Scott Capital Advisors, LLC - Portfolio overview

Scott Capital Advisors, LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.33%
2. SCHD - SCHWAB STRATEGIC TR, 10.71%
3. BIV - VANGUARD BD INDEX FDS, 10.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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