbucks Corporation (SBUX)	0.1	$251k		3.0k	84.20	View chart
Citigroup Com New (C)	0.1	$238k	NEW	2.0k	116.70	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$213k		2.3k	91.46	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 Q4 filed Jan. 12, 2026
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

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