13F Insight
DOSSIER · 13F-HR · Q3 2026

Wescott Financial Advisory Group, LLC

$1.4B in tracked AUM across 217 positions as of Q3 2026.

WF
CIK 0001864880 · last filed Sep 30, 2026
Total AUM
$1.4B
as of Q3 2026
Holdings
217
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wescott Financial Advisory Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$197M280K14.4%02
QQQ
INVESCO QQQ TR
$112M151K8.2%03
VTES
VANGUARD WELLINGTON FD
$74M749K5.4%04
BIV
VANGUARD BD INDEX FDS
$73M1.0M5.4%05
IVV
ISHARES TR
$59M78K4.4%06
IEFA
ISHARES TR
$53M546K3.9%07
IEMG
ISHARES INC
$48M594K3.5%08
IWP
ISHARES TR
$46M337K3.4%09
DFIS
DIMENSIONAL ETF TRUST
$43M1.2M3.2%10
DFUV
DIMENSIONAL ETF TRUST
$40M733K3.0%

Filing history

2026Q3Sep 30
$1.4B▲ 5.4%
217 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 24