Wescott Financial Advisory Group, LLC

Q1 2026 13F Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2026
Value
$1.14B
Value excl. options
$1.14B
Num holdings
193
Date filed
5/12/2026
Form type
13F-HR
Prev filing
2/12/2026
Next filing
8/4/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type