Institutional Fund
Scarborough Advisors, LLC
Annapolis, MDCIK 18153555 filings on record
Portfolio Value
$913.58M
Q1 2026
Holdings
759
Reported positions
New Buys
321
Opened this quarter
QoQ Change
+54.2%
from $592.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr6.6%
- Invesco Exch Traded Fd Tr II5.6%
- Blackrock ETF Trust4.2%
- Ishares Tr4.1%
- Invesco Exch Traded Fd Tr II3.3%
- Blackrock ETF Trust3.2%
- Other73.0%
Portfolio Holdings
759 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.36M | $60.49M | 6.6% | +2.36M | New |
| 2 | Invesco Exch Traded Fd Tr II | 213.7K | $50.79M | 5.6% | −19.6K | Reduced |
| 3 | Blackrock ETF Trust | 665.3K | $38.71M | 4.2% | −77.9K | Reduced |
| 4 | Ishares Tr | 703.5K | $37.44M | 4.1% | +703.5K | New |
| 5 | Invesco Exch Traded Fd Tr II | 264.7K | $30.42M | 3.3% | +23.3K | Added |
| 6 | Blackrock ETF Trust | 907.9K | $29.19M | 3.2% | +907.9K | New |
| 7 | Spdr Series Trust | 363.1K | $27.79M | 3.0% | −36.1K | Reduced |
| 8 | Spdr Series Trust | 460.2K | $26.04M | 2.9% | −190.2K | Reduced |
| 9 | Ishares Tr | 129.7K | $24.89M | 2.7% | −35.9K | Reduced |
| 10 | First Tr Exchange-Traded Fd | 261.1K | $24.22M | 2.7% | +5.0K | Added |
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