Scarborough Advisors
ANNAPOLIS, MDfiles as Scarborough Advisors, LLC
$871m in 147 US stocks at the end of 30 June 2026. The top 10 are 48.3% of the money. It changed about 23.1% of the portfolio this quarter.
Value
$871m
Stocks
147
Top 10 share
48.3%
Turnover
23.1%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustIALT2.9% of the fund
- Blackrock ETF Trust IIGGOV0.5% of the fund
- Putnam ETF TrustPVAL<0.1% of the fund
- First TR Exchange Traded FDFTHI<0.1% of the fund
- Pimco ETF TRPYLD<0.1% of the fund
Added
Bought more of a stock they already held.
- Columbia ETF TR IRECS6.0% of the fund+123%
- Vanguard Index FDSVOO5.3% of the fund+83%
- Spdr Series TrustSPYM5.2% of the fund+43%
- Invesco Exch Traded FD TR IISPLV2.5% of the fund+131704%
- Vanguard Index FDSVTI2.0% of the fund+49%
- Ishares TRIEFA1.9% of the fund+18%
- Invesco Exch Traded FD TR IIGOVI1.7% of the fund+6%
- Blackrock ETF Trust IIBINC1.3% of the fund+78%
- Global X FDSSHLD1.3% of the fund+18%
- J P Morgan Exchange Traded FJPST1.2% of the fund+35%
- J P Morgan Exchange Traded FJMEE1.1% of the fund+22%
- Ishares TRMBB1.1% of the fund+10%
- Invesco QQQ TRQQQ0.3% of the fund+7%
- Ishares Gold TRIAU0.3% of the fund+16%
- Franklin Templeton ETF TRFLGV0.2% of the fund+239%
- Ishares TRSYSB0.2% of the fund+77%
- Ishares TRACWI0.1% of the fund+366%
- Blackrock Muniholdings FundMHD0.1% of the fund+4%
- Fidelity Merrimack STR TRFBND<0.1% of the fund+145%
- Invesco Exch Traded FD TR IIIDMO<0.1% of the fund+512%
- AB Active EtfsBUFC<0.1% of the fund+74%
- American Centy ETF TRAVUV<0.1% of the fund+338%
- Ishares TRSTIP<0.1% of the fund+1204%
- Spdr Index SHS FDSEDIV<0.1% of the fund+644%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund+16%
Cut
Sold some of their stake.
- Invesco Exch Traded FD TR IIQQQM6.9% of the fund-5%
- Schwab Strategic TRSCHX6.5% of the fund-18%
- Invesco Exch Traded FD TR IIRWL3.2% of the fund-18%
- Blackrock ETF TrustBAI3.0% of the fund-15%
- Spdr Series TrustSPYV2.7% of the fund-15%
- Ishares TRIVE1.8% of the fund-25%
- IsharesIEMG1.8% of the fund-24%
- Ishares TRMTUM1.7% of the fund-33%
- Blackrock ETF TrustTHRO1.6% of the fund-33%
- Janus Detroit STR TRJAAA1.5% of the fund-4%
- First TR Exchange Traded FDRDVY1.4% of the fund-34%
- Litman Gregory FDS TRDBMF1.1% of the fund-9%
- Ishares TRTLT0.9% of the fund-65%
- Ishares TRQUAL0.7% of the fund-79%
- Spdr Series TrustSPTL0.6% of the fund-35%
- Spdr Series TrustBIL0.6% of the fund-12%
- Spdr Series TrustSPYG0.5% of the fund-73%
- AppleAAPL0.4% of the fund-18%
- Blackrock ETF Trust IISECU0.4% of the fund-28%
- Amazon.comAMZN0.3% of the fund-7%
- Ishares TRIJH0.3% of the fund-72%
- American Centy ETF TRAVEM0.2% of the fund-88%
- Ishares TRFALN0.2% of the fund-71%
- Ishares TRTLH0.2% of the fund-2%
- MicrosoftMSFT0.2% of the fund-78%
Sold out
Sold their entire stake.
- Schwab Strategic TRSCHR-100%
- Ishares TRACWX-100%
- Bondbloxx ETF TrustXTEN-100%
- Lockheed MartinLMT-100%
- DanaherDHR-100%
- Etfs Gold TRSGOL-100%
- AmgenAMGN-100%
- BoeingBA-100%
- Meta PlatformsMETA-100%
- FortiveFTV-100%
- PfizerPFE-100%
- Ishares TROEF-100%
- US Foods HoldingUSFD-100%
- Duke EnergyDUK-100%
- IntuitINTU-100%
- Black HillsBKH-100%
- IrenIREN-100%
- First TR Exchng Traded FD VIFIXD-100%
- Vanguard World FDESGV-100%
- Wisdomtree TRDGRW-100%
- Verizon CommunicationsVZ-100%
- Warner Bros. DiscoveryWBD-100%
- American Healthcare REITAHR-100%
- StrategyMSTR-100%
- Walt DisneyDIS-100%
Holdings
- Invesco Exch Traded FD TR IIQQQM
- Share
- 6.9%
- Value
- $60m
- Shares
- 202,750
-5%
- Schwab Strategic TRSCHX
- Share
- 6.5%
- Value
- $57m
- Shares
- 1,938,737
-18%
- Columbia ETF TR IRECS
- Share
- 6.0%
- Value
- $52m
- Shares
- 1,202,547
+123%
- Vanguard Index FDSVOO
- Share
- 5.3%
- Value
- $47m
- Shares
- 68,269
+83%
- Spdr Series TrustSPYM
- Share
- 5.2%
- Value
- $45m
- Shares
- 520,803
+43%
- Blackrock ETF TrustDYNF
- Share
- 5.0%
- Value
- $44m
- Shares
- 657,439
Held
- Ishares TRIGIB
- Share
- 4.2%
- Value
- $37m
- Shares
- 694,175
Held
- Invesco Exch Traded FD TR IIRWL
- Share
- 3.2%
- Value
- $28m
- Shares
- 218,171
-18%
- Blackrock ETF TrustBAI
- Share
- 3.0%
- Value
- $26m
- Shares
- 531,057
-15%
- Blackrock ETF TrustIALT
- Share
- 2.9%
- Value
- $25m
- Shares
- 872,596
New
- First TR Exchange-Traded FDFTCS
- Share
- 2.8%
- Value
- $24m
- Shares
- 259,173
Held
- Spdr Series TrustSPYV
- Share
- 2.7%
- Value
- $24m
- Shares
- 390,184
-15%
- Invesco Exch Traded FD TR IISPLV
- Share
- 2.5%
- Value
- $21m
- Shares
- 288,651
+131704%
- Ishares TRIVW
- Share
- 2.3%
- Value
- $20m
- Shares
- 146,547
Held
- Vanguard Index FDSVTI
- Share
- 2.0%
- Value
- $17m
- Shares
- 46,776
+49%
- Ishares TRIEFA
- Share
- 1.9%
- Value
- $17m
- Shares
- 171,563
+18%
- Ishares TRIVE
- Share
- 1.8%
- Value
- $16m
- Shares
- 68,244
-25%
- IsharesIEMG
- Share
- 1.8%
- Value
- $15m
- Shares
- 186,037
-24%
- Invesco Exch Traded FD TR IIGOVI
- Share
- 1.7%
- Value
- $15m
- Shares
- 549,243
+6%
- Ishares TRMTUM
- Share
- 1.7%
- Value
- $15m
- Shares
- 44,839
-33%
- Blackrock ETF TrustTHRO
- Share
- 1.6%
- Value
- $14m
- Shares
- 327,282
-33%
- Janus Detroit STR TRJAAA
- Share
- 1.5%
- Value
- $13m
- Shares
- 261,189
-4%
- Spdr Gold TRGLD
- Share
- 1.4%
- Value
- $12m
- Shares
- 30,844
Held
- First TR Exchange Traded FDRDVY
- Share
- 1.4%
- Value
- $12m
- Shares
- 150,748
-34%
- Blackrock ETF Trust IIBINC
- Share
- 1.3%
- Value
- $12m
- Shares
- 220,990
+78%
- Global X FDSSHLD
- Share
- 1.3%
- Value
- $11m
- Shares
- 172,055
+18%
- J P Morgan Exchange Traded FJPST
- Share
- 1.2%
- Value
- $11m
- Shares
- 214,087
+35%
- Litman Gregory FDS TRDBMF
- Share
- 1.1%
- Value
- $10m
- Shares
- 313,922
-9%
- J P Morgan Exchange Traded FJMEE
- Share
- 1.1%
- Value
- $9m
- Shares
- 121,721
+22%
- Ishares TRMBB
- Share
- 1.1%
- Value
- $9m
- Shares
- 97,805
+10%
- Schwab Strategic TRSCHM
- Share
- 1.0%
- Value
- $9m
- Shares
- 250,343
Held
- Ishares TRTLT
- Share
- 0.9%
- Value
- $8m
- Shares
- 95,968
-65%
- Select Sector Spdr TRXLE
- Share
- 0.9%
- Value
- $8m
- Shares
- 132,843
Held
- Ishares TRQUAL
- Share
- 0.7%
- Value
- $6m
- Shares
- 27,460
-79%
- Spdr Series TrustSPTL
- Share
- 0.6%
- Value
- $6m
- Shares
- 214,975
-35%
- Spdr Series TrustBIL
- Share
- 0.6%
- Value
- $5m
- Shares
- 56,790
-12%
- Ishares TRDVY
- Share
- 0.6%
- Value
- $5m
- Shares
- 30,679
Held
- Blackrock ETF Trust IIGGOV
- Share
- 0.5%
- Value
- $4m
- Shares
- 85,033
New
- Spdr Series TrustSPYG
- Share
- 0.5%
- Value
- $4m
- Shares
- 36,037
-73%
- Ishares TRFLOT
- Share
- 0.5%
- Value
- $4m
- Shares
- 79,064
Held
- Blackrock ETF Trust IISECU
- Share
- 0.4%
- Value
- $3m
- Shares
- 63,913
-28%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,780
+7%
- BlackRock Municipal 2030 Target Term TrustBTT
- Share
- 0.3%
- Value
- $3m
- Shares
- 119,526
Held
- Ishares Gold TRIAU
- Share
- 0.3%
- Value
- $3m
- Shares
- 32,359
+16%
- Ishares TRIJH
- Share
- 0.3%
- Value
- $2m
- Shares
- 31,363
-72%
- American Centy ETF TRAVEM
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,251
-88%
- Ishares TRFALN
- Share
- 0.2%
- Value
- $2m
- Shares
- 78,324
-71%
- Columbia ETF TR IIXCEM
- Share
- 0.2%
- Value
- $2m
- Shares
- 40,017
Held
- Ishares TRTLH
- Share
- 0.2%
- Value
- $2m
- Shares
- 19,310
-2%
- Franklin Templeton ETF TRFLGV
- Share
- 0.2%
- Value
- $2m
- Shares
- 92,077
+239%
- Blackrock Muniyield Quality Fund IIIMYI
- Share
- 0.2%
- Value
- $2m
- Shares
- 169,362
Held
- Spinnaker ETF SeriesEUAD
- Share
- 0.2%
- Value
- $2m
- Shares
- 45,072
Held
- Pimco ETF TRMINT
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,389
-14%
- Vanguard Charlotte FDSBNDX
- Share
- 0.2%
- Value
- $2m
- Shares
- 36,259
-86%
- Ishares TRSYSB
- Share
- 0.2%
- Value
- $1m
- Shares
- 16,612
+77%
- First TR Exchange-Traded FDFTSM
- Share
- 0.2%
- Value
- $1m
- Shares
- 22,875
-8%
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $1m
- Shares
- 15,843
Held
- First TR Exchange-Traded FDGRID
- Share
- 0.2%
- Value
- $1m
- Shares
- 7,125
Held
- Pacer FDS TRFLRT
- Share
- 0.2%
- Value
- $1m
- Shares
- 28,722
Held
- Ishares TREFV
- Share
- 0.1%
- Value
- $1m
- Shares
- 16,347
-30%
- Schwab Strategic TRSCHA
- Share
- 0.1%
- Value
- $1m
- Shares
- 36,034
Held
- IsharesEMXC
- Share
- 0.1%
- Value
- $1m
- Shares
- 12,275
-4%
- Ishares TRIAGG
- Share
- 0.1%
- Value
- $1m
- Shares
- 23,517
-59%
- Blackrock ETF TrustCORO
- Share
- 0.1%
- Value
- $1m
- Shares
- 28,760
-97%
- First TR Exch Traded FD IIIFPE
- Share
- 0.1%
- Value
- $1m
- Shares
- 56,263
-44%
- Ishares TRACWI
- Share
- 0.1%
- Value
- $908,324
- Shares
- 5,805
+366%
- Blackrock Muniholdings FundMHD
- Share
- 0.1%
- Value
- $900,575
- Shares
- 76,710
+4%
- Ishares Gold Trust MicroIAUM
- Share
- <0.1%
- Value
- $837,188
- Shares
- 19,952
-18%
- Blackrock ETF TrustBLCR
- Share
- <0.1%
- Value
- $786,190
- Shares
- 15,960
-95%
- Spdr Series TrustXAR
- Share
- <0.1%
- Value
- $759,069
- Shares
- 2,709
-37%
- Fidelity Merrimack STR TRFBND
- Share
- <0.1%
- Value
- $750,660
- Shares
- 16,486
+145%
- Putnam ETF TrustPVAL
- Share
- <0.1%
- Value
- $720,979
- Shares
- 14,035
New
- Ishares TREFG
- Share
- <0.1%
- Value
- $705,054
- Shares
- 5,706
-10%
- Invesco Exch Traded FD TR IIIDMO
- Share
- <0.1%
- Value
- $682,211
- Shares
- 11,406
+512%
- Ishares TRGOVT
- Share
- <0.1%
- Value
- $669,100
- Shares
- 29,463
-91%
- Pgim ETF TRPULS
- Share
- <0.1%
- Value
- $664,456
- Shares
- 13,386
-10%
- Ishares TRIYW
- Share
- <0.1%
- Value
- $639,715
- Shares
- 2,610
Held
- Schwab Strategic TRSCHZ
- Share
- <0.1%
- Value
- $623,061
- Shares
- 26,983
-13%
- AB Active EtfsBUFC
- Share
- <0.1%
- Value
- $607,820
- Shares
- 14,346
+74%
- Ishares TRIUSB
- Share
- <0.1%
- Value
- $582,401
- Shares
- 12,646
-4%
- Invesco Exch Traded FD TR IISPMO
- Share
- <0.1%
- Value
- $581,358
- Shares
- 3,813
-90%
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $577,193
- Shares
- 3,600
-4%
- American Centy ETF TRAVUV
- Share
- <0.1%
- Value
- $555,799
- Shares
- 4,469
+338%
- Ishares TRSTIP
- Share
- <0.1%
- Value
- $539,365
- Shares
- 5,268
+1204%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Exch Traded FD TR IIQQQM | 6.9% | $60m | 202,750 | -5% |
| Schwab Strategic TRSCHX | 6.5% | $57m | 1,938,737 | -18% |
| Columbia ETF TR IRECS | 6.0% | $52m | 1,202,547 | +123% |
| Vanguard Index FDSVOO | 5.3% | $47m | 68,269 | +83% |
| Spdr Series TrustSPYM | 5.2% | $45m | 520,803 | +43% |
| Blackrock ETF TrustDYNF | 5.0% | $44m | 657,439 | Held |
| Ishares TRIGIB | 4.2% | $37m | 694,175 | Held |
| Invesco Exch Traded FD TR IIRWL | 3.2% | $28m | 218,171 | -18% |
| Blackrock ETF TrustBAI | 3.0% | $26m | 531,057 | -15% |
| Blackrock ETF TrustIALT | 2.9% | $25m | 872,596 | New |
| First TR Exchange-Traded FDFTCS | 2.8% | $24m | 259,173 | Held |
| Spdr Series TrustSPYV | 2.7% | $24m | 390,184 | -15% |
| Invesco Exch Traded FD TR IISPLV | 2.5% | $21m | 288,651 | +131704% |
| Ishares TRIVW | 2.3% | $20m | 146,547 | Held |
| Vanguard Index FDSVTI | 2.0% | $17m | 46,776 | +49% |
| Ishares TRIEFA | 1.9% | $17m | 171,563 | +18% |
| Ishares TRIVE | 1.8% | $16m | 68,244 | -25% |
| IsharesIEMG | 1.8% | $15m | 186,037 | -24% |
| Invesco Exch Traded FD TR IIGOVI | 1.7% | $15m | 549,243 | +6% |
| Ishares TRMTUM | 1.7% | $15m | 44,839 | -33% |
| Blackrock ETF TrustTHRO | 1.6% | $14m | 327,282 | -33% |
| Janus Detroit STR TRJAAA | 1.5% | $13m | 261,189 | -4% |
| Spdr Gold TRGLD | 1.4% | $12m | 30,844 | Held |
| First TR Exchange Traded FDRDVY | 1.4% | $12m | 150,748 | -34% |
| Blackrock ETF Trust IIBINC | 1.3% | $12m | 220,990 | +78% |
| Global X FDSSHLD | 1.3% | $11m | 172,055 | +18% |
| J P Morgan Exchange Traded FJPST | 1.2% | $11m | 214,087 | +35% |
| Litman Gregory FDS TRDBMF | 1.1% | $10m | 313,922 | -9% |
| J P Morgan Exchange Traded FJMEE | 1.1% | $9m | 121,721 | +22% |
| Ishares TRMBB | 1.1% | $9m | 97,805 | +10% |
| Schwab Strategic TRSCHM | 1.0% | $9m | 250,343 | Held |
| Ishares TRTLT | 0.9% | $8m | 95,968 | -65% |
| Select Sector Spdr TRXLE | 0.9% | $8m | 132,843 | Held |
| Ishares TRQUAL | 0.7% | $6m | 27,460 | -79% |
| Spdr Series TrustSPTL | 0.6% | $6m | 214,975 | -35% |
| Spdr Series TrustBIL | 0.6% | $5m | 56,790 | -12% |
| Ishares TRDVY | 0.6% | $5m | 30,679 | Held |
| NvidiaNVDA | 0.6% | $5m | 23,682 | Held |
| Blackrock ETF Trust IIGGOV | 0.5% | $4m | 85,033 | New |
| Spdr Series TrustSPYG | 0.5% | $4m | 36,037 | -73% |
| Ishares TRFLOT | 0.5% | $4m | 79,064 | Held |
| AppleAAPL | 0.4% | $4m | 12,770 | -18% |
| Blackrock ETF Trust IISECU | 0.4% | $3m | 63,913 | -28% |
| Invesco QQQ TRQQQ | 0.3% | $3m | 3,780 | +7% |
| Amazon.comAMZN | 0.3% | $3m | 11,399 | -7% |
| BlackRock Municipal 2030 Target Term TrustBTT | 0.3% | $3m | 119,526 | Held |
| Ishares Gold TRIAU | 0.3% | $3m | 32,359 | +16% |
| Ishares TRIJH | 0.3% | $2m | 31,363 | -72% |
| American Centy ETF TRAVEM | 0.2% | $2m | 22,251 | -88% |
| Ishares TRFALN | 0.2% | $2m | 78,324 | -71% |
| Columbia ETF TR IIXCEM | 0.2% | $2m | 40,017 | Held |
| Ishares TRTLH | 0.2% | $2m | 19,310 | -2% |
| MicrosoftMSFT | 0.2% | $2m | 4,911 | -78% |
| Franklin Templeton ETF TRFLGV | 0.2% | $2m | 92,077 | +239% |
| Blackrock Muniyield Quality Fund IIIMYI | 0.2% | $2m | 169,362 | Held |
| Spinnaker ETF SeriesEUAD | 0.2% | $2m | 45,072 | Held |
| Pimco ETF TRMINT | 0.2% | $2m | 18,389 | -14% |
| Vanguard Charlotte FDSBNDX | 0.2% | $2m | 36,259 | -86% |
| Ishares TRSYSB | 0.2% | $1m | 16,612 | +77% |
| RTXRTX | 0.2% | $1m | 7,625 | Held |
| First TR Exchange-Traded FDFTSM | 0.2% | $1m | 22,875 | -8% |
| Vanguard Index FDSVUG | 0.2% | $1m | 15,843 | Held |
| First TR Exchange-Traded FDGRID | 0.2% | $1m | 7,125 | Held |
| Pacer FDS TRFLRT | 0.2% | $1m | 28,722 | Held |
| AlphabetGOOGL | 0.2% | $1m | 3,656 | -10% |
| Ishares TREFV | 0.1% | $1m | 16,347 | -30% |
| Schwab Strategic TRSCHA | 0.1% | $1m | 36,034 | Held |
| IsharesEMXC | 0.1% | $1m | 12,275 | -4% |
| Ishares TRIAGG | 0.1% | $1m | 23,517 | -59% |
| Blackrock ETF TrustCORO | 0.1% | $1m | 28,760 | -97% |
| First TR Exch Traded FD IIIFPE | 0.1% | $1m | 56,263 | -44% |
| Ishares TRACWI | 0.1% | $908,324 | 5,805 | +366% |
| Blackrock Muniholdings FundMHD | 0.1% | $900,575 | 76,710 | +4% |
| Ishares Gold Trust MicroIAUM | <0.1% | $837,188 | 19,952 | -18% |
| AlphabetGOOG | <0.1% | $834,685 | 2,330 | -9% |
| Eli LillyLLY | <0.1% | $819,589 | 723 | Held |
| Blackrock ETF TrustBLCR | <0.1% | $786,190 | 15,960 | -95% |
| Procter & GamblePG | <0.1% | $765,442 | 5,116 | -71% |
| Spdr Series TrustXAR | <0.1% | $759,069 | 2,709 | -37% |
| Fidelity Merrimack STR TRFBND | <0.1% | $750,660 | 16,486 | +145% |
| Putnam ETF TrustPVAL | <0.1% | $720,979 | 14,035 | New |
| BroadcomAVGO | <0.1% | $719,655 | 1,884 | -2% |
| Ishares TREFG | <0.1% | $705,054 | 5,706 | -10% |
| Invesco Exch Traded FD TR IIIDMO | <0.1% | $682,211 | 11,406 | +512% |
| Ishares TRGOVT | <0.1% | $669,100 | 29,463 | -91% |
| Pgim ETF TRPULS | <0.1% | $664,456 | 13,386 | -10% |
| Costco WholesaleCOST | <0.1% | $656,415 | 668 | -9% |
| Ishares TRIYW | <0.1% | $639,715 | 2,610 | Held |
| Schwab Strategic TRSCHZ | <0.1% | $623,061 | 26,983 | -13% |
| AB Active EtfsBUFC | <0.1% | $607,820 | 14,346 | +74% |
| General ElectricGE | <0.1% | $582,457 | 1,736 | Held |
| Ishares TRIUSB | <0.1% | $582,401 | 12,646 | -4% |
| Invesco Exch Traded FD TR IISPMO | <0.1% | $581,358 | 3,813 | -90% |
| Vanguard Whitehall FDSVYM | <0.1% | $577,193 | 3,600 | -4% |
| TeslaTSLA | <0.1% | $569,067 | 1,400 | -8% |
| General MotorsGM | <0.1% | $564,586 | 6,927 | -14% |
| JPMorgan ChaseJPM | <0.1% | $561,665 | 1,749 | -84% |
| American Centy ETF TRAVUV | <0.1% | $555,799 | 4,469 | +338% |
| Ishares TRSTIP | <0.1% | $539,365 | 5,268 | +1204% |
| Home DepotHD | <0.1% | $532,518 | 1,621 | -3% |
Showing the largest 100 of 147.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 72.7% since 30 June 2025.
Where the money is
Technology1.5%
Retail & consumer0.5%
Industrials0.3%
Media & telecom0.3%
Financial services0.2%
Everyday goods0.2%
Energy0.2%
Health care0.2%
Utilities0.0%
Other96.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.