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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 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 THRO BLACKROCK ETF TRUST 327,282.0 $14.0M 1.60% -171K -34.3% $42.70 +3.0%
22 JAAA JANUS DETROIT STR TR 261,189.0 $13.2M 1.52% -4K -1.5% $50.60 +0.0%
23 GLD SPDR GOLD TR Financial Services 30,844.0 $11.9M 1.37% -4K -11.8% $386.54 +3.1%
24 RDVY FIRST TR EXCHANGE TRADED FD 150,748.0 $11.8M 1.36% -44K -22.6% $78.58 +5.4%
25 BINC BLACKROCK ETF TRUST II 220,990.0 $11.5M 1.32% +40K +22.3% $52.23 -0.5%
26 SHLD GLOBAL X FDS 172,055.0 $11.0M 1.26% +81K +89.2% $63.82 +9.4%
27 J P MORGAN EXCHANGE TRADED F 214,087.0 $10.8M 1.24% +82K +62.1% $50.49
28 DBMF LITMAN GREGORY FDS TR 313,922.0 $9.7M 1.11% -32K -9.2% $30.82 +1.5%
29 JMEE J P MORGAN EXCHANGE TRADED F 121,721.0 $9.3M 1.07% +22K +22.2% $76.47 +2.4%
30 MBB ISHARES TR 97,805.0 $9.2M 1.06% NEW $94.39 -1.4%
31 SCHM SCHWAB STRATEGIC TR 250,343.0 $9.0M 1.03% NEW $36.02 +0.1%
32 TLT ISHARES TR 95,968.0 $8.2M 0.94% NEW $85.76 -4.8%
33 XLE SELECT SECTOR SPDR TR 132,843.0 $7.6M 0.88% $57.55 +10.6%
34 QUAL ISHARES TR 27,460.0 $6.0M 0.68% -138K -83.4% $216.94 +3.3%
35 SPTL SPDR SERIES TRUST 214,975.0 $5.6M 0.64% -120K -35.9% $26.02 -4.0%
36 BIL SPDR SERIES TRUST 56,790.0 $5.2M 0.60% +32K +132.9% $91.51 +0.1%
37 DVY ISHARES TR 30,679.0 $4.9M 0.56% NEW $158.84 +3.8%
38 NVDA NVIDIA CORPORATION Technology 23,682.0 $4.9M 0.56% +2K +8.1% $205.19 +7.1%
39 GGOV BLACKROCK ETF TRUST II 85,033.0 $4.3M 0.49% NEW $50.06 -0.0%
40 SPYG SPDR SERIES TRUST 36,037.0 $4.2M 0.48% +34K +1555.3% $116.90 +3.4%
Page 2 of 8  ·  147 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%