Wescott Financial Advisory Group, LLC - Portfolio Stock Holdings
Wescott Financial Advisory Group, LLC disclosed 213 stock positions in a recent SEC 13F filing. $1,359,290,902 of stock holdings were filed, with the largest holdings including VOO, QQQ, and VTES. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
213Est. Stock Holding Value:
$1,359,290,902Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wescott Financial Advisory Group, LLC
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