§ 13F · FUND PROFILE
Scott Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $369M (13F)Positions · 51Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 121K | $76M | 15.3% | +1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.73M | $53M | 10.7% | −2% |
| 3 | BIV | VANGUARD BD INDEX FDS | 641K | $49M | 10.0% | +16% |
| 4 | VUG | VANGUARD INDEX FDS | 84K | $39M | 7.9% | +2% |
| 5 | DGRO | ISHARES TR | 540K | $39M | 7.9% | +6% |
| 6 | VB | VANGUARD INDEX FDS | 135K | $37M | 7.5% | ±0% |
| 7 | QQQ | INVESCO QQQ TR | 48K | $29M | 5.9% | +4% |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | 572K | $26M | 5.3% | +3% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 393K | $18M | 3.7% | +15% |
| 10 | PYLD | PIMCO ETF TR | 651K | $17M | 3.5% | +5755% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCOTT SIGNAL
AC read
Scott Capital Advisors, LLC is a Other fund managing $369 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed