Wescott Financial Advisory Group, LLC
CIK 1864880
13F filing for Q2 2026・No. 2,183
- Holdings
- US$1.29B
- Quarter change
- +US$150.35M
- Entries
- 216
- Net bought (estimate)
- +US$20.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 5
- Cut 76
- Added 97
- Corporate actions 0
- Unchanged 14
Largest holdings
200 stocks worth US$1.29B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 285,055 | US$195.78M | 15.16% |
| QQQInvesco QQQUNIT SER 1 | Added | 151,529 | US$111.59M | 8.64% |
| VANGUARD WELLINGTON FDSHORT TRM TAX EX | Added | 739,648 | US$74.93M | 5.80% |
| IVVISHARES TRCORE S&P500 ETF | Added | 76,939 | US$57.62M | 4.46% |
| ISHARES TRCORE MSCI EAFE | Added | 541,423 | US$52.29M | 4.05% |
| ISHARES TRRUS MD CP GR ETF | Added | 338,838 | US$49.61M | 3.84% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 597,473 | US$49.49M | 3.83% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP E | Added | 1,198,371 | US$41.98M | 3.25% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 754,353 | US$41.5M | 3.21% |
| IWBISHARES TRRUS 1000 ETF | Cut | 85,288 | US$34.93M | 2.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.