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 101–150 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| SUB | ISHARES TR | 7K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| GEV | GE VERNOVA INC | 952 | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| USIG | ISHARES TR | 9K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| GII | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 4K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| CMI | CUMMINS INC | 845 | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 28K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| UL | UNILEVER PLC | 6K | $100K–$500K | SH |
| INTF | ISHARES TR | 10K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 22K | $100K–$500K | SH |
| PWP | PERELLA WEINBERG PARTNERS | 20K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| SMLF | ISHARES TR | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 14K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 437 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 4K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |