Wescott Financial Advisory Group Q2 2026 Portfolio Activity Analysis

Wescott Financial Advisory Group has recently adjusted its investment strategy during Q2 2026. The firm appears to have focused on adding exposure to specific sectors and ETFs while strategically reducing positions in others.

The most significant activity observed this quarter involves substantial increases across several holdings:

• VUG (Vanguard Information Technology ETF) saw a massive 514.81% increase in shares, representing one of the largest additions to Wescott's portfolio.
• VO (Vanguard S&P 500 ETF) experienced a substantial 270.04% increase in shares, adding significant value to Wescott's position.
• BIV (Vanguard Balanced Index Fund) showed a moderate but notable 7.21% change, indicating steady interest from the firm.
• IWF (iShares Core Small-Cap Growth ETF) demonstrated strong growth with a nearly 300% increase in shares during this period.
• MGK (Vanguard Total Bond Market ETF) showed remarkable expansion, increasing by approximately 400% in the quarter.

In contrast to these significant purchases, Wescott Financial Advisory Group also reduced its exposure to certain funds:

• IEFA (iShares Core MSCI EAFE ETF) experienced a decrease of 2.25% in shares, though it remains one of the larger positions.
• DFUV (Dimensional ETF Trust - Growth Style Opportunities Fund) saw an approximate 2.25% reduction during this quarter.

The investor also noted slight adjustments to other existing positions:

• VTES (Vanguard Wellington Income & Growth ETF) increased by 1.95%
• IVV (iShares Core S&P Total U.S. Stock Market ETF) grew by 2.42%
• VOO" showed a small increase of 1.71%
• QQQ" (iShares Core Nasdaq-100 ETF) increased by just 0.92%

• DFIV (Dimensional ETF Trust - Small Cap Value Fund) increased by 3.73%
• IJH" (iShares Core S&P Small-Cap Index Fund) grew by 8.26%