Scarborough Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $1,643,400,502 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $1,399,926,152 | Individuals and high net worth (100%) |
| Apr 2024 to Mar 2025 | $1,194,324,647 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $987,098,118 | Individuals and high net worth (100%) |
| Apr 2022 to Apr 2023 | $1,085,472,291 | Individuals and high net worth (100%) |
| Apr 2021 to Mar 2022 | $927,750,686 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 87.5%; sector active share 72.7% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
7 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $23,922,128 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQM | Invesco Ltd. | 202,750 | $61,427,167 | |
| RECS | Columbia Research Enhanced Core ETF | 1,202,547 | $52,046,234 | |
| VOO | VANGUARD 500 INDEX FUND | 68,269 | $46,887,831 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 694,175 | $36,909,284 | |
| BAI | BlackRock ETF Trust | 531,057 | $27,997,325 | |
| RWL | Invesco Ltd. | 218,171 | $27,873,526 | |
| IALT | 872,596 | $24,476,317 | ||
| FTCS | First Trust Capital Strength ETF | 259,173 | $24,341,528 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | 390,184 | $23,719,285 | |
| SPLV | Invesco S&P 500 Low Volatility ETF | 288,651 | $21,619,959 | |
| IVW | iShares S&P 500 Growth ETF | 146,547 | $20,154,608 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 46,776 | $17,308,991 | |
| IEFA | iShares Core MSCI EAFE ETF | 171,563 | $16,569,554 | |
| IVE | iShares S&P 500 Value ETF | 68,244 | $15,495,482 | |
| IEMG | iShares Trust | 186,037 | $15,411,305 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | 44,839 | $15,372,154 | |
| GOVI | Invesco Equal Weight 0-30 Year Treasury ETF | 549,243 | $14,911,947 | |
| THRO | 327,282 | $14,109,127 | ||
| JAAA | Janus Henderson AAA CLO ETF | 261,189 | $13,187,432 | |
| RDVY | First Trust Rising Dividend Achievers ETF | 150,748 | $12,219,632 | |
| BINC | 220,990 | $11,566,616 | ||
| GLD | Spdr Gold Trust | 30,844 | $11,362,312 | |
| JPST | JPMorgan Ultra-Short Income ETF | 214,087 | $10,826,379 | |
| SHLD | Global X Defense Tech ETF | 172,055 | $10,273,404 | |
| DBMF | iMGP DBI Managed Futures Strategy ETF | 313,922 | $9,609,152 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| INRO |
|
NEW | 403,294 | $14,844,122 | 62.05% | |
| SYSB |
iShares Systematic Bond ETF
|
Added | 50,749 | $4,277,125 | 17.88% | |
| IDEF |
|
Added | 109,223 | $3,410,706 | 14.26% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 7,235 | $649,413 | 2.71% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Reduced | 4,255 | $294,701 | 1.23% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 7,704 | $231,120 | 0.97% | |
| MBBA |
|
NEW | 4,582 | $214,941 | 0.90% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.