Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Scott Capital Advisors, LLC

•CIK: 1905673•Filing: Q4 2025

**Scott Capital Advisors, LLC** manages $451M across a diversified portfolio of 53 positions. The strategy exhibits a significant allocation to core U.S. equity indices, notably VOO ($75.1M) and SCHD ($48.4M). Further concentration is visible in sector-specific plays, including BIV ($43.2M) and VUG ($40.5M). This structure suggests a mandate focused on established, large-cap growth and dividend-oriented equity exposure.

Total AUM

$451.4M

QoQ Performance

+2.2%

Positions

38

Top 10 Concentration

80.2%

Latest Filing

Q4 2025

Top Holdings Allocation

VOO

SCHD

BIV

VUG

DGRO

VB

NDQ

JPIE

VOO16.6%

SCHD10.7%

BIV9.6%

VUG9.0%

DGRO7.8%

VB7.7%

NDQ6.3%

JPIE5.7%

📈 Biggest Buys

ISHARES TR

+10.4%

7.8% of portfolio

VANGUARD BD INDEX FDS

+5.0%

9.6% of portfolio

FIDELITY MERRIMACK STR TR

+11.5%

3.5% of portfolio

NUSHARES ETF TR

+152.7%

0.5% of portfolio

J P MORGAN EXCHANGE TRADED F

+18.7%

1.9% of portfolio

📉 Biggest Sells

SCHWAB STRATEGIC TR

-6.3%

10.7% of portfolio

VANGUARD INDEX FDS

-0.8%

16.6% of portfolio

ELI LILLY & CO

-67.2%

0.1% of portfolio

VANGUARD INDEX FDS

-1.1%

9.0% of portfolio

COSTCO WHSL CORP NEW

-40.5%

0.1% of portfolio

Sector Breakdown

Other79.2%

ETF17.1%

Technology2.2%

Consumer0.7%

Financial0.5%

Healthcare0.2%

Real Estate0.1%

🚪 Exited Positionssold since Q3 2025

WALMART INC

SOLD

$235.3K

Changes from Q3 2025

NEW2 new positions

↑29 increased

↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

SCHWAB STRATEGIC TR

VANGUARD BD INDEX FDS

VANGUARD INDEX FDS

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