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WEBSTERROGERS FINANCIAL ADVISORS, LLC 13F holdings

Filed 2026-07-15 · WEBSTERROGERS FINANCIAL ADVISORS, LLC · 103 positions · $390.4M

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TickerCompanySharesValue% of portfolio
VUGVANGUARD INDEX FDS416.3K$35.9M9.2%
AVUSAMERICAN CENTY ETF TR231.0K$29.6M7.6%
DIHPDIMENSIONAL ETF TRUST591.9K$20.2M5.2%
AVEMAMERICAN CENTY ETF TR184.2K$17.8M4.6%
VIGVANGUARD SPECIALIZED FUNDS70.3K$16.6M4.3%
AVLVAMERICAN CENTY ETF TR181.8K$16.6M4.2%
AVDEAMERICAN CENTY ETF TR185.9K$16.6M4.2%
AVIVAMERICAN CENTY ETF TR211.3K$16.4M4.2%
VMBSVANGUARD SCOTTSDALE FDS328.2K$15.4M3.9%
VGSHVANGUARD SCOTTSDALE FDS251.7K$14.6M3.8%
DUHPDIMENSIONAL ETF TRUST331.8K$13.8M3.5%
VOOVANGUARD INDEX FDS19.6K$13.5M3.5%
VGITVANGUARD SCOTTSDALE FDS182.8K$10.8M2.8%
DFACDIMENSIONAL ETF TRUST223.5K$9.9M2.5%
DFISDIMENSIONAL ETF TRUST257.8K$9.0M2.3%
VGLTVANGUARD SCOTTSDALE FDS157.5K$8.7M2.2%
VTEBVANGUARD MUN BD FDS167.4K$8.5M2.2%
SMMUPIMCO ETF TR161.6K$8.2M2.1%
VCLTVANGUARD SCOTTSDALE FDS108.3K$8.2M2.1%
VCITVANGUARD SCOTTSDALE FDS92.5K$7.6M2.0%
AVSCAMERICAN CENTY ETF TR103.8K$7.6M2.0%
JMSTJ P MORGAN EXCHANGE TRADED F125.4K$6.4M1.6%
VSLUETF OPPORTUNITIES TRUST110.2K$5.1M1.3%
VCSHVANGUARD SCOTTSDALE FDS57.8K$4.6M1.2%
VUSBVANGUARD BD INDEX FDS90.7K$4.5M1.2%
DFUSDIMENSIONAL ETF TRUST51.1K$4.2M1.1%
VNQVANGUARD INDEX FDS40.2K$3.9M1.0%
FLRNSPDR SERIES TRUST95.1K$2.9M0.8%
QQQINVESCO QQQ TR3.8K$2.8M0.7%
BSVVANGUARD BD INDEX FDS35.9K$2.8M0.7%
VCRMVANGUARD MUN BD FDS36.5K$2.8M0.7%
JEPIJ P MORGAN EXCHANGE TRADED F43.6K$2.5M0.6%
BNDVANGUARD BD INDEX FDS28.9K$2.1M0.5%
DFUVDIMENSIONAL ETF TRUST37.8K$2.1M0.5%
VOOGVANGUARD ADMIRAL FDS INC24.1K$2.0M0.5%
—INNOVATOR ETFS TRUST110.4K$1.8M0.5%
VNQIVANGUARD INTL EQUITY INDEX F36.1K$1.6M0.4%
DFATDIMENSIONAL ETF TRUST22.5K$1.6M0.4%
DFNMDIMENSIONAL ETF TRUST31.2K$1.5M0.4%
AAPLAPPLE INC5.0K$1.5M0.4%
SCHPSCHWAB STRATEGIC TR49.1K$1.3M0.3%
VTIVANGUARD INDEX FDS2.9K$1.1M0.3%
TLTISHARES TR11.4K$986,9160.3%
BLVVANGUARD BD INDEX FDS14.3K$983,3510.3%
DFASDIMENSIONAL ETF TRUST11.8K$967,6850.2%
AONAON PLC2.6K$877,9830.2%
MSFTMICROSOFT CORP2.3K$851,2340.2%
VBVANGUARD INDEX FDS2.6K$801,0640.2%
BIVVANGUARD BD INDEX FDS10.2K$781,5650.2%
CATCATERPILLAR INC730$777,3770.2%
AVDVAMERICAN CENTY ETF TR6.9K$706,2020.2%
JNJJOHNSON & JOHNSON2.7K$684,6320.2%
PDTHANCOCK JOHN PREM DIVID FD52.0K$673,4000.2%
VXUSVANGUARD STAR FDS7.4K$629,7450.2%
DFAXDIMENSIONAL ETF TRUST14.9K$550,5840.1%
SOSOUTHERN CO5.7K$542,9630.1%
AMATAPPLIED MATLS INC750$542,2500.1%
IGLBISHARES TR10.8K$540,0820.1%
CSCOCISCO SYS INC4.5K$530,4490.1%
KLACKLA CORP1.8K$527,9930.1%
Top Fund Holdings
13F
Top Fund Holdings

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