SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings468 positions
VANGUARD SCOTTSDALE FDS | 19.2M | $1.1B | 12.1% | $54.45 | +6.86% | 11 qtrssince 2023-Q3 | Increased 71 |
VANGUARD INDEX FDS | 2.6M | $835.2M | 8.8% | $171.98 | +85.54% | 29 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 1.9M | $691.6M | 7.3% | $165.31 | +123.21% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 9.3M | $596.2M | 6.3% | $38.56 | +64.91% | 29 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 701,082 | $456.2M | 4.8% | $528.82 | +22.36% | 29 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 12.5M | $309.1M | 3.3% | $12.54 | +96.15% | 25 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 12M | $300.5M | 3.2% | $11.36 | +120.44% | 25 qtrssince 2020-Q1 | Increased 57 |
VANGUARD INDEX FDS | 443,159 | $264.8M | 2.8% | $505.89 | +17.47% | 5 qtrssince 2025-Q1 | Decreased 0 |
SPDR SERIES TRUST | 3.1M | $237.6M | 2.5% | $66.91 | +13.77% | 5 qtrssince 2025-Q1 | Increased 62 |
VANGUARD WHITEHALL FDS | 1.5M | $216.7M | 2.3% | $124.30 | +17.76% | 5 qtrssince 2025-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1M | $199M | 2.1% | $103.84 | +87.15% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 3.6M | $194.7M | 2.1% | $39.15 | +37.63% | 29 qtrssince 2019-Q1 | Increased 53 |
SPDR SERIES TRUST | 1.9M | $190M | 2.0% | $69.26 | +41.01% | 24 qtrssince 2020-Q2 | Increased 55 |
VANGUARD INTL EQUITY INDEX F | 1.2M | $170.5M | 1.8% | $121.71 | +12.94% | 29 qtrssince 2019-Q1 | Increased 71 |
ISHARES TR | 797,152 | $152.9M | 1.6% | $168.17 | +13.61% | 10 qtrssince 2023-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $150.4M | 1.6% | $70.98 | +25.49% | 16 qtrssince 2022-Q2 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 666,560 | $127.9M | 1.4% | $186.95 | +1.88% | 5 qtrssince 2025-Q1 | Increased 53 |
VANGUARD INSTL INDEX FD | 1.5M | $112.3M | 1.2% | $73.98 | +0.81% | 3 qtrssince 2025-Q3 | Increased 51 |
ISHARES TR | 967,994 | $100.1M | 1.1% | $95.65 | +4.37% | 10 qtrssince 2023-Q4 | Increased 72 |
VANGUARD MUN BD FDS | 1.9M | $96.3M | 1.0% | $43.97 | +11.23% | 25 qtrssince 2020-Q1 | Decreased 0 |
SCS Capital Management LLC manages $9.4B across 468 positions as of Q1 2026. Top holdings: VGIT (12.1%), VTI (8.8%), IWV (7.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 18 new positions, 43 exits, 89 increased. Top move: STIP (INCREASED, conviction 72). Portfolio: $9.4B across 468 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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