§ 13F · FUND PROFILE
WEBSTERROGERS FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $333M (13F)Positions · 91Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 66K | $29M | 8.2% | +6% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 238K | $26M | 7.6% | −7% |
| 3 | DIHP | DIMENSIONAL ETF TRUST | 557K | $18M | 5.1% | +4% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 191K | $16M | 4.6% | −5% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 198K | $16M | 4.6% | ±0% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 428K | $16M | 4.5% | +5% |
| 7 | AVIV | AMERICAN CENTY ETF TR | 207K | $15M | 4.4% | +2% |
| 8 | AVLV | AMERICAN CENTY ETF TR | 183K | $15M | 4.2% | +2% |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | 295K | $14M | 4.0% | +2% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 64K | $14M | 3.9% | +7% |
§ 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 $333 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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