WEBSTERROGERS FINANCIAL ADVISORS, LLC
CIK: 0001841757SEC EDGAR →
Portfolio Value
$344.4M
Holdings
94
As of
Q4 2025
New Positions
5
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 61,809 | $30.2M | 8.75% |
| 2 | AMERICAN CENTY ETF TR | 254,660 | $28.5M | 8.26% |
| 3 | DIMENSIONAL ETF TRUST | 538,263 | $17.0M | 4.95% |
| 4 | AMERICAN CENTY ETF TR | 200,137 | $16.5M | 4.78% |
| 5 | DIMENSIONAL ETF TRUST | 408,155 | $15.5M | 4.51% |
| 6 | AMERICAN CENTY ETF TR | 197,950 | $15.2M | 4.43% |
| 7 | AMERICAN CENTY ETF TR | 202,554 | $14.4M | 4.19% |
| 8 | VANGUARD SCOTTSDALE FDS | 288,718 | $13.6M | 3.95% |
| 9 | AMERICAN CENTY ETF TR | 179,389 | $13.6M | 3.95% |
| 10 | VANGUARD SCOTTSDALE FDS | 228,066 | $13.4M | 3.89% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $330.6M | 96.0% |
| Technology | 7 | $4.5M | 1.3% |
| Unknown | 3 | $3.4M | 1.0% |
| Healthcare | 4 | $1.4M | 0.4% |
| Industrials | 5 | $1.3M | 0.4% |
| Consumer Defensive | 3 | $1.1M | 0.3% |
| Consumer Cyclical | 2 | $713K | 0.2% |
| Energy | 3 | $691K | 0.2% |
| Utilities | 1 | $467K | 0.1% |
| Communication Services | 1 | $232K | 0.1% |