StockDriftsStockDriftsTop 50 Scott Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.78% | 118.8K | $81.6M | -1.84%(-2.23K) | $410.88(+73.45%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 8.53% | 1.72M | $54.5M | -0.62%(-10.79K) | $25.79(+33.24%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 8.14% | 677.2K | $51.9M | +5.65%(+36.24K) | $76.47(-1.22%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.75% | 500.3K | $43.1M | -1.18%(-5.96K) | $46.28(+92.72%) | 2026-06-30 | |
| DGRO | ISHARES TR | 6.4% | 539.5K | $40.9M | -0.02%(-98) | $59.30(+34.22%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 6.3% | 132.8K | $40.2M | -1.99%(-2.70K) | $207.79(+48.45%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.29% | 45.8K | $33.7M | -4.53%(-2.18K) | $394.71(+85.58%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.18% | 418.6K | $33.1M | +912.76%(+377.23K) | $78.96(-0.41%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.15% | 722.9K | $32.9M | +83.86%(+329.74K) | $45.73(-1.88%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.61% | 356.0K | $29.4M | +6220.40%(+350.39K) | $82.49(-1.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.18% | +44.98% | — | — | +30.29% |
| Top 20 Holdings Unweighted | +12.19% | +41.22% | — | — | +30.35% |
Scott Capital Advisors, LLC reports $638.51M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.8%), SCHD (8.5%) and BIV (8.1%). The top 20 holdings account for 92.79% of reported assets. Its disclosed equity book has returned +44.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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