StockDriftsStockDriftsTop 50 Wescott Financial Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.68% | 280.3K | $167.5M | -1.42%(-4.03K) | $425.23(+61.73%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.6% | 150.1K | $86.7M | +2.54%(+3.72K) | $324.86(+121.57%) | 2026-03-31 | |
| VTES | VANGUARD WELLINGTON FD | 6.43% | 725.5K | $73.4M | +8.52%(+56.95K) | $100.93(-0.01%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.3% | 75.1K | $49.1M | +6.00%(+4.25K) | $493.05(+52.43%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.05% | 509.7K | $46.1M | -3.17%(-16.68K) | $69.29(+39.87%) | 2026-03-31 | |
| IWP | ISHARES TR | 3.8% | 337.9K | $43.3M | +0.14%(+476) | $118.28(+16.33%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.67% | 600.7K | $41.9M | -0.94%(-5.71K) | $51.53(+59.69%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.5% | 1.19M | $40.0M | -8.32%(-107.65K) | $24.53(+49.01%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.28% | 771.7K | $37.4M | +0.23%(+1.75K) | $31.81(+66.00%) | 2026-03-31 | |
| IWB | ISHARES TR | 2.7% | 86.5K | $30.9M | -0.99%(-863) | $199.49(+104.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.89% | +51.67% |
| Top 20 Holdings Unweighted | +13.01% | +44.33% |
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