StockDriftsStockDriftsTop 50 Wescott Financial Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.16% | 285.1K | $195.8M | +1.71%(+4.79K) | $428.73(+66.23%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 8.64% | 151.5K | $111.6M | +0.92%(+1.38K) | $327.79(+123.47%) | 2026-06-30 | |
| VTES | VANGUARD WELLINGTON FD | 5.8% | 739.6K | $74.9M | +1.95%(+14.13K) | $100.94(-0.06%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.46% | 76.9K | $57.6M | +2.42%(+1.82K) | $497.75(+56.49%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.05% | 541.4K | $52.3M | +6.23%(+31.76K) | $70.63(+43.46%) | 2026-06-30 | |
| IWP | ISHARES TR | 3.84% | 338.8K | $49.6M | +0.27%(+920) | $118.33(+25.01%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.83% | 597.5K | $49.5M | -0.53%(-3.20K) | $51.53(+60.35%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 3.25% | 1.20M | $42.0M | +1.00%(+11.83K) | $24.63(+52.15%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.21% | 754.4K | $41.5M | -2.25%(-17.39K) | $31.81(+80.90%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.7% | 85.3K | $34.9M | -1.44%(-1.24K) | $199.49(+112.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.85% | +8.74% | +52.03% |
| Top 20 Holdings Unweighted | +13.75% | +47.18% | +7.94% | +46.55% |
Wescott Financial Advisory Group, LLC reports $1.29B in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.2%), QQQ (8.6%) and VTES (5.8%). The top 20 holdings account for 73.44% of reported assets. Its disclosed equity book has returned +50.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wescott Financial Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1864880). View Wescott Financial Advisory Group, LLC’s 13F filings on SEC