Scott Capital Advisors, LLC

All 13F Filings

Location
Portland, OR
Most recent 13F
Q2 2026
Holdings value ($000)
638,508
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/10/2026 66 638,508 13F-HR Scott Capital Advisors, LLC
Q1 2026 4/15/2026 58 493,187 13F-HR Scott Capital Advisors, LLC
Q4 2025 1/12/2026 53 451,396 13F-HR Scott Capital Advisors, LLC
Q3 2025 10/16/2025 52 441,786 13F-HR Scott Capital Advisors, LLC
Q2 2025 7/11/2025 51 369,173 13F-HR Scott Capital Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 26.62 K 4.2% 3.389 K 0 3.389 K
ETFs 611.5 K 95.8% 141.6 K 0 141.6 K
Debt 345 0.1% 345 0 345
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Fund Snapshot

Q2 2026
Latest filed
7/10/2026
Total value ($000)
638,508
Holdings
66
QoQ value change ($000)
145,321 (29.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.