Wescott Financial Advisory Group, LLC
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$1.3B
Holdings
191
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 284.3k shares)
14.7%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 292.5k shares)
7.6%
03
$VTES
VANGUARD WELLINGTON FD
Q1 2026: Exited (was 668.6k shares)
6.4%
04
$IVV
ISHARES TR
Q1 2026: Exited (was 618 shares)
4.3%
05
$IEFA
ISHARES TR
Q1 2026: Sold 83.6% (1.05M → 172.6k shares)
4.0%
06
$IWP
ISHARES TR
Q1 2026: Exited (was 337.4k shares)
3.8%
07
$IEMG
ISHARES INC
Q1 2026: Exited (was 950 shares)
3.7%
08
$DFIS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.29M shares)
3.5%
09
$DFUV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 770.0k shares)
3.3%
10
$IWB
ISHARES TR
Q1 2026: Sold 90.9% (87.4k → 8.0k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.