First seen by DFX
Sep 13, 2026
date not stated
Wescott Financial Advisory Group LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Wescott is a $4.2 billion wealth adviser that sells family office services to multi-generational client families.)
First seen by DFX
Sep 12, 2026
date not stated
Wescott Financial Advisory Group LLC found on the SEC adviser roster (services_description)
Wescott Financial Advisory Group, LLC reported $1,140,975,194 across 209 13(f) positions for the quarter ended 2026-03-31
Wescott Financial Advisory Group, LLC reported $1,145,705,806 across 202 13(f) positions for the quarter ended 2025-12-31
Wescott Financial Advisory Group, LLC reduced Vanguard Star Fds 98,545 -> 73,502 shares ($7,239,123 -> $5,544,974)
Wescott Financial Advisory Group, LLC opened a $2,972,434 position in Schwab Strategic Tr (90,623 shares)
Wescott Financial Advisory Group, LLC increased Nvidia Corporation 9,588 -> 13,029 shares ($1,788,900 -> $2,429,906)
Wescott Financial Advisory Group, LLC reported $1,114,608,790 across 193 13(f) positions for the quarter ended 2025-09-30
Wescott Financial Advisory Group, LLC reported $1,045,435,271 across 191 13(f) positions for the quarter ended 2025-06-30
Wescott Financial Advisory Group, LLC increased Vanguard Index Fds 4,359 -> 16,474 shares ($1,198,124 -> $5,007,080)
Wescott Financial Advisory Group, LLC reported $964,594,470 across 189 13(f) positions for the quarter ended 2025-03-31
Wescott Financial Advisory Group, LLC opened a $7,984,416 position in Berkshire Hathaway Inc Del (10 shares)
Wescott Financial Advisory Group, LLC increased Microsoft Corp 8,749 -> 13,530 shares ($3,687,819 -> $5,079,004)
Wescott Financial Advisory Group, LLC reduced Northrop Grumman Corp 5,046 -> 1,139 shares ($2,368,045 -> $583,195)
Wescott Financial Advisory Group, LLC reported $965,018,510 across 191 13(f) positions for the quarter ended 2024-12-31