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Latest Wescott Financial Advisory Group, LLC Stock Portfolio

Wescott Financial Advisory Group, LLC Performance:
2025 Q3: 2.45%YTD: 4.22%2024: 5.07%
Performance for 2025 Q3 is 2.45%, and YTD is 4.22%, and 2024 is 5.07%.

About Wescott Financial Advisory Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Wescott Financial Advisory Group, LLC reported an equity portfolio of $1.1 Billions as of 30 Sep, 2025.

The top stock holdings of Wescott Financial Advisory Group, LLC are VB, QQQ, VFLQ. The fund has invested 16.1% of it's portfolio in VANGUARD INDEX FDS and 7.9% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off VANGUARD INTL EQUITY INDEX F (VEU) and STITCH FIX INC (SFIX) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ORGANON & CO (OGN) and VANGUARD INTL EQUITY INDEX F (VEU). Wescott Financial Advisory Group, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), HOME DEPOT INC (HD) and LAS VEGAS SANDS CORP (LVS). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), ALPHABET INC (GOOG) and CHEVRON CORP NEW (CVX).

Wescott Financial Advisory Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wescott Financial Advisory Group, LLC made a return of 2.45% in the last quarter. In trailing 12 months, it's portfolio return was 4.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard bd index fds257,773
home depot inc239,199
las vegas sands corp223,229
sprott asset management lp209,532
l3harris technologies inc203,744
New stocks bought by Wescott Financial Advisory Group, LLC

Additions

Ticker% Inc.
walmart inc141
alphabet inc45.48
chevron corp new26.62
alphabet inc26.48
microsoft corp24.88
jpmorgan chase & co.24.79
select sector spdr tr22.00
pepsico inc20.25
Additions to existing portfolio by Wescott Financial Advisory Group, LLC

Reductions

Ticker% Reduced
vanguard index fds-29.57
organon & co-26.41
vanguard intl equity index f-21.29
perella weinberg partners-19.59
lockheed martin corp-14.88
pfizer inc-12.75
unilever plc-11.18
dimensional etf trust-9.48
Wescott Financial Advisory Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
stitch fix inc-48,100
vanguard intl equity index f-362,578
Wescott Financial Advisory Group, LLC got rid off the above stocks

Sector Distribution

Wescott Financial Advisory Group, LLC has about 91.1% of it's holdings in Others sector.

Sector%
Others91.1
Technology2.4
Healthcare2.3
Industrials1.4

Market Cap. Distribution

Wescott Financial Advisory Group, LLC has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED91
MEGA-CAP6.1
LARGE-CAP2.6

Stocks belong to which Index?

About 8.4% of the stocks held by Wescott Financial Advisory Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others91.4
S&P 5008.4
Top 5 Winners (%)%
TSLA
tesla inc
37.7 %
CMI
cummins inc
28.8 %
GOOG
alphabet inc
27.8 %
ORCL
oracle corp
24.9 %
GOOG
alphabet inc
23.0 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
7.2 M
IJR
ishares tr
3.3 M
AAPL
apple inc
2.8 M
IJR
ishares tr
2.3 M
IJR
ishares tr
1.6 M
Top 5 Losers (%)%
FSK
fs kkr cap corp
-24.7 %
CARR
carrier global corporation
-18.4 %
CI
the cigna group
-12.8 %
CSL
carlisle cos inc
-11.9 %
PAYO
payoneer global inc
-11.7 %
Top 5 Losers ($)$
CSL
carlisle cos inc
-0.3 M
LLY
eli lilly & co
-0.2 M
FSK
fs kkr cap corp
-0.1 M
PG
procter and gamble co
-0.1 M
COST
costco whsl corp new
-0.1 M

Wescott Financial Advisory Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wescott Financial Advisory Group, LLC

Wescott Financial Advisory Group, LLC has 177 stocks in it's portfolio. About 56.2% of the portfolio is in top 10 stocks. CSL proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Wescott Financial Advisory Group, LLC last quarter.

Last Reported on: 05 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions