Institutional Manager · CIK 0001841757
WEBSTERROGERS FINANCIAL ADVISORS, LLC
FLORENCE, SC · File #028-20696
Latest AUM
$344.4M
Positions
94
Top-10 Concentration
53.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202594 pos · $344.4M
- 13F HOLDINGS REPORTQ/E Sep 202591 pos · $333.4M
- 13F HOLDINGS REPORTQ/E Jun 202586 pos · $314.5M
- 13F HOLDINGS REPORTQ/E Mar 202584 pos · $292.8M
- 13F HOLDINGS REPORTQ/E Dec 202481 pos · $288.0M
- 13F HOLDINGS REPORTQ/E Sep 202468 pos · $285.8M
- 13F HOLDINGS REPORTQ/E Jun 202468 pos · $280.7M
- 13F HOLDINGS REPORTQ/E Mar 202474 pos · $281.2M
- 13F HOLDINGS REPORTQ/E Dec 202363 pos · $227.4M
- 13F HOLDINGS REPORTQ/E Sep 202361 pos · $229.6M
- 13F HOLDINGS REPORTQ/E Jun 202360 pos · $217.4M
- 13F HOLDINGS REPORTQ/E Mar 202361 pos · $206.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 61,809 | $30.2M | 9.11% |
| 2 | AMERICAN CENTY ETF TR | 025072885 | 254,660 | $28.5M | 8.60% |
| 3 | DIMENSIONAL ETF TRUST | 25434V765 | 538,263 | $17.0M | 5.15% |
| 4 | AMERICAN CENTY ETF TR | 025072703 | 200,137 | $16.5M | 4.98% |
| 5 | DIMENSIONAL ETF TRUST | 25434V831 | 408,155 | $15.5M | 4.69% |
| 6 | AMERICAN CENTY ETF TR | 025072604 | 197,950 | $15.2M | 4.61% |
| 7 | AMERICAN CENTY ETF TR | 025072364 | 202,554 | $14.4M | 4.36% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C771 | 288,718 | $13.6M | 4.11% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 179,389 | $13.6M | 4.11% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C102 | 228,066 | $13.4M | 4.05% |
| 11 | VANGUARD SPECIALIZED FUNDS | 921908844 | 59,498 | $13.1M | 3.95% |
| 12 | VANGUARD INDEX FDS | 922908363 | 18,103 | $11.4M | 3.43% |
| 13 | DIMENSIONAL ETF TRUST | 25434V708 | 240,907 | $9.5M | 2.88% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C706 | 157,583 | $9.4M | 2.85% |
| 15 | VANGUARD MUN BD FDS | 922907746 | 174,166 | $8.8M | 2.65% |
| 16 | DIMENSIONAL ETF TRUST | 25434V773 | 252,149 | $8.3M | 2.51% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C847 | 143,852 | $8.0M | 2.43% |
| 18 | PIMCO ETF TR | 72201R874 | 152,338 | $7.7M | 2.32% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C813 | 98,563 | $7.5M | 2.26% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C870 | 81,265 | $6.8M | 2.06% |