Wescott Financial Advisory Group, LLC - Portfolio Stock Holdings
Wescott Financial Advisory Group, LLC disclosed 204 stock positions in a recent SEC 13F filing. $1,288,022,991 of stock holdings were filed, with the largest holdings including VOO, QQQ, and VTES. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $4,155,788,050 and has 48 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
204Est. Stock Holding Value:
$1,288,022,991Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wescott Financial Advisory Group, LLC
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