Wescott Financial Advisory Group
Wescott Financial Advisory Group reported 200 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are VOO (15.2%), QQQ (8.6%) and VTES (5.8%). Compared with Q1 2026, the fund added to VOO, QQQ and VTES, trimmed IEMG, DFUV and IWB and sold out of SLV, BMY and PFE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $196M | 15.2% | 285K | +4,786 (+2%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $112M | 8.6% | 152K | +1,380 (+1%) | 8 of 8 | |
| 3 |  VTES Van Sht TX Expt Bnd | $74.9M | 5.8% | 740K | +14K (+2%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $57.6M | 4.5% | 77K | +1,820 (+2%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $52.3M | 4.0% | 541K | +32K (+6%) | 8 of 8 | |
| 6 |  IWP Ishares TR | $49.6M | 3.8% | 339K | +920 (+0%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $49.5M | 3.8% | 597K | −3,201 (−1%) | 8 of 8 | |
| 8 |  DFIS Dimensional ETF Trust | $42M | 3.3% | 1.2M | +12K (+1%) | 8 of 8 | |
| 9 |  DFUV Dimensional US Marketwide Value ETF | $41.5M | 3.2% | 754K | −17K (−2%) | 8 of 8 | |
| 10 |  IWB Ishares TR | $34.9M | 2.7% | 85K | −1,243 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wescott Financial Advisory Group 13F FAQ
What does Wescott Financial Advisory Group own?
Wescott Financial Advisory Group reported 200 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are VOO (15.2%), QQQ (8.6%) and VTES (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Wescott Financial Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 90 added to, 71 trimmed and 5 sold out. It sold all of SLV, BMY and PFE.
When will Wescott Financial Advisory Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wescott Financial Advisory Group's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.