Wescott Financial Advisory Group, LLC
Wescott Financial Advisory Group, LLC reported 200 positions worth $1.29B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VOO (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $195.8M | 15.16% | 285,055 | — | — | |
| ▸ 2 | QQQ | SH | $111.6M | 8.64% | 151,529 | — | — | |
| ▸ 3 | VTES | SH | $74.9M | 5.80% | 739,648 | — | — | |
| ▸ 4 | IVV | SH | $57.6M | 4.46% | 76,939 | — | — | |
| ▸ 5 | IEFA | SH | $52.3M | 4.05% | 541,423 | — | — | |
| ▸ 6 | IWP | SH | $49.6M | 3.84% | 338,838 | — | — | |
| ▸ 7 | IEMG | SH | $49.5M | 3.83% | 597,473 | — | — | |
| ▸ 8 | DFIS | SH | $42.0M | 3.25% | 1,198,371 | — | — | |
| ▸ 9 | DFUV | SH | $41.5M | 3.21% | 754,353 | — | — | |
| ▸ 10 | IWB | SH | $34.9M | 2.70% | 85,288 | — | — |
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Frequently Asked Questions
What stocks does Wescott Financial Advisory Group, LLC hold as of Q2 2026?
Wescott Financial Advisory Group, LLC reported 200 positions worth $1.29B in its Q2 2026 13F filing. Largest positions: VOO (15.2%), QQQ (8.6%), VTES (5.8%), IVV (4.5%) and IEFA (4.0%).
What did Wescott Financial Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wescott Financial Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.