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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 2,539,532.0 $851.4M 9.02% -26K -1.0% $335.27 +9.4%
2 VEA VANGUARD TAX-MANAGED FDS 9,489,679.0 $592.8M 6.28% -318K -3.2% $62.47 +12.8%
3 SCHB SCHWAB STRATEGIC TR 11,909,368.0 $312.4M 3.31% -291K -2.4% $26.23 +9.5%
4 SCHF SCHWAB STRATEGIC TR 12,527,998.0 $301.2M 3.19% -157K -1.2% $24.04 +13.4%
5 VTV VANGUARD INDEX FDS 1,042,872.0 $199.2M 2.11% -78K -7.0% $190.99 +10.4%
6 SPYG SPDR SERIES TRUST 1,845,611.0 $196.9M 2.09% -53K -2.8% $106.70 +10.9%
7 VWO VANGUARD INTL EQUITY INDEX F 3,572,897.0 $192.1M 2.04% -92K -2.5% $53.76 +9.7%
8 QUAL ISHARES TR 837,390.0 $166.3M 1.76% -407K -32.7% $198.62 +7.9%
9 IVV ISHARES TR 118,383.0 $81.1M 0.86% -6K -5.0% $684.94 +9.4%
10 VIGI VANGUARD WHITEHALL FDS 719,745.0 $65.8M 0.70% -33K -4.4% $91.45 +2.7%
11 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 149,611.0 $59.5M 0.63% -1K -0.7% $397.65 -25.2%
12 IVW ISHARES TR 472,402.0 $58.2M 0.62% -27K -5.3% $123.26 +10.8%
13 AAPL APPLE INC Technology 212,435.0 $57.8M 0.61% -8K -3.8% $271.86 +13.6%
14 EFA ISHARES TR 587,733.0 $56.4M 0.60% -7K -1.2% $96.03 +8.3%
15 MSFT MICROSOFT CORP Technology 108,592.0 $52.5M 0.56% -6K -4.9% $483.62 -13.5%
16 ESGV VANGUARD WORLD FD 392,849.0 $47.5M 0.50% -13K -3.2% $120.96 +8.7%
17 IJH ISHARES TR 593,542.0 $39.2M 0.41% -33K -5.2% $66.00 +11.4%
18 JPM JPMORGAN CHASE & CO. Financial Services 117,079.0 $37.7M 0.40% -4K -3.6% $322.22 -4.9%
19 AVGO BROADCOM INC Technology 102,986.0 $35.6M 0.38% -19K -15.3% $346.10 +19.7%
20 ISHARES TR 762,143.0 $34.6M 0.37% -41K -5.2% $45.45
Page 1 of 9  ·  179 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%