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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 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 233,361.0 $59.0M 9.96% $252.92 +20.4%
2 DYNF BLACKROCK ETF TRUST 743,184.0 $45.2M 7.63% +17K +2.4% $60.81 +11.4%
3 IEMG ISHARES INC 625,924.0 $42.1M 7.10% +65K +11.6% $67.22 +27.4%
4 SPYV SPDR SERIES TRUST 650,462.0 $37.0M 6.24% +105K +19.1% $56.81 +7.1%
5 QUAL ISHARES TR 165,682.0 $32.9M 5.55% -58K -26.0% $198.62 +8.7%
6 SPYM SPDR SERIES TRUST 399,204.0 $32.0M 5.41% +7K +1.7% $80.22 +9.6%
7 RWL INVESCO EXCH TRADED FD TR II 241,449.0 $27.6M 4.67% +4K +1.5% $114.50 +11.2%
8 FTCS FIRST TR EXCHANGE-TRADED FD 256,055.0 $23.7M 4.00% +7K +3.0% $92.51 +0.5%
9 RECS COLUMBIA ETF TR I 535,940.0 $21.9M 3.69% +8K +1.6% $40.84 +5.9%
10 THRO BLACKROCK ETF TRUST 498,031.0 $19.2M 3.24% +8K +1.7% $38.56 +12.1%
11 MTUM ISHARES TR 74,322.0 $18.6M 3.14% +26K +53.2% $250.31 +35.2%
12 GOVI INVESCO EXCH TRADED FD TR II 661,426.0 $18.2M 3.08% -15K -2.3% $27.55 -1.1%
13 BAI BLACKROCK ETF TRUST 510,319.0 $17.0M 2.87% +22K +4.5% $33.30 +59.8%
14 GLD SPDR GOLD TR Financial Services 34,952.0 $13.9M 2.34% $396.31 -2.3%
15 RDVY FIRST TR EXCHANGE TRADED FD 194,813.0 $13.5M 2.29% $69.47 +13.9%
16 JAAA JANUS DETROIT STR TR 265,174.0 $13.4M 2.26% +8K +3.1% $50.58 +0.1%
17 IEFA ISHARES TR 132,780.0 $11.9M 2.00% +3K +2.1% $89.46 +8.8%
18 DBMF LITMAN GREGORY FDS TR 345,677.0 $9.7M 1.64% +11K +3.3% $28.06 +10.2%
19 BINC BLACKROCK ETF TRUST II 180,633.0 $9.5M 1.61% +9K +5.3% $52.77 -0.9%
20 SPTL SPDR SERIES TRUST 335,246.0 $8.9M 1.50% +11K +3.3% $26.47 -0.6%
Page 1 of 24  ·  463 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%