Holdings
Wescott Financial Advisory Group, LLC
As of Jun 30, 2026, Wescott Financial Advisory Group, LLC reported 84 positions worth US$137M. Largest: Apple Inc, Merck & Company, Inc. and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 67,427 | US$19.5M | +5,038 | Jun 30, 2026 |
| Merck & Company, Inc. | 132K | US$17M | +106 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 25,438 | US$12.7M | −23 | Jun 30, 2026 |
| Eli Lilly And Company | 9,460 | US$11.3M | +54 | Jun 30, 2026 |
| Johnson & Johnson | 20,318 | US$5.16M | −508 | Jun 30, 2026 |
| Microsoft Corp. | 12,885 | US$4.81M | −131 | Jun 30, 2026 |
| Norfolk Southern Corporation | 14,811 | US$4.66M | +4 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,292 | US$4.39M | +252 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 23,952 | US$3.51M | +774 | Jun 30, 2026 |
| Exxon Mobil Corporation | 24,302 | US$3.32M | −610 | Jun 30, 2026 |