CIK 1864880
Wescott Financial Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
186
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 284K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 669K | $1M+ | SH |
| IVV | ISHARES TR | 71K | $1M+ | SH |
| IWP | ISHARES TR | 337K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 1.3M | $1M+ | SH |
| IEMG | ISHARES INC | 606K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 770K | $1M+ | SH |
| IWB | ISHARES TR | 87K | $1M+ | SH |
| IWS | ISHARES TR | 206K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 348K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 973K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 302K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 680K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 423K | $1M+ | SH |
| AAPL | APPLE INC | 59K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 477K | $1M+ | SH |
| MRK | MERCK & CO INC | 142K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 186K | $1M+ | SH |
| IVW | ISHARES TR | 92K | $1M+ | SH |
| AGG | ISHARES TR | 106K | $1M+ | SH |
| ISTB | ISHARES TR | 216K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 270K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10 | $1M+ | SH |
| ACWI | ISHARES TR | 46K | $1M+ | SH |
| SUSB | ISHARES TR | 244K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 74K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 87K | $1M+ | SH |
| LRGF | ISHARES TR | 77K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 17K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| IJR | ISHARES TR | 39K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 19K | $1M+ | SH |
| IXUS | ISHARES TR | 47K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 79K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 44K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 23K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 42K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 103K | $1M+ | SH |
| SCHK | SCHWAB STRATEGIC TR | 91K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 24K | $1M+ | SH |
| ESGE | ISHARES INC | 63K | $1M+ | SH |
| MMM | 3M CO | 16K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 43K | $1M+ | SH |