§ 13F · FUND PROFILE
WEBSTERROGERS FINANCIAL ADVISORS, LLC.
AUM · $390M (13F)Positions · 103Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 416K | $36M | 9.2% | +535% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 231K | $30M | 7.6% | −3% |
| 3 | DIHP | DIMENSIONAL ETF TRUST | 592K | $20M | 5.2% | +6% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 184K | $18M | 4.6% | −7% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 70K | $17M | 4.3% | +10% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 182K | $17M | 4.2% | −1% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 186K | $17M | 4.2% | −3% |
| 8 | AVIV | AMERICAN CENTY ETF TR | 211K | $16M | 4.2% | +2% |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | 328K | $15M | 3.9% | +11% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 252K | $15M | 3.8% | +8% |
§ 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 $390 million in assets. The fund runs a portfolio of 103 positions.
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