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 51–100 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| NUSC | NUSHARES ETF TR | 52K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| ESML | ISHARES TR | 49K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| SUSA | ISHARES TR | 16K | $1M+ | SH |
| CSL | CARLISLE COS INC | 6K | $1M+ | SH |
| CB | CHUBB LIMITED | 6K | $1M+ | SH |
| EAGG | ISHARES TR | 38K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 16K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 5K | $1M+ | SH |
| IGSB | ISHARES TR | 31K | $1M+ | SH |
| USMV | ISHARES TR | 16K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| HSY | HERSHEY CO | 8K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| ESGD | ISHARES TR | 14K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 42K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| COR | CENCORA INC | 3K | $1M+ | SH |
| SLQD | ISHARES TR | 23K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 14K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| AME | AMETEK INC | 5K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 24K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 4K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 35K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $1M+ | SH |
| TSLA | TESLA INC | 2K | $1M+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 18K | $500K+ | SH |
| IGIB | ISHARES TR | 18K | $500K+ | SH |
| IUSG | ISHARES TR | 6K | $500K+ | SH |
| DIS | DISNEY WALT CO | 8K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| NUDM | NUSHARES ETF TR | 24K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 31K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |