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Scott Capital Advisors, Llc

Portfolio Manager
Scott Capital Advisors, LLC
Performance
-1.32% (2026 Q1)
AUM (13F)
$493.19M
# of Holdings
58
Performance Rank
Allocation (Top 20)
93.35%

Scott Capital Advisors, Llc Holdings Map

Top 50 Scott Capital Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
15.33%121.0K$75.6M
+1.12%(+1.34K)
2025-Q1: 122.3K shares2025-Q2: 122.9K shares2025-Q3: 120.7K shares2025-Q4: 119.7K shares2026-Q1: 121.0K shares
$410.89(+61.92%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
10.71%1.73M$52.8M
-2.02%(-35.68K)
2025-Q1: 1.73M shares2025-Q2: 1.82M shares2025-Q3: 1.88M shares2025-Q4: 1.76M shares2026-Q1: 1.73M shares
$25.79(+22.89%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
10.03%641.0K$49.5M
+15.54%(+86.22K)
2025-Q1: 317.4K shares2025-Q2: 324.6K shares2025-Q3: 528.3K shares2025-Q4: 554.8K shares2026-Q1: 641.0K shares
$76.45(+0.32%)
2026-03-31
VUG
VANGUARD INDEX FDS
7.89%84.4K$38.9M
+1.58%(+1.31K)
2025-Q1: 88.3K shares2025-Q2: 87.5K shares2025-Q3: 84.0K shares2025-Q4: 83.1K shares2026-Q1: 84.4K shares
$46.28(+82.19%)
2026-03-31
DGRO
ISHARES TR
7.85%539.6K$38.7M
+6.44%(+32.65K)
2025-Q1: 284.5K shares2025-Q2: 303.6K shares2025-Q3: 459.0K shares2025-Q4: 506.9K shares2026-Q1: 539.6K shares
$59.30(+23.72%)
2026-03-31
VB
VANGUARD INDEX FDS
7.47%135.5K$36.9M
+0.46%(+617)
2025-Q1: 131.9K shares2025-Q2: 131.8K shares2025-Q3: 135.0K shares2025-Q4: 134.8K shares2026-Q1: 135.5K shares
$207.79(+37.97%)
2026-03-31
QQQ
INVESCO QQQ TR
5.95%48.0K$29.3M
+4.07%(+1.88K)
2025-Q1: 48.3K shares2025-Q2: 47.8K shares2025-Q3: 46.6K shares2025-Q4: 46.1K shares2026-Q1: 48.0K shares
$394.71(+72.69%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
5.34%572.0K$26.4M
+3.17%(+17.58K)
2025-Q1: 377.7K shares2025-Q2: 393.6K shares2025-Q3: 555.2K shares2025-Q4: 554.5K shares2026-Q1: 572.0K shares
$45.60(+0.81%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
3.65%393.2K$18.0M
+15.17%(+51.79K)
2025-Q1: 9.1K shares2025-Q2: 39.5K shares2025-Q3: 306.2K shares2025-Q4: 341.4K shares2026-Q1: 393.2K shares
$45.94(-0.84%)
2026-03-31
PYLD
PIMCO ETF TR
3.49%650.8K$17.2M
+5754.91%(+639.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.1K shares2026-Q1: 650.8K shares
$26.45(-0.44%)
2026-03-31

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