Wescott Financial Advisory Group, LLC
CIK
1864880
Location
Philadelphia, PA
Portfolio Value
Micro
$245,536
Diversification
Moderately concentrated
Filing Date
Global Rank
#3,781
/ 8,232
▲ 223
Top Industry
Drug Manufacturers - General
26.4%
3Y Alpha vs SPY
-1.4%
Period ended 2 months ago
Filed May 12, 2026 · 33d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.3%
SPY
+76.3%
Annualised alpha
-1.4%
Max drawdown
−18.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
41.9%
−1.3 pts
Top 5
63.8%
−2.0 pts
Top 10
74.3%
−1.3 pts
HHI
1,930
Moderately concentrated−113
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.5% | $90,028,211 |
| Healthcare | 16.1% | $33,335,849 |
| Technology | 12.8% | $26,454,406 |
| Industrials | 8.2% | $17,039,889 |
| Financial Services | 6.5% | $13,399,222 |
| Consumer Defensive | 4.6% | $9,439,442 |
| Communication Services | 2.9% | $6,090,762 |
| Energy | 2.8% | $5,819,763 |
| Consumer Cyclical | 2.5% | $5,125,748 |
| Basic Materials | 0.1% | $245,536 |
| Real Estate | 0.0% | $82,696 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +3,718 | 150,149 | $86,662,999 | |
| VZ | Verizon Communications Inc | +3,150 | 9,517 | $477,753 | |
| AAPL | Apple Inc. | +3,127 | 62,389 | $15,833,704 | |
| AMZN | Amazon Com Inc | +1,711 | 7,021 | $1,462,263 | |
| JNJ | Johnson & Johnson | +1,405 | 20,826 | $5,090,707 | |
| KO | Coca Cola Co | +1,199 | 9,007 | $684,982 | |
| AVGO | Broadcom Inc. | +1,041 | 3,561 | $1,102,165 | |
| MSFT | Microsoft Corp | +933 | 13,016 | $4,818,132 | |
| NVDA | Nvidia Corp | +840 | 13,869 | $2,418,753 | |
| XOM | Exxon Mobil Corp | +750 | 24,912 | $4,226,569 | |
| CVX | Chevron Corp | +728 | 4,346 | $899,187 | |
| BAC | Bank Of America Corp /De/ | +534 | 18,181 | $886,323 | |
| JPM | Jpmorgan Chase & Co | +506 | 3,704 | $1,089,568 | |
| GEV | GE Vernova Inc. | +444 | 1,396 | $1,218,568 | |
| TJX | Tjx Companies Inc /De/ | +378 | 1,800 | $287,460 | |
| HSY | Hershey Co | +336 | 8,117 | $1,687,443 | |
| SLV | iShares Silver Trust | +272 | 4,008 | $273,105 | |
| DIS | Walt Disney Co | +248 | 8,332 | $803,038 | |
| PM | Philip Morris International Inc. | +229 | 1,598 | $264,213 | |
| NFLX | Netflix Inc | +207 | 5,499 | $528,728 | |
| PNC | Pnc Financial Services Group, Inc. | +197 | 1,842 | $383,301 | |
| UL | Unilever PLC | +176 | 6,281 | $357,828 | |
| GOOGL | Alphabet Inc. | +145 | 7,314 | $2,103,213 | |
| PEP | Pepsico Inc | +121 | 2,536 | $393,815 | |
| WMT | Walmart Inc. | +97 | 5,952 | $739,714 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MRK | Merck & Co., Inc. | −10,208 | 132,124 | $15,893,195 | |
| PFE | Pfizer Inc | −4,752 | 8,914 | $250,305 | |
| NSC | Norfolk Southern Corp | −2,090 | 14,807 | $4,249,609 | |
| CSCO | Cisco Systems, Inc. | −751 | 4,071 | $315,868 | |
| QCOM | Qualcomm Inc/De | −674 | 2,500 | $321,950 | |
| GS | Goldman Sachs Group Inc | −360 | 2,370 | $2,004,996 | |
| COR | Cencora, Inc. | −185 | 3,311 | $1,040,117 | |
| META | Meta Platforms, Inc. | −113 | 3,419 | $1,956,112 | |
| GLD | Spdr Gold Trust | −81 | 1,667 | $717,293 | |
| BRK-B | Berkshire Hathaway Inc | −57 | 10,475 | $5,019,620 | |
| LLY | ELI LILLY & Co | −51 | 9,406 | $8,651,356 | |
| CI | Cigna Group | −25 | 983 | $262,215 | |
| CARR | CARRIER GLOBAL Corp | −19 | 4,144 | $233,348 | |
| GE | General Electric Co | −17 | 3,821 | $1,084,285 | |
| BLK | BlackRock, Inc. | −5 | 211 | $202,920 | |
| TT | Trane Technologies plc | −2 | 1,717 | $715,542 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HD | Home Depot, Inc. | 1,012 | $332,836 | |
| BMY | Bristol Myers Squibb Co | 4,366 | $264,797 | |
| LHX | L3harris Technologies, Inc. /De/ | 706 | $243,675 | |
| DGX | Quest Diagnostics Inc | 1,144 | $224,201 | |
| VRT | Vertiv Holdings Co | 891 | $223,266 | |
| T | At&T Inc. | 7,655 | $221,918 | |
| MU | Micron Technology Inc | 621 | $209,798 | |
| ETN | Eaton Corp plc | 562 | $201,010 | |
| No positions match the current search. | ||||
1 positions ·
$245,536 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 923 | $245,536 | 100.00% |