Institutions / Wescott Financial Advisory Group, LLC
Wescott Financial Advisory Group, LLC
CIK 1864880 · Institution · as of Dec 31, 2025
Portfolio value
$1.15B
Positions
186
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 186 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $178.29M | 15.6% |
| Invesco Qqq Tr | $89.95M | 7.9% |
| Vanguard Wellington Fd | $67.91M | 5.9% |
| iShares Tr | $48.54M | 4.2% |
| iShares Tr | $47.09M | 4.1% |
| iShares Tr | $46.21M | 4.0% |
| Dimensional ETF Trust | $42.63M | 3.7% |
| iShares Inc | $40.76M | 3.6% |
| Dimensional ETF Trust | $35.87M | 3.1% |
| iShares Tr | $32.64M | 2.8% |
| iShares Tr | $28.99M | 2.5% |
| Vanguard Bd Index Fds | $27.07M | 2.4% |
| Dimensional ETF Trust | $25.72M | 2.2% |
| Vanguard Scottsdale Fds | $24.09M | 2.1% |
| Dimensional ETF Trust | $23.25M | 2.0% |
| Dimensional ETF Trust | $21.11M | 1.8% |
| Apple Inc. | $16.11M | 1.4% |
| Dimensional ETF Trust | $15.54M | 1.4% |
| Merck & Co., Inc. | $14.98M | 1.3% |
| Dimensional ETF Trust | $12.99M | 1.1% |
| iShares Tr | $12.42M | 1.1% |
| iShares Tr | $11.47M | 1.0% |
| iShares Tr | $10.67M | 0.9% |
| iShares Tr | $10.62M | 0.9% |
| ELI LILLY & Co | $10.16M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.