§ 13F · FUND PROFILE
WEBSTERROGERS FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $314.5T (13F)Positions · 86Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 62K | $30.2T | 8.8% | ±0% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 255K | $28.5T | 8.3% | −1% |
| 3 | DIHP | DIMENSIONAL ETF TRUST | 538K | $17.0T | 4.9% | −1% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 200K | $16.5T | 4.8% | −1% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 408K | $15.5T | 4.5% | +1% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 198K | $15.2T | 4.4% | −2% |
| 7 | AVIV | AMERICAN CENTY ETF TR | 203K | $14.4T | 4.2% | −1% |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 289K | $13.6T | 3.9% | +4% |
| 9 | AVLV | AMERICAN CENTY ETF TR | 179K | $13.6T | 3.9% | −2% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 228K | $13.4T | 3.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEBSTERROGERS SIGNAL
AC read
WEBSTERROGERS FINANCIAL ADVISORS, LLC is a Other fund managing $314530.6 trillion in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed