Wescott Financial Advisory Group, LLC - Q42025 Holdings

Wescott Financial Advisory Group, LLC holds 186 stocks with a total portfolio value of $ 1.15B as of Q42025. In Q42025, Wescott Financial Advisory Group, LLC added 20 new positions, increased stakes in 94 stocks, reduced 59 holdings, and fully exited 11 positions. The largest holding is Vanguard Index Fds (VOO), representing 15.56% of the total portfolio.