13F Insight
DOSSIER · 13F-HR · Q3 2025

D. SCOTT NEAL, INC.

$216M in tracked AUM across 66 positions as of Q3 2025.

DS
CIK 0001596920 · last filed Sep 30, 2025
Total AUM
$216M
as of Q3 2025
Holdings
66
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

D. SCOTT NEAL, INC. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$36M102K16.7%02
QQQ
INVESCO QQQ TR
$31M51K14.3%03
XLC
SELECT SECTOR SPDR TR
$22M185K10.1%04
UNM
UNUM GROUP
$20M257K9.3%05
AJG
GALLAGHER ARTHUR J & CO
$18M57K8.1%06
Y2573F102
FLEX LTD
$16M268K7.2%07
KLAC
KLA CORP
$12M11K5.4%08
NSA
NATIONAL STORAGE AFFILIATES
$8M256K3.6%09
IAU
ISHARES GOLD TR
$5M67K2.3%10
MSFT
MICROSOFT CORP
$4M8K2.0%

Filing history

2025Q3Sep 30
$216M▲ 7.8%
66 positionsView →2025Q2Jun 30
$201M▲ 11.3%
64 positionsLocked2025Q1Mar 31
$180M▼ 1.1%
61 positionsLocked2024Q4Dec 31
$182M▼ 3.6%
65 positionsLocked2024Q3Sep 30
$189M▲ 5.3%
70 positionsLocked2024Q2Jun 30
$180M▲ 17.5%
75 positionsLocked2024Q1Mar 31
$153M▲ 36.2%
67 positionsLocked2023Q4Dec 31
$112M▼ 4.0%
63 positionsLocked2023Q3Sep 30
$117M▼ 12.0%
63 positionsLocked2023Q2Jun 30
$133M▼ 25.7%
64 positionsLocked2023Q1Mar 31
$179M▼ 13.1%
64 positionsLocked2022Q4Dec 31
$206M▼ 13.4%
58 positionsLocked
Showing 12 of 46