WEBSTERROGERS FINANCIAL ADVISORS, LLC

Q2 2026 13F Holdings

  • Location
    florence, SC
  • Num holdings

    103

  • Value ($000)

    $390,390

  • Date Filed
    07/15/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$35.86M
9 %

416,280

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$29.58M
8 %

230,978

DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$20.2M
5 %

591,850

AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$17.78M
5 %

184,217

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$16.63M
4 %

70,298

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$16.58M
4 %

181,790

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$16.58M
4 %

185,862

AVIV

AMERICAN CENTY ETF TR

INTERNATIONAL LR
$16.36M
4 %

211,302

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$15.36M
4 %

328,187

VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$14.65M
4 %

251,714

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