WEBSTERROGERS FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, WEBSTERROGERS FINANCIAL ADVISORS, LLC held in its portfolio 94 assets valued at $344,428,250 (i.e. $344.43M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($30.15M), AMERICAN CENTY ETF TR ($28.47M), and DIMENSIONAL ETF TRUST ($17.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WEBSTERROGERS FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 61809 | 30154195 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 254660 | 28465986 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 538263 | 17044110 | INTL HIGH PROFIT |
| AMERICAN CENTY ETF TR | 200137 | 16475316 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 408155 | 15522155 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 197950 | 15246148 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 202554 | 14427961 | INTERNATIONAL LR |
| VANGUARD SCOTTSDALE FDS | 288718 | 13592875 | MTG-BKD SECS ETF |
| AMERICAN CENTY ETF TR | 179389 | 13592330 | US LARGE CAP VLU |
| VANGUARD SCOTTSDALE FDS | 228066 | 13394319 | SHORT TERM TREAS |
| VANGUARD SPECIALIZED FUNDS | 59498 | 13076473 | DIV APP ETF |
| VANGUARD INDEX FDS | 18103 | 11353025 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 240907 | 9537535 | US CORE EQUITY 2 |
| VANGUARD SCOTTSDALE FDS | 157583 | 9443969 | INTER TERM TREAS |
| VANGUARD MUN BD FDS | 174166 | 8758845 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 252149 | 8305791 | INTL SMALL CAP E |
| VANGUARD SCOTTSDALE FDS | 143852 | 8026989 | LONG TERM TREAS |
| PIMCO ETF TR | 152338 | 7682409 | SHTRM MUN BD ACT |
| VANGUARD SCOTTSDALE FDS | 98563 | 7476024 | LG-TERM COR BD |
| VANGUARD SCOTTSDALE FDS | 81265 | 6805966 | INT-TERM CORP |
| J P MORGAN EXCHANGE TRADED F | 124583 | 6346268 | ULTRA SHT MUNCPL |
| AMERICAN CENTY ETF TR | 94825 | 5570036 | AVANTIS US SMALL |
| VANGUARD BD INDEX FDS | 85925 | 4282541 | VANGUARD ULTRA |
| VANGUARD SCOTTSDALE FDS | 53205 | 4242085 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 53734 | 3985499 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 35913 | 3178009 | REAL ESTATE ETF |
| VANGUARD BD INDEX FDS | 39479 | 3111364 | SHORT TRM BOND |
| SPDR SERIES TRUST | 92244 | 2834676 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 44623 | 2554253 | EQUITY PREMIUM |
| INVESCO QQQ TR | 3770 | 2316441 | UNIT SER 1 |
| VANGUARD BD INDEX FDS | 25900 | 1918414 | TOTAL BND MRKT |
| INNOVATOR ETFS TRUST | 104601 | 1839937 | S&P INVT GRD PFD |
| DIMENSIONAL ETF TRUST | 38956 | 1814997 | US MKTWIDE VALUE |
| VANGUARD ADMIRAL FDS INC | 4023 | 1788802 | 500 GRTH IDX F |
| VANGUARD BD INDEX FDS | 22451 | 1560846 | LONG TERM BOND |
| DIMENSIONAL ETF TRUST | 31698 | 1526893 | NATL MUN BD ETF |
| APPLE INC | 5434 | 1477290 | COM |
| VANGUARD INTL EQUITY INDEX F | 31558 | 1446642 | GLB EX US ETF |
| DIMENSIONAL ETF TRUST | 23388 | 1392530 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 45681 | 1210094 | US TIPS ETF |
| MICROSOFT CORP | 2285 | 1105074 | COM |
| VANGUARD INDEX FDS | 2837 | 951183 | TOTAL STK MKT |
| AON PLC | 2647 | 934073 | SHS CL A |
| AMERICAN CENTY ETF TR | 9200 | 864524 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 11981 | 834726 | US SMALL CAP ETF |
| VANGUARD MUN BD FDS | 10649 | 804745 | CORE TAX EXEMPT |
| VANGUARD BD INDEX FDS | 10192 | 793825 | INTERMED TERM |
| VANGUARD INDEX FDS | 2615 | 674562 | SMALL CP ETF |
| HANCOCK JOHN PREM DIVID FD | 52000 | 660400 | COM SH BEN INT |
| VANGUARD STAR FDS | 7366 | 555713 | VG TL INTL STK F |
| JOHNSON & JOHNSON | 2551 | 528078 | COM |
| WALMART INC | 4438 | 494500 | COM |
| DIMENSIONAL ETF TRUST | 15020 | 491636 | WORLD EX US CORE |
| DUKE ENERGY CORP NEW | 3989 | 467551 | COM NEW |
| MANULIFE FINL CORP | 12026 | 436303 | COM |
| BANK AMERICA CORP | 7774 | 427570 | COM |
| CATERPILLAR INC | 730 | 418195 | COM |
| ISHARES TR | 4768 | 415579 | 20 YR TR BD ETF |
| NVIDIA CORPORATION | 2177 | 406011 | COM |
| LOWES COS INC | 1576 | 380068 | COM |
| PEPSICO INC | 2623 | 376453 | COM |
| JPMORGAN CHASE & CO. | 1147 | 369847 | COM |
| DIMENSIONAL ETF TRUST | 11198 | 364740 | EMGR CRE EQT MNG |
| AMERICAN CENTY ETF TR | 7802 | 360764 | CORE MUNI FXD IN |
| MCDONALDS CORP | 1092 | 333748 | COM |
| AMERICAN CENTY ETF TR | 7087 | 333691 | AVANTIS SHFXDINC |
| CISCO SYS INC | 4226 | 325529 | COM |
| ABBVIE INC | 1334 | 304963 | COM |
| ELI LILLY & CO | 283 | 304134 | COM |
| AUTOMATIC DATA PROCESSING IN | 1095 | 281882 | COM |
| INNOVATOR ETFS TRUST | 9109 | 280922 | INTRNL DEV APRL |
| SCHWAB STRATEGIC TR | 13405 | 280039 | US REIT ETF |
| ANALOG DEVICES INC | 1032 | 279878 | COM |
| VANGUARD CHARLOTTE FDS | 5641 | 272588 | TOTAL INT BD ETF |
| ABBOTT LABS | 2138 | 267876 | COM |
| CHEVRON CORP NEW | 1632 | 248830 | COM |
| INNOVATOR ETFS TRUST | 5858 | 244747 | US EQTY PWR BUF |
| INNOVATOR ETFS TRUST | 6211 | 242974 | US EQT PWR BUF |
| VANGUARD WORLD FD | 1818 | 242694 | FINANCIALS ETF |
| AFLAC INC | 2148 | 236860 | COM |
| BLACKROCK INC | 218 | 233334 | COM |
| ALPHABET INC | 742 | 232255 | CAP STK CL A |
| INNOVATOR ETFS TRUST | 7000 | 229390 | US EQT ULTRA BF |
| EXXON MOBIL CORP | 1905 | 229263 | COM |
| DIMENSIONAL ETF TRUST | 4433 | 221236 | INTERNATNAL VAL |
| WASTE MGMT INC DEL | 1000 | 219710 | COM |
| DIMENSIONAL ETF TRUST | 6560 | 217022 | EMERGING MKTS CO |
| GENERAL DYNAMICS CORP | 642 | 216136 | COM |
| PHILLIPS 66 | 1659 | 214077 | COM |
| KLA CORP | 175 | 212639 | COM NEW |
| ISHARES TR | 6805 | 210683 | PFD AND INCM SEC |
| ILLINOIS TOOL WKS INC | 840 | 206892 | COM |
| PROCTER AND GAMBLE CO | 1431 | 205077 | COM |
| ISHARES TR | 296 | 203023 | CORE S&P500 ETF |
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