Fund Holdings — SCS Capital Management LLC

Total Portfolio Value
$9.18B
Total Bought
$514.26M
Total Sold
$930.15M
Net Transaction
-$415.89M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
10,545,18314,919,197+4,374,014630,707895,5999.76%+264,892
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
37,432381,978+344,5466,80372,4610.79%+65,658
ISHARES TR1,875,5731,866,416-9,157658,326707,2607.71%+48,934
SPDR SERIES TRUST
ST STR P500GRW
1,836,5681,898,383+61,815175,062198,4002.16%+23,338
SCHWAB STRATEGIC TR12,223,39612,199,923-23,473291,284313,6603.42%+22,377
SPDR S&P 500 ETF TR(SPY)723,637704,458-19,179447,999469,7985.12%+21,798
VANGUARD INDEX FDS2,709,4602,565,178-144,282823,753842,0839.18%+18,330
VANGUARD INTL EQUITY INDEX F437,831538,183+100,35256,27074,1620.81%+17,892
SPDR SERIES TRUST
ST STR P500ETF
2,520,6732,553,688+33,015183,228200,0562.18%+16,828
VANGUARD INTL EQUITY INDEX F3,682,8363,665,055-17,781182,153198,5732.16%+16,420
VANGUARD INDEX FDS1,100,8111,121,099+20,288194,621209,1542.28%+14,532
ALNYLAM PHARMACEUTICALS INC(ALNY)170,662150,668-19,99455,65168,7050.75%+13,053
VANGUARD INDEX FDS477,804462,582-15,222272,194284,0343.10%+11,841
HIGHWOODS PPTYS INC(HIW)181,983504,135+322,1525,65816,0420.17%+10,384
SPDR SERIES TRUST
ST STR SP METAL
455,434439,896-15,53830,61440,9940.45%+10,380
FEDEX CORP(FDX)042,198+42,198010,0020.11%+10,002
VANGUARD WHITEHALL FDS1,530,8261,511,250-19,576204,074213,0112.32%+8,936
SCHWAB STRATEGIC TR12,964,04812,685,293-278,755286,505295,3143.22%+8,808
APPLE INC(AAPL)232,625220,735-11,89047,72856,2060.61%+8,478
NOVO-NORDISK A S(NVO)9,299136,190+126,8916427,5570.08%+6,915
NORFOLK SOUTHN CORP(NSC)41,79457,089+15,29510,69817,1500.19%+6,452
ISHARES TR
CORE MSCI EAFE
1,636,2321,635,604-628136,593142,8051.56%+6,212
ISHARES TR125,627124,576-1,05178,00283,3790.91%+5,377
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
639,855622,305-17,55069,87274,9880.82%+5,116
VANGUARD TAX-MANAGED FDS10,220,4469,807,610-412,836582,668587,6726.40%+5,004
METSERA INC089,375+89,37504,6770.05%+4,677
BROADCOM INC(AVGO)129,203121,596-7,60735,61540,1160.44%+4,501
JOHNSON & JOHNSON(JNJ)171,664165,665-5,99926,22230,7180.33%+4,496
OLD REP INTL CORP(ORI)0105,184+105,18404,4670.05%+4,467
SPDR GOLD TR(GLD)86,55386,490-6326,38430,7450.34%+4,361
ALPHABET INC(GOOG)65,46665,454-1211,61315,9410.17%+4,328
AGIOS PHARMACEUTICALS INC(AGIO)604,085598,765-5,32020,09224,0340.26%+3,943
SNOWFLAKE INC(SNOW)3,29720,078+16,7817384,5290.05%+3,791
PULTE GROUP INC(PHM)140,796140,511-28514,84818,5660.20%+3,717
VANGUARD WORLD FD405,655405,662+744,47648,0470.52%+3,571
INVESCO QQQ TR50,97052,394+1,42428,12831,4570.34%+3,329
NVIDIA CORPORATION(NVDA)186,866175,186-11,68029,52432,6870.36%+3,163
VULCAN MATLS CO(VMC)67,34966,590-75917,56620,4840.22%+2,918
HCA HEALTHCARE INC(HCA)68,18068,003-17726,12028,9830.32%+2,863
MORGAN STANLEY(MS)166,446165,004-1,44223,44626,2290.29%+2,783
VANGUARD WORLD FD
INF TECH ETF
29,50829,670+16219,57222,1530.24%+2,580
ISHARES TR72,21370,927-1,28630,66033,2230.36%+2,563
TAMBORAN RES CORP(TBN)093,509+93,50902,5600.03%+2,560
MITSUBISHI UFJ FINL GROUP IN(MUFG)1,107,2291,111,589+4,36015,19117,7190.19%+2,528
VENTAS INC(VTR)216,900231,549+14,64913,78816,3020.18%+2,514
ISHARES INC
CORE MSCI EMKT
577,154562,933-14,22134,64737,1090.40%+2,462
VANGUARD INDEX FDS113,825113,230-59532,48534,8690.38%+2,384
RTX CORPORATION(RTX)202,315190,753-11,56229,54231,9190.35%+2,377
SCHWAB STRATEGIC TR749,377746,002-3,37522,58624,8940.27%+2,308
VANGUARD INDEX FDS136,744136,412-33232,42334,7040.38%+2,280
ALPHABET INC(GOOG)52,20846,820-5,3889,20111,3820.12%+2,181
ISHARES TR600,031594,990-5,04153,63755,5540.61%+1,917
ISHARES BITCOIN TRUST ETF(IBIT)105,565127,683+22,1186,4628,2990.09%+1,838
TAIWAN SEMICONDUCTOR MFG LTD(TSM)57,93953,558-4,38113,15714,9930.16%+1,836
VANGUARD WORLD FD
ENERGY ETF
344,174340,165-4,00940,99842,8130.47%+1,815
VANGUARD WORLD FD456,580457,022+44229,90631,7040.35%+1,798
QUALCOMM INC(QCOM)89,67796,431+6,75414,28216,0420.17%+1,760
NEWMARKET CORP(NEU)6,7617,609+8484,6896,3230.07%+1,633
DICKS SPORTING GOODS INC(DKS)64,14364,284+14112,68814,2850.16%+1,597
DELTA AIR LINES INC DEL(DAL)13,11937,888+24,7696452,1500.02%+1,505
VANGUARD INDEX FDS41,03640,629-40717,99819,4930.21%+1,496
DEUTSCHE BANK A G
NAMEN AKT
214,179218,522+4,3436,2717,7380.08%+1,467
VANECK ETF TRUST
URANI NUCLE ETF
59,36159,36106,6008,0520.09%+1,453
BERKSHIRE HATHAWAY INC DEL28,35930,200+1,84113,77615,1830.17%+1,407
NU HLDGS LTD(NU)083,999+83,99901,3450.01%+1,345
TRUIST FINL CORP(TFC)382,554387,828+5,27416,44617,7320.19%+1,286
VANGUARD INSTL INDEX FD016,378+16,37801,2380.01%+1,238
ASTRAZENECA PLC(AZN)184,048183,607-44112,86114,0860.15%+1,225
GOLDMAN SACHS GROUP INC(GS)16,13515,873-26211,41912,6400.14%+1,221
BANCO BRADESCO S A0341,629+341,62901,1550.01%+1,155
ISHARES TR47,89447,396-49810,33511,4680.12%+1,133
ISHARES TR285,657277,203-8,45413,78014,8030.16%+1,023
MERCADOLIBRE INC(MELI)0427+42709980.01%+998
AMBEV SA(ABEV)0438,633+438,63309780.01%+978
ISHARES TR52,64951,529-1,12017,87818,8330.21%+955
WALMART INC(WMT)210,366208,603-1,76320,57021,4990.23%+929
SCHWAB STRATEGIC TR464,620464,681+6111,35512,2400.13%+884
RUBRIK INC.(RBRK)6,02817,141+11,1135401,4100.02%+870
INTERNATIONAL BUSINESS MACHS(IBM)25,91230,132+4,2207,6388,5020.09%+864
VANGUARD INTL EQUITY INDEX F181,485182,894+1,40912,19913,0530.14%+854
ISHARES TR
MSCI INTL QUALTY
802,784803,518+73434,69635,5070.39%+811
ISHARES TR218,023203,954-14,06932,79133,5590.37%+768
ALBEMARLE CORP(ALB)40,96940,910-592,5843,3340.04%+749
FIDELITY WISE ORIGIN BITCOIN(FBTC)34,79540,195+5,4003,2704,0120.04%+741
BLACKSTONE INC(BX)38,25637,758-4985,7226,4510.07%+729
ISHARES TR69,13869,13808,0318,7080.09%+677
BLUE OWL TECHNOLOGY FIN CORP047,838+47,83806610.01%+661
LOWES COS INC(LOW)3,1385,360+2,2226961,3470.01%+651
BLACKROCK INC(BLK)8271,292+4658681,5060.02%+639
UNUSUAL MACHS INC(UMAC)18,87651,894+33,0181627840.01%+622
ISHARES TR21,12621,158+326,4307,0420.08%+612
ISHARES TR
FUTU AI TECH ETF
013,093+13,09305990.01%+599
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
10,67016,850+6,1809091,5060.02%+597
SONOS INC(SONO)115,183115,18301,2451,8200.02%+575
TESLA INC(TSLA)11,9659,751-2,2143,8014,3360.05%+536
ISHARES TR57,57157,358-21311,18211,6780.13%+496
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
46,02646,085+594,0144,5080.05%+494
PROGRESSIVE CORP(PGR)1,2393,326+2,0873318210.01%+491
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
168,593173,874+5,2815,3615,8110.06%+450
VANGUARD ADMIRAL FDS INC47,82147,82104,8415,2830.06%+442
Page 1 of 6
SCS Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail