WEBSTERROGERS FINANCIAL ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    florence, SC
  • Num holdings

    95

  • Value ($000)

    $349,515

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0001841757
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$28.61M
8 %

65,510

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$26.42M
8 %

237,607

DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$17.96M
5 %

557,315

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$16.2M
5 %

190,994

AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$15.97M
5 %

198,200

DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$15.73M
5 %

427,843

AVIV

AMERICAN CENTY ETF TR

INTERNATIONAL LR
$15.49M
4 %

207,002

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$14.74M
4 %

182,801

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$13.85M
4 %

294,898

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$13.75M
4 %

63,924

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