Scott Marsh Financial, LLC 13F Holdings · last filed Q2 2025
Scott Marsh Financial, LLC reported 248 securities worth $269.65M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: AAPL (4.69%), MSFT (4.02%), AMZN (3.27%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $12.6M | 4.69% | 61,640 | New |
| 2 | MSFT | MICROSOFT CORP | $10.8M | 4.02% | 21,802 | New |
| 3 | AMZN | AMAZON COM INC | $8.8M | 3.27% | 40,242 | New |
| 4 | NVDA | NVIDIA CORPORATION | $7.5M | 2.79% | 47,610 | New |
| 5 | ORCL | ORACLE CORP | $5.9M | 2.19% | 26,952 | New |
| 6 | V | VISA INC | $5.3M | 1.98% | 15,066 | New |
| 7 | NFLX | NETFLIX INC | $4.6M | 1.69% | 3,412 | New |
| 8 | META | META PLATFORMS INC | $4.2M | 1.57% | 5,746 | New |
| 9 | GOOG | ALPHABET INC | $4.1M | 1.52% | 23,106 | New |
| 10 | GOOGL | ALPHABET INC | $3.6M | 1.33% | 20,372 | New |
| 11 | MA | MASTERCARD INCORPORATED | $3.4M | 1.26% | 6,042 | New |
| 12 | TSLA | TESLA INC | $3.3M | 1.22% | 10,382 | New |
| 13 | VOO | VANGUARD INDEX FDS | $3.0M | 1.13% | 5,352 | New |
| 14 | ABT | ABBOTT LABS | $2.9M | 1.09% | 21,574 | New |
| 15 | BA | BOEING CO | $2.9M | 1.08% | 13,882 | New |
| 16 | LLY | ELI LILLY & CO | $2.9M | 1.08% | 3,724 | New |
| 17 | MSCI | MSCI INC | $2.8M | 1.04% | 4,858 | New |
| 18 | ADBE | ADOBE INC | $2.3M | 0.86% | 6,022 | New |
| 19 | AME | AMETEK INC | $2.3M | 0.86% | 12,884 | New |
| 20 | JPM | JPMORGAN CHASE & CO. | $2.3M | 0.86% | 7,972 | New |
| 21 | ZTS | ZOETIS INC | $2.3M | 0.85% | 14,694 | New |
| 22 | NOW | SERVICENOW INC | $2.2M | 0.80% | 2,110 | New |
| 23 | QCOM | QUALCOMM INC | $2.0M | 0.74% | 12,554 | New |
| 24 | DGRW | WISDOMTREE TR | $1.9M | 0.72% | 23,038 | New |
| 25 | AON | AON PLC | $1.9M | 0.71% | 5,356 | New |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR