Wescott Financial Advisory Group, LLC: 13F holdings
CIK 18648802026Q2
| Positions | 200 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 285,055 | $195.8m | 15.2% |
| QQQ INVESCO QQQ TR | 151,529 | $111.6m | 8.6% |
| VANGUARD WELLINGTON FD | 739,648 | $74.9m | 5.8% |
| IVV ISHARES TR | 76,939 | $57.6m | 4.5% |
| IEFA ISHARES TR | 541,423 | $52.3m | 4.0% |
| IWP ISHARES TR | 338,838 | $49.6m | 3.8% |
| IEMG ISHARES INC | 597,473 | $49.5m | 3.8% |
| DFIS DIMENSIONAL ETF TRUST | 1,198,371 | $42.0m | 3.3% |
| YM=F DIMENSIONAL ETF TRUST | 754,353 | $41.5m | 3.2% |
| IWB ISHARES TR | 85,288 | $34.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1864880")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.