Viewing historical filing for 2025Q4. View latest →
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
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…