Notify me when Wescott Financial Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 186 | $1,145,705,806 | +$35,028,035 | -$27,677,265 | +$7,350,770 | VOO, QQQ, VTES, IVV, IEFA | 13F-HR | 12 Feb 2026, 06:39 |
| Q3 2025 | 177 | $1,114,608,790 | +$18,105,636 | -$10,959,041 | +$7,146,595 | VOO, QQQ, VTES, IWP, IEFA | 13F-HR | 05 Nov 2025, 13:52 |
| Q2 2025 | 174 | $1,045,435,271 | +$20,631,653 | -$14,796,988 | +$5,834,665 | VOO, QQQ, VTES, IWP, IEFA | 13F-HR | 11 Aug 2025, 15:54 |
| Q1 2025 | 172 | $964,594,470 | +$33,534,736 | -$17,765,545 | +$15,769,191 | VOO, QQQ, VTES, IWP, IEFA | 13F-HR | 14 May 2025, 12:59 |
| Q4 2024 | 174 | $965,018,510 | +$67,199,066 | -$11,972,315 | +$55,226,751 | VOO, QQQ, VTES, IWP, IVV | 13F-HR | 12 Feb 2025, 16:34 |
| Q3 2024 | 170 | $930,117,334 | +$38,238,388 | -$17,115,379 | +$21,123,009 | VOO, QQQ, VTES, IEFA, IVV | 13F-HR | 12 Nov 2024, 16:43 |
| Q2 2024 | 164 | $860,975,302 | +$59,217,125 | -$12,436,496 | +$46,780,629 | VOO, QQQ, VTES, IEFA, IVV | 13F-HR | 14 Aug 2024, 16:33 |
| Q1 2024 | 158 | $804,072,866 | +$79,073,691 | -$29,405,908 | +$49,667,783 | VOO, QQQ, VTES, DFUV, IWS | 13F-HR | 13 May 2024, 13:26 |
| Q4 2023 | 164 | $713,922,613 | +$129,646,460 | -$12,113,437 | +$117,533,023 | VOO, QQQ, VTES, DFUV, IWS | 13F-HR | 13 Feb 2024, 15:49 |
| Q3 2023 | 158 | $546,983,777 | +$12,007,656 | -$10,673,217 | +$1,334,439 | QQQ, VTES, DFUV, IWS, IWB | 13F-HR | 09 Nov 2023, 10:27 |
| Q2 2023 | 161 | $566,005,035 | +$100,821,094 | -$18,445,794 | +$82,375,300 | QQQ, VTES, DFUV, IWS, IWB | 13F-HR | 11 Aug 2023, 13:20 |
| Q1 2023 | 157 | $460,198,379 | +$20,203,652 | -$47,317,072 | -$27,113,420 | QQQ, DFUV, IWS, IVV, IWB | 13F-HR | 10 May 2023, 09:57 |
| Q4 2022 | 157 | $463,785,399 | +$85,438,285 | -$7,835,149 | +$77,603,136 | AGG, QQQ, DFUV, IWS, IVV | 13F-HR | 06 Feb 2023, 16:32 |
| Q3 2022 | 139 | $359,194,000 | +$22,229,012 | -$11,403,204 | +$10,825,808 | QQQ, DFUV, IWS, IVV, IWB | 13F-HR | 14 Nov 2022, 10:29 |
| Q2 2022 | 131 | $368,396,000 | +$54,659,102 | -$20,296,171 | +$34,362,931 | QQQ, DFUV, IWS, IVV, IWB | 13F-HR | 28 Jul 2022, 16:51 |
| Q1 2022 | 128 | $388,187,000 | +$206,766,356 | -$3,130,848 | +$203,635,508 | QQQ, IWS, IVV, IWB, VOO | 13F-HR | 16 May 2022, 12:32 |
| Q4 2021 | 72 | $194,205,000 | +$6,646,673 | -$3,152,499 | +$3,494,174 | QQQ, IWS, IWB, DFIV, AAPL | 13F-HR | 31 Jan 2022, 11:59 |
| Q3 2021 | 69 | $176,835,000 | +$15,178,784 | -$4,276,357 | +$10,902,427 | QQQ, IWS, IWB, DFIV, AAPL | 13F-HR | 29 Oct 2021, 17:15 |
| Q2 2021 | 65 | $169,720,000 | +$8,629,372 | -$7,395,978 | +$1,233,394 | QQQ, IWS, IWB, AAPL, LRGF | 13F-HR | 10 Aug 2021, 17:16 |
| Q1 2021 | 62 | $154,068,000 | +$11,336,045 | -$7,043,033 | +$4,293,012 | QQQ, IWS, IWB, AAPL, LRGF | 13F-HR | 25 Jun 2021, 10:10 |
| Q4 2020 | 59 | $142,434,000 | $0 | $0 | $0 | QQQ, IWS, IWB, LRGF, SHY | 13F-HR | 25 Jun 2021, 10:10 |