Wescott Financial Advisory Group, LLC
โขCIK: 1864880โขFiling: Q4 2025
**Wescott Financial Advisory Group, LLC** manages $1.1B across a diversified portfolio of 186 positions. The strategy shows a significant allocation to broad market indices, notably VOO at $178.3M and NDQ at $90.0M. Further concentration is evident in core global equity exposure, with VTES ($67.9M) and IVV ($48.5M) anchoring the top holdings. This structure suggests a systematic, large-cap growth orientation across U.S. and international markets.
Total AUM
$1.1B
QoQ Performance
+2.8%
Positions
103
Top 10 Concentration
55.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
NDQ
VTES
VOO15.6%
NDQ7.9%
VTES5.9%
IVV4.2%
IEFA4.1%
IWP4.0%
DFIS3.7%
IEMG3.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other71.3%
ETF19.9%
Technology2.9%
Healthcare2.7%
Financial1.7%
Consumer0.5%
Industrial0.5%
Energy0.3%
๐ช Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW21 new positions
โ94 increased
โ58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023