Wescott Financial Advisory Group, LLC Portfolio Holdings
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
Wescott Financial Advisory Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $995 Million distributed in 193 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $180M, Invesco Qqq Trust, Series 1 with a value of $88.1M, Ishares Russell Mid Cap Growth with a value of $48.2M, Ishares Core S&P 500 ETF with a value of $46.1M, and Ishares Tr with a value of $46.2M.
Examining the 13F form we can see an increase of $62.3M in the current position value, from $932M to 995M.
Below you can find more details about Wescott Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 193
- Current Value $995 Million
- Prior Value $932 Million
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 5 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks