Wescott Financial Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Philadelphia, PA
CIK
0001864880
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 164 713,922 VOO, QQQ, VTES, DFUV 13F-HR 2/13/2024 000117266124000813
Q3 2023 158 546,983 QQQ, VTES, DFUV, IWS 13F-HR 11/9/2023 000117266123003691
Q2 2023 161 566,005 QQQ, VTES, DFUV, IWS 13F-HR 8/11/2023 000117266123002932
Q1 2023 157 460,198 QQQ, DFUV, IWS, IVV 13F-HR 5/10/2023 000117266123001944
Q4 2022 157 463,785 AGG, QQQ, DFUV, IWS 13F-HR 2/6/2023 000117266123000464
Q3 2022 139 359,194 QQQ, DFUV, IWS, IVV 13F-HR 11/14/2022 000160658722002316
Q2 2022 131 368,396 QQQ, DFUV, IWS, IVV 13F-HR 7/28/2022 000160658722001529
Q1 2022 128 388,187 QQQ, IWS, IVV, IWB 13F-HR 5/16/2022 000160658722001187
Q4 2021 72 194,205 QQQ, IWS, IWB, DFIV 13F-HR 1/31/2022 000160658722000183
Q3 2021 69 176,835 QQQ, IWS, IWB, DFIV 13F-HR 10/29/2021 000122107321000109
Q2 2021 65 169,720 QQQ, IWS, IWB, AAPL 13F-HR 8/10/2021 000122107321000092
Q1 2021 62 154,068 QQQ, IWS, IWB, AAPL 13F-HR 6/25/2021 000122107321000070
Q4 2020 59 142,434 QQQ, IWS, IWB, LRGF 13F-HR 6/25/2021 000122107321000069