Scott Capital Advisors
Scott Capital Advisors reported 74 stocks worth $696M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (12.2%), SCHD (8.1%) and BIV (7.4%). Compared with Q2 2026, the fund opened new positions in NSC, IBDR and CVX, added to VOO, SCHD and BIV, trimmed VB, VO and MSFT and sold out of NKE and WMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $85.1M | 12.2% | 119K | +335 (+0%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $56.4M | 8.1% | 1.7M | +8,951 (+1%) | 8 of 8 | |
| 3 |  BIV Vanguard Intermediate | $51.4M | 7.4% | 706K | +28K (+4%) | 8 of 8 | |
| 4 |  VUG Vanguard Index Fds | $46.4M | 6.7% | 502K | +1,835 (+0%) | 8 of 8 | |
| 5 |  DGRO Ishares TR | $41.6M | 6.0% | 545K | +5,959 (+1%) | 8 of 8 | |
| 6 |  VCIT Vanguard Scottsdale Fds | $39.7M | 5.7% | 507K | +151K (+42%) | 3 of 8 | |
| 7 |  VB Vanguard Index Fds | $38M | 5.5% | 132K | −483 (−0%) | 8 of 8 | |
| 8 |  QQQ Invesco Qqq TR | $37.8M | 5.4% | 50K | +4,065 (+9%) | 8 of 8 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $36.5M | 5.2% | 472K | +54K (+13%) | 8 of 8 | |
| 10 |  FBND Fidelity Total Bond ETF | $34.8M | 5.0% | 804K | +81K (+11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Scott Capital Advisors 13F FAQ
What does Scott Capital Advisors own?
Scott Capital Advisors reported 74 stocks worth $696M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (12.2%), SCHD (8.1%) and BIV (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Scott Capital Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 42 added to, 15 trimmed and 2 sold out. New positions include NSC, IBDR and CVX. It sold all of NKE and WMT.
When will Scott Capital Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Scott Capital Advisors's portfolio worth?
The Q3 2026 filing reports $696M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.