SCS Capital Management LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$7.9B

Holdings

513

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (513 positions)

#StockSharesValue% PortfolioType
101
BACBANK AMERICA CORP
174,390$7.3B92.60%
102
GOOGLALPHABET INC
46,979$7.3B92.44%
103
CITHE CIGNA GROUP
22,024$7.2B92.20%
104
BRK-BBERKSHIRE HATHAWAY INC DEL
9$7.2B91.44%
105
BUFRFIRST TR EXCHNG TRADED FD VI
239,329$7.1B90.42%
106
CBCHUBB LIMITED
23,426$7.1B90.05%
107
DSIISHARES TR
68,769$7.0B89.61%
108
RTXRTX CORPORATION
52,779$7.0B88.96%
109
IVEISHARES TR
36,593$7.0B88.74%
110
RSPINVESCO EXCHANGE TRADED FD T
38,909$6.7B85.76%
111
GBDCGOLUB CAP BDC INC
422,846$6.4B81.46%
112
NOWSERVICENOW INC
7,925$6.3B80.28%
113
IYRISHARES TR
63,314$6.1B77.14%
114
CVXCHEVRON CORP NEW
35,275$5.9B75.09%
115
FRPHFRP HLDGS INC
205,808$5.9B74.82%
116
KMBKIMBERLY-CLARK CORP
40,269$5.7B72.89%
117
TRGPTARGA RES CORP
28,486$5.7B72.66%
118
OEFISHARES TR
20,924$5.7B72.11%
119
IUSVISHARES TR
57,846$5.3B67.93%
120
LLYELI LILLY & CO
6,448$5.3B67.76%
121
BABOEING CO
31,094$5.3B67.48%
122
VVISA INC
14,836$5.2B66.16%
123
VOVANGUARD INDEX FDS
20,100$5.2B66.14%
124
DWDMORGAN STANLEY
42,791$5.0B63.53%
125
GBTCGRAYSCALE BITCOIN TRUST ETF
75,957$5.0B62.99%
126
XLKSELECT SECTOR SPDR TR
23,160$4.8B60.85%
127
ORCLORACLE CORP
33,998$4.8B60.48%
128
WMTWALMART INC
53,467$4.7B59.80%
129
IBITISHARES BITCOIN TRUST ETF
99,778$4.7B59.43%
130
INFLLISTED FD TR
114,654$4.7B59.30%
131
VIOOVANGUARD ADMIRAL FDS INC
47,821$4.6B58.73%
132
HDHOME DEPOT INC
12,523$4.6B58.40%
133
VTWOVANGUARD SCOTTSDALE FDS
56,271$4.5B57.75%
134
NLRVANECK ETF TRUST
59,361$4.3B55.34%
135
HONHONEYWELL INTL INC
20,086$4.3B54.12%
136
SMHVANECK ETF TRUST
18,778$4.0B50.53%
137
BEPCBROOKFIELD RENEWABLE CORP
141,724$4.0B50.35%
138
AVBAVALONBAY CMNTYS INC
18,211$3.9B49.73%
139
COSTCOSTCO WHSL CORP NEW
4,116$3.9B49.53%
140
QCOMQUALCOMM INC
25,335$3.9B49.52%
141
NEUNEWMARKET CORP
6,761$3.8B48.97%
142
AMLPALPS ETF TR
72,608$3.8B47.99%
143
ABBVABBVIE INC
17,600$3.7B46.92%
144
SPSMSPDR SER TR
90,399$3.7B46.89%
145
IVLUISHARES TR
116,031$3.5B44.75%
146
BKBANK NEW YORK MELLON CORP
41,816$3.5B44.63%
147
IWRISHARES TR
40,573$3.5B43.92%
148
TFCTRUIST FINL CORP
79,088$3.3B41.41%
149
SHELSHELL PLC
43,425$3.2B40.49%
150
CCEPCOCA-COLA EUROPACIFIC PARTNE
36,300$3.2B40.20%
151
MAMASTERCARD INCORPORATED
5,728$3.1B39.95%
152
UNPUNION PAC CORP
13,123$3.1B39.45%
153
IGIBISHARES TR
58,930$3.1B39.38%
154
SCHRSCHWAB STRATEGIC TR
124,297$3.1B39.32%
155
SCHVSCHWAB STRATEGIC TR
115,739$3.1B39.14%
156
XLVSELECT SECTOR SPDR TR
21,050$3.1B39.11%
157
AZNASTRAZENECA PLC
41,717$3.1B39.02%
158
AXPAMERICAN EXPRESS CO
11,316$3.0B38.74%
159
SOCSABLE OFFSHORE CORP
120,000$3.0B38.74%
160
ACWIISHARES TR
26,092$3.0B38.64%
161
CRMSALESFORCE INC
11,228$3.0B38.34%
162
ALBALBEMARLE CORP
40,910$3.0B37.70%
163
IATISHARES TR
62,835$2.9B37.28%
164
WFCWELLS FARGO CO NEW
40,508$2.9B37.00%
165
ITOTISHARES TR
23,628$2.9B36.68%
166
NSCNORFOLK SOUTHN CORP
12,023$2.8B36.23%
167
ADPAUTOMATIC DATA PROCESSING IN
9,236$2.8B36.02%
168
SPYINEOS ETF TRUST
58,986$2.8B35.94%
169
ABTABBOTT LABS
20,874$2.8B35.23%
170
WDAYWORKDAY INC
11,803$2.8B35.07%
171
RELXRELX PLC
54,125$2.7B34.72%
172
DNLIDENALI THERAPEUTICS INC
197,998$2.7B34.25%
173
IBMINTERNATIONAL BUSINESS MACHS
10,715$2.7B33.90%
174
IYJISHARES TR
20,000$2.6B33.13%
175
MUFGMITSUBISHI UFJ FINL GROUP IN
190,237$2.6B32.99%
176
MCDMCDONALDS CORP
8,274$2.6B32.89%
177
TSMTAIWAN SEMICONDUCTOR MFG LTD
15,086$2.5B31.89%
178
ULUNILEVER PLC
40,649$2.4B30.80%
179
SYKSTRYKER CORPORATION
6,497$2.4B30.79%
180
UNHUNITEDHEALTH GROUP INC
4,609$2.4B30.71%
181
DONSPDR DOW JONES INDL AVERAGE
5,659$2.4B30.27%
182
AQLTISHARES TR
99,050$2.3B29.45%
183
IBTGISHARES TR
100,831$2.3B29.43%
184
IBTIISHARES TR
103,883$2.3B29.41%
185
IBTHISHARES TR
103,078$2.3B29.41%
186
IBMSISHARES TR
106,084$2.3B29.39%
187
TSLATESLA INC
8,902$2.3B29.36%
188
QTRXQUANTERIX CORP
354,339$2.3B29.35%
189
IGSBISHARES TR
43,898$2.3B29.25%
190
FBTCFIDELITY WISE ORIGIN BITCOIN
31,305$2.3B28.67%
191
VYMIVANGUARD WHITEHALL FDS
30,359$2.2B28.47%
192
VFHVANGUARD WORLD FD
18,618$2.2B28.30%
193
MRKMERCK & CO INC
24,514$2.2B28.16%
194
EIPXFIRST TR EXCHANGE-TRADED FD
83,600$2.2B27.71%
195
REGREGENCY CTRS CORP
28,996$2.1B27.21%
196
EPDENTERPRISE PRODS PARTNERS L
62,640$2.1B27.21%
197
SBRSABINE RTY TR
31,115$2.1B26.80%
198
CRWDCROWDSTRIKE HLDGS INC
5,855$2.1B26.27%
199
DXJWISDOMTREE TR
18,454$2.0B25.87%
200
XLESELECT SECTOR SPDR TR
21,599$2.0B25.68%
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