WEBSTERROGERS FINANCIAL ADVISORS, LLC — 13F holdings

WEBSTERROGERS FINANCIAL ADVISORS, LLC reported 103 holdings worth $390M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $35.9M (9.2%)
  2. AVUS AMERICAN CENTY ETF TR — $29.6M (7.6%)
  3. DIHP DIMENSIONAL ETF TRUST — $20.2M (5.2%)
  4. AVEM AMERICAN CENTY ETF TR — $17.8M (4.6%)
  5. VIG VANGUARD SPECIALIZED FUNDS — $16.6M (4.3%)
  6. AVLV AMERICAN CENTY ETF TR — $16.6M (4.2%)
  7. AVDE AMERICAN CENTY ETF TR — $16.6M (4.2%)
  8. AVIV AMERICAN CENTY ETF TR — $16.4M (4.2%)
  9. VMBS VANGUARD SCOTTSDALE FDS — $15.4M (3.9%)
  10. VGSH VANGUARD SCOTTSDALE FDS — $14.6M (3.8%)