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Scott Capital Advisors, LLC - Portfolio Stock Holdings

Scott Capital Advisors, LLC disclosed 68 stock positions in a recent SEC 13F filing. $638,508,110 of stock holdings were filed, with the largest holdings including VOO, SCHD, and BIV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,131,604,671 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other.

Report Period:

June 30, 2026

No. of Stocks:

68

Est. Stock Holding Value:

$638,508,110

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Scott Capital Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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