Wescott Financial Advisory Group, LLC - Portfolio overview

Wescott Financial Advisory Group, LLC has 204 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 15.72%
2. QQQ - INVESCO QQQ TR, 8.12%
3. VTES - VANGUARD WELLINGTON FD, 6.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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