SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Scott Capital Advisors, LLC

CIK 0001905673 · 707 SW WASHINGTON STREET, SUITE 810, PORTLAND, OR, 97205 · (503) 487-0864

Reported Value
$251M
Q3 2023
Positions
46
Filings on Record
19
2019–present window
Filed
Oct 19, 2023
original filing

Summary

Scott Capital Advisors, LLC reported $251M in U.S.-listed holdings across 46 positions for Q3 2023.

The portfolio is heavily concentrated: VOO alone accounts for 49.3% of reported value.

Compared with Q2 2023, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+0.9%
vs prior filed quarter
Top-10 Concentration
+95.9%
share of reported value
Largest Position
+49.3%
Vanguard Index Fds
New / Exited
3 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $164MQ4 ’21Q1 ’22: $170MQ2 ’22: $148MQ3 ’22: $146MQ3 ’22Q4 ’22: $177MQ1 ’23: $208MQ2 ’23: $232MQ2 ’23Q3 ’23: $251MQ4 ’23: $298MQ1 ’24: $329MQ1 ’24Q2 ’24: $338MQ3 ’24: $353MQ4 ’24: $348MQ4 ’24Q1 ’25: $335MQ2 ’25: $369MQ3 ’25: $442MQ3 ’25Q4 ’25: $451MQ1 ’26: $493MQ2 ’26: $639MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 94.3%Common Stock: 5.6%Other: 0.1%
  • ETP · 94.3% · $237M
  • Common Stock · 5.6% · $14M
  • Other · 0.1% · $289,773

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LLYELI LILLY & CONEW+435435+$268,238$268,238
NVDANVIDIA CORPORATIONNEW+564564+$259,976$259,976
AGGISHARES TRNEW+2.6K2.6K+$243,058$243,058
BSVVANGUARD BD INDEX FDSSOLD OUT6.1K0$457,979$0
VZVERIZON COMMUNICATIONS INCSOLD OUT5.6K0$209,442$0
JEPIJ P MORGAN EXCHANGE TRADED FADDED+7.3K26.2K+$366,461$1M
XLRESELECT SECTOR SPDR TRADDED+8.9K32.3K+$239,734$1M
VTEBVANGUARD MUN BD FDSADDED+1.8K7.3K+$73,785$347,707

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2023

31 positions
#IssuerClass% PortfolioValueShares
1VOOVANGUARD INDEX FDSS&P 500 ETF SHS · GROWTH ETF · SMALL CP ETF · MID CAP ETF · MCAP VL IDXVIP · MCAP GR IDXVIP49.30%$124M473.6K
2SCHDSCHWAB STRATEGIC TRUS DIVIDEND EQ · US LCAP GR ETF14.69%$37M517.1K
3BIVVANGUARD BD INDEX FDSINTERMED TERM · VANGUARD ULTRA10.94%$27M427.0K
4DGROISHARES TRCORE DIV GRWTH · MRGSTR MD CP GRW · ESG AWR MSCI USA · CORE S&P500 ETF · SHRT NAT MUN ETF · CORE MSCI TOTAL · CORE US AGGBD ET9.06%$23M379.2K
5JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT INC · INCOME ETF · EQUITY PREMIUM5.75%$14M290.7K
6MSFTMICROSOFT CORPhistory →COM2.70%$7M20.4K
7QQQINVESCO QQQ TRhistory →UNIT SER 11.66%$4M11.3K
8VEAVANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.91%$2M52.6K
9XLRESELECT SECTOR SPDR TRRL EST SEL SEC0.45%$1M32.3K
10VYMVANGUARD WHITEHALL FDSHIGH DIV YLD0.44%$1M10.6K
11BRK/ABERKSHIRE HATHAWAY INC DELCL A0.42%$1M2
12COSTCOSTCO WHSL CORP NEWCOM0.31%$785,4621.4K
13NUSCNUSHARES ETF TRNUVEEN ESG SMLCP0.30%$744,17221.9K
14NKENIKE INCCL B0.29%$724,6737.1K
15VCSHVANGUARD SCOTTSDALE FDSSHRT TRM CORP BD0.29%$716,5799.6K
16AAPLAPPLE INCCOM0.28%$693,8563.9K
17JNJJOHNSON & JOHNSONCOM0.22%$539,9143.4K
18VIGVANGUARD SPECIALIZED FUNDSDIV APP ETF0.21%$535,3753.4K
19TSLATESLA INCCOM0.21%$516,7272.0K
20CAGCONAGRA BRANDS INCCOM0.20%$508,78518.3K
21AMZNAMAZON COM INCCOM0.20%$505,9763.8K
22FBNDFIDELITY MERRIMACK STR TRTOTAL BD ETF0.17%$416,4449.6K
23SBUXSTARBUCKS CORPCOM0.16%$406,8784.3K
24VTEBVANGUARD MUN BD FDSTAX EXEMPT BD0.14%$347,7077.3K
25BABOEING COCOM0.12%$302,9971.6K
26FERGUSON PLC NEWSHS0.12%$289,7731.8K
27LLYELI LILLY & COCOM0.11%$268,238435
28NVDANVIDIA CORPORATIONCOM0.10%$259,976564
29LWLAMB WESTON HLDGS INCCOM0.10%$246,7262.9K
30CSCOCISCO SYS INCCOM0.09%$229,4614.2K
31PFEPFIZER INCCOM0.08%$205,9796.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$639M66Jul 10, 202613F-HRchanges · EDGAR ↗
Q1 2026$493M58Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$451M53Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$442M52Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$369M51Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$335M50Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$348M48Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$353M52Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$338M50Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$329M52Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$298M51Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$251M46Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$232M45Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$208M47Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$177M46Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$146M35Oct 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$148M40Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$170M45Apr 25, 202213F-HRchanges · EDGAR ↗
Q4 2021$164M38Jan 26, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.