Wescott Financial Advisory Group, LLC

13F filer, CIK 1864880, Philadelphia, PA

Wescott Financial Advisory Group, LLC reported $964,594,470 across 172 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 55.79% of the portfolio.

Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001172661-25-001836

Period: 2025-03-31
Reported value: $965M
Holdings: 172
Top 10 weight: 55.79%
New: 6
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BRK-Anew	+10	$7.98M
VOOadded	+12,698	$6.53M
DFISadded	+127,027	$3.28M
BIVadded	+33,934	$2.6M
IWPadded	+19,329	$2.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NOCreduced	-3,907	-$2M
IVVreduced	-3,041	-$1.71M
IWSreduced	-13,380	-$1.69M
IWBreduced	-3,394	-$1.04M
SPTSreduced	-33,053	-$966K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001836, largest first. % of portfolio is the value over $964,594,470, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	294,132	$151M	15.67%	+12,698	Timeline
QQQINVESCO QQQ TR	146,837	$68.9M	7.14%	-7	Timeline
VTESVANGUARD WELLINGTON FD	647,297	$65.1M	6.74%	+15,511	Timeline
IWPISHARES TR	361,063	$42.4M	4.4%	+19,329	Timeline
IEFAISHARES TR	533,696	$40.4M	4.19%	-6,914	Timeline
IVVISHARES TR	66,067	$37.1M	3.85%	-3,041	Timeline
DFISDIMENSIONAL ETF TRUST	1,361,318	$35.2M	3.65%	+127,027	Timeline
IEMGISHARES INC	651,513	$35.2M	3.65%	-2,030	Timeline
DFUVDIMENSIONAL ETF TRUST	849,792	$35M	3.63%	-4,719	Timeline
IWBISHARES TR	90,515	$27.8M	2.88%	-3,394	Timeline
IWSISHARES TR	216,782	$27.3M	2.83%	-13,380	Timeline
DFGRDIMENSIONAL ETF TRUST	966,696	$25.4M	2.63%	-3,799	Timeline
VCSHVANGUARD SCOTTSDALE FDS	313,477	$24.7M	2.57%	-5,533	Timeline
BIVVANGUARD BD INDEX FDS	282,413	$21.6M	2.24%	+33,934	Timeline
DFIVDIMENSIONAL ETF TRUST	424,098	$16.7M	1.73%	+6,362	Timeline
DFLVDIMENSIONAL ETF TRUST	522,864	$16M	1.66%	+33,828	Timeline
MRKMERCK & CO INC	163,143	$14.6M	1.52%	-207	Timeline
AAPLAPPLE INC	57,154	$12.7M	1.32%	-928	Timeline
DFAEDIMENSIONAL ETF TRUST	455,684	$11.8M	1.22%	-2,486	Timeline
AGGISHARES TR	100,114	$9.9M	1.03%	+3,528	Timeline
DFASDIMENSIONAL ETF TRUST	160,785	$9.61M	1%	+9,340	Timeline
SPTSSPDR SERIES TRUST	301,423	$8.81M	0.91%	-33,053	Timeline
ISTBISHARES TR	180,550	$8.73M	0.91%	+8,161	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	10	$7.98M	0.83%	new	Timeline
LLYELI LILLY & CO	9,387	$7.75M	0.8%	+6	Timeline
IJHISHARES TR	130,639	$7.62M	0.79%	+16,614	Timeline
IVWISHARES TR	81,787	$7.59M	0.79%	+3,252	Timeline
IVEISHARES TR	34,472	$6.57M	0.68%	+1,275	Timeline
VUGVANGUARD INDEX FDS	16,424	$6.09M	0.63%	-1,521	Timeline
VXUSVANGUARD STAR FDS	91,989	$5.71M	0.59%	-7,347	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,526	$5.61M	0.58%	+50	Timeline
VOVANGUARD INDEX FDS	21,609	$5.59M	0.58%	-2,111	Timeline
MSFTMICROSOFT CORP	13,530	$5.08M	0.53%	+4,781	Timeline
SUSBISHARES TR	196,706	$4.92M	0.51%	+9,268	Timeline
LRGFISHARES TR	83,789	$4.85M	0.5%	-1,828	Timeline
ACWIISHARES TR	40,695	$4.74M	0.49%	+2,213	Timeline
NSCNORFOLK SOUTHN CORP	18,847	$4.46M	0.46%	0	Timeline
VTVVANGUARD INDEX FDS	25,065	$4.33M	0.45%	-2,812	Timeline
VEAVANGUARD TAX-MANAGED FDS	79,967	$4.06M	0.42%	-6,551	Timeline
IJRISHARES TR	38,141	$3.99M	0.41%	-757	Timeline
PGPROCTER & GAMBLE CO	23,143	$3.94M	0.41%	-128	Timeline
DFNMDIMENSIONAL ETF TRUST	79,701	$3.79M	0.39%	-10,437	Timeline
SPYMSPDR SERIES TRUST	52,416	$3.45M	0.36%	-94	Timeline
BSVVANGUARD BD INDEX FDS	42,647	$3.34M	0.35%	-3,100	Timeline
IXUSISHARES TR	47,651	$3.33M	0.34%	-73	Timeline
JNJJOHNSON & JOHNSON	19,219	$3.19M	0.33%	-430	Timeline
LQDISHARES TR	29,257	$3.18M	0.33%	+2,837	Timeline
SCHMSCHWAB STRATEGIC TR	109,425	$2.87M	0.3%	-2,163	Timeline
XOMEXXON MOBIL CORP	24,054	$2.86M	0.3%	-91	Timeline
SHYISHARES TR	34,367	$2.84M	0.29%	+1,386	Timeline
VGSHVANGUARD SCOTTSDALE FDS	45,207	$2.65M	0.28%	-207	Timeline
NEARISHARES U S ETF TR	48,484	$2.47M	0.26%	+3,592	Timeline
MMM3M CO	15,720	$2.31M	0.24%	+6	Timeline
CSLCARLISLE COS INC	6,403	$2.18M	0.23%	+3	Timeline
IWFISHARES TR	5,993	$2.16M	0.22%	-141	Timeline
DFAIDIMENSIONAL ETF TRUST	67,594	$2.11M	0.22%	+12,114	Timeline
IGSBISHARES TR	38,511	$2.02M	0.21%	-636	Timeline
ESGEISHARES INC	54,914	$1.92M	0.2%	+2,725	Timeline
METAMETA PLATFORMS INC	3,108	$1.79M	0.19%	+47	Timeline
HSYHERSHEY CO	10,051	$1.72M	0.18%	+58	Timeline
NUSCNUSHARES ETF TR	42,357	$1.62M	0.17%	+1,096	Timeline
SUBISHARES TR	15,278	$1.61M	0.17%	-1,977	Timeline
SCZISHARES TR	24,959	$1.59M	0.16%	+253	Timeline
ESMLISHARES TR	40,604	$1.56M	0.16%	+1,023	Timeline
USMVISHARES TR	16,497	$1.55M	0.16%	-1,916	Timeline
SPSBSPDR SERIES TRUST	50,426	$1.52M	0.16%	-8,798	Timeline
VIOOVANGUARD ADMIRAL FDS INC	15,380	$1.48M	0.15%	0	Timeline
GSGOLDMAN SACHS GROUP INC	2,602	$1.42M	0.15%	-147	Timeline
VOEVANGUARD INDEX FDS	8,571	$1.38M	0.14%	-90	Timeline
ITOTISHARES TR	11,262	$1.37M	0.14%	+450	Timeline
SUSAISHARES TR	11,739	$1.35M	0.14%	-131	Timeline
EAGGISHARES TR	27,601	$1.31M	0.14%	+2,131	Timeline
DFAUDIMENSIONAL ETF TRUST	33,559	$1.29M	0.13%	+44	Timeline
MARMARRIOTT INTL INC NEW	5,232	$1.25M	0.13%	-322	Timeline
VTIVANGUARD INDEX FDS	4,359	$1.2M	0.12%	+14	Timeline
SLQDISHARES TR	23,336	$1.17M	0.12%	-1,027	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,224	$1.16M	0.12%	-5	Timeline
LMTLOCKHEED MARTIN CORP	2,425	$1.08M	0.11%	-7	Timeline
CORCENCORA INC	3,645	$1.01M	0.11%	-138	Timeline
VBRVANGUARD INDEX FDS	5,403	$1.01M	0.1%	-661	Timeline
EFGISHARES TR	9,975	$998K	0.1%	+870	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,755	$982K	0.1%	-95	Timeline
IGIBISHARES TR	17,635	$926K	0.1%	+18	Timeline
MGCVANGUARD WORLD FD	4,430	$892K	0.09%	+13	Timeline
VVVANGUARD INDEX FDS	3,386	$870K	0.09%	+12	Timeline
ESGDISHARES TR	10,538	$861K	0.09%	-2,914	Timeline
IWOISHARES TR	3,324	$849K	0.09%	+291	Timeline
NVDANVIDIA CORPORATION	7,784	$844K	0.09%	-70	Timeline
NULGNUSHARES ETF TR	10,179	$797K	0.08%	-547	Timeline
DISDISNEY WALT CO	7,969	$787K	0.08%	-180	Timeline
GEGE AEROSPACE	3,883	$777K	0.08%	-158	Timeline
MGKVANGUARD WORLD FD	2,466	$762K	0.08%	0	Timeline
IAUISHARES GOLD TR	12,797	$755K	0.08%	-3,450	Timeline
JPMJPMORGAN CHASE & CO	2,943	$722K	0.07%	+16	Timeline
AMZNAMAZON COM INC	3,767	$717K	0.07%	+119	Timeline
GOOGLALPHABET INC	4,628	$716K	0.07%	+1	Timeline
VEUVANGUARD INTL EQUITY INDEX F	11,262	$683K	0.07%	-819	Timeline
NULVNUSHARES ETF TR	16,744	$678K	0.07%	-53	Timeline
BACBANK OF AMER CORP	15,696	$655K	0.07%	+283	Timeline
CVXCHEVRON CORPORATION	3,866	$647K	0.07%	+374	Timeline
IUSGISHARES TR	4,897	$622K	0.06%	+7	Timeline
VBVANGUARD INDEX FDS	2,795	$620K	0.06%	-61	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,422	$602K	0.06%	+59	Timeline
MUBISHARES TR	5,627	$593K	0.06%	-605	Timeline
NOCNORTHROP GRUMMAN CORP	1,139	$583K	0.06%	-3,907	Timeline
IWDISHARES TR	3,054	$575K	0.06%	+4	Timeline
TTTRANE TECHNOLOGIES PLC	1,669	$562K	0.06%	-81	Timeline
NUDMNUSHARES ETF TR	17,181	$547K	0.06%	+249	Timeline
UNILEVER PLCUNILEVER PLC	9,032	$538K	0.06%	0
RTXRTX CORPORATION	4,019	$532K	0.06%	+56	Timeline
KOCOCA COLA CO	6,890	$493K	0.05%	+132	Timeline
VXFVANGUARD INDEX FDS	2,782	$479K	0.05%	-58	Timeline
VWOVANGUARD INTL EQUITY INDEX F	10,461	$473K	0.05%	-202	Timeline
FSKFS KKR CAP CORP	22,334	$468K	0.05%	0	Timeline
PWPPERELLA WEINBERG PARTNERS	25,097	$462K	0.05%	+87	Timeline
SGOVISHARES TR	4,515	$455K	0.05%	+28	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,472	$450K	0.05%	-262	Timeline
USIGISHARES TR	8,804	$450K	0.05%	+120	Timeline
TSLATESLA INC	1,729	$448K	0.05%	-745	Timeline
PWVINVESCO EXCHANGE TRADED FD T	7,119	$424K	0.04%	0	Timeline
VYMVANGUARD WHITEHALL FDS	3,273	$422K	0.04%	-191	Timeline
IWMISHARES TR	2,030	$405K	0.04%	+545	Timeline
GILDGILEAD SCIENCES INC	3,570	$400K	0.04%	+17	Timeline
MCDMCDONALDS CORP	1,266	$396K	0.04%	+17	Timeline
SCHFSCHWAB STRATEGIC TR	19,886	$393K	0.04%	-5,400	Timeline
PFEPFIZER INC	15,293	$388K	0.04%	-1,088	Timeline
GOOGALPHABET INC	2,467	$385K	0.04%	+37	Timeline
IJJISHARES TR	3,177	$380K	0.04%	+1	Timeline
QCOMQUALCOMM INC	2,438	$375K	0.04%	+48	Timeline
GLDSPDR GOLD TR	1,249	$360K	0.04%	-60	Timeline
IBBISHARES TR	2,769	$354K	0.04%	0	Timeline
INTFISHARES TR	11,280	$348K	0.04%	-1,254	Timeline
PEPPEPSICO INC	2,318	$348K	0.04%	-78	Timeline
NFLXNETFLIX INC.	357	$333K	0.03%	+6	Timeline
CLCOLGATE PALMOLIVE CO	3,444	$323K	0.03%	-73	Timeline
PULSPGIM ETF TR	6,469	$322K	0.03%	+27	Timeline
SMLFISHARES TR	5,049	$314K	0.03%	-2,811	Timeline
CITHE CIGNA GROUP	952	$313K	0.03%	+3	Timeline
GEVGE VERNOVA INC	1,013	$309K	0.03%	+8	Timeline
SOLVSOLVENTUM CORP	3,923	$298K	0.03%	0	Timeline
SYYSYSCO CORP	3,848	$289K	0.03%	+116	Timeline
EPDENTERPRISE PRODS PARTNERS L	8,331	$284K	0.03%	+1,500	Timeline
CVSCVS HEALTH CORP	4,152	$281K	0.03%	-2,960	Timeline
CSCOCISCO SYS INC	4,528	$279K	0.03%	+468	Timeline
VGTVANGUARD WORLD FD	515	$279K	0.03%	+2	Timeline
CATCATERPILLAR INC	841	$277K	0.03%	-34	Timeline
QUALISHARES TR	1,613	$276K	0.03%	-38	Timeline
PNCPNC FINL SVCS GROUP INC	1,564	$275K	0.03%	-15	Timeline
VZVERIZON COMMUNICATIONS INC	5,807	$263K	0.03%	+324	Timeline
CMICUMMINS INC	831	$260K	0.03%	-10	Timeline
AVLVAMERICAN CENTY ETF TR	3,988	$260K	0.03%	+875	Timeline
CARRCARRIER GLOBAL CORPORATION	3,994	$253K	0.03%	+51	Timeline
OGNORGANON & CO	16,856	$251K	0.03%	+177	Timeline
DFARDIMENSIONAL ETF TRUST	10,439	$248K	0.03%	0	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	4,879	$234K	0.02%	+58	Timeline
PENPENUMBRA INC	853	$228K	0.02%	0	Timeline
BNYBANK OF NY MELLON CORP	2,695	$226K	0.02%	+3	Timeline
SDYSPDR SERIES TRUST	1,661	$225K	0.02%	-16	Timeline
ECLECOLAB INC	884	$224K	0.02%	+14	Timeline
AMGNAMGEN INC	719	$224K	0.02%	new	Timeline
AVGOBROADCOM INC	1,326	$222K	0.02%	+48	Timeline
ORCLORACLE CORP	1,562	$218K	0.02%	+31	Timeline
VCITVANGUARD SCOTTSDALE FDS	2,617	$214K	0.02%	-190	Timeline
PMPHILIP MORRIS INTL INC	1,341	$213K	0.02%	new	Timeline
OTISOTIS WORLDWIDE CORP	1,963	$203K	0.02%	new	Timeline
NEENEXTERA ENERGY INC	2,850	$202K	0.02%	new	Timeline
DFAXDIMENSIONAL ETF TRUST	7,668	$201K	0.02%	-1,184	Timeline
OGCPEMPIRE ST RLTY OP L P	16,474	$139K	0.01%	0	Timeline
PAYOPAYONEER GLOBAL INC	17,477	$128K	0.01%	0	Timeline
ESBAEMPIRE ST RLTY OP L P	16,408	$127K	0.01%	0	Timeline
ANVSANNOVIS BIO INC	41,607	$62.4K	0.01%	0	Timeline
SFIXSTITCH FIX INC	10,000	$32.5K	<0.01%	new	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SCHGSCHWAB STRATEGIC TR	20,043	$559K	shares
BNDXVANGUARD CHARLOTTE FDS	7,281	$357K	shares
DLSWISDOMTREE TR	4,429	$279K	shares
SCHBSCHWAB STRATEGIC TR	11,721	$266K	shares
PPLPPL CORP	7,008	$227K	shares
VBKVANGUARD INDEX FDS	804	$225K	shares
XLKSELECT SECTOR SPDR TR	967	$225K	shares
LVSLAS VEGAS SANDS CORP	4,031	$207K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-001836	base		2025-05-14	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC