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Wescott Financial Advisory Group, LLC 13F holdings

Filed 2026-08-04 · Wescott Financial Advisory Group, LLC · 216 positions · $1.3B

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS285.1K$195.8M15.2%
QQQINVESCO QQQ TR151.4K$111.5M8.6%
VTESVANGUARD WELLINGTON FD739.6K$74.9M5.8%
IVVISHARES TR76.6K$57.4M4.4%
IEFAISHARES TR540.4K$52.2M4.0%
IWPISHARES TR338.8K$49.6M3.8%
ACWIISHARES INC597.1K$49.5M3.8%
DFISDIMENSIONAL ETF TRUST1.2M$42.0M3.3%
DFUVDIMENSIONAL ETF TRUST754.4K$41.5M3.2%
IWBISHARES TR85.3K$34.9M2.7%
BIVVANGUARD BD INDEX FDS418.4K$32.1M2.5%
DFLVDIMENSIONAL ETF TRUST802.4K$31.7M2.5%
IWSISHARES TR175.2K$28.8M2.2%
DFGRDIMENSIONAL ETF TRUST898.9K$26.0M2.0%
VCSHVANGUARD SCOTTSDALE FDS318.1K$25.1M1.9%
DFIVDIMENSIONAL ETF TRUST418.6K$22.6M1.8%
DFAEDIMENSIONAL ETF TRUST497.0K$20.0M1.5%
AAPLAPPLE INC67.4K$19.5M1.5%
MRKMERCK & CO INC132.2K$17.0M1.3%
IJHISHARES TR203.0K$15.7M1.2%
DFASDIMENSIONAL ETF TRUST189.9K$15.6M1.2%
IVWISHARES TR110.9K$15.3M1.2%
ISTBISHARES TR260.7K$12.6M1.0%
AGGISHARES TR119.4K$11.8M0.9%
LLYELI LILLY & CO9.5K$11.3M0.9%
IVEISHARES TR48.8K$11.1M0.9%
SPTSSPDR SERIES TRUST268.9K$7.8M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL10$7.5M0.6%
ACWIISHARES TR43.6K$6.8M0.5%
SUSBISHARES TR255.4K$6.4M0.5%
VXUSVANGUARD STAR FDS70.5K$6.0M0.5%
VTIVANGUARD INDEX FDS16.2K$6.0M0.5%
VEAVANGUARD TAX-MANAGED FDS84.2K$6.0M0.5%
VUGVANGUARD INDEX FDS68.4K$5.9M0.5%
IJRISHARES TR39.4K$5.8M0.5%
LRGFISHARES TR75.3K$5.7M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL10.5K$5.2M0.4%
JNJJOHNSON & JOHNSON20.3K$5.2M0.4%
LQDISHARES TR45.4K$5.0M0.4%
MSFTMICROSOFT CORP12.9K$4.8M0.4%
VTVVANGUARD INDEX FDS21.8K$4.7M0.4%
NSCNORFOLK SOUTHN CORP14.8K$4.7M0.4%
VOVANGUARD INDEX FDS56.7K$4.6M0.4%
IXUSISHARES TR44.2K$4.2M0.3%
SHYISHARES TR47.0K$3.9M0.3%
NEARISHARES U S ETF TR75.9K$3.8M0.3%
DFNMDIMENSIONAL ETF TRUST79.3K$3.8M0.3%
SCHMSCHWAB STRATEGIC TR99.9K$3.7M0.3%
PGPROCTER & GAMBLE CO24.0K$3.5M0.3%
BSVVANGUARD BD INDEX FDS43.5K$3.4M0.3%
SCHKSCHWAB STRATEGIC TR93.8K$3.4M0.3%
EXMOCEXXON MOBIL CORP24.3K$3.3M0.3%
ESGEISHARES INC58.1K$3.2M0.2%
SPYMSPDR SERIES TRUST35.1K$3.1M0.2%
NVDANVIDIA CORPORATION15.2K$3.0M0.2%
IWFISHARES TR24.1K$3.0M0.2%
ESMLISHARES TR48.3K$2.7M0.2%
GOOGLALPHABET INC7.5K$2.7M0.2%
NUSCNUSHARES ETF TR51.2K$2.7M0.2%
VGSHVANGUARD SCOTTSDALE FDS44.4K$2.6M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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