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Scott Marsh Financial, LLC
Scott Marsh Financial, LLC is an investment advisory firm based in Millcreek, Utah. The firm is registered with the SEC and primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, as well as charitable organizations. It manages investment portfolios with a strong focus on public equities and offers comprehensive wealth management solutions. The firm reports 11 employees, with over half directly involved in investment advisory activities as of early 2025. Scott Marsh Financial, LLC operates with the mission to provide skilled financial advice, asset allocation, and portfolio management tailored to client goals.
Investment Strategy
Scott Marsh Financial, LLC primarily manages discretionary investment portfolios with a focus on public equities, including large-cap technology and growth companies. Their 13F filings show substantial holdings in blue-chip stocks such as Apple, Microsoft, Amazon, Nvidia, and others. The firm caters mainly to individual investors and allocates assets across sectors to achieve long-term growth, risk management, and diversification. Investment decisions are guided by thorough research, market analysis, and the aim to align investment choices with the client’s financial objectives.
Latest 13F Filing Activity
Scott Marsh Financial, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 246 equity positions with a total 13F market value of $270M. The fund increased holdings in Apple Inc., Microsoft Corp., Amazon Com Inc. among other positions. Scott Marsh Financial, LLC reduced exposure to Lloyds Banking Group PLC, Natwest Group PLC, Cardinal Health Inc. among others.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.69% | $12.6M | 61,640 | $205.17 | $205.17 | +$12.6M |
M MSFT | MICROSOFT CORP | 4.02% | $10.8M | 21,802 | $497.41 | $497.41 | +$10.8M |
A AMZN | AMAZON COM INC | 3.27% | $8.8M | 40,242 | $219.39 | $219.39 | +$8.8M |
N NVDA | NVIDIA CORPORATION | 2.79% | $7.5M | 47,610 | $157.99 | $157.99 | +$7.5M |
O ORCL | ORACLE CORP | 2.19% | $5.9M | 26,952 | $218.63 | $218.63 | +$5.9M |
Industry Allocation
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