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Portfolio (Quarterly) Guide ↗

SCS Capital Management LLC

· CIK 0001303159
13F Portfolio $9.4B AUM 493 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 126 Added 179 Reduced 39 Exited
Page 1 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 16,724,645.0 $1.00B 10.62% +1.8M +12.1% $59.93 -2.0%
2 SPYM SPDR SERIES TRUST 2,627,987.0 $210.8M 2.23% +74K +2.9% $80.22 +9.4%
3 IEFA ISHARES TR 1,697,724.0 $151.9M 1.61% +62K +3.8% $89.46 +8.7%
4 RSP INVESCO EXCHANGE TRADED FD T 596,705.0 $114.3M 1.21% +215K +56.2% $191.56 +7.8%
5 VT VANGUARD INTL EQUITY INDEX F 734,752.0 $103.6M 1.10% +197K +36.5% $141.06 +10.3%
6 VBIL VANGUARD INSTL INDEX FD 1,370,698.0 $103.4M 1.09% +1.4M +8269.1% $75.43 +0.3%
7 AGG ISHARES TR 613,113.0 $61.2M 0.65% +467K +318.6% $99.88 -1.4%
8 STIP ISHARES TR 542,986.0 $55.6M 0.59% +41K +8.1% $102.39 +0.9%
9 VGLT VANGUARD SCOTTSDALE FDS 894,920.0 $49.9M 0.53% +69K +8.4% $55.80 -3.0%
10 VDE VANGUARD WORLD FD 370,931.0 $46.7M 0.49% +31K +9.0% $125.92 +33.4%
11 VNQ VANGUARD INDEX FDS 446,251.0 $39.5M 0.42% +18K +4.2% $88.49 +9.4%
12 IEMG ISHARES INC 578,172.0 $38.9M 0.41% +15K +2.7% $67.22 +19.9%
13 IUSG ISHARES TR 205,706.0 $34.5M 0.37% +2K +0.9% $167.94 +11.1%
14 SCHO SCHWAB STRATEGIC TR 1,402,884.0 $34.2M 0.36% +80K +6.0% $24.37 -1.0%
15 IWF ISHARES TR 71,958.0 $34.1M 0.36% +1K +1.4% $473.30 -73.6%
16 PDBC INVESCO ACTVELY MNGD ETC FD 2,111,753.0 $28.0M 0.30% +173K +8.9% $13.25 +37.4%
17 TRGP TARGA RES CORP Energy 114,183.0 $21.1M 0.22% +3K +3.0% $184.50 +50.0%
18 VTR VENTAS INC Real Estate 238,795.0 $18.6M 0.20% +7K +3.1% $77.79 +13.4%
19 QCOM QUALCOMM INC Technology 97,714.0 $16.7M 0.18% +1K +1.3% $171.05 +39.2%
20 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 649,887.0 $14.1M 0.15% +14K +2.1% $21.72 -21.0%
Page 1 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.4%
Technology 14.8%
Healthcare 9.3%
Consumer Cyclical 7.3%
Industrials 6.9%
Communication Services 6.1%
Consumer Defensive 5.2%
Energy 4.2%
Real Estate 2.4%
Basic Materials 1.9%