13F Filings History of Scott Capital Advisors, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$451,395,515
Signature - Title
Jennifer Scott - Chief Compliance Officer
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Scott Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Scott Capital Advisors, LLC reported 53 stock holdings with total value $451,395,515 as of Q4 2025. Top holdings included VOO, SCHD, BIV, VUG, and DGRO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 53 $451,395,515 +$14,796,760 -$6,618,933 +$8,177,827 VOO, SCHD, BIV, VUG, DGRO 13F-HR 12 Jan 2026, 10:16
Q3 2025 52 $441,786,257 +$60,118,691 -$6,466,696 +$53,651,995 VOO, SCHD, BIV, VUG, VB 13F-HR 15 Oct 2025, 19:50
Q2 2025 51 $369,173,369 +$9,234,538 -$2,755,200 +$6,479,338 VOO, SCHD, VUG, VB, QQQ 13F-HR 11 Jul 2025, 17:24
Q1 2025 50 $335,235,271 +$6,046,107 -$9,041,068 -$2,994,961 VOO, SCHD, VUG, VB, BIV 13F-HR 16 Apr 2025, 21:55
Q4 2024 48 $347,894,003 +$37,005,005 -$9,273,581 +$27,731,424 VOO, SCHD, VUG, VB, QQQ 13F-HR 16 Jan 2025, 11:09
Q3 2024 52 $352,614,419 +$9,253,826 -$9,254,329 -$503 VOO, SCHD, VUG, VB, QQQ 13F-HR 09 Oct 2024, 17:01
Q2 2024 50 $337,878,721 +$7,308,350 -$7,381,529 -$73,179 VOO, SCHD, VUG, VB, QQQ 13F-HR 12 Jul 2024, 14:45
Q1 2024 52 $328,312,113 +$16,120,527 -$2,723,464 +$13,397,063 VOO, SCHD, VUG, VB, QQQ 13F-HR 17 Apr 2024, 18:21
Q4 2023 51 $297,950,896 +$30,462,955 -$5,538,716 +$24,924,239 VOO, SCHD, VUG, VB, BIV 13F-HR 10 Jan 2024, 14:46
Q3 2023 46 $250,988,654 +$25,984,716 -$1,021,773 +$24,962,943 VOO, SCHD, VUG, VB, BIV 13F-HR 19 Oct 2023, 11:58
Q2 2023 45 $232,436,869 +$15,643,546 -$1,474,502 +$14,169,044 VOO, SCHD, VUG, VB, BIV 13F-HR 11 Jul 2023, 21:07
Q1 2023 47 $207,500,264 +$24,920,641 -$2,669,675 +$22,250,966 VOO, SCHD, VB, VUG, BIV 13F-HR 12 Apr 2023, 21:53
Q4 2022 46 $176,513,660 +$20,884,019 -$1,538,562 +$19,345,457 VOO, SCHD, VB, VUG, VO 13F-HR 18 Jan 2023, 17:43
Q3 2022 35 $146,473,000 +$10,449,354 -$3,866,462 +$6,582,892 VOO, SCHD, VB, VUG, VO 13F-HR 14 Oct 2022, 17:17
Q2 2022 40 $147,784,000 +$26,042,521 -$21,921,028 +$4,121,493 VOO, SCHD, VB, VUG, VO 13F-HR 13 Jul 2022, 13:36
Q1 2022 45 $169,949,000 +$29,833,980 -$14,735,077 +$15,098,903 VOO, SCHD, VO, VB, VTWO 13F-HR 22 Apr 2022, 20:03
Q4 2021 38 $164,044,000 $0 $0 $0 VOO, SCHD, VO, VTWO, VB 13F-HR 25 Jan 2022, 18:29