13F Insight
DOSSIER · 13F-HR · Q3 2026

Scott Capital Advisors, LLC

$696M in tracked AUM across 74 positions as of Q3 2026.

SC
CIK 0001905673 · last filed Sep 30, 2026
Total AUM
$696M
as of Q3 2026
Holdings
74
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of Scott Capital Advisors, LLC 13F Filing
1. Portfolio Overview

Scott Capital Advisors, LLC has undergone a significant transformation in the quarter ending December 31, 2025. The firm experienced a massive expansion in Assets Under Management (AUM), with the total portfolio value surging by 392.2%, rising from $91.72M to $451.40M. This dramatic increase suggests a substantial capital inflow, a merger with or acquisition of another advisory firm, or a si...

The portfolio currently consists of 53 holdings, displaying a high degree of diversification. The structure is heavily institutional, with Exchange Traded Funds (ETFs) dominating the composition, accounting for approximately 89.4% ($403.60M) of the total value. This indicates a "core-satellite" or purely passive investment approach, focusing on broad market exposure and factor-based investing rather than concentrated stock picking.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$85M119K12.2%02
SCHD
SCHWAB STRATEGIC TR
$56M1.7M8.1%03
BIV
VANGUARD BD INDEX FDS
$51M706K7.4%04
VUG
VANGUARD INDEX FDS
$46M502K6.7%05
DGRO
ISHARES TR
$42M545K6.0%06
VCIT
VANGUARD SCOTTSDALE FDS
$40M507K5.7%07
VB
VANGUARD INDEX FDS
$38M132K5.5%08
QQQ
INVESCO QQQ TR
$38M50K5.4%09
VCSH
VANGUARD SCOTTSDALE FDS
$37M472K5.2%10
FBND
FIDELITY MERRIMACK STR TR
$35M804K5.0%

Filing history

2026Q3Sep 30
$696M▲ 9.0%
74 positionsView →2026Q2Jun 30
$639M▲ 29.5%
66 positionsView →2026Q1Mar 31
$493M▲ 9.3%
58 positionsView →2025Q4Dec 31
$451M▲ 2.2%
53 positionsView →2025Q3Sep 30
$442M▲ 19.7%
52 positionsLocked2025Q2Jun 30
$369M▲ 10.1%
51 positionsLocked2025Q1Mar 31
$335M▼ 3.6%
50 positionsLocked2024Q4Dec 31
$348M▼ 1.3%
48 positionsLocked2024Q3Sep 30
$353M▲ 4.2%
52 positionsLocked2024Q2Jun 30
$338M▲ 3.0%
50 positionsLocked2024Q1Mar 31
$329M▲ 10.3%
52 positionsLocked2023Q4Dec 31
$298M▲ 18.7%
51 positionsLocked
Showing 12 of 20