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Portfolio (Quarterly) Guide ↗

Scarborough Advisors, LLC

· CIK 0001815355
13F Portfolio $871M AUM 147 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 34 Added 52 Reduced 370 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 202,750.0 $60.2M 6.92% -31K -13.1% $297.06 -0.5%
2 DYNF BLACKROCK ETF TRUST 657,439.0 $43.8M 5.03% -86K -11.5% $66.64 +4.5%
3 RWL INVESCO EXCH TRADED FD TR II 218,171.0 $28.1M 3.23% -23K -9.6% $128.92 +4.3%
4 SPYV SPDR SERIES TRUST 390,184.0 $23.9M 2.75% -260K -40.0% $61.27 +3.4%
5 IEMG ISHARES INC 186,037.0 $15.4M 1.76% -440K -70.3% $82.57 -3.6%
6 GOVI INVESCO EXCH TRADED FD TR II 549,243.0 $14.9M 1.71% -112K -17.0% $27.08 -2.7%
7 MTUM ISHARES TR 44,839.0 $14.6M 1.67% -29K -39.7% $324.82 -4.0%
8 THRO BLACKROCK ETF TRUST 327,282.0 $14.0M 1.60% -171K -34.3% $42.70 +3.0%
9 JAAA JANUS DETROIT STR TR 261,189.0 $13.2M 1.52% -4K -1.5% $50.60 +0.0%
10 GLD SPDR GOLD TR Financial Services 30,844.0 $11.9M 1.37% -4K -11.8% $386.54 +3.1%
11 RDVY FIRST TR EXCHANGE TRADED FD 150,748.0 $11.8M 1.36% -44K -22.6% $78.58 +5.4%
12 DBMF LITMAN GREGORY FDS TR 313,922.0 $9.7M 1.11% -32K -9.2% $30.82 +1.5%
13 QUAL ISHARES TR 27,460.0 $6.0M 0.68% -138K -83.4% $216.94 +3.3%
14 SPTL SPDR SERIES TRUST 214,975.0 $5.6M 0.64% -120K -35.9% $26.02 -4.0%
15 FLOT ISHARES TR 79,064.0 $4.0M 0.46% -2K -2.9% $50.99 -0.0%
16 AAPL APPLE INC Technology 12,770.0 $3.7M 0.43% -3K -18.2% $291.22 +6.5%
17 AMZN AMAZON COM INC Consumer Cyclical 11,399.0 $2.7M 0.31% -764.0 -6.3% $238.55 +8.8%
18 FALN ISHARES TR 78,324.0 $2.1M 0.24% -190K -70.8% $27.10 -0.4%
19 EUAD SPINNAKER ETF SERIES 45,072.0 $1.9M 0.21% -3K -6.2% $41.13 +14.9%
20 SYSB ISHARES TR 16,612.0 $1.5M 0.17% -14K -45.4% $88.43 -1.5%
Page 1 of 3  ·  52 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 48.7%
Technology 23.9%
Consumer Cyclical 8.6%
Industrials 4.5%
Communication Services 4.4%
Consumer Defensive 3.6%
Healthcare 2.7%
Energy 2.5%
Utilities 1.1%