Wescott Financial Advisory Group, LLC — 13F holdings

Wescott Financial Advisory Group, LLC reported 216 holdings worth $1.29B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $196M (15.2%)
  2. QQQ Invesco Qqq Tr — $112M (8.6%)
  3. VTES VANGUARD WELLINGTON FD — $74.9M (5.8%)
  4. IVV ISHARES TR — $57.6M (4.5%)
  5. IEFA ISHARES TR — $52.3M (4.0%)
  6. IWP ISHARES TR — $49.6M (3.8%)
  7. IEMG ISHARES INC — $49.5M (3.8%)
  8. DFIS DIMENSIONAL ETF TRUST — $42.0M (3.3%)
  9. DFUV DIMENSIONAL ETF TRUST — $41.5M (3.2%)
  10. IWB ISHARES TR — $34.9M (2.7%)