Wescott Financial Advisory Group, LLC
Wescott Financial Advisory Group, LLC is an SEC-registered, fee-only investment advisory and wealth management firm founded in 1987 with its headquarters in Philadelphia, Pennsylvania. The firm employs approximately 54 people and serves high-net-worth and ultra-high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. Wescott is known for its interdisciplinary team of experts, including JDs, CPAs, MBAs, CFAs, and a Ph.D., with backgrounds in investments, financial planning, law, family counseling, psychology, and taxation. The firm has a national reputation for its holistic, client-focused approach, integrating financial and life-planning expertise.
Investment Strategy
Wescott's investment strategy combines a proactive, evidence-based approach to asset allocation and investment selection with comprehensive financial planning. Their Life-Minded Wealth® methodology unites investment management with long-term holistic planning, including estate, tax, and philanthropic strategies, tailored to the unique needs and aspirations of high- and ultra-high-net-worth clients. Advisors construct portfolios based on clients’ risk profiles and objectives, ensuring coordination across investments, taxes, estate, and insurance matters. The firm’s interdisciplinary team integrates financial and behavioral expertise to guide complex wealth and family dynamics.
Latest 13F Filing Activity
Wescott Financial Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 173 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Ishares TR among other positions. Wescott Financial Advisory Group, LLC reduced exposure to Merck & Co. Inc., Apple Inc., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.08% | $168.1M | 295,867 | $439.49 | $568.03 | +$16.9M |
Q QQQ | INVESCO QQQ TR | 7.79% | $81.5M | 147,672 | $334.50 | $551.64 | +$12.6M |
V VTES | VANGUARD WELLINGTON FD | 6.15% | $64.3M | 637,076 | $100.46 | $100.93 | -$759.8K |
I IWP | ISHARES TR | 4.62% | $48.3M | 348,373 | $122.72 | $138.68 | +$5.9M |
I IEFA | ISHARES TR | 4.23% | $44.2M | 529,251 | $69.85 | $83.48 | +$3.8M |