Top 50 Scott Marsh Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.69% | 61.6K | $12.6M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 4.02% | 21.8K | $10.8M | โ | โ | โ | 2025-06-30 |
| AMZN | AMAZON COM INC | 3.27% | 40.2K | $8.8M | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 2.79% | 47.6K | $7.5M | โ | โ | โ | 2025-06-30 |
| ORCL | ORACLE CORP | 2.19% | 27.0K | $5.9M | โ | โ | โ | 2025-06-30 |
| V | VISA INC | 1.98% | 15.1K | $5.3M | โ | โ | โ | 2025-06-30 |
| NFLX | NETFLIX INC | 1.69% | 3.4K | $4.6M | โ | โ | โ | 2025-06-30 |
| META | META PLATFORMS INC | 1.57% | 5.7K | $4.2M | โ | โ | โ | 2025-06-30 |
| GOOG | ALPHABET INC | 1.52% | 23.1K | $4.1M | โ | โ | โ | 2025-06-30 |
| GOOGL | ALPHABET INC | 1.33% | 20.4K | $3.6M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
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.
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Holdings on this page are parsed from Scott Marsh Financial, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2081102). View Scott Marsh Financial, Llcโs 13F filings on SEC