Fund Holdings — SCS Capital Management LLC

Total Portfolio Value
$9.44B
Total Bought
$481.60M
Total Sold
$329.24M
Net Transaction
+$152.36M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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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 TR146,462613,113+466,65114,68361,2380.65%+46,555
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
381,978596,705+214,72772,461114,3051.21%+41,843
VANGUARD INTL EQUITY INDEX F538,183734,752+196,56974,162103,6441.10%+29,482
XPEL INC(XPEL)1,241,5401,241,540041,05861,9650.66%+20,908
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
SPDR SERIES TRUST
ST STR P500ETF
2,553,6882,627,987+74,299200,056210,8172.23%+10,761
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)710,533709,475-1,05840,78549,2520.52%+8,467
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
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
502,177542,986+40,80951,90555,5960.59%+3,691
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
053,742+53,74203,5210.04%+3,521
ELI LILLY & CO(LLY)11,25811,049-2098,59011,8740.13%+3,284
DIAMONDBACK ENERGY INC(FANG)7,18027,055+19,8751,0274,0670.04%+3,040
VANGUARD WHITEHALL FDS1,511,2501,505,250-6,000213,011216,0332.29%+3,023
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
825,848894,920+69,07246,95849,9370.53%+2,979
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)110,857114,183+3,32618,57321,0670.22%+2,494
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)30,91440,463+9,5496,6728,7850.09%+2,113
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
1,938,4522,111,753+173,30126,03327,9810.30%+1,947
SCHWAB STRATEGIC TR1,323,2781,402,884+79,60632,28834,1880.36%+1,900
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
ISHARES GOLD TR(IAU)8,55827,159+18,6016232,2040.02%+1,582
APPLE INC(AAPL)220,735212,435-8,30056,20657,7520.61%+1,547
GOLDMAN SACHS GROUP INC(GS)15,87316,018+14512,64014,0800.15%+1,439
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
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
PARKER-HANNIFIN CORP(PH)6,4466,390-564,8875,6170.06%+730
CAPITAL ONE FINL CORP(COF)29,36028,695-6656,2416,9540.07%+713
CHUBB LIMITED
COM
23,44023,483+436,6207,3320.08%+712
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
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)66,86276,271+9,40910,27310,9300.12%+657
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)89,88788,805-1,0828,0638,6810.09%+618
ISHARES TR
US TREAS BD ETF
549,676578,537+28,86112,70913,3210.14%+612
EXXON MOBIL CORP78,36778,223-1448,8369,4130.10%+577
SPDR INDEX SHS FDS
ST STR PO EX ETF
349,062349,062014,93615,5020.16%+565
MERCK & CO INC(MRK)22,87323,317+4441,9322,4670.03%+535
CATERPILLAR INC(CAT)5,3415,314-272,5493,0440.03%+496
INTERNATIONAL BUSINESS MACHS(IBM)30,13230,199+678,5028,9450.09%+443
ISHARES SILVER TR(SLV)15,54316,949+1,4066591,0920.01%+433
AMERICAN EXPRESS CO(AXP)11,66811,627-413,8764,3020.05%+426
SHELL PLC(SHEL)202,215202,463+24814,46414,8770.16%+413
DENALI THERAPEUTICS INC(DNLI)197,998197,99802,8753,2690.03%+394
COMCAST CORP NEW(CCZ)012,904+12,90403860.00%+386
CINCINNATI FINL CORP(CINF)74,95274,911-4111,85112,2360.13%+385
WELLS FARGO CO NEW(WFC)16,98319,303+2,3201,4231,7990.02%+376
VANGUARD INDEX FDS428,066446,251+18,18539,13439,4890.42%+355
SALESFORCE INC(CRM)10,55610,692+1362,5052,8360.03%+331
ALTO NEUROSCIENCE INC(ANRO)66,77733,389-33,3882685940.01%+326
ASML HOLDING N V
N Y REGISTRY SHS
396659+2633837050.01%+322
ISHARES TR
MSCI INTL VLU FT
115,312115,976+6644,0914,4130.05%+322
AMAZON COM INC(AMZN)105,925102,141-3,78423,25823,5760.25%+318
REVOLUTION MEDICINES INC(RVMD)03,867+3,86703080.00%+308
INTUIT(INTU)0450+45002980.00%+298
QNITY ELECTRONICS INC(Q)03,627+3,62702960.00%+296
VANGUARD INTL EQUITY INDEX F182,894181,298-1,59613,05313,3360.14%+283
MICRON TECHNOLOGY INC(MU)2,3252,348+233896700.01%+281
TEVA PHARMACEUTICAL INDS LTD(TEVA)08,977+8,97702800.00%+280
CISCO SYS INC(CSCO)24,21025,054+8441,6561,9300.02%+273
AIRBNB INC89,64882,166-7,48210,88511,1520.12%+267
ISHARES TR12,95217,546+4,5947981,0470.01%+249
THERMO FISHER SCIENTIFIC INC(TMO)2,0542,139+859971,2400.01%+243
ISHARES TR21,15821,194+367,0427,2690.08%+227
RIO TINTO PLC(RIO)02,833+2,83302270.00%+227
TRAVELERS COMPANIES INC(TRV)0764+76402220.00%+222
KLA CORP(KLAC)1,1661,210+441,2581,4700.02%+213
MONDELEZ INTL INC(MDLZ)03,878+3,87802090.00%+209
SAP SE(SAP)0851+85102070.00%+207
UNITED CMNTY BKS BLAIRSVLE G(UCB)06,503+6,50302050.00%+205
ISHARES TR106,481115,838+9,3572,3382,5420.03%+204
LAM RESEARCH CORP(LRCX)4,7784,928+1506408440.01%+204
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SCS Capital Management LLC — 13F Holdings — Q4 2025 | TickerTrail