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 151–186 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 6K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 436 | $100K–$500K | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 949 | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| DFAR | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| ECL | ECOLAB INC | 886 | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 216 | $100K–$500K | SH |
| AMGN | AMGEN INC | 700 | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 2K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 246 | $100K–$500K | SH |
| ANVS | ANNOVIS BIO INC | 42K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 194 | $100K–$500K | SH |
| OGCP | EMPIRE ST RLTY OP L P | 16K | $100K–$500K | SH |
| ESBA | EMPIRE ST RLTY OP L P | 16K | $100K–$500K | SH |
| PAYO | PAYONEER GLOBAL INC | 17K | $50K–$100K | SH |
| IEFA | ISHARES TR | 988 | $50K–$100K | SH |
| OGN | ORGANON & CO | 11K | $50K–$100K | SH |
| IVE | ISHARES TR | 372 | $50K–$100K | SH |
| IJH | ISHARES TR | 909 | $50K–$100K | SH |
| LQD | ISHARES TR | 537 | $50K–$100K | SH |
| NEAR | ISHARES U S ETF TR | 887 | $15K–$50K | SH |
| SHY | ISHARES TR | 547 | $15K–$50K | SH |
| EFG | ISHARES TR | 150 | $15K–$50K | SH |
| IWO | ISHARES TR | 49 | $15K–$50K | SH |
| SCZ | ISHARES TR | 198 | $15K–$50K | SH |