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Manager record

Wescott Financial Advisory Group, LLC

Philadelphia, PA · CIK 1864880 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.29BReported 13F valueQ2 2026 · as filed
216Holdings listed
+13.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.0B$1.0BQ2 2025191 holdingsQ3 2025: $1.1B$1.1BQ3 2025193 holdingsQ4 2025: $1.1B$1.1BQ4 2025202 holdingsQ1 2026: $1.1B$1.1BQ1 2026209 holdingsQ2 2026: $1.3B$1.3BQ2 2026216 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$1.29B · 216 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$1.14B · 209 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$1.15B · 202 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$1.11B · 193 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$1.05B · 191 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology