Wescott Financial Advisory Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$930M
Signature - Title
Carrie Delgott - Chief Compliance Officer
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by Wescott Financial Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wescott Financial Advisory Group, LLC reported 170 stock holdings with total value $930M as of Q3 2024. Top holdings included VOO, QQQ, VTES, IEFA, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 170 $930M +$38.2M -$17.1M +$21.1M VOO, QQQ, VTES, IEFA, IVV 13F-HR 11/12/2024, 04:43 PM
Q2 2024 164 $861M +$59.2M -$12.4M +$46.8M VOO, QQQ, VTES, IEFA, IVV 13F-HR 8/14/2024, 04:33 PM
Q1 2024 158 $804M +$79.1M -$29.4M +$49.7M VOO, QQQ, VTES, DFUV, IWS 13F-HR 5/13/2024, 01:26 PM
Q4 2023 164 $714M +$130M -$12.1M +$118M VOO, QQQ, VTES, DFUV, IWS 13F-HR 2/13/2024, 03:49 PM
Q3 2023 158 $547M +$12M -$10.7M +$1.33M QQQ, VTES, DFUV, IWS, IWB 13F-HR 11/9/2023, 10:27 AM
Q2 2023 161 $566M +$101M -$18.4M +$82.4M QQQ, VTES, DFUV, IWS, IWB 13F-HR 8/11/2023, 01:20 PM
Q1 2023 157 $460M +$20.2M -$47.3M -$27.1M QQQ, DFUV, IWS, IVV, IWB 13F-HR 5/10/2023, 09:57 AM
Q4 2022 157 $464M +$85.4M -$7.84M +$77.6M AGG, QQQ, DFUV, IWS, IVV 13F-HR 2/6/2023, 04:32 PM
Q3 2022 139 $359M +$22.2M -$11.4M +$10.8M QQQ, DFUV, IWS, IVV, IWB 13F-HR 11/14/2022, 10:29 AM
Q2 2022 131 $368M +$54.7M -$20.3M +$34.4M QQQ, DFUV, IWS, IVV, IWB 13F-HR 7/28/2022, 04:51 PM
Q1 2022 128 $388M +$207M -$3.13M +$204M QQQ, IWS, IVV, IWB, VOO 13F-HR 5/16/2022, 12:32 PM
Q4 2021 72 $194M +$6.65M -$3.15M +$3.49M QQQ, IWS, IWB, DFIV, AAPL 13F-HR 1/31/2022, 11:59 AM
Q3 2021 69 $177M +$15.2M -$4.28M +$10.9M QQQ, IWS, IWB, DFIV, AAPL 13F-HR 10/29/2021, 05:15 PM
Q2 2021 65 $170M +$8.63M -$7.4M +$1.23M QQQ, IWS, IWB, AAPL, LRGF 13F-HR 8/10/2021, 05:16 PM
Q1 2021 62 $154M +$11.3M -$7.04M +$4.29M QQQ, IWS, IWB, AAPL, LRGF 13F-HR 6/25/2021, 10:10 AM
Q4 2020 59 $142M $0 $0 QQQ, IWS, IWB, LRGF, SHY 13F-HR 6/25/2021, 10:10 AM