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Portfolio (Quarterly) Guide ↗

Scott Capital Advisors, LLC

· CIK 0001905673
13F Portfolio $639M AUM 66 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 30 Added 13 Reduced 2 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 13,659.0 $5.1M 0.80% +117.0 +0.9% $373.03 +29.5%
22 SCHG SCHWAB STRATEGIC TR 90,777.0 $3.1M 0.48% +464.0 +0.5% $33.84 +4.4%
23 NULG NUSHARES ETF TR 25,039.0 $2.9M 0.46% +619.0 +2.5% $117.06 -2.1%
24 NVDA NVIDIA CORPORATION Technology 13,191.0 $2.6M 0.41% +269.0 +2.1% $200.09 +7.3%
25 IVV ISHARES TR 3,460.0 $2.6M 0.41% $748.95 +2.7%
26 VYM VANGUARD WHITEHALL FDS 13,992.0 $2.2M 0.35% -509.0 -3.5% $158.03 +4.4%
27 ESGV VANGUARD WORLD FD 14,606.0 $1.9M 0.30% +574.0 +4.1% $132.24 +2.7%
28 ESGU ISHARES TR 10,607.0 $1.7M 0.27% +113.0 +1.1% $163.66 +2.5%
29 CGMS CAPITAL GRP FIXED INCM ETF T 63,135.0 $1.7M 0.27% +4K +6.7% $27.33 -0.7%
30 VCEB VANGUARD WORLD FD 25,826.0 $1.6M 0.25% +7K +40.6% $62.76 -2.2%
31 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.23% $748850.00
32 XLRE SELECT SECTOR SPDR TR 31,064.0 $1.4M 0.21% -2K -5.6% $44.03 +2.4%
33 VTEB VANGUARD MUN BD FDS 25,459.0 $1.3M 0.20% +3K +14.1% $50.58 -2.1%
34 CIFR CIPHER DIGITAL INC Financial Services 50,740.0 $1.2M 0.20% +11K +26.9% $24.50 -35.7%
35 SUSB ISHARES TR 46,883.0 $1.2M 0.18% NEW $24.99 -0.6%
36 AMZN AMAZON COM INC Consumer Cyclical 4,391.0 $1.0M 0.16% +70.0 +1.6% $238.34 +8.5%
37 AAPL APPLE INC Technology 3,237.0 $937K 0.15% +196.0 +6.5% $289.40 +6.9%
38 TSLA TESLA INC Consumer Cyclical 2,102.0 $884K 0.14% $420.54 -13.7%
39 O REALTY INCOME CORP Real Estate 13,402.0 $830K 0.13% +1K +12.1% $61.96 +1.0%
40 VSGX VANGUARD WORLD FD 9,247.0 $761K 0.12% NEW $82.34 +1.4%
Page 2 of 4  ·  66 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 69.8%
Technology 18.8%
Consumer Cyclical 4.9%
Consumer Defensive 2.2%
Healthcare 2.1%
Real Estate 1.6%
Industrials 0.6%