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Wescott Financial Advisory Group

Latest statistics and disclosures from Wescott Financial Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQ, VTES, IVV, IEFA, and represent 38.12% of Wescott Financial Advisory Group's stock portfolio.
Added to shares of these 10 stocks: VUG, VO, VOO, IEFA, IWF, BIV, DFLV, AAPL, VTES, IVV.
Started 13 new stock positions in VTEB, ADI, SNDK, ABBV, SMH, AMD, WDC, MA, GLW, INTC. AEP, KLAC, LRCX.
Reduced shares in these 10 stocks: DFUV, IWS, SPYM, IWB, GEV, ACWI, HSY, , DFGR, IEMG.
Sold out of its positions in T, BMY, SLV, MCK, PFE.
Wescott Financial Advisory Group was a net buyer of stock by $32M.
Wescott Financial Advisory Group has $1.3B in assets under management (AUM), dropping by 13.16%.
Central Index Key (CIK): 0001864880

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Portfolio Holdings for Wescott Financial Advisory Group

Wescott Financial Advisory Group holds 200 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.2	$196M		285k	686.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.6	$112M		152k	736.40	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	5.8	$75M		740k	101.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.5	$58M	+2%	77k	748.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$52M	+6%	541k	96.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.8	$50M		339k	146.41	View chart
Ishares Core Msci Emkt (IEMG)	3.8	$50M		598k	82.84	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.3	$42M		1.2M	35.03	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.2	$42M	-2%	754k	55.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.7	$35M		85k	409.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.5	$32M	+7%	418k	76.70	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	2.5	$32M	+5%	802k	39.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.2	$29M	-3%	175k	164.60	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.0	$26M		899k	28.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$25M		318k	79.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$23M	+3%	419k	54.02	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.5	$20M	+3%	497k	40.21	View chart
Apple (AAPL)	1.5	$20M	+8%	67k	289.36	View chart
Merck & Co (MRK)	1.3	$17M		132k	128.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$16M	+8%	204k	77.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$16M	+2%	190k	82.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$15M	+6%	112k	137.53	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.0	$13M	+6%	262k	48.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$12M		120k	98.96	View chart
Eli Lilly & Co. (LLY)	0.9	$11M		9.5k	1199.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$11M	+7%	49k	226.92	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.6	$7.8M		269k	29.01	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$7.5M		10.00	748850.00	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$6.8M	-6%	44k	156.97	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.5	$6.4M		255k	24.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$6.0M	-2%	71k	85.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.0M		16k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$6.0M		84k	71.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$5.9M	+514%	68k	86.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$5.9M		40k	148.31	View chart
Ishares Tr U S Equity Factr (LRGF)	0.4	$5.7M		75k	75.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.2M		11k	500.39	View chart
Johnson & Johnson (JNJ)	0.4	$5.2M	-2%	20k	253.97	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$5.0M	+5%	46k	109.07	View chart
Microsoft Corporation (MSFT)	0.4	$4.8M		13k	373.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$4.7M	-3%	22k	217.93	View chart
Norfolk Southern (NSC)	0.4	$4.7M		15k	314.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$4.6M	+270%	57k	80.57	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$4.2M	-3%	44k	95.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.9M	+4%	48k	82.12	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.3	$3.9M	+5%	77k	50.64	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$3.8M		79k	48.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$3.7M		100k	36.87	View chart
Procter & Gamble Company (PG)	0.3	$3.5M	+3%	24k	146.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$3.4M		44k	77.91	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$3.4M	+3%	94k	36.06	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.3M	-2%	24k	136.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$3.2M		58k	54.69	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$3.1M	-14%	35k	87.88	View chart
NVIDIA Corporation (NVDA)	0.2	$3.0M	+9%	15k	200.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.0M	+296%	24k	124.17	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$2.7M		48k	55.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.7M	+2%	7.5k	357.39	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$2.7M		51k	52.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.6M		44k	58.20	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$2.6M	+8%	32k	82.10	View chart
3M Company (MMM)	0.2	$2.6M		16k	161.91	View chart
Chubb (CB)	0.2	$2.5M	+22%	7.5k	340.74	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$2.5M		16k	154.30	View chart
Goldman Sachs (GS)	0.2	$2.4M		2.4k	1011.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$2.4M		58k	41.25	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$2.4M	+8%	6.0k	393.94	View chart
Carlisle Companies (CSL)	0.2	$2.3M		6.4k	362.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$2.1M	+12%	17k	124.42	View chart
Meta Platforms Cl A (META)	0.2	$2.0M	+3%	3.5k	563.27	View chart
Marriott Intl Cl A (MAR)	0.1	$1.9M	-2%	5.2k	370.62	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.8M		34k	52.41	View chart
Amazon (AMZN)	0.1	$1.8M	+6%	7.5k	238.33	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.7M		37k	47.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.7M	+3%	4.9k	353.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.7M	+2%	49k	34.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.7M		5.4k	306.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$1.6M	-2%	31k	51.69	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.5M		13k	117.06	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.5M		16k	96.46	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.5M	-2%	11k	137.54	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M		3.9k	373.75	View chart
Caterpillar (CAT)	0.1	$1.4M		1.4k	1065.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.4M		14k	102.81	View chart
Broadcom (AVGO)	0.1	$1.4M	+6%	3.8k	377.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.4M	-7%	6.9k	197.61	View chart
Ametek (AME)	0.1	$1.3M		5.5k	241.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M		3.8k	343.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.3M		1.7k	746.65	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M		1.4k	935.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.3M	-13%	7.8k	164.27	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M	+3%	3.8k	327.29	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$1.2M		24k	49.99	View chart
Ge Vernova (GEV)	0.1	$1.2M	-28%	995.00	1175.15	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$1.2M	+2%	23k	50.37	View chart
Hershey Company (HSY)	0.1	$1.1M	-20%	6.4k	175.44	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.1M		4.1k	273.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.1M	-12%	13k	83.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.1M	+400%	12k	87.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	+3%	5.6k	189.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.1M		5.6k	188.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.0M		14k	75.51	View chart
Tesla Motors (TSLA)	0.1	$1.0M	+6%	2.5k	420.52	View chart
Bank of America Corporation (BAC)	0.1	$1.0M		18k	56.98	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$978k		24k	40.02	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$972k		32k	30.01	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$966k	+2%	18k	53.17	View chart
AmerisourceBergen (COR)	0.1	$925k		3.3k	282.98	View chart
Trane Technologies SHS (TT)	0.1	$855k		1.7k	491.28	View chart
International Business Machines (IBM)	0.1	$812k	-7%	2.9k	281.24	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$807k		31k	25.82	View chart
Walt Disney Company (DIS)	0.1	$804k		8.4k	96.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$787k	-5%	3.2k	242.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$770k	-5%	28k	27.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$742k		7.0k	106.47	View chart
Applied Materials (AMAT)	0.1	$696k		962.00	723.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$683k	+612%	5.7k	119.53	View chart
Wal-Mart Stores (WMT)	0.1	$672k		5.9k	113.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$664k	-18%	2.2k	303.09	View chart
Coca-Cola Company (KO)	0.1	$659k	-10%	8.1k	81.27	View chart
Cummins (CMI)	0.0	$614k		860.00	713.49	View chart
Micron Technology (MU)	0.0	$606k	-15%	525.00	1155.06	View chart
Chevron Corporation (CVX)	0.0	$604k	-16%	3.6k	165.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$600k		2.5k	242.40	View chart
Northrop Grumman Corporation (NOC)	0.0	$595k		1.2k	509.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$543k	-13%	1.8k	300.53	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$539k		7.1k	75.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$537k	-12%	1.5k	368.47	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$527k		2.8k	190.19	View chart
Spdr Index Shs Fds St Str Infra Etf (GII)	0.0	$518k	+2%	6.8k	75.71	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$511k		8.9k	57.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$509k		2.3k	219.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$507k		8.5k	59.69	View chart
Cisco Systems (CSCO)	0.0	$501k	+4%	4.3k	117.45	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$490k	+3%	9.5k	51.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$484k	+46%	14k	33.84	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$476k		9.3k	51.29	View chart
Gilead Sciences (GILD)	0.0	$469k		3.7k	126.34	View chart
Qualcomm (QCOM)	0.0	$451k	-2%	2.4k	184.79	View chart
Intel Corporation (INTC)	0.0	$447k	NEW	3.2k	139.61	View chart
CVS Caremark Corporation (CVS)	0.0	$446k		4.3k	103.45	View chart
PNC Financial Services (PNC)	0.0	$444k	-2%	1.8k	246.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$437k	+41%	1.4k	302.92	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$418k		10k	40.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$411k		22k	19.12	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$410k		2.8k	144.60	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$406k		4.6k	89.15	View chart
Home Depot (HD)	0.0	$397k	+11%	1.1k	352.65	View chart
Advanced Micro Devices (AMD)	0.0	$393k	NEW	677.00	581.16	View chart
McDonald's Corporation (MCD)	0.0	$391k		1.4k	270.22	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$390k		5.8k	67.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$386k		2.4k	158.04	View chart
Netflix (NFLX)	0.0	$376k	-4%	5.3k	71.40	View chart
Unilever Spon Adr New (UL)	0.0	$367k	-2%	6.1k	60.12	View chart
Visa Com Cl A (V)	0.0	$347k	-9%	1.0k	343.16	View chart
Colgate-Palmolive Company (CL)	0.0	$344k		3.7k	91.69	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$339k		3.1k	107.62	View chart
Pepsi (PEP)	0.0	$332k	-3%	2.5k	135.37	View chart
Perella Weinberg Partners Class A Com (PWP)	0.0	$327k		21k	15.96	View chart
SYSCO Corporation (SYY)	0.0	$319k		3.8k	83.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$318k		3.5k	91.21	View chart
Solventum Corp Com Shs (SOLV)	0.0	$310k		4.0k	77.15	View chart
Carrier Global Corporation (CARR)	0.0	$305k		4.2k	73.35	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$304k	-13%	1.6k	190.54	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$303k		906.00	334.82	View chart
Fs Kkr Capital Corp (FSK)	0.0	$298k		28k	10.50	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$287k		2.4k	121.43	View chart
Philip Morris International (PM)	0.0	$276k	-4%	1.5k	180.85	View chart
Enterprise Products Partners (EPD)	0.0	$271k		7.4k	36.76	View chart
Western Digital (WDC)	0.0	$271k	NEW	424.00	638.82	View chart
Cigna Corp (CI)	0.0	$270k		981.00	275.66	View chart
Corning Incorporated (GLW)	0.0	$268k	NEW	1.1k	255.51	View chart
TJX Companies (TJX)	0.0	$265k	-2%	1.7k	151.47	View chart
Verizon Communications (VZ)	0.0	$264k	-34%	6.2k	42.34	View chart
Amgen (AMGN)	0.0	$259k	-5%	715.00	361.90	View chart
Kla Corp Com New (KLAC)	0.0	$256k	NEW	847.00	301.77	View chart
Eaton Corp SHS (ETN)	0.0	$255k	+6%	598.00	426.16	View chart
Lam Research Corp Com New (LRCX)	0.0	$250k	NEW	577.00	433.37	View chart
Ecolab (ECL)	0.0	$249k	-3%	895.00	278.65	View chart
Oracle Corporation (ORCL)	0.0	$249k	-4%	1.7k	146.53	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$249k		5.1k	48.35	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$249k		6.2k	40.13	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$244k		1.1k	211.95	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$234k	-14%	8.9k	26.16	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$230k		5.7k	40.23	View chart
Sandisk Corp (SNDK)	0.0	$227k	NEW	100.00	2273.73	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$213k	-9%	5.8k	36.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$212k	NEW	323.00	655.89	View chart
Analog Devices (ADI)	0.0	$210k	NEW	529.00	397.51	View chart
Mastercard Incorporated Cl A (MA)	0.0	$208k	NEW	405.00	513.24	View chart
Blackrock (BLK)	0.0	$207k	+2%	216.00	959.85	View chart
L3harris Technologies (LHX)	0.0	$205k		704.00	290.72	View chart
Abbvie (ABBV)	0.0	$204k	NEW	811.00	251.55	View chart
American Electric Power Company (AEP)	0.0	$204k	NEW	1.5k	136.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$202k	NEW	4.0k	50.58	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$202k		2.0k	100.65	View chart
Payoneer Global (PAYO)	0.0	$124k		18k	7.12	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$91k		16k	5.55	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.0	$78k		17k	4.75	View chart
Annovis Bio (ANVS)	0.0	$77k		42k	1.86	View chart

Past Filings by Wescott Financial Advisory Group

SEC 13F filings are viewable for Wescott Financial Advisory Group going back to 2021

Wescott Financial Advisory Group 2026 Q2 filed Aug. 4, 2026
Wescott Financial Advisory Group 2026 Q1 filed May 12, 2026
Wescott Financial Advisory Group 2025 Q4 filed Feb. 12, 2026
Wescott Financial Advisory Group 2025 Q3 filed Nov. 5, 2025
Wescott Financial Advisory Group 2025 Q2 filed Aug. 11, 2025
Wescott Financial Advisory Group 2025 Q1 filed May 14, 2025
Wescott Financial Advisory Group 2024 Q4 filed Feb. 12, 2025
Wescott Financial Advisory Group 2024 Q3 filed Nov. 12, 2024
Wescott Financial Advisory Group 2024 Q2 filed Aug. 14, 2024
Wescott Financial Advisory Group 2024 Q1 filed May 13, 2024
Wescott Financial Advisory Group 2023 Q3 filed Nov. 9, 2023
Wescott Financial Advisory Group 2023 Q2 filed Aug. 11, 2023
Wescott Financial Advisory Group 2023 Q1 filed May 10, 2023
Wescott Financial Advisory Group 2022 Q4 filed Feb. 6, 2023
Wescott Financial Advisory Group 2022 Q3 filed Nov. 14, 2022
Wescott Financial Advisory Group 2022 Q2 filed July 28, 2022

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