Wescott Financial Advisory Group
$1.3B 13F equity value
206 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wescott Financial Advisory Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 285,055 | $196M | 15.2% |
| QQQ | INVESCO QQQ TR | 151,529 | $112M | 8.6% |
| VTES | VANGUARD WELLINGTON FD | 739,648 | $75M | 5.8% |
| IVV | ISHARES TR | 76,939 | $58M | 4.5% |
| IEFA | ISHARES TR | 541,423 | $52M | 4.0% |
| IWP | ISHARES TR | 338,838 | $50M | 3.8% |
| IEMG | ISHARES INC | 597,473 | $49M | 3.8% |
| DFIS | DIMENSIONAL ETF TRUST | 1,198,371 | $42M | 3.3% |
| DFUV | DIMENSIONAL ETF TRUST | 754,353 | $41M | 3.2% |
| IWB | ISHARES TR | 85,288 | $35M | 2.7% |
Track Wescott Financial Advisory Group's 13F portfolio: $1.3B in reported holdings, 206 positions. Top holdings and quarterly changes on SentiSense.
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