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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTSM FIRST TR EXCHANGE-TRADED FD 22,875.0 $1.4M 0.16% -2K -9.1% $59.84 +0.0%
22 GRID FIRST TR EXCHANGE-TRADED FD 7,125.0 $1.3M 0.15% -342.0 -4.6% $189.02 -2.8%
23 GOOGL ALPHABET INC Communication Services 3,656.0 $1.3M 0.15% -449.0 -10.9% $359.68 -4.3%
24 EMXC ISHARES INC 12,275.0 $1.2M 0.14% -1K -9.6% $99.79 -5.0%
25 IAGG ISHARES TR 23,517.0 $1.2M 0.14% -43K -64.8% $50.32 -1.1%
26 IAUM ISHARES GOLD TRUST MICRO Financial Services 19,952.0 $837K 0.10% -69K -77.7% $41.96 +3.2%
27 GOOG ALPHABET INC Communication Services 2,330.0 $835K 0.10% -210.0 -8.3% $358.23 -4.7%
28 AVGO BROADCOM INC Technology 1,884.0 $720K 0.08% -212.0 -10.1% $381.98 -0.6%
29 PULS PGIM ETF TR 13,386.0 $664K 0.08% -5K -27.2% $49.64 +0.0%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 668.0 $656K 0.07% -71.0 -9.6% $982.66 -2.2%
31 IUSB ISHARES TR 12,646.0 $582K 0.07% -3K -20.5% $46.05 -1.4%
32 TSLA TESLA INC Consumer Cyclical 1,400.0 $569K 0.07% -53.0 -3.6% $406.48 -17.1%
33 GM GENERAL MTRS CO Consumer Cyclical 6,927.0 $565K 0.07% -1K -13.8% $81.51 +2.7%
34 JPM JPMORGAN CHASE & CO Financial Services 1,749.0 $562K 0.06% -9K -84.1% $321.13 +13.1%
35 BERKSHIRE HATHAWAY INC DEL 1,076.0 $526K 0.06% -489.0 -31.2% $489.25
36 PLTR PALANTIR TECHNOLOGIES INC Technology 3,673.0 $470K 0.05% -153.0 -4.0% $128.00 +34.0%
37 MPC MARATHON PETE CORP Energy 1,722.0 $454K 0.05% -88.0 -4.9% $263.68 +38.9%
38 V VISA INC Financial Services 1,304.0 $421K 0.05% -45.0 -3.3% $322.47 +13.0%
39 J P MORGAN EXCHANGE TRADED F 5,686.0 $404K 0.05% -834.0 -12.8% $71.01
40 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 579.0 $403K 0.05% -19.0 -3.2% $695.87 +1.2%
Page 2 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%