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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $592M AUM 463 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 144 Added 92 Reduced 27 Exited
Page 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QUAL ISHARES TR 165,682.0 $32.9M 5.55% -58K -26.0% $198.62 +8.7%
2 GOVI INVESCO EXCH TRADED FD TR II 661,426.0 $18.2M 3.08% -15K -2.3% $27.55 -1.1%
3 FLOT ISHARES TR 81,438.0 $4.1M 0.70% -1K -1.6% $50.86 +0.3%
4 FTSM FIRST TR EXCHANGE-TRADED FD 25,152.0 $1.5M 0.25% -1K -4.3% $59.93 -0.1%
5 XCEM COLUMBIA ETF TR II 39,011.0 $1.5M 0.25% -506.0 -1.3% $38.36 +42.9%
6 BNDX VANGUARD CHARLOTTE FDS 26,305.0 $1.3M 0.21% -61K -69.9% $48.32 +0.1%
7 PULS PGIM ETF TR 18,384.0 $912K 0.15% -5K -21.8% $49.59 +0.1%
8 COWZ PACER FDS TR 14,593.0 $878K 0.15% -1K -7.0% $60.17 +2.7%
9 AVGO BROADCOM INC Technology 2,096.0 $725K 0.12% -45.0 -2.1% $346.12 +18.8%
10 GM GENERAL MTRS CO Consumer Cyclical 8,034.0 $653K 0.11% -1K -12.8% $81.32 -2.5%
11 J P MORGAN EXCHANGE TRADED F 6,520.0 $412K 0.07% -78.0 -1.2% $63.18
12 ONEV SPDR SERIES TRUST 2,181.0 $290K 0.05% -198.0 -8.3% $133.17 +6.2%
13 IFRA ISHARES TR 4,979.0 $262K 0.04% -186.0 -3.6% $52.62 +17.8%
14 SPGP INVESCO EXCHANGE TRADED FD T 1,399.0 $159K 0.03% -15.0 -1.1% $113.86 +5.8%
15 BA BOEING CO Industrials 728.0 $158K 0.03% -47.0 -6.1% $217.12 +2.6%
16 STIP ISHARES TR 1,394.0 $143K 0.02% -4K -73.7% $102.41 -0.3%
17 PTF INVESCO EXCHANGE TRADED FD T 1,781.0 $136K 0.02% -2K -47.7% $76.47 +79.4%
18 CSCO CISCO SYS INC Technology 1,376.0 $106K 0.02% -25.0 -1.8% $77.01 +55.2%
19 EELV INVESCO EXCH TRADED FD TR II 3,812.0 $105K 0.02% -174.0 -4.4% $27.43 +4.7%
20 MMM 3M CO Industrials 608.0 $97K 0.02% -15.0 -2.4% $160.10 +0.3%
Page 1 of 5  ·  92 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 59.0%
Technology 17.5%
Consumer Cyclical 7.2%
Communication Services 5.8%
Industrials 3.7%
Healthcare 2.4%
Energy 1.6%
Utilities 1.2%
Consumer Defensive 1.2%
Real Estate 0.2%