WF
| |
Wescott Financial Advisory Group, LLC13F | |
| Wescott Financial Advisory Group, LLC | |
| Last update 2025-05-14 | 172 Stocks (6 new) |
| Value $965.00 Mil | Turnover 3 % |
Wescott Financial Advisory Gro... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 294,132 | 151,157.4 | +4.51% | 15.670 | +0.68% | 0.030 | +17.21% | +7.08% | 654,655.2 | ||
QQQ | INVESCO QQQ Trust | 146,837 | 68,855.1 | 0% | 7.140 | 0% | 0.020 | +22.10% | +8.69% | 355,935.0 | ||
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 647,297 | 65,059.8 | +2.46% | 6.740 | +0.16% | 8.560 | +2.44% | +2.22% | 1,032.3 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 361,063 | 42,421.3 | +5.66% | 4.400 | +0.24% | 0.260 | +22.32% | +8.60% | 21,905.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 533,696 | 40,374.1 | -1.28% | 4.190 | -0.05% | 0.030 | +15.26% | +20.32% | 142,203.0 | ||
IVV | iShares Core S&P 500 ETF | 66,067 | 37,123.4 | -4.40% | 3.850 | -0.19% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
DFIS |
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
| 1,361,318 | 35,176.4 | +10.29% | 3.650 | +0.34% | 1.350 | +20.15% | +24.22% | 2,863.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 651,513 | 35,162.2 | -0.31% | 3.650 | -0.01% | 0.040 | +17.68% | +16.42% | 95,715.8 | ||
DFUV | Dimensional US Marketwide Value ETF | 849,792 | 35,019.9 | -0.55% | 3.630 | -0.02% | 0.310 | +13.10% | +5.78% | 11,743.6 | ||
IWB | iShares Russell 1000 ETF | 90,515 | 27,764.7 | -3.61% | 2.880 | -0.11% | 0.070 | +17.48% | +6.92% | 41,925.2 |
Wescott Financial Advisory Group, LLC's Historical Top Holdings Breakdowns
Wescott Financial Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.83% | 663000 ($729331) 801950 | $712,842.00 | -2.26% | New holding | 10 | 10 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.68% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Add 4.51% | 294,132 | 12,698 | |
DFIS |
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
| 2025-03-31 | Add Add | +0.34% | 23.92 ($25.57) 26.87 | $30.01 | 17.36% | Add 10.29% | 1,361,318 | 127,027 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.27% | 73.78 ($75.44) 76.59 | $76.41 | 1.29% | Add 13.66% | 282,413 | 33,934 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Add Add | +0.24% | 114.9 ($128.55) 139.6 | $137.51 | 6.97% | Add 5.66% | 361,063 | 19,329 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.19% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Reduce -4.4% | 66,067 | -3,041 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.19% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Add 54.65% | 13,530 | 4,781 | |
NOC | Northrop Grumman Corp | 2025-03-31 | Reduce Reduce | -0.19% | 433.45 ($477.41) 513.82 | $514.60 | 7.79% | Reduce -77.43% | 1,139 | -3,907 | |
IWS | iShares Russell Mid-Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.18% | 122.59 ($130.21) 135.24 | $134.84 | 3.56% | Reduce -5.81% | 216,782 | -13,380 | |
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 2025-03-31 | Add Add | +0.16% | 100.03 ($100.59) 101.25 | $101.05 | 0.46% | Add 2.46% | 647,297 | 15,511 |
Wescott Financial Advisory Group, LLC Total Holding History ($B)
Wescott Financial Advisory Group, LLC's Asset Allocation
Wescott Financial Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wescott Financial Advisory Group, LLC's Hypothetical Growth since 2025-03-31
Wescott Financial Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wescott Financial Advisory Group, LLC's Holdings Heat Map
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Wescott Financial Advisory Group, LLC's Holdings Bubble Chart
Wescott Financial Advisory Group, LLC News
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