Wescott Financial Advisory Group, LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,291,328
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 200 | 1,291,328 | 13F-HR | Wescott Financial Advisory Group, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.9 K | 10.9% | 15.59 K | 0 | 15.59 K |
| ETFs | 1.147 M | 88.8% | 135.1 K | 0 | 135.1 K |
| Debt | 3.389 K | 0.3% | 0 | 2 | -2 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,291,328
Holdings
200
QoQ value change ($000)
150,353
(13.2%)
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.