You're signed outSign in or to get full access.
Scarborough Advisors, LLC
Scarborough Advisors, LLC d/b/a Scarborough Capital Management is an SEC-registered investment adviser providing portfolio management services through Charles Schwab & Co. It offers financial planning and consulting services to individuals and corporations.
Investment Strategy
Utilizes mutual funds, exchange-traded funds, equities, and other investments available through Schwab. Provides model portfolios as guidelines.
Latest 13F Filing Activity
Scarborough Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 459 equity positions with a total 13F market value of $504M. The fund increased holdings in Ishares Inc., SPDR Series Trust, Invesco Exch Traded FD TR II among other positions. Scarborough Advisors, LLC reduced exposure to Schwab Strategic TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 11.49% | $57.9M | 1,106,745 | $51.32 | $52.34 | +$17.5M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.54% | $48.1M | 211,840 | $211.74 | $227.10 | +$12.1M |
Q QUAL | ISHARES TR | 9.13% | $46.0M | 251,710 | $161.79 | $182.82 | +$736.1K |
D DYNF | BLACKROCK ETF TRUST | 7.60% | $38.3M | 703,157 | $45.96 | $54.46 | +$4.0M |
I IEMG | ISHARES INC | 5.71% | $28.8M | 479,460 | $57.15 | $60.03 | +$18.3M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Annapolis, MD , United States | |
I Ian Arrowsmith | Managing Partner | Baltimore, MD , United States | |
 | Managing Partner | Annapolis, MD , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more