Wescott Financial Advisory Group, LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,140,975
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 193 | 1,140,975 | 13F-HR | Wescott Financial Advisory Group, LLC |
| Q4 2025 | 2/12/2026 | 186 | 1,145,706 | 13F-HR | Wescott Financial Advisory Group, LLC |
| Q3 2025 | 11/5/2025 | 177 | 1,114,609 | 13F-HR | Wescott Financial Advisory Group, LLC |
| Q2 2025 | 8/11/2025 | 174 | 1,045,435 | 13F-HR | Wescott Financial Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
349
(0.0% of total reported value)
· QoQ Δ:
+349
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.3 K | 11.0% | 0 | 565.6 K | -565.6 K |
| ETFs | 1.012 M | 88.7% | 571.1 K | 0 | 571.1 K |
| Debt | 3.391 K | 0.3% | 91 | 0 | 91 |
| Other | 0 | 0.0% | 0 | 10.62 K | -10.62 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
1,140,975
Holdings
193
QoQ value change ($000)
-4,731
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.