13F Insight
DOSSIER · 13F-HR · Q2 2026

Wescott Financial Advisory Group, LLC

$1.3B in tracked AUM across 216 positions as of Q2 2026.

WF
CIK 0001864880 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
216
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wescott Financial Advisory Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$196M285K15.2%02
QQQ
INVESCO QQQ TR
$112M152K8.6%03
VTES
VANGUARD WELLINGTON FD
$75M740K5.8%04
IVV
ISHARES TR
$58M77K4.5%05
IEFA
ISHARES TR
$52M541K4.0%06
IWP
ISHARES TR
$50M339K3.8%07
IEMG
ISHARES INC
$49M597K3.8%08
DFIS
DIMENSIONAL ETF TRUST
$42M1.2M3.3%09
DFUV
DIMENSIONAL ETF TRUST
$41M754K3.2%10
IWB
ISHARES TR
$35M85K2.7%

Filing history

2026Q2Jun 30
$1.3B▲ 13.2%
216 positionsView →2026Q1Mar 31
$1.1B▼ 0.4%
209 positionsView →2025Q4Dec 31
$1.1B▲ 2.8%
202 positionsView →2025Q3Sep 30
$1.1B▲ 6.6%
193 positionsView →2025Q2Jun 30
$1.0B▲ 8.4%
191 positionsLocked2025Q1Mar 31
$965M▼ 0.0%
189 positionsLocked2024Q4Dec 31
$965M▲ 3.8%
191 positionsLocked2024Q3Sep 30
$930M▲ 8.0%
170 positionsLocked2024Q2Jun 30
$861M▲ 7.1%
164 positionsLocked2024Q1Mar 31
$804M▲ 12.6%
158 positionsLocked2023Q4Dec 31
$714M▲ 30.5%
164 positionsLocked2023Q3Sep 30
$547M▼ 3.4%
158 positionsLocked
Showing 12 of 23