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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 51.81% of Scott Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$17M), BIV (+$6.7M), FBND, DGRO, JPLD, VCSH, QQQ, VOO, JPIE, CGDV.
Started 5 new stock positions in VCIT, SPYI, JPLD, WMT, PEP.
Reduced shares in these 9 stocks: JPST, SCHD, SUB, SPHY, SCHF, AAPL, VIGI, WFC, C.
Scott Capital Advisors was a net buyer of stock by $36M.
Scott Capital Advisors has $493M in assets under management (AUM), dropping by 9.26%.
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 58 positions in its portfolio as reported in the March 2026 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)	15.3	$76M		121k	624.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.7	$53M	-2%	1.7M	30.56	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	10.0	$50M	+15%	641k	77.16	View chart
Vanguard Index Fds Growth Etf (VUG)	7.9	$39M		84k	461.13	View chart
Ishares Tr Core Div Grwth (DGRO)	7.9	$39M	+6%	540k	71.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.5	$37M		136k	272.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.9	$29M	+4%	48k	611.07	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	5.3	$26M	+3%	572k	46.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.7	$18M	+15%	393k	45.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.5	$17M	+5754%	651k	26.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.1	$15M		52k	296.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.2	$11M	+2%	57k	189.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$9.9M	-21%	196k	50.50	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.9	$9.5M	+3%	115k	82.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$9.1M	+7%	158k	57.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$6.0M	+14%	133k	44.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$5.4M	+7%	80k	67.74	View chart
Microsoft Corporation (MSFT)	1.0	$5.0M		14k	370.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$3.3M	+117%	41k	79.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.8M		90k	30.51	View chart
NVIDIA Corporation (NVDA)	0.5	$2.4M		13k	188.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.4M	+6%	3.5k	682.65	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.5	$2.3M	+6%	24k	96.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.2M	+6%	15k	152.06	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$2.0M	NEW	39k	52.12	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$1.7M	+7%	14k	117.88	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$1.6M	+5%	59k	27.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.5M		11k	147.48	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	720003.00	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$1.4M		33k	42.82	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$1.2M	+8%	18k	62.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M	+3%	22k	50.24	View chart
Amazon (AMZN)	0.2	$1.0M	+4%	4.3k	238.38	View chart
Apple (AAPL)	0.2	$792k		3.0k	260.48	View chart
Realty Income (O)	0.2	$762k	+8%	12k	63.75	View chart
Tesla Motors (TSLA)	0.1	$733k		2.1k	348.90	View chart
Costco Wholesale Corporation (COST)	0.1	$733k		734.00	998.04	View chart
Johnson & Johnson (JNJ)	0.1	$684k		2.9k	238.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$662k	+8%	3.0k	221.46	View chart
Cipher Mining (CIFR)	0.1	$661k		40k	16.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$572k	-27%	5.4k	106.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$467k	NEW	5.6k	82.95	View chart
Bank of America Corporation (BAC)	0.1	$348k		6.6k	52.54	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$314k		1.2k	256.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$307k		1.1k	268.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$304k	-6%	12k	26.15	View chart
Starbucks Corporation (SBUX)	0.1	$288k		3.0k	96.59	View chart
Cisco Systems (CSCO)	0.1	$281k		3.4k	82.23	View chart
ConAgra Foods (CAG)	0.1	$278k		18k	15.18	View chart
Wells Fargo & Company (WFC)	0.1	$267k		3.1k	85.41	View chart
Nike CL B (NKE)	0.1	$267k		6.3k	42.62	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$264k	NEW	5.2k	51.11	View chart
Eli Lilly & Co. (LLY)	0.1	$254k		270.00	939.47	View chart
Citigroup Com New (C)	0.1	$253k		2.0k	124.38	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$214k	-19%	9.1k	23.42	View chart
Wal-Mart Stores (WMT)	0.0	$212k	NEW	1.7k	126.77	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$211k		2.3k	91.11	View chart
Pepsi (PEP)	0.0	$211k	NEW	1.3k	157.08	View chart

Past Filings by Scott Capital Advisors

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

Scott Capital Advisors 2026 Q1 filed April 15, 2026
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

View all past filings

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