Wescott Financial Advisory Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $932 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $168M, Invesco Qqq Trust, Series 1 with a value of $81.5M, Ishares Russell Mid Cap Growth with a value of $48.3M, Ishares Tr with a value of $44.2M, and Ishares Core S&P 500 ETF with a value of $42.3M.
Examining the 13F form we can see an increase of $75.6M in the current position value, from $857M to 932M.
Below you can find more details about Wescott Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$932 Million
ETFs: $832 Million
Healthcare: $25.8 Million
Technology: $20.4 Million
Financial Services: $17.6 Million
Industrials: $15 Million
Consumer Defensive: $8.82 Million
Communication Services: $5.32 Million
Consumer Cyclical: $3.34 Million
Other: $3.53 Million
Stock Holdings Table Market Cap. of $200 Billions or more
