Portfolio (Quarterly) Guide ↗

Wescott Financial Advisory Group, LLC

· CIK 0001864880

13F Portfolio $1.1B AUM 209 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 77 Added 55 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VXF	VANGUARD INDEX FDS	—	2,746	$574K	0.05%	SOLD
2	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	1,459	$375K	0.03%	SOLD
3	ISRG	INTUITIVE SURGICAL INC	Healthcare	436	$247K	0.02%	SOLD
4	OGN	ORGANON & CO	Healthcare	11,062	$79K	0.01%	SOLD

Sector Allocation

Financial Services 48.8%

Healthcare 16.0%

Technology 13.1%

Industrials 7.8%

Consumer Defensive 4.5%

Communication Services 3.7%

Energy 2.9%

Consumer Cyclical 2.5%

Utilities 0.4%

Basic Materials 0.1%