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 | — |
| CALX Calix Inc. | 0.32% | 16,228 | $863K | — |
| ALLE Allegion PLC | 0.32% | 5,924 | $854K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 6,804 | $844K | — |
| ELF Elf Beauty Inc. | 0.31% | 6,744 | $839K | — |
| NDSN Nordson Corp. | 0.31% | 3,894 | $835K | — |
| HD Home Depot Inc. | 0.30% | 2,216 | $812K | — |
| ITGR Integer Holdings Corp. | 0.30% | 6,571 | $808K | — |
| IDCC Interdigital Inc. | 0.30% | 3,603 | $808K | — |
| LGND Ligand Pharmaceuticals | 0.30% | 7,051 | $802K | — |
| COST Costco Wholesale Corp. | 0.30% | 808 | $799K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.29% | 10,772 | $791K | — |
| NVMI Nova Ltd. | 0.29% | 2,827 | $778K | — |
| PJT PJT Partners Inc. Class A | 0.28% | 4,617 | $762K | — |
| CSX CSX Corp. | 0.28% | 22,944 | $749K | — |
| PG The Procter & Gamble Co. | 0.27% | 4,608 | $734K | — |
| ADSK Autodesk Inc. | 0.27% | 2,336 | $723K | — |
| SXT Sensient Technologies Corp. | 0.27% | 7,335 | $723K | — |
| LPLA LPL Financial Holdings Inc. | 0.26% | 1,882 | $706K | — |
| BOX Box Inc. Class A | 0.26% | 20,575 | $703K | — |
| CXT Crane NXT Co. | 0.26% | 12,791 | $689K | — |
| NPO Enpro Inc. | 0.26% | 3,594 | $688K | — |
| SAP Sap SE-Sponsored ADR | 0.25% | 2,257 | $686K | — |
| BOOT Boot Barn Holdings Inc. | 0.25% | 4,468 | $679K | — |
| UTI Universal Technical Institut | 0.25% | 19,818 | $672K | — |
| IT Gartner Inc. | 0.25% | 1,658 | $670K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 1,504 | $670K | — |
| CRM Salesforce Inc. | 0.25% | 2,424 | $661K | — |
| MMSI Merit Medical Systems Inc. | 0.24% | 6,946 | $649K | — |
| PBH Prestige Consumer Healthcare | 0.24% | 8,116 | $648K | — |
| MOG.A Moog Inc. Class A | 0.24% | 3,545 | $642K | — |
| CSW CSW Industrials Inc. | 0.24% | 2,226 | $638K | — |
| FDS Factset Research Systems Inc. | 0.24% | 1,419 | $635K | — |
| ABCB Ameris Bancorp | 0.23% | 9,662 | $625K | — |
| VCEL Vericel Corp. | 0.23% | 14,671 | $624K | — |
| XOM Exxon Mobil Corp. | 0.23% | 5,712 | $616K | — |
| BCPC Balchem Corp. | 0.23% | 3,860 | $615K | — |
| PRIM Primoris Services Corp. | 0.23% | 7,853 | $612K | — |
| FTI Technipfmc PLC | 0.22% | 17,427 | $600K | — |
| HLNE Hamilton Lane Inc. Class A | 0.22% | 4,209 | $598K | — |
| JNJ Johnson & Johnson | 0.22% | 3,910 | $597K | — |
| UFPT Ufp Technologies Inc. | 0.22% | 2,387 | $583K | — |
| LMAT Lemaitre Vascular Inc. | 0.22% | 7,001 | $581K | — |
| JBTM JBT Marel Corp. | 0.21% | 4,779 | $575K | — |
| FSS Federal Signal Corp. | 0.21% | 5,384 | $573K | — |
| MNST Monster Beverage Corp. | 0.21% | 9,070 | $568K | — |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 9,085 | $556K | — |
| KNF Knife River Corp. | 0.21% | 6,775 | $553K | — |
| TILE Interface Inc. | 0.20% | 26,348 | $551K | — |
| JNK SS SPDR BB High Yield Bond | 0.20% | 5,543 | $539K | — |
| AMD Advanced Micro Devices | 0.20% | 3,788 | $538K | — |
| EME Emcor Group Inc. | 0.20% | 986 | $527K | — |
| CSCO Cisco Systems Inc. | 0.19% | 7,562 | $525K | — |
| WMT Walmart Inc. | 0.19% | 5,290 | $517K | — |
| CNS Cohen & Steers Inc. | 0.19% | 6,857 | $517K | — |
| WMS Advanced Drainage Systems Inc. | 0.19% | 4,488 | $515K | — |
| INSP Inspire Medical Systems Inc. | 0.19% | 3,959 | $514K | — |
| DTEC Alps Disruptive Technologies | 0.19% | 10,326 | $509K | — |
| MRSH Marsh & McLennan Cos | 0.19% | 2,324 | $508K | — |
| ISRG Intuitive Surgical Inc. | 0.18% | 896 | $487K | — |
| MDT Medtronic PLC | 0.18% | 5,418 | $472K | — |
| JBBB Janus Henderson B-BBB Clo Et | 0.17% | 9,758 | $470K | — |
| SPEM State Street SP PTF Em ETF | 0.17% | 10,992 | $470K | — |
| SPOT Spotify Technology SA | 0.17% | 610 | $468K | — |
| BSY Bentley Systems Inc. Class B | 0.17% | 8,552 | $462K | — |
| SKY Champion Homes Inc. | 0.17% | 7,295 | $457K | — |
| EXPO Exponent Inc. | 0.17% | 6,014 | $449K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.16% | 4,880 | $433K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.16% | 10,128 | $431K | — |
| KO The Coca-Cola Co. | 0.16% | 5,982 | $423K | — |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,632 | $420K | — |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 3,060 | $417K | — |
| SNFCA Security Natl Finl Corp. Class A | 0.15% | 41,291 | $407K | — |
| T AT&T Inc. | 0.15% | 13,906 | $402K | — |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.15% | 12,745 | $402K | — |
| ABBV Abbvie Inc. | 0.15% | 2,154 | $400K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 5,659 | $391K | — |
| LMT Lockheed Martin Corp. | 0.14% | 830 | $385K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 686 | $378K | — |
| FE Firstenergy Corp. | 0.14% | 9,152 | $368K | — |
| MCD McDonald's Corp. | 0.13% | 1,232 | $360K | — |
| BIZD Vaneck BDC Income ETF | 0.13% | 21,297 | $347K | — |
| PRF Invesco Rafi US 1000 ETF | 0.13% | 8,139 | $344K | — |
| SONY Sony Group Corp. - SP ADR | 0.13% | 13,200 | $344K | — |
| SCHG Schwab US Large-Cap Growth | 0.13% | 11,715 | $342K | — |
| SE Sea Ltd.-ADR | 0.13% | 2,123 | $340K | — |
| POWI Power Integrations Inc. | 0.13% | 6,047 | $338K | — |
| TT Trane Technologies PLC | 0.12% | 766 | $335K | — |
| LUV Southwest Airlines Co. | 0.12% | 10,310 | $334K | — |
| ADP Automatic Data Processing | 0.12% | 1,084 | $334K | — |
| LRCX Lam Research Corp. | 0.12% | 3,404 | $331K | — |
| B Barrick Mining Corp. | 0.12% | 15,737 | $328K | — |
| APH Amphenol Corp. Class A | 0.12% | 3,316 | $327K | — |
| HDB HDFC Bank Ltd.-ADR | 0.12% | 4,254 | $326K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.12% | 10,725 | $324K | — |
| UL Unilever PLC | 0.12% | 5,219 | $319K | — |
| TXN Texas Instruments Inc. | 0.12% | 1,532 | $318K | — |
| LIN Linde PLC | 0.12% | 672 | $315K | — |
| DE Deere & Co. | 0.11% | 608 | $309K | — |
| REGN Regeneron Pharmaceuticals | 0.11% | 578 | $303K | — |
| SCHD Schwab US DVD Equity ETF | 0.11% | 11,168 | $296K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.11% | 369 | $296K | — |
| INTU Intuit Inc. | 0.11% | 372 | $293K | — |
| WTW Willis Towers Watson PLC | 0.11% | 950 | $291K | — |
| SM SM Energy Co. | 0.11% | 11,575 | $286K | — |
| MRK Merck & Co. Inc. | 0.11% | 3,606 | $286K | — |
| DUK Duke Energy Corp. | 0.10% | 2,340 | $276K | — |
| GD General Dynamics Corp. | 0.10% | 926 | $270K | — |
| COP Conocophillips | 0.10% | 2,998 | $269K | — |
| GILD Gilead Sciences Inc. | 0.10% | 2,418 | $268K | — |
| JQUA JPMorgan US Quality Factor | 0.10% | 4,346 | $261K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 878 | $259K | — |
| NVS Novartis AG-Sponsored ADR | 0.10% | 2,133 | $258K | — |
| SYK Stryker Corp. | 0.09% | 642 | $254K | — |
| GS Goldman Sachs Group Inc. | 0.09% | 358 | $253K | — |
| GLDM SPDR Gold Minishares Trust | 0.09% | 3,841 | $252K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 494 | $252K | — |
| COF Capital One Financial Corp. | 0.09% | 1,180 | $251K | — |
| SCHA Schwab US Small-Cap ETF | 0.09% | 9,852 | $249K | — |
| DBEM Xtrackers MSCI Emerging Mark | 0.09% | 9,042 | $247K | — |
| RELX Relx PLC - Spon ADR | 0.09% | 4,463 | $243K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 3,320 | $241K | — |
| ANET Arista Networks Inc. | 0.09% | 2,292 | $234K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.09% | 2,764 | $234K | — |
| WEC WEC Energy Group Inc. | 0.09% | 2,232 | $233K | — |
| BKNG Booking Holdings Inc. | 0.09% | 40 | $232K | — |
| DGX Quest Diagnostics Inc. | 0.09% | 1,278 | $229K | — |
| PEP Pepsico Inc. | 0.09% | 1,736 | $229K | — |
| CMCSA Comcast Corp. Class A | 0.08% | 6,402 | $228K | — |
| MELI MercadoLibre Inc. | 0.08% | 87 | $227K | — |
| ALL Allstate Corp. | 0.08% | 1,124 | $226K | — |
| CB Chubb Ltd. | 0.08% | 778 | $225K | — |
| EXPD Expeditors Intl Wash Inc. | 0.08% | 1,940 | $222K | — |
| RSG Republic Services Inc. | 0.08% | 890 | $220K | — |
| APD Air Products & Chemicals Inc. | 0.08% | 768 | $217K | — |
| STZ Constellation Brands Inc. Class A | 0.08% | 1,330 | $216K | — |
| FAST Fastenal Co. | 0.08% | 5,124 | $215K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.08% | 2,302 | $211K | — |
| PYPL PayPal Holdings Inc. | 0.08% | 2,830 | $210K | — |
| BDX Becton Dickinson and Co. | 0.08% | 1,218 | $210K | — |
| KLAC KLA Corp. | 0.08% | 234 | $210K | — |
| GEV GE Vernova Inc. | 0.08% | 394 | $208K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 685 | $208K | — |
| YUM Yum! Brands Inc. | 0.08% | 1,390 | $206K | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.08% | 15,002 | $206K | — |
| UNH Unitedhealth Group Inc. | 0.08% | 654 | $204K | — |
| CAH Cardinal Health Inc. | 0.07% | 1,196 | $201K | — |
| NWG Natwest Group PLC -Spon ADR | 0.07% | 12,922 | $183K | — |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 26,243 | $112K | — |
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 |