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Jennifer Scott

Scott Capital Advisors, Llc

Assets Managed
$638.508M
Holdings
66
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
29.47%(2Q avg: 19.37%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Scott Capital Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Scott Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 638.508M in assets, with a quarterly growth rate of 29.47% and a 2-quarter average growth rate of 19.37%. The portfolio is managed by Jennifer Scott, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.83%
12.78%
$81.598M
118,807 shares@ $686.82 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.62%
8.54%
$54.49M
1.718M shares@ $31.71 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 5.66%
8.14%
$51.943M
677,229 shares@ $76.71 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 492.95%
6.75%
$43.094M
500,282 shares@ $86.14 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -0.01%
6.41%
$40.887M
539,471 shares@ $75.8 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.99%
6.31%
$40.242M
132,758 shares@ $303.12 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.53%
5.29%
$33.747M
45,828 shares@ $736.4 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 912.77%
5.19%
$33.078M
418,555 shares@ $79.03 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 83.87%
5.16%
$32.887M
722,949 shares@ $45.5 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 6220.4%
4.61%
$29.426M
356,028 shares@ $82.66 avg price

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