Scott Capital Advisors, LLC Top Holdings and 13F Report (2026) About Scott Capital Advisors, LLCInvestment ActivityScott Capital Advisors, LLC has $493.19 million in total holdings as of March 31, 2026.Scott Capital Advisors, LLC owns shares of 58 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Scott Capital Advisors, LLC has purchased 53 new stocks and bought additional shares in 34 stocks.Scott Capital Advisors, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $75,597,534Schwab US Dividend Equity ETF $52,843,418Vanguard Intermediate-Term Bond ETF $49,458,483Vanguard Growth ETF $38,906,907iShares Core Dividend Growth ETF $38,724,869 Largest New Holdings this Quarter 46654Q773 - J P MORGAN EXCHANGE TRADED F $2,043,069 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $467,278 Holding78433H303 - NEOS S&P 500 High Income ETF $264,221 Holding931142103 - WALMART INC $212,207 Holding713448108 - PepsiCo $210,484 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 639,716 shares (about $16.91M)Vanguard Intermediate-Term Bond ETF 86,224 shares (about $6.65M)Fidelity Total Bond ETF 51,788 shares (about $2.37M)iShares Core Dividend Growth ETF 32,647 shares (about $2.34M)J P MORGAN EXCHANGE TRADED F 39,203 shares (about $2.04M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 52,696 shares (about $2.66M)Schwab US Dividend Equity ETF 35,681 shares (about $1.09M)iShares Short-Term National Muni Bond ETF 2,038 shares (about $217.18K)SPDR Portfolio High Yield Bond ETF 2,239 shares (about $52.44K)Schwab International Equity ETF 840 shares (about $21.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScott Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$75,597,534$834,462 ▲1.1%121,03415.3%ETFSCHDSchwab US Dividend Equity ETF$52,843,418$1,090,412 ▼-2.0%1,729,16910.7%ETFBIVVanguard Intermediate-Term Bond ETF$49,458,483$6,653,044 ▲15.5%640,98610.0%ETFVUGVanguard Growth ETF$38,906,907$605,925 ▲1.6%84,3737.9%ETFDGROiShares Core Dividend Growth ETF$38,724,869$2,343,075 ▲6.4%539,5697.9%ETFVBVanguard Small-Cap ETF$36,858,261$167,891 ▲0.5%135,4547.5%ETFQQQInvesco QQQ$29,334,515$1,148,204 ▲4.1%48,0055.9%FinanceJPIEJPMorgan Income ETF$26,353,654$810,049 ▲3.2%572,0355.3%ETFFBNDFidelity Total Bond ETF$18,004,849$2,371,371 ▲15.2%393,2053.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$17,207,988$16,914,081 ▲5,754.9%650,8323.5%ETFVOVanguard Mid-Cap ETF$15,422,415$88,416 ▲0.6%51,9803.1%ETFVOEVanguard Mid-Cap Value ETF$10,799,081$220,455 ▲2.1%57,1172.2%ETFJPSTJPMorgan Ultra-Short Income ETF$9,885,575$2,661,147 ▼-21.2%195,7542.0%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$9,538,813$279,858 ▲3.0%114,9671.9%ETFJEPIJPMorgan Equity Premium Income ETF$9,085,774$638,347 ▲7.6%157,9041.8%ETFCGDVCapital Group Dividend Value ETF$5,960,599$737,970 ▲14.1%133,2871.2%ETFVEAVanguard FTSE Developed Markets ETF$5,445,506$392,961 ▲7.8%80,3881.1%ETFMSFTMicrosoft$5,022,327$81,221 ▲1.6%13,5421.0%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$3,273,208$1,765,305 ▲117.1%41,3280.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,755,462$50,159 ▲1.9%90,3130.6%ETFNVDANVIDIA$2,437,411$42,629 ▲1.8%12,9220.5%Computer and TechnologyIVViShares Core S&P 500 ETF$2,357,187$146,087 ▲6.6%3,4530.5%ETFNULGNuveen ESG Large-Cap Growth ETF$2,344,852$144,129 ▲6.5%24,4200.5%ETFVYMVanguard High Dividend Yield ETF$2,205,075$141,267 ▲6.8%14,5010.4%ETFJ P MORGAN EXCHANGE TRADED F$2,043,069$2,043,069 ▲New Holding39,2030.4%JPMORGAM LTD DURESGVVanguard ESG U.S. Stock ETF$1,654,069$108,920 ▲7.0%14,0320.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$1,626,256$88,564 ▲5.8%59,2010.3%ETFESGUiShares ESG Aware MSCI USA ETF$1,547,643$3,245 ▲0.2%10,4940.3%ManufacturingBRK.ABerkshire Hathaway$1,440,0060.0%20.3%FinanceXLREReal Estate Select Sector SPDR Fund$1,408,650$17,471 ▲1.3%32,8970.3%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$1,155,815$94,755 ▲8.9%18,3700.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,120,910$42,604 ▲4.0%22,3110.2%ETFAMZNAmazon.com$1,030,022$46,007 ▲4.7%4,3210.2%Retail/WholesaleAAPLApple$792,118$5,470 ▼-0.7%3,0410.2%Computer and TechnologyORealty Income$761,996$57,502 ▲8.2%11,9530.2%FinanceTSLATesla$733,3950.0%2,1020.1%Auto/Tires/TrucksCOSTCostco Wholesale$732,5610.0%7340.1%Retail/WholesaleJNJJohnson & Johnson$683,589$2,146 ▲0.3%2,8670.1%MedicalVIGVanguard Dividend Appreciation ETF$662,155$49,385 ▲8.1%2,9900.1%ETFCIFRCipher Mining$661,2000.0%40,0000.1%Business ServicesSUBiShares Short-Term National Muni Bond ETF$571,614$217,179 ▼-27.5%5,3640.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$467,278$467,278 ▲New Holding5,6330.1%ETFBACBank of America$348,002$158 ▲0.0%6,6240.1%FinanceFERGUSON ENTERPRISES INC$313,6130.0%1,2220.1%COMMON STOCK NEWVOTVanguard Mid-Cap Growth ETF$306,7600.0%1,1440.1%ETFSCHFSchwab International Equity ETF$303,832$21,966 ▼-6.7%11,6190.1%ETFSBUXStarbucks$288,3070.0%2,9850.1%Retail/WholesaleCSCOCisco Systems$280,570$5,181 ▲1.9%3,4120.1%Computer and TechnologyCAGConagra Brands$278,2190.0%18,3280.1%Consumer StaplesWFCWells Fargo & Company$267,257$1,367 ▼-0.5%3,1290.1%FinanceNKENIKE$266,5600.0%6,2540.1%Consumer DiscretionarySPYINEOS S&P 500 High Income ETF$264,221$264,221 ▲New Holding5,1700.1%ETFLLYEli Lilly and Company$253,6570.0%2700.1%MedicalCCitigroup$252,733$1,244 ▼-0.5%2,0320.1%Financial ServicesSPHYSPDR Portfolio High Yield Bond ETF$213,975$52,440 ▼-19.7%9,1360.0%ETFWALMART INC$212,207$212,207 ▲New Holding1,6740.0%COMVIGIVanguard International Dividend Appreciation ETF$210,829$1,367 ▼-0.6%2,3140.0%ETFPEPPepsiCo$210,484$210,484 ▲New Holding1,3400.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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