SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Scott Capital Advisors, LLC

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

Reported Value
$353M
Q3 2024
Positions
52
Filings on Record
19
2019–present window
Filed
Oct 9, 2024
original filing

Summary

Scott Capital Advisors, LLC reported $353M in U.S.-listed holdings across 52 positions for Q3 2024.

Its largest position, Vanguard Index Fds, represents 19.7% of the portfolio.

Compared with Q2 2024, the fund opened 4 new positions and exited 2.

Portfolio Metrics

Turnover
+2.8%
vs prior filed quarter
Top-10 Concentration
+82.7%
share of reported value
Largest Position
+19.7%
Vanguard Index Fds
New / Exited
4 / 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. 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: 94.6%Common Stock: 5.3%REIT: 0.1%
  • ETP · 94.6% · $334M
  • Common Stock · 5.3% · $19M
  • REIT · 0.1% · $244,140

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD WORLD FDNEW+14.5K14.5K+$937,738$937,738
FERGFERGUSON ENTERPRISES INCNEW+1.9K1.9K+$380,149$380,149
OREALTY INCOME CORPNEW+3.9K3.9K+$244,140$244,140
PEPPEPSICO INCNEW+1.2K1.2K+$201,429$201,429
FERGUSON PLC NEWSOLD OUT1.5K0$283,825$0
LWLAMB WESTON HLDGS INCSOLD OUT2.9K0$224,047$0
VUSBVANGUARD BD INDEX FDSTRIMMED140.5K12.4K$7M$618,557
ISHARES TRADDED+2.8K17.6K+$414,118$2M

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

Holdings — Q3 2024

34 positions
#IssuerClass% PortfolioValueShares
1VUGVANGUARD INDEX FDSS&P 500 ETF SHS · GROWTH ETF · SMALL CP ETF · MID CAP ETF · MCAP VL IDXVIP · MCAP GR IDXVIP46.13%$163M475.1K
2SCHWAB STRATEGIC TRUS DIVIDEND EQ · US LCAP GR ETF · INTL EQTY ETF14.05%$50M583.8K
3J P MORGAN EXCHANGE TRADED FINCOME ETF · ULTRA SHRT ETF · EQUITY PREMIUM8.80%$31M633.4K
4ISHARES TRCORE DIV GRWTH · MRGSTR MD CP GRW · ESG AWR MSCI USA · CORE S&P500 ETF · SHRT NAT MUN ETF · CORE US AGGBD ET8.34%$29M397.6K
5NDQINVESCO QQQ TRhistory →UNIT SER 17.17%$25M51.8K
6VUSBVANGUARD BD INDEX FDSINTERMED TERM · VANGUARD ULTRA6.79%$24M309.8K
7MSFTMICROSOFT CORPhistory →COM2.26%$8M18.5K
8VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.93%$3M62.1K
9SELECT SECTOR SPDR TRRL EST SEL SEC0.47%$2M37.2K
10NVDANVIDIA CORPORATIONCOM0.45%$2M13.0K
11VANGUARD WHITEHALL FDSHIGH DIV YLD · INTL DVD ETF0.41%$1M12.4K
12BRK/ABERKSHIRE HATHAWAY INC DELCL A0.39%$1M2
13VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD0.35%$1M15.6K
14COSTCOSTCO WHSL CORP NEWCOM0.34%$1M1.3K
15NUSHARES ETF TRNUVEEN ESG SMLCP0.27%$944,15322.0K
16AAPLAPPLE INCCOM0.27%$943,7014.0K
17VANGUARD WORLD FDESG US CORP BD0.27%$937,73814.5K
18AMZNAMAZON COM INCCOM0.21%$729,9013.9K
19VANGUARD MUN BD FDSTAX EXEMPT BD0.19%$661,64712.9K
20LLYELI LILLY & COCOM0.19%$653,885738
21NKENIKE INCCL B0.18%$629,2877.1K
22CAGCONAGRA BRANDS INCCOM0.17%$596,02718.3K
23TSLATESLA INCCOM0.17%$590,8892.3K
24VANGUARD SPECIALIZED FUNDSDIV APP ETF0.17%$587,5403.0K
25JNJJOHNSON & JOHNSONCOM0.16%$577,2443.6K
26FIDELITY MERRIMACK STR TRTOTAL BD ETF0.12%$408,0418.7K
27FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW0.11%$380,1491.9K
28SBUXSTARBUCKS CORPCOM0.11%$377,2373.9K
29SPDR SER TRPORTFLI HIGH YLD0.10%$343,25514.3K
30BACVERIZON COMMUNICATIONS INCCOM0.08%$291,6406.5K
31JPMJPMORGAN CHASE & CO.COM0.07%$263,5861.3K
32OREALTY INCOME CORPCOM0.07%$244,1403.9K
33BABOEING COCOM0.07%$236,7101.6K
34BACBANK AMERICA CORPCOM0.07%$232,7865.9K

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 ↗.