What does Wescott Financial Advisory Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Wescott Financial Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$167M280K14.7%

INVESCO QQQ TR

$87M150K7.6%

VANGUARD WELLINGTON FD

$73M726K6.4%

ISHARES TR

$49M75K4.3%

ISHARES TR

$46M510K4.0%

ISHARES TR

$43M338K3.8%

ISHARES INC

$42M601K3.7%

DIMENSIONAL ETF TRUST

$40M1.2M3.5%

DIMENSIONAL ETF TRUST

$37M772K3.3%

ISHARES TR

$31M87K2.7%

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