Wescott Financial Advisory Group, LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,145,706
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 690.9 K | 60.3% | 23.16 K | 0 | 23.16 K |
| ETFs | 440.8 K | 38.5% | 6.959 K | 0 | 6.959 K |
| Debt | 3.3 K | 0.3% | 12 | 0 | 12 |
| Other | 10.62 K | 0.9% | 968 | 0 | 968 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,145,706
Holdings
186
QoQ value change ($000)
31,097
(2.8%)
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.