13F Insight
DOSSIER · 13F-HR · Q1 2026

Wescott Financial Advisory Group, LLC

$1.1B in tracked AUM across 209 positions as of Q1 2026.

WF
CIK 0001864880 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
209
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$167M280K14.7%02
QQQ
INVESCO QQQ TR
$87M150K7.6%03
VTES
VANGUARD WELLINGTON FD
$73M726K6.4%04
IVV
ISHARES TR
$49M75K4.3%05
IEFA
ISHARES TR
$46M510K4.0%06
IWP
ISHARES TR
$43M338K3.8%07
IEMG
ISHARES INC
$42M601K3.7%08
DFIS
DIMENSIONAL ETF TRUST
$40M1.2M3.5%09
DFUV
DIMENSIONAL ETF TRUST
$37M772K3.3%10
IWB
ISHARES TR
$31M87K2.7%

Filing history

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 positionsLocked2023Q2Jun 30
$566M▲ 23.0%
161 positionsLocked
Showing 12 of 22