Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wescott Financial Advisory Group, LLC (CIK 1864880) reported $1.14B across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($167.5M, 14.68%), QQQ ($86.7M, 7.60%), VTES ($73.4M, 6.43%), IVV ($49.1M, 4.30%), IEFA ($46.1M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $167.5M | 14.68% | 280,269 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $86.7M | 7.60% | 150,149 | Added |
| 3 | VTES | VANGUARD WELLINGTON FD | $73.4M | 6.43% | 725,519 | Added |
| 4 | IVV | ISHARES TR | $49.1M | 4.30% | 75,119 | Added |
| 5 | IEFA | ISHARES TR | $46.1M | 4.04% | 509,667 | Trimmed |
| 6 | IWP | ISHARES TR | $43.3M | 3.79% | 337,918 | Added |
| 7 | IEMG | ISHARES INC | $41.9M | 3.67% | 600,674 | Trimmed |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $40.0M | 3.50% | 1.2M | Trimmed |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $37.4M | 3.28% | 771,747 | Added |
| 10 | IWB | ISHARES TR | $30.9M | 2.70% | 86,531 | Trimmed |
| 11 | BIV | VANGUARD BD INDEX FDS | $30.1M | 2.64% | 390,234 | Added |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $27.2M | 2.39% | 762,244 | Added |
| 13 | IWS | ISHARES TR | $26.4M | 2.31% | 180,890 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $24.8M | 2.17% | 312,859 | Added |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $24.1M | 2.12% | 908,162 | Trimmed |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $21.3M | 1.87% | 403,522 | Trimmed |
| 17 | DFAE | DIMENSIONAL ETF TRUST | $16.3M | 1.43% | 482,096 | Added |
| 18 | MRK | MERCK & CO INC | $15.9M | 1.39% | 132,124 | Trimmed |
| 19 | AAPL | APPLE INC | $15.8M | 1.39% | 62,389 | Added |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $13.2M | 1.15% | 185,127 | Trimmed |
| 21 | IJH | ISHARES TR | $12.7M | 1.11% | 188,247 | Added |
| 22 | IVW | ISHARES TR | $11.9M | 1.04% | 104,868 | Added |
| 23 | ISTB | ISHARES TR | $11.9M | 1.04% | 245,302 | Added |
| 24 | AGG | ISHARES TR | $11.7M | 1.03% | 117,871 | Added |
| 25 | IVE | ISHARES TR | $9.6M | 0.85% | 45,666 | Added |
Source: SEC Form 13F filings · as of 2026-03-31