Scarborough Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Annapolis, MD
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
761
Total value ($000)
$913,580
Net value change ($000)
+321,217 (54.2%)
New positions
322
Sold out positions
25
Turnover %
37.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 60,491 NEW
IGIB 37,440 NEW
CORO 29,191 NEW
TLT 23,950 NEW
VOO 22,267 NEW
IVE 19,329 NEW
IVW 16,578 NEW
AVEM 14,485 241416.7%
BLCR 12,714 NEW
SPYG 12,694 5471.6%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -25,001 -59.4%
SPYV -10,914 -29.5%
QQQM -8,235 -14.0%
QUAL -8,023 -24.4%
DYNF -6,487 -14.4%
SPYM -4,232 -13.2%
GOVI -4,134 -22.7%
SIVR -3,276 -98.5%
BINC -3,085 -32.4%
IAUM -2,708 -70.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type