Scott Capital Advisors, LLC

CIK 0001905673 • 6 13F filings • Apr 17, 2025 – Jul 10, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $638.5M66 positionsView on SEC.gov

			% of Portfolio
AMAZON COM INC	COM	$1.0M	0.2%Prev: 0.2%	4,391 SH	Increased+347 SH
APPLE INC	COM	$937K	0.1%Prev: 0.2%	3,237 SH	Increased-264 SH
BANK OF AMER CORP	COM	$378K	0.1%	6,626 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.4%	2 SH	Increased
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$7.4M	1.2%	150,979 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.7M	0.3%	63,135 SH	New
CIPHER DIGITAL INC	COM	$1.2M	0.2%	50,740 SH	New
CISCO SYS INC	COM	$383K	0.1%Prev: 0.1%	3,258 SH	Increased-33 SH
CITIGROUP INC	COM NEW	$284K	0.0%	2,026 SH	New
CONAGRA BRANDS INC	COM	$247K	0.0%Prev: 0.1%	18,328 SH	Decreased
COSTCO WHOLESALE CORPORATION	COM	$700K	0.1%	748 SH	New
ELI LILLY & CO	COM	$324K	0.1%Prev: 0.2%	270 SH	Decreased-501 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$290K	0.0%Prev: 0.1%	1,222 SH	Increased
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$32.9M	5.2%Prev: 0.5%	722,949 SH	Increased+683,422 SH
INTEL CORP	COM	$336K	0.1%	2,406 SH	New
INVESCO QQQ TR	UNIT SER 1	$33.7M	5.3%Prev: 7.2%	45,828 SH	Increased-1,964 SH
ISHARES TR	CORE DIV GRWTH	$40.9M	6.4%Prev: 5.3%	539,471 SH	Increased+235,921 SH
ISHARES TR	CORE S&P500 ETF	$2.6M	0.4%Prev: 0.5%	3,460 SH	Increased+239 SH
ISHARES TR	ESG AWR MSCI USA	$1.7M	0.3%Prev: 0.4%	10,607 SH	Increased+182 SH
ISHARES TR	ESG AWRE 1 5 YR	$1.2M	0.2%	46,883 SH	New
ISHARES TR	IBDS DEC28 ETF	$230K	0.0%	9,117 SH	New
ISHARES TR	IBONDS 27 ETF	$345K	0.1%	14,264 SH	New
ISHARES TR	MRGSTR MD CP GRW	$11.1M	1.7%Prev: 2.6%	113,384 SH	Increased-6,882 SH
ISHARES TR	S&P 500 GRWT ETF	$217K	0.0%	1,576 SH	New
ISHARES TR	SHRT NAT MUN ETF	$606K	0.1%Prev: 0.3%	5,693 SH	Decreased-3,621 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$9.2M	1.4%Prev: 0.8%	162,601 SH	Increased+107,506 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$27.5M	4.3%Prev: 4.9%	597,811 SH	Increased+204,195 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$16.8M	2.6%	321,805 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.3M	1.5%Prev: 3.5%	184,730 SH	Decreased-68,412 SH
JOHNSON & JOHNSON	COM	$731K	0.1%Prev: 0.1%	2,878 SH	Increased+30 SH
MICRON TECHNOLOGY INC	COM	$265K	0.0%	230 SH	New
MICROSOFT CORP	COM	$5.1M	0.8%Prev: 1.8%	13,659 SH	Decreased+423 SH
MORGAN STANLEY ETF TRUST	CALVE INDEX ETF	$254K	0.0%	2,986 SH	New
NEOS ETF TRUST	NEOS S&P 500 HI	$433K	0.1%	8,163 SH	New
NIKE INC	CL B	$302K	0.0%Prev: 0.1%	7,354 SH	Decreased+1,363 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.9M	0.5%Prev: 0.2%	25,039 SH	Increased+16,049 SH
NVIDIA CORPORATION	COM	$2.6M	0.4%Prev: 0.6%	13,191 SH	Increased+675 SH
PGIM ETF TR	PGIM ULTRA SH BD	$595K	0.1%	12,004 SH	New
PIMCO ETF TR	MULTISECTOR BD	$19.6M	3.1%	740,151 SH	New
REALTY INCOME CORP	COM	$830K	0.1%Prev: 0.1%	13,402 SH	Increased+9,455 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$318K	0.0%Prev: 0.1%	11,465 SH	Increased+487 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$54.5M	8.5%Prev: 13.4%	1,718,381 SH	Increased-99,611 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.1M	0.5%Prev: 0.7%	90,777 SH	Increased+1,791 SH
SELECT SECTOR SPDR TR	ST STR REAL ETF	$1.4M	0.2%	31,064 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$215K	0.0%	9,181 SH	New
STARBUCKS CORP	COM	$305K	0.0%Prev: 0.1%	2,985 SH	Increased
TESLA INC	COM	$884K	0.1%Prev: 0.2%	2,102 SH	Increased-11 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$51.9M	8.1%Prev: 6.7%	677,229 SH	Increased+352,599 SH
VANGUARD INDEX FDS	GROWTH ETF	$43.1M	6.7%Prev: 10.5%	500,282 SH	Increased+412,751 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$11.1M	1.7%Prev: 2.7%	55,960 SH	Increased-3,566 SH
VANGUARD INDEX FDS	MID CAP ETF	$16.7M	2.6%Prev: 3.5%	207,638 SH	Increased+162,382 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$81.6M	12.8%Prev: 19.1%	118,807 SH	Increased-4,092 SH
VANGUARD INDEX FDS	SMALL CP ETF	$40.2M	6.3%Prev: 8.7%	132,758 SH	Increased+917 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$348K	0.1%	952 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	0.2%Prev: 0.2%	25,459 SH	Increased+7,969 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$29.4M	4.6%	356,028 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$33.1M	5.2%Prev: 0.3%	418,555 SH	Increased+402,634 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$708K	0.1%Prev: 0.2%	2,991 SH	Decreased-445 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.2M	3.5%Prev: 1.1%	311,565 SH	Increased+238,448 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	0.3%Prev: 0.3%	13,992 SH	Increased+5,997 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$214K	0.0%Prev: 0.1%	2,295 SH	Decreased-1,134 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$761K	0.1%	9,247 SH	New
VANGUARD WORLD FD	ESG US CORP BD	$1.6M	0.3%Prev: 0.3%	25,826 SH	Increased+10,916 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.9M	0.3%Prev: 0.4%	14,606 SH	Increased+2,666 SH
WALMART INC	COM	$202K	0.0%Prev: 0.1%	1,781 SH	Decreased-503 SH
WELLS FARGO & CO	COM	$256K	0.0%	3,098 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $310K
COSTCO WHSL CORP NEW — $1.3M
ISHARES TR — $218K
ISHARES TR — $245K
SELECT SECTOR SPDR TR — $1.4M
SPDR SERIES TRUST — $333K
VANGUARD INDEX FDS — $328K
WELLS FARGO CO NEW — $274K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000886	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001905673-26-000001	$451.4M	View
Oct 16, 2025	Q3 2025