StockDriftsStockDriftsTop 50 Scott Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.22% | 119.1K | $85.1M | +0.28%(+335) | $411.68(+71.15%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 8.1% | 1.73M | $56.4M | +0.52%(+8.95K) | $25.82(+32.61%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.38% | 705.7K | $51.4M | +4.20%(+28.43K) | $76.40(-4.06%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.67% | 502.1K | $46.4M | +0.37%(+1.83K) | $46.43(+91.31%) | 2026-09-30 | |
| DGRO | ISHARES TR | 5.98% | 545.4K | $41.6M | +1.10%(+5.96K) | $59.47(+31.97%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.7% | 506.8K | $39.7M | +42.35%(+150.79K) | $81.89(-3.96%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 5.45% | 132.3K | $38.0M | -0.36%(-483) | $207.79(+36.88%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.43% | 49.9K | $37.8M | +8.87%(+4.07K) | $422.69(+69.95%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.24% | 472.5K | $36.5M | +12.88%(+53.92K) | $78.86(-1.86%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.01% | 804.4K | $34.8M | +11.27%(+81.46K) | $45.60(-4.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.15% | +48.72% | — | — | +28.72% |
| Top 20 Holdings Unweighted | +12.96% | +44.13% | — | — | +28.18% |
Scott Capital Advisors LLC reports $696.21M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.2%), SCHD (8.1%) and BIV (7.4%). The top 20 holdings account for 89.65% of reported assets. Its disclosed equity book has returned +48.72% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Scott Capital Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Scott Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905673). View Scott Capital Advisors LLC’s 13F filings on SEC