Scott Marsh Financial, LLC - Portfolio overview

Scott Marsh Financial, LLC has 248 reported holdings in this dataset, with the latest filing dated 2025-08-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.69%
2. MSFT - MICROSOFT CORP, 4.02%
3. AMZN - AMAZON COM INC, 3.27%

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

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