Vault-13

Scott Marsh Financial, LLC

MILLCREEK, UT · CIK 2081102 · 13F filing filed 2025-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$269.7m reported value
248positions
25.1%in top 10
—no comparable previous quarter

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 APPLE INC COM AAPL AAPL 61,640 $12.6m4.69% 4.69% First filing
2 MICROSOFT CORP COM MSFT MSFT 21,802 $10.8m4.02% 4.02% First filing
3 AMAZON COM INC COM AMZN AMZN 40,242 $8.8m3.27% 3.27% First filing
4 NVIDIA CORPORATION COM NVDA NVDA 47,610 $7.5m2.79% 2.79% First filing
5 ORACLE CORP COM ORCL ORCL 26,952 $5.9m2.19% 2.19% First filing
6 VISA INC COM CL A V V 15,066 $5.3m1.98% 1.98% First filing
7 NETFLIX INC COM NFLX NFLX 3,412 $4.6m1.69% 1.69% First filing
8 META PLATFORMS INC CL A META META 5,746 $4.2m1.57% 1.57% First filing
9 ALPHABET INC CAP STK CL C GOOG GOOG 23,106 $4.1m1.52% 1.52% First filing
10 ALPHABET INC CAP STK CL A GOOGL GOOGL 20,372 $3.6m1.33% 1.33% First filing
11 MASTERCARD INCORPORATED CL A MA MA 6,042 $3.4m1.26% 1.26% First filing
12 TESLA INC COM TSLA TSLA 10,382 $3.3m1.22% 1.22% First filing
13 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 5,352 $3.0m1.13% 1.13% First filing
14 ABBOTT LABS COM ABT ABT 21,574 $2.9m1.09% 1.09% First filing
15 BOEING CO COM BA BA 13,882 $2.9m1.08% 1.08% First filing
16 ELI LILLY & CO COM LLY LLY 3,724 $2.9m1.08% 1.08% First filing
17 MSCI INC COM MSCI MSCI 4,858 $2.8m1.04% 1.04% First filing
18 AMETEK INC COM AME AME 12,884 $2.3m0.86% 0.86% First filing
19 ADOBE INC COM ADBE ADBE 6,022 $2.3m0.86% 0.86% First filing
20 JPMORGAN CHASE & CO COM JPM JPM 7,972 $2.3m0.86% 0.86% First filing
21 ZOETIS INC CL A ZTS ZTS 14,694 $2.3m0.85% 0.85% First filing
22 SERVICENOW INC COM NOW NOW 2,110 $2.2m0.80% 0.80% First filing
23 QUALCOMM INC COM QCOM QCOM 12,554 $2.0m0.74% 0.74% First filing
24 WISDOMTREE TR US QTLY DIV GRT DGRW DGRW 23,038 $1.9m0.72% 0.72% First filing
25 AON PLC SHS CL A AON AON 5,356 $1.9m0.71% 0.71% First filing
26 STARBUCKS CORP COM SBUX SBUX 20,732 $1.9m0.70% 0.70% First filing
27 ACCENTURE PLC IRELAND SHS CLASS A ACN ACN 6,316 $1.9m0.70% 0.70% First filing
28 ISHARES TR 0-5YR HI YL CP SHYG SHYG 43,177 $1.9m0.69% 0.69% First filing
29 WABTEC COM WAB WAB 8,886 $1.9m0.69% 0.69% First filing
30 PHILIP MORRIS INTL INC COM PM PM 10,152 $1.8m0.69% 0.69% First filing
31 SHOPIFY INC CL A SUB VTG SHS SHOP SHOP 15,964 $1.8m0.68% 0.68% First filing
32 MONOLITHIC PWR SYS INC COM MPWR MPWR 2,468 $1.8m0.67% 0.67% First filing
33 SPDR SERIES TRUST PRTFLO S&P500 GW SPYG SPYG 18,672 $1.8m0.66% 0.66% First filing
34 VERIZON COMMUNICATIONS INC COM VZ VZ 40,936 $1.8m0.66% 0.66% First filing
35 THERMO FISHER SCIENTIFIC INC COM TMO TMO 4,330 $1.8m0.65% 0.65% First filing
36 APPLIED MATLS INC COM AMAT AMAT 9,540 $1.7m0.65% 0.65% First filing
37 ISHARES TR BROAD USD HIGH USHY USHY 45,836 $1.7m0.64% 0.64% First filing
38 AIRBNB INC COM CL A ABNB ABNB 12,594 $1.7m0.62% 0.62% First filing
39 EQUIFAX INC COM EFX EFX 6,372 $1.7m0.61% 0.61% First filing
40 RTX CORPORATION COM RTX RTX 10,898 $1.6m0.59% 0.59% First filing
41 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 3,264 $1.6m0.59% 0.59% First filing
42 WORKDAY INC CL A WDAY WDAY 6,530 $1.6m0.58% 0.58% First filing
43 CORNING INC COM GLW GLW 29,176 $1.5m0.57% 0.57% First filing
44 BANK AMERICA CORP COM BAC BAC 32,272 $1.5m0.57% 0.57% First filing
45 FREEPORT-MCMORAN INC CL B FCX FCX 34,740 $1.5m0.56% 0.56% First filing
46 SPDR S&P 500 ETF TR TR UNIT SPY SPY 2,393 $1.5m0.55% 0.55% First filing
47 PENTAIR PLC SHS PNR PNR 14,134 $1.5m0.54% 0.54% First filing
48 BROADRIDGE FINL SOLUTIONS IN COM BR BR 5,948 $1.4m0.54% 0.54% First filing
49 CITIGROUP INC COM NEW C C 16,900 $1.4m0.53% 0.53% First filing
50 BROADCOM INC COM AVGO AVGO 5,150 $1.4m0.53% 0.53% First filing
51 SCHWAB STRATEGIC TR US MID-CAP ETF SCHM SCHM 50,112 $1.4m0.52% 0.52% First filing
52 LOWES COS INC COM LOW LOW 6,236 $1.4m0.51% 0.51% First filing
53 CVS HEALTH CORP COM CVS CVS 20,014 $1.4m0.51% 0.51% First filing
54 VERISK ANALYTICS INC COM VRSK VRSK 4,372 $1.4m0.51% 0.51% First filing
55 MORGAN STANLEY COM NEW MS MS 9,596 $1.4m0.50% 0.50% First filing
56 AMERICAN TOWER CORP NEW COM AMT AMT 6,094 $1.3m0.50% 0.50% First filing
57 COOPER COS INC COM COO COO 18,476 $1.3m0.49% 0.49% First filing
58 IDEXX LABS INC COM IDXX IDXX 2,448 $1.3m0.49% 0.49% First filing
59 RAMBUS INC DEL COM RMBS RMBS 20,362 $1.3m0.48% 0.48% First filing
60 WEST PHARMACEUTICAL SVSC INC COM WST WST 5,906 $1.3m0.48% 0.48% First filing
61 ISHARES TR US TREAS BD ETF GOVT GOVT 56,095 $1.3m0.48% 0.48% First filing
62 CATERPILLAR INC COM CAT CAT 3,290 $1.3m0.47% 0.47% First filing
63 TENET HEALTHCARE CORP COM NEW THC THC 7,250 $1.3m0.47% 0.47% First filing
64 CHEVRON CORP NEW COM CVX CVX 8,902 $1.3m0.47% 0.47% First filing
65 AMERICAN INTL GROUP INC COM NEW AIG AIG 14,692 $1.3m0.47% 0.47% First filing
66 WELLS FARGO CO NEW COM WFC WFC 15,576 $1.2m0.46% 0.46% First filing
67 OLD DOMINION FREIGHT LINE IN COM ODFL ODFL 7,390 $1.2m0.44% 0.44% First filing
68 POOL CORP COM POOL POOL 4,108 $1.2m0.44% 0.44% First filing
69 HEICO CORP NEW CL A HEI.A HEI.A 4,579 $1.2m0.44% 0.44% First filing
70 ALIGN TECHNOLOGY INC COM ALGN ALGN 6,252 $1.2m0.44% 0.44% First filing
71 BROWN & BROWN INC COM BRO BRO 10,656 $1.2m0.44% 0.44% First filing
72 ACI WORLDWIDE INC COM ACIW ACIW 25,602 $1.2m0.44% 0.44% First filing
73 SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW SPDW 28,884 $1.2m0.43% 0.43% First filing
74 EPAM SYS INC COM EPAM EPAM 6,608 $1.2m0.43% 0.43% First filing
75 LENNOX INTL INC COM LII LII 1,992 $1.1m0.42% 0.42% First filing
76 DOMINOS PIZZA INC COM DPZ DPZ 2,522 $1.1m0.42% 0.42% First filing
77 SPDR SER TR PORT MTG BK ETF SPMB SPMB 50,375 $1.1m0.41% 0.41% First filing
78 WILLIAMS COS INC COM WMB WMB 17,416 $1.1m0.41% 0.41% First filing
79 HOULIHAN LOKEY INC CL A HLI HLI 5,973 $1.1m0.40% 0.40% First filing
80 PAYCOM SOFTWARE INC COM PAYC PAYC 4,628 $1.1m0.40% 0.40% First filing
81 THE CIGNA GROUP COM CI CI 3,214 $1.1m0.39% 0.39% First filing
82 MARATHON PETE CORP COM MPC MPC 6,326 $1.1m0.39% 0.39% First filing
83 ROSS STORES INC COM ROST ROST 8,198 $1.0m0.39% 0.39% First filing
84 AES CORP COM AES AES 97,720 $1.0m0.38% 0.38% First filing
85 UNIVERSAL DISPLAY CORP COM OLED OLED 6,560 $1.0m0.38% 0.38% First filing
86 STERLING INFRASTRUCTURE INC COM STRL STRL 4,385 $1.0m0.38% 0.38% First filing
87 OLLIES BARGAIN OUTLET HLDGS COM OLLI OLLI 7,652 $1.0m0.37% 0.37% First filing
88 PG&E CORP COM PCG PCG 71,854 $1.0m0.37% 0.37% First filing
89 AEROVIRONMENT INC COM AVAV AVAV 3,444 $981.4k0.36% 0.36% First filing
90 METLIFE INC COM MET MET 11,912 $958.0k0.36% 0.36% First filing
91 BRISTOL-MYERS SQUIBB CO COM BMY BMY 20,658 $956.3k0.35% 0.35% First filing
92 COMMVAULT SYS INC COM CVLT CVLT 5,373 $936.7k0.35% 0.35% First filing
93 TELEDYNE TECHNOLOGIES INC COM TDY TDY 1,826 $935.5k0.35% 0.35% First filing
94 BADGER METER INC COM BMI BMI 3,811 $933.5k0.35% 0.35% First filing
95 COSTAR GROUP INC COM CSGP CSGP 11,350 $912.5k0.34% 0.34% First filing
96 SPDR SERIES TRUST PRTFLO S&P500 VL SPYV SPYV 17,402 $910.8k0.34% 0.34% First filing
97 CENTENE CORP DEL COM CNC CNC 16,648 $903.7k0.34% 0.34% First filing
98 VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT VCIT 10,736 $890.2k0.33% 0.33% First filing
99 SCHWAB STRATEGIC TR US LCAP VA ETF SCHV SCHV 31,732 $878.0k0.33% 0.33% First filing
100 SPDR SER TR PORTFOLIO LN TSR SPTL SPTL 32,527 $864.6k0.32% 0.32% First filing