Scott Marsh Financial, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Scott Marsh Financial, LLC reported 248 stock positions worth $269.7 million. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Amazon.com (AMZN, 3.3%).
- Most Recent 13F
- Q2 2025
- Location
- MILLCREEK, UT
- CIK
- 0002081102
- Portfolio Value
- $269.7M (Q2 2025)
- SEC Filing
- 0001214659-25-012180 ↗ filed Aug 14, 2025
Holdings 248 stocks · $269.7M
| AAPL Apple Inc. | 4.69% | 61,640 | $12.6M | — |
| MSFT Microsoft Corp. | 4.02% | 21,802 | $10.8M | — |
| AMZN Amazon.com Inc. | 3.27% | 40,242 | $8.8M | — |
| NVDA Nvidia Corp. | 2.79% | 47,610 | $7.5M | — |
| ORCL Oracle Corp. | 2.19% | 26,952 | $5.9M | — |
| V Visa Inc. Class A | 1.98% | 15,066 | $5.3M | — |
| NFLX Netflix Inc. | 1.69% | 3,412 | $4.6M | — |
| META Meta Platforms Inc. Class A | 1.57% | 5,746 | $4.2M | — |
| GOOG Alphabet Inc. Class C | 1.52% | 23,106 | $4.1M | — |
| GOOGL Alphabet Inc. Class A | 1.33% | 20,372 | $3.6M | — |
| MA Mastercard Inc. Class A | 1.26% | 6,042 | $3.4M | — |
| TSLA Tesla Inc. | 1.22% | 10,382 | $3.3M | — |
| VOO Vanguard S&P 500 ETF | 1.13% | 5,352 | $3.0M | — |
| ABT Abbott Laboratories | 1.09% | 21,574 | $2.9M | — |
| BA The Boeing Co. | 1.08% | 13,882 | $2.9M | — |
| LLY Eli Lilly & Co. | 1.08% | 3,724 | $2.9M | — |
| MSCI MSCI Inc. | 1.04% | 4,858 | $2.8M | — |
| AME Ametek Inc. | 0.86% | 12,884 | $2.3M | — |
| ADBE Adobe Inc. | 0.86% | 6,022 | $2.3M | — |
| JPM JPMorgan Chase & Co. | 0.86% | 7,972 | $2.3M | — |
| ZTS Zoetis Inc. | 0.85% | 14,694 | $2.3M | — |
| NOW ServiceNow Inc. | 0.80% | 2,110 | $2.2M | — |
| QCOM Qualcomm Inc. | 0.74% | 12,554 | $2.0M | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.72% | 23,038 | $1.9M | — |
| AON Aon PLC Class A | 0.71% | 5,356 | $1.9M | — |
| SBUX Starbucks Corp. | 0.70% | 20,732 | $1.9M | — |
| ACN Accenture PLC Class A | 0.70% | 6,316 | $1.9M | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.69% | 43,177 | $1.9M | — |
| WAB Wabtec Corp. | 0.69% | 8,886 | $1.9M | — |
| PM Philip Morris International | 0.69% | 10,152 | $1.8M | — |
| SHOP Shopify Inc. Class A | 0.68% | 15,964 | $1.8M | — |
| MPWR Monolithic Power Systems Inc. | 0.67% | 2,468 | $1.8M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.66% | 18,672 | $1.8M | — |
| VZ Verizon Communications Inc. | 0.66% | 40,936 | $1.8M | — |
| TMO Thermo Fisher Scientific Inc. | 0.65% | 4,330 | $1.8M | — |
| AMAT Applied Materials Inc. | 0.65% | 9,540 | $1.7M | — |
| USHY iShares Broad Usd High Yield | 0.64% | 45,836 | $1.7M | — |
| ABNB Airbnb Inc. Class A | 0.62% | 12,594 | $1.7M | — |
| EFX Equifax Inc. | 0.61% | 6,372 | $1.7M | — |
| RTX RTX Corp. | 0.59% | 10,898 | $1.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 3,264 | $1.6M | — |
| WDAY Workday Inc. Class A | 0.58% | 6,530 | $1.6M | — |
| GLW Corning Inc. | 0.57% | 29,176 | $1.5M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.57% | 32,272 | $1.5M | — |
| FCX Freeport-McMoran Inc. | 0.56% | 34,740 | $1.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 2,393 | $1.5M | — |
| PNR Pentair PLC | 0.54% | 14,134 | $1.5M | — |
| BR Broadridge Financial Solutio | 0.54% | 5,948 | $1.4M | — |
| C Citigroup Inc. | 0.53% | 16,900 | $1.4M | — |
| AVGO Broadcom Inc. | 0.53% | 5,150 | $1.4M | — |
| SCHM Schwab US Mid Cap ETF | 0.52% | 50,112 | $1.4M | — |
| LOW Lowe's Cos Inc. | 0.51% | 6,236 | $1.4M | — |
| CVS CVS Health Corp. | 0.51% | 20,014 | $1.4M | — |
| VRSK Verisk Analytics Inc. | 0.51% | 4,372 | $1.4M | — |
| MS Morgan Stanley | 0.50% | 9,596 | $1.4M | — |
| AMT American Tower Corp. | 0.50% | 6,094 | $1.3M | — |
| COO The Cooper Cos Inc. | 0.49% | 18,476 | $1.3M | — |
| IDXX Idexx Laboratories Inc. | 0.49% | 2,448 | $1.3M | — |
| RMBS Rambus Inc. | 0.48% | 20,362 | $1.3M | — |
| WST West Pharmaceutical Services | 0.48% | 5,906 | $1.3M | — |
| GOVT iShares US Treasury Bond ETF | 0.48% | 56,095 | $1.3M | — |
| CAT Caterpillar Inc. | 0.47% | 3,290 | $1.3M | — |
| THC Tenet Healthcare Corp. | 0.47% | 7,250 | $1.3M | — |
| CVX Chevron Corp. | 0.47% | 8,902 | $1.3M | — |
| AIG American International Group | 0.47% | 14,692 | $1.3M | — |
| WFC Wells Fargo & Co. | 0.46% | 15,576 | $1.2M | — |
| ODFL Old Dominion Freight Line | 0.44% | 7,390 | $1.2M | — |
| POOL Pool Corp. | 0.44% | 4,108 | $1.2M | — |
| HEI.A Heico Corp. Class A | 0.44% | 4,579 | $1.2M | — |
| ALGN Align Technology Inc. | 0.44% | 6,252 | $1.2M | — |
| BRO Brown & Brown Inc. | 0.44% | 10,656 | $1.2M | — |
| ACIW Aci Worldwide Inc. | 0.44% | 25,602 | $1.2M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.43% | 28,884 | $1.2M | — |
| EPAM Epam Systems Inc. | 0.43% | 6,608 | $1.2M | — |
| LII Lennox International Inc. | 0.42% | 1,992 | $1.1M | — |
| DPZ Domino's Pizza Inc. | 0.42% | 2,522 | $1.1M | — |
| SPMB SS SPDR P Mort Back Bond ETF | 0.41% | 50,375 | $1.1M | — |
| WMB Williams Cos Inc. | 0.41% | 17,416 | $1.1M | — |
| HLI Houlihan Lokey Inc. | 0.40% | 5,973 | $1.1M | — |
| PAYC Paycom Software Inc. | 0.40% | 4,628 | $1.1M | — |
| CI The Cigna Group | 0.39% | 3,214 | $1.1M | — |
| MPC Marathon Petroleum Corp. | 0.39% | 6,326 | $1.1M | — |
| ROST Ross Stores Inc. | 0.39% | 8,198 | $1.0M | — |
| AES AES Corp. | 0.38% | 97,720 | $1.0M | — |
| OLED Universal Display Corp. | 0.38% | 6,560 | $1.0M | — |
| STRL Sterling Infrastructure Inc. | 0.38% | 4,385 | $1.0M | — |
| OLLI Ollie's Bargain Outlet Holdi | 0.37% | 7,652 | $1.0M | — |
| PCG P G & E Corp. | 0.37% | 71,854 | $1.0M | — |
| AVAV Aerovironment Inc. | 0.36% | 3,444 | $981K | — |
| MET Metlife Inc. | 0.36% | 11,912 | $958K | — |
| BMY Bristol-Myers Squibb Co. | 0.35% | 20,658 | $956K | — |
| CVLT Commvault Systems Inc. | 0.35% | 5,373 | $937K | — |
| TDY Teledyne Technologies Inc. | 0.35% | 1,826 | $935K | — |
| BMI Badger Meter Inc. | 0.35% | 3,811 | $934K | — |
| CSGP Costar Group Inc. | 0.34% | 11,350 | $913K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.34% | 17,402 | $911K | — |
| CNC Centene Corp. | 0.34% | 16,648 | $904K | — |
| VCIT Vanguard Int-Term Corporate | 0.33% | 10,736 | $890K | — |
| SCHV Schwab US Large-Cap Value | 0.33% | 31,732 | $878K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.32% | 32,527 | $865K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 248 | $269.7M | AAPL, MSFT, AMZN, NVDA, ORCL |