Wescott Financial Advisory Group
$1.1B Assets Reported
196 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 280,269 | $167M | 14.7% |
| QQQ | INVESCO QQQ TR | 150,149 | $87M | 7.6% |
| VTES | VANGUARD WELLINGTON FD | 725,519 | $73M | 6.4% |
| IVV | ISHARES TR | 75,119 | $49M | 4.3% |
| IEFA | ISHARES TR | 509,667 | $46M | 4.0% |
| IWP | ISHARES TR | 337,918 | $43M | 3.8% |
| IEMG | ISHARES INC | 600,674 | $42M | 3.7% |
| DFIS | DIMENSIONAL ETF TRUST | 1,186,543 | $40M | 3.5% |
| DFUV | DIMENSIONAL ETF TRUST | 771,747 | $37M | 3.3% |
| IWB | ISHARES TR | 86,531 | $31M | 2.7% |
Track Wescott Financial Advisory Group's 13F portfolio: $1.1B in reported holdings, 196 positions. Top holdings, AUM, and quarterly changes on SentiSense.