StockDrifts LogoStockDrifts

Scott Marsh Financial 13F Portfolio

Portfolio Manager
Scott Marsh Financial, Llc
Performance
0% (N/A)
AUM (13F)
$269.65M
# of Holdings
248
Performance Rank
N/A
Allocation (Top 20)
35.53%
Latest filing
Q2 2025

Scott Marsh Financial, Llc Holdings Map

Top 50 Scott Marsh Financial, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.69%61.6K$12.6Mโ€”โ€”โ€”2025-06-30
MSFT
MICROSOFT CORP
4.02%21.8K$10.8Mโ€”โ€”โ€”2025-06-30
AMZN
AMAZON COM INC
3.27%40.2K$8.8Mโ€”โ€”โ€”2025-06-30
NVDA
NVIDIA CORPORATION
2.79%47.6K$7.5Mโ€”โ€”โ€”2025-06-30
ORCL
ORACLE CORP
2.19%27.0K$5.9Mโ€”โ€”โ€”2025-06-30
V
VISA INC
1.98%15.1K$5.3Mโ€”โ€”โ€”2025-06-30
NFLX
NETFLIX INC
1.69%3.4K$4.6Mโ€”โ€”โ€”2025-06-30
META
META PLATFORMS INC
1.57%5.7K$4.2Mโ€”โ€”โ€”2025-06-30
GOOG
ALPHABET INC
1.52%23.1K$4.1Mโ€”โ€”โ€”2025-06-30
GOOGL
ALPHABET INC
1.33%20.4K$3.6Mโ€”โ€”โ€”2025-06-30

About Scott Marsh Financial, Llcโ€™s portfolio

Scott Marsh Financial, Llc reports $269.65M in US-listed equity holdings across 248 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), MSFT (4.0%) and AMZN (3.3%). The top 20 holdings account for 35.53% of reported assets. Figures reflect the Q2 2025 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 8.6% ($12.65M)MSFT โ€” 7.3% ($10.84M)AMZN โ€” 6.0% ($8.83M)NVDA โ€” 5.1% ($7.52M)ORCL โ€” 4.0% ($5.89M)V โ€” 3.6% ($5.35M)NFLX โ€” 3.1% ($4.57M)META โ€” 2.9% ($4.24M)GOOG โ€” 2.8% ($4.10M)GOOGL โ€” 2.4% ($3.59M)Other โ€” 54.3% ($80.20M)
46%in top 10
  • AAPL8.6%
  • MSFT7.3%
  • AMZN6.0%
  • NVDA5.1%
  • ORCL4.0%
  • V3.6%
  • NFLX3.1%
  • META2.9%
  • GOOG2.8%
  • GOOGL2.4%
  • Other54.3%

Unlock alerts, watchlists & AI chat

Sign up free to track Scott Marsh Financial, Llc, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Scott Marsh Financial, Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2081102). View Scott Marsh Financial, Llcโ€™s 13F filings on SEC

More 13F analyses

View all