Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Scott Capital Advisors, LLC (CIK 1905673) reported $493.2M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($75.6M, 15.33%), SCHD ($52.8M, 10.71%), BIV ($49.5M, 10.03%), VUG ($38.9M, 7.89%), DGRO ($38.7M, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $75.6M | 15.33% | 121,034 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $52.8M | 10.71% | 1.7M | Trimmed |
| 3 | BIV | VANGUARD BD INDEX FDS | $49.5M | 10.03% | 640,986 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $38.9M | 7.89% | 84,373 | Added |
| 5 | DGRO | ISHARES TR | $38.7M | 7.85% | 539,569 | Added |
| 6 | VB | VANGUARD INDEX FDS | $36.9M | 7.47% | 135,454 | Added |
| 7 | QQQ | INVESCO QQQ TR | $29.3M | 5.95% | 48,005 | Added |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $26.4M | 5.34% | 572,035 | Added |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $18.0M | 3.65% | 393,205 | Added |
| 10 | PYLD | PIMCO ETF TR | $17.2M | 3.49% | 650,832 | Added |
| 11 | VO | VANGUARD INDEX FDS | $15.4M | 3.13% | 51,980 | Added |
| 12 | VOE | VANGUARD INDEX FDS | $10.8M | 2.19% | 57,117 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $9.9M | 2.00% | 195,754 | Trimmed |
| 14 | IMCG | ISHARES TR | $9.5M | 1.93% | 114,967 | Added |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.1M | 1.84% | 157,904 | Added |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.0M | 1.21% | 133,287 | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 1.10% | 80,388 | Added |
| 18 | MSFT | MICROSOFT CORP | $5.0M | 1.02% | 13,542 | Added |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $3.3M | 0.66% | 41,328 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $2.8M | 0.56% | 90,313 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $2.4M | 0.49% | 12,922 | Added |
| 22 | IVV | ISHARES TR | $2.4M | 0.48% | 3,453 | Added |
| 23 | NULG | NUSHARES ETF TR | $2.3M | 0.48% | 24,420 | Added |
| 24 | VYM | VANGUARD WHITEHALL FDS | $2.2M | 0.45% | 14,501 | Added |
| 25 | JPLD | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.41% | 39,203 | New |
Source: SEC Form 13F filings · as of 2026-03-31