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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$12.6 Billion 4.69% of portfolio
61,640
Q2 2025 New
$3.78T
$10.8 Billion 4.02% of portfolio
21,802
Q2 2025 New
$2.39T
$8.83 Billion 3.27% of portfolio
40,242
Q2 2025 New
$465B
$7.52 Billion 2.79% of portfolio
47,610
Q2 2025 New
$593B
$5.89 Billion 2.19% of portfolio
26,952
Q2 2025 New
$533B
$5.35 Billion 1.98% of portfolio
15,066
Q2 2025 New
$49.1B
$4.57 Billion 1.69% of portfolio
3,412
Q2 2025 New
$1.37T
$4.24 Billion 1.57% of portfolio
5,746
Q2 2025 New
$1.74T
$4.1 Billion 1.52% of portfolio
23,106
Q2 2025 New
$1.65T
$3.59 Billion 1.33% of portfolio
20,372
Q2 2025 New
$512B
$3.4 Billion 1.26% of portfolio
6,042
Q2 2025 New
$1.29T
$3.3 Billion 1.22% of portfolio
10,382
Q2 2025 New
$0
$3.04 Billion 1.13% of portfolio
5,352
Q2 2025 New
$228B
$2.93 Billion 1.09% of portfolio
21,574
Q2 2025 New
$114B
$2.91 Billion 1.08% of portfolio
13,882
Q2 2025 New
$971B
$2.9 Billion 1.08% of portfolio
3,724
Q2 2025 New
$151B
$2.33 Billion 0.86% of portfolio
6,022
Q2 2025 New
$44.4B
$2.33 Billion 0.86% of portfolio
12,884
Q2 2025 New
$881B
$2.31 Billion 0.86% of portfolio
7,972
Q2 2025 New
$55.6B
$2.29 Billion 0.85% of portfolio
14,694
Q2 2025 New
$169B
$2.17 Billion 0.8% of portfolio
2,110
Q2 2025 New
$187B
$2 Billion 0.74% of portfolio
12,554
Q2 2025 New
$0
$1.93 Billion 0.72% of portfolio
23,038
Q2 2025 New
$72.4B
$1.91 Billion 0.71% of portfolio
5,356
Q2 2025 New
$97.3B
$1.9 Billion 0.7% of portfolio
20,732
Q2 2025 New
$152B
$1.89 Billion 0.7% of portfolio
6,316
Q2 2025 New
$237B
$1.85 Billion 0.69% of portfolio
10,152
Q2 2025 New
$0
$1.86 Billion 0.69% of portfolio
43,177
Q2 2025 New
$37.1B
$1.86 Billion 0.69% of portfolio
8,886
Q2 2025 New
$174B
$1.84 Billion 0.68% of portfolio
15,964
Q2 2025 New
$43.2B
$1.81 Billion 0.67% of portfolio
2,468
Q2 2025 New
$172B
$1.77 Billion 0.66% of portfolio
40,936
Q2 2025 New
$0
$1.78 Billion 0.66% of portfolio
18,672
Q2 2025 New
$197B
$1.75 Billion 0.65% of portfolio
9,540
Q2 2025 New
$222B
$1.76 Billion 0.65% of portfolio
4,330
Q2 2025 New
$0
$1.72 Billion 0.64% of portfolio
45,836
Q2 2025 New
$46.9B
$1.67 Billion 0.62% of portfolio
12,594
Q2 2025 New
$25.4B
$1.65 Billion 0.61% of portfolio
6,372
Q2 2025 New
$258B
$1.59 Billion 0.59% of portfolio
10,898
Q2 2025 New
$662B
$1.59 Billion 0.59% of portfolio
3,264
Q2 2025 New
$46.4B
$1.57 Billion 0.58% of portfolio
6,530
Q2 2025 New
$69.4B
$1.53 Billion 0.57% of portfolio
29,176
Q2 2025 New
$413B
$1.53 Billion 0.57% of portfolio
32,272
Q2 2025 New
$57.4B
$1.51 Billion 0.56% of portfolio
34,740
Q2 2025 New
$0
$1.48 Billion 0.55% of portfolio
2,393
Q2 2025 New
$34.9B
$1.45 Billion 0.54% of portfolio
5,948
Q2 2025 New
$17.2B
$1.45 Billion 0.54% of portfolio
14,134
Q2 2025 New
$139B
$1.42 Billion 0.53% of portfolio
5,150
Q2 2025 New
$190B
$1.44 Billion 0.53% of portfolio
16,900
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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