Scott Capital Advisors, LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 451,396
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 223.5 K | 49.5% | 8.812 K | 0 | 8.812 K |
| ETFs | 227.9 K | 50.5% | 796 | 0 | 796 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
451,396
Holdings
53
QoQ value change ($000)
9,610
(2.2%)
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.