Scott Capital Advisors

Scott Capital Advisors as of March 31, 2026

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
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.7 $53M 1.7M 30.56
Vanguard Bd Index Fds Intermed Term (BIV) 10.0 $50M 641k 77.16
Vanguard Index Fds Growth Etf (VUG) 7.9 $39M 84k 461.13
Ishares Tr Core Div Grwth (DGRO) 7.9 $39M 540k 71.77
Vanguard Index Fds Small Cp Etf (VB) 7.5 $37M 136k 272.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.9 $29M 48k 611.07
J P Morgan Exchange Traded F Income Etf (JPIE) 5.3 $26M 572k 46.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.7 $18M 393k 45.79
Pimco Etf Tr Multisector Bd (PYLD) 3.5 $17M 651k 26.44
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $15M 52k 296.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.2 $11M 57k 189.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $9.9M 196k 50.50
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.9 $9.5M 115k 82.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.8 $9.1M 158k 57.54
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.2 $6.0M 133k 44.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $5.4M 80k 67.74
Microsoft Corporation (MSFT) 1.0 $5.0M 14k 370.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $3.3M 41k 79.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $2.8M 90k 30.51
NVIDIA Corporation (NVDA) 0.5 $2.4M 13k 188.62
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.4M 3.5k 682.65
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.5 $2.3M 24k 96.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $2.2M 15k 152.06
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.4 $2.0M 39k 52.12
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.7M 14k 117.88
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.3 $1.6M 59k 27.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.5M 11k 147.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.4M 2.00 720003.00
Select Sector Spdr Tr State Street Rea (XLRE) 0.3 $1.4M 33k 42.82
Vanguard World Esg Us Corp Bd (VCEB) 0.2 $1.2M 18k 62.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 22k 50.24
Amazon (AMZN) 0.2 $1.0M 4.3k 238.38
Apple (AAPL) 0.2 $792k 3.0k 260.48
Realty Income (O) 0.2 $762k 12k 63.75
Tesla Motors (TSLA) 0.1 $733k 2.1k 348.90
Costco Wholesale Corporation (COST) 0.1 $733k 734.00 998.04
Johnson & Johnson (JNJ) 0.1 $684k 2.9k 238.43
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $662k 3.0k 221.46
Cipher Mining (CIFR) 0.1 $661k 40k 16.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $572k 5.4k 106.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $467k 5.6k 82.95
Bank of America Corporation (BAC) 0.1 $348k 6.6k 52.54
Ferguson Enterprises Common Stock New (FERG) 0.1 $314k 1.2k 256.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $307k 1.1k 268.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $304k 12k 26.15
Starbucks Corporation (SBUX) 0.1 $288k 3.0k 96.59
Cisco Systems (CSCO) 0.1 $281k 3.4k 82.23
ConAgra Foods (CAG) 0.1 $278k 18k 15.18
Wells Fargo & Company (WFC) 0.1 $267k 3.1k 85.41
Nike CL B (NKE) 0.1 $267k 6.3k 42.62
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $264k 5.2k 51.11
Eli Lilly & Co. (LLY) 0.1 $254k 270.00 939.47
Citigroup Com New (C) 0.1 $253k 2.0k 124.38
Spdr Series Trust State Street Spd (SPHY) 0.0 $214k 9.1k 23.42
Wal-Mart Stores (WMT) 0.0 $212k 1.7k 126.77
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $211k 2.3k 91.11
Pepsi (PEP) 0.0 $211k 1.3k 157.08