Scott Marsh Financial, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 54.0%; sector active share 8.8% against the combined 13F book's sector weights.
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
248 tracked positions · as of Jun 30, 2025Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.4% | $76,558,399 |
| Financial Services | 13.1% | $35,223,185 |
| Industrials | 12.1% | $32,658,775 |
| Healthcare | 11.5% | $31,006,068 |
| Unclassified | 10.3% | $27,675,523 |
| Consumer Cyclical | 8.7% | $23,524,857 |
| Communication Services | 7.5% | $20,213,173 |
| Consumer Defensive | 3.0% | $8,176,011 |
| Energy | 1.9% | $5,190,382 |
| Basic Materials | 1.6% | $4,255,800 |
| Utilities | 1.1% | $2,906,811 |
| Real Estate | 0.8% | $2,259,435 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 61,640 | $12,646,678 | 4.69% | |
| MSFT |
Microsoft Corp
Technology
|
First | 21,802 | $10,844,532 | 4.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 40,242 | $8,828,692 | 3.27% | |
| NVDA |
Nvidia Corp
Technology
|
First | 47,610 | $7,521,903 | 2.79% | |
| ORCL |
Oracle Corp
Technology
|
First | 26,952 | $5,892,515 | 2.19% | |
| V |
Visa Inc.
Financial Services
|
First | 15,066 | $5,349,183 | 1.98% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 3,412 | $4,569,111 | 1.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 5,746 | $4,241,065 | 1.57% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 23,106 | $4,098,773 | 1.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 20,372 | $3,590,157 | 1.33% | |
| MA |
Mastercard Inc
Financial Services
|
First | 6,042 | $3,395,241 | 1.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 10,382 | $3,297,946 | 1.22% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 5,352 | $3,040,096 | 1.13% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 21,574 | $2,934,279 | 1.09% | |
| BA |
Boeing Co
Industrials
|
First | 13,882 | $2,908,695 | 1.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 3,724 | $2,902,969 | 1.08% | |
| MSCI |
MSCI Inc.
Financial Services
|
First | 4,858 | $2,801,802 | 1.04% | |
| AME |
Ametek Inc
Industrials
|
First | 12,884 | $2,331,488 | 0.86% | |
| ADBE |
Adobe Inc.
Technology
|
First | 6,022 | $2,329,791 | 0.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 7,972 | $2,311,162 | 0.86% | |
| ZTS |
Zoetis Inc.
Healthcare
|
First | 14,694 | $2,291,529 | 0.85% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 2,110 | $2,169,248 | 0.80% | |
| QCOM |
Qualcomm Inc
Technology
|
First | 12,554 | $1,999,350 | 0.74% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
First | 23,038 | $1,929,202 | 0.72% | |
| AON |
Aon plc
Financial Services
|
First | 5,356 | $1,910,806 | 0.71% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 20,732 | $1,899,673 | 0.70% | |
| ACN |
Accenture plc
Technology
|
First | 6,316 | $1,887,789 | 0.70% | |
| SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
|
First | 43,177 | $1,862,655 | 0.69% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
First | 8,886 | $1,860,284 | 0.69% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 10,152 | $1,848,983 | 0.69% | |
| SHOP |
Shopify Inc.
Technology
|
First | 15,964 | $1,841,447 | 0.68% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
First | 2,468 | $1,805,045 | 0.67% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
First | 18,672 | $1,779,815 | 0.66% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 40,936 | $1,771,300 | 0.66% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 4,330 | $1,755,641 | 0.65% | |
| AMAT |
Applied Materials Inc
Technology
|
First | 9,540 | $1,746,487 | 0.65% | |
| USHY |
iShares Broad USD High Yield Corporate Bond ETF
|
First | 45,836 | $1,719,308 | 0.64% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
First | 12,594 | $1,666,689 | 0.62% | |
| EFX |
Equifax Inc
Industrials
|
First | 6,372 | $1,652,705 | 0.61% | |
| RTX |
RTX Corp
Industrials
|
First | 10,898 | $1,591,325 | 0.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 3,264 | $1,585,553 | 0.59% | |
| WDAY |
Workday, Inc.
Technology
|
First | 6,530 | $1,567,200 | 0.58% | |
| GLW |
Corning Inc
Technology
|
First | 29,176 | $1,534,365 | 0.57% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 32,272 | $1,527,111 | 0.57% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 34,740 | $1,505,979 | 0.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 2,393 | $1,478,515 | 0.55% | |
| PNR |
PENTAIR plc
Industrials
|
First | 14,134 | $1,450,996 | 0.54% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
First | 5,948 | $1,445,542 | 0.54% | |
| C |
Citigroup Inc
Financial Services
|
First | 16,900 | $1,438,528 | 0.53% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,150 | $1,419,597 | 0.53% |
Showing the top 50 of 248 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.