Scott Marsh Financial, LLC Portfolio Holdings

Scott Marsh Financial, LLC

  • $270 Billion
  • Q2 2025

Scott Marsh Financial, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $270 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6B, Microsoft Corp with a value of $10.8B, Amazon Com Inc with a value of $8.83B, Nvidia Corp with a value of $7.52B, and Oracle Corp with a value of $5.89B.

Examining the 13F form we can see an increase of $270B in the current position value.

Scott Marsh Financial, LLC is based out at Millcreek, UT

Below you can find more details about Scott Marsh Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $270 Billion
Technology: $74.9 Billion
Financial Services: $35 Billion
Industrials: $30.7 Billion
Healthcare: $29.7 Billion
ETFs: $27.1 Billion
Consumer Cyclical: $23.5 Billion
Communication Services: $21.3 Billion
Consumer Defensive: $8.17 Billion
Other: $13.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.04 Billion 1.13% of portfolio
5,352
Q2 2025 New
$0
$1.93 Billion 0.72% of portfolio
23,038
Q2 2025 New
$0
$1.86 Billion 0.69% of portfolio
43,177
Q2 2025 New
$0
$1.78 Billion 0.66% of portfolio
18,672
Q2 2025 New
$0
$1.72 Billion 0.64% of portfolio
45,836
Q2 2025 New
$0
$1.48 Billion 0.55% of portfolio
2,393
Q2 2025 New
$0
$1.41 Billion 0.52% of portfolio
50,112
Q2 2025 New
$0
$1.29 Billion 0.48% of portfolio
56,095
Q2 2025 New
$0
$1.17 Billion 0.43% of portfolio
28,884
Q2 2025 New
$0
$1.11 Billion 0.41% of portfolio
50,375
Q2 2025 New
$0
$911 Million 0.34% of portfolio
17,402
Q2 2025 New
$0
$890 Million 0.33% of portfolio
10,736
Q2 2025 New
$0
$878 Million 0.33% of portfolio
31,732
Q2 2025 New
$0
$865 Million 0.32% of portfolio
32,527
Q2 2025 New
$0
$539 Million 0.2% of portfolio
5,543
Q2 2025 New
$0
$509 Million 0.19% of portfolio
10,326
Q2 2025 New
$0
$470 Million 0.17% of portfolio
9,758
Q2 2025 New
$0
$431 Million 0.16% of portfolio
10,128
Q2 2025 New
$0
$433 Million 0.16% of portfolio
4,880
Q2 2025 New
$0
$378 Million 0.14% of portfolio
686
Q2 2025 New
$0
$344 Million 0.13% of portfolio
8,139
Q2 2025 New
$0
$342 Million 0.13% of portfolio
11,715
Q2 2025 New
$0
$347 Million 0.13% of portfolio
21,297
Q2 2025 New
$0
$324 Million 0.12% of portfolio
10,725
Q2 2025 New
$0
$296 Million 0.11% of portfolio
11,168
Q2 2025 New
$0
$261 Million 0.1% of portfolio
4,346
Q2 2025 New
$9.76B
$252 Million 0.09% of portfolio
3,841
Q2 2025 New
$0
$249 Million 0.09% of portfolio
9,852
Q2 2025 New
$0
$247 Million 0.09% of portfolio
9,042
Q2 2025 New
$0
$241 Million 0.09% of portfolio
3,320
Q2 2025 New
$0
$208 Million 0.08% of portfolio
685
Q2 2025 New
$0
$211 Million 0.08% of portfolio
2,302
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $270 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 248 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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