Fund HoldingsSCS Capital Management LLC

Total Portfolio Value
$9.44B
Total Bought
$940.23M
Total Sold
$783.65M
Net Transaction
+$156.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
02,627,987+2,627,9870210,8172.23%+210,817
SPDR SERIES TRUST
ST STR P500GRW
01,845,611+1,845,6110196,9272.09%+196,927
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
14,919,19716,724,645+1,805,448895,5991,002,30810.62%+106,709
VANGUARD INSTL INDEX FD16,3781,370,698+1,354,3201,238103,3921.10%+102,153
ISHARES TR0613,113+613,113061,2380.65%+61,238
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
381,978596,705+214,72772,461114,3051.21%+41,843
SPDR SERIES TRUST
ST STR SP METAL
0307,647+307,647031,8750.34%+31,875
VANGUARD INTL EQUITY INDEX F538,183734,752+196,56974,162103,6441.10%+29,482
XPEL INC(XPEL)01,241,540+1,241,540061,9650.66%+61,965
ISHARES TR1,866,4161,874,800+8,384707,260725,2667.68%+18,007
UNILEVER PLC(UL)0197,408+197,408012,9100.14%+12,910
SPDR S&P 500 ETF TR(SPY)704,458704,587+129469,798481,2105.10%+11,412
VANGUARD INDEX FDS2,565,1782,539,532-25,646842,083851,4299.02%+9,346
ISHARES TR
CORE MSCI EAFE
1,635,6041,697,724+62,120142,805151,8781.61%+9,074
NEW YORK TIMES CO(NYT)0709,475+709,475049,2520.52%+49,252
SELECT SECTOR SPDR TR
ST STR TECHN ETF
052,020+52,02007,4890.08%+7,489
VANGUARD INDEX FDS462,582462,701+119284,034290,1743.07%+6,140
SCHWAB STRATEGIC TR12,685,29312,527,998-157,295295,314301,1733.19%+5,859
BLUEROCK PVT REAL ESTATE FD(BPRE)0349,971+349,97105,2500.06%+5,250
VANGUARD TAX-MANAGED FDS9,807,6109,489,679-317,931587,672592,8206.28%+5,148
SPDR SERIES TRUST
ST STR SP600 SML
095,264+95,26404,4640.05%+4,464
DARDEN RESTAURANTS INC(DRI)023,360+23,36004,2990.05%+4,299
VANGUARD WORLD FD
ENERGY ETF
340,165370,931+30,76642,81346,7080.49%+3,894
FEDEX CORP(FDX)42,19847,652+5,45410,00213,8170.15%+3,815
ISHARES TR
0-5 YR TIPS ETF
0542,986+542,986055,5960.59%+55,596
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
053,742+53,74203,5210.04%+3,521
ELI LILLY & CO(LLY)011,049+11,049011,8740.13%+11,874
DIAMONDBACK ENERGY INC(FANG)027,055+27,05504,0670.04%+4,067
VANGUARD WHITEHALL FDS1,511,2501,505,250-6,000213,011216,0332.29%+3,023
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
0894,920+894,920049,9370.53%+49,937
SPDR GOLD TR(GLD)86,49085,046-1,44430,74533,7050.36%+2,960
JOHNSON & JOHNSON(JNJ)165,665161,365-4,30030,71833,3940.35%+2,677
TARGA RES CORP(TRGP)0114,183+114,183021,0670.22%+21,067
ALBEMARLE CORP(ALB)40,91040,91003,3345,8030.06%+2,469
VENTAS INC(VTR)231,549238,795+7,24616,30218,5760.20%+2,274
ALPHABET INC(GOOG)46,82043,318-3,50211,38213,5590.14%+2,177
RTX CORPORATION(RTX)190,753185,612-5,14131,91934,0410.36%+2,123
BOEING CO(BA)040,463+40,46308,7850.09%+8,785
ISHARES TR034,423+34,42302,1120.02%+2,112
MORGAN STANLEY(MS)165,004158,942-6,06226,22928,2170.30%+1,988
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
02,111,753+2,111,753027,9810.30%+27,981
SCHWAB STRATEGIC TR01,402,884+1,402,884034,1880.36%+34,188
SELECT SECTOR SPDR TR
ST STR ENERG ETF
042,037+42,03701,8790.02%+1,879
WALMART INC(WMT)208,603208,620+1721,49923,2860.25%+1,787
ISHARES INC
CORE MSCI EMKT
562,933578,172+15,23937,10938,8650.41%+1,756
ALPHABET INC(GOOG)65,45456,301-9,15315,94117,6670.19%+1,726
SELECT SECTOR SPDR TR
ST STR FINL ETF
030,693+30,69301,6810.02%+1,681
ISHARES GOLD TR(IAU)027,159+27,15902,2040.02%+2,204
APPLE INC(AAPL)220,735212,435-8,30056,20657,7520.61%+1,547
SPDR SERIES TRUST
ST STR SP BIOT
012,070+12,07001,4720.02%+1,472
SELECT SECTOR SPDR TR
ST STR SVC ETF
012,350+12,35001,4540.02%+1,454
GOLDMAN SACHS GROUP INC(GS)15,87316,018+14512,64014,0800.15%+1,439
SELECT SECTOR SPDR TR
ST STR MATER ETF
030,250+30,25001,3720.01%+1,372
SELECT SECTOR SPDR TR
ST STR UTIL ETF
030,039+30,03901,2820.01%+1,282
TAIWAN SEMICONDUCTOR MFG LTD(TSM)53,55853,441-11714,99316,2740.17%+1,281
TRUIST FINL CORP(TFC)387,828385,791-2,03717,73218,9850.20%+1,253
SPDR SERIES TRUST
ST STR SP400GRW
011,305+11,30501,0450.01%+1,045
SELECT SECTOR SPDR TR
ST STR DISCR ETF
08,596+8,59601,0260.01%+1,026
SPDR SERIES TRUST
ST STR PR SP1500
012,358+12,35801,0200.01%+1,020
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,481+6,48101,0030.01%+1,003
ISHARES TR203,954205,706+1,75233,55934,5460.37%+988
ISHARES TR594,990587,733-7,25755,55456,4400.60%+886
ISHARES TR70,92771,958+1,03133,22334,0580.36%+835
BLUE OWL TECHNOLOGY FIN CORP47,83898,775+50,9376611,4360.02%+775
ARK ETF TR
SPACE & DEFENSE
026,081+26,08107560.01%+756
ISHARES TR037,361+37,36107410.01%+741
PARKER-HANNIFIN CORP(PH)06,390+6,39005,6170.06%+5,617
CAPITAL ONE FINL CORP(COF)028,695+28,69506,9540.07%+6,954
CHUBB LIMITED
COM
023,483+23,48307,3320.08%+7,332
MAGNUM ICE CREAM CO NV(MICC)044,181+44,18107000.01%+700
DEUTSCHE BANK A G
NAMEN AKT
218,522218,560+387,7388,4280.09%+690
VANGUARD INDEX FDS113,230112,902-32834,86935,5410.38%+673
SELECT SECTOR SPDR TR
ST STR STAPL ETF
08,648+8,64806720.01%+672
QUALCOMM INC(QCOM)96,43197,714+1,28316,04216,7140.18%+672
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
622,305621,420-88574,98875,6580.80%+670
PROCTER AND GAMBLE CO(PG)076,271+76,271010,9300.12%+10,930
OLD REP INTL CORP(ORI)105,184112,139+6,9554,4675,1180.05%+651
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
173,874187,899+14,0255,8116,4370.07%+627
TARGET CORP(TGT)088,805+88,80508,6810.09%+8,681
ISHARES TR
US TREAS BD ETF
0578,537+578,537013,3210.14%+13,321
EXXON MOBIL CORP078,223+78,22309,4130.10%+9,413
SPDR SERIES TRUST
ST NUVE TERM ETF
011,903+11,90305710.01%+571
SPDR INDEX SHS FDS
ST STR PO EX ETF
0349,062+349,062015,5020.16%+15,502
SPDR SERIES TRUST
ST LON TREAS ETF
020,928+20,92805540.01%+554
MERCK & CO INC(MRK)023,317+23,31702,4670.03%+2,467
SPDR SERIES TRUST
ST INTER BD ETF
015,269+15,26905160.01%+516
CATERPILLAR INC(CAT)05,314+5,31403,0440.03%+3,044
INTERNATIONAL BUSINESS MACHS(IBM)30,13230,199+678,5028,9450.09%+443
ISHARES SILVER TR(SLV)016,949+16,94901,0920.01%+1,092
AMERICAN EXPRESS CO(AXP)011,627+11,62704,3020.05%+4,302
SHELL PLC(SHEL)0202,463+202,463014,8770.16%+14,877
SPDR SERIES TRUST
ST STR P500VAL
07,131+7,13104050.00%+405
DENALI THERAPEUTICS INC(DNLI)0197,998+197,99803,2690.03%+3,269
COMCAST CORP NEW(CCZ)012,904+12,90403860.00%+386
CINCINNATI FINL CORP(CINF)074,911+74,911012,2360.13%+12,236
WELLS FARGO CO NEW(WFC)019,303+19,30301,7990.02%+1,799
VANGUARD INDEX FDS0446,251+446,251039,4890.42%+39,489
SALESFORCE INC(CRM)010,692+10,69202,8360.03%+2,836
ALTO NEUROSCIENCE INC(ANRO)033,389+33,38905940.01%+594
ASML HOLDING N V
N Y REGISTRY SHS
0659+65907050.01%+705
Page 1 of 1