WEBSTERROGERS FINANCIAL ADVISORS, LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$333.4B
Holdings
91
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (91 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 62,107 | $29.8B | 8.93% | |
| 2 | AVUSAMERICAN CENTY ETF TR | 258,103 | $28.1B | 8.41% | |
| 3 | DIHPDIMENSIONAL ETF TRUST | 544,193 | $16.5B | 4.96% | |
| 4 | AVDEAMERICAN CENTY ETF TR | 202,935 | $16.0B | 4.80% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 405,756 | $15.3B | 4.60% | |
| 6 | AVEMAMERICAN CENTY ETF TR | 202,954 | $15.2B | 4.57% | |
| 7 | AVIVAMERICAN CENTY ETF TR | 204,887 | $13.8B | 4.14% | |
| 8 | AVLVAMERICAN CENTY ETF TR | 183,423 | $13.3B | 3.98% | |
| 9 | VMBSVANGUARD SCOTTSDALE FDS | 278,526 | $13.1B | 3.92% | |
| 10 | VGSHVANGUARD SCOTTSDALE FDS | 216,603 | $12.7B | 3.82% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 57,998 | $12.5B | 3.75% | |
| 12 | VOOVANGUARD INDEX FDS | 18,102 | $11.1B | 3.32% | |
| 13 | DFACDIMENSIONAL ETF TRUST | 243,066 | $9.4B | 2.81% | |
| 14 | VGITVANGUARD SCOTTSDALE FDS | 150,083 | $9.0B | 2.70% | |
| 15 | DFISDIMENSIONAL ETF TRUST | 254,217 | $8.0B | 2.41% | |
| 16 | VGLTVANGUARD SCOTTSDALE FDS | 139,159 | $7.9B | 2.37% | |
| 17 | VTEBVANGUARD MUN BD FDS | 152,758 | $7.6B | 2.29% | |
| 18 | VCLTVANGUARD SCOTTSDALE FDS | 91,070 | $7.1B | 2.12% | |
| 19 | SMMUPIMCO ETF TR | 132,968 | $6.7B | 2.02% | |
| 20 | VCITVANGUARD SCOTTSDALE FDS | 77,647 | $6.5B | 1.96% | |
| 21 | JMSTJ P MORGAN EXCHANGE TRADED F | 119,866 | $6.1B | 1.83% | |
| 22 | AVSCAMERICAN CENTY ETF TR | 100,417 | $5.7B | 1.72% | |
| 23 | VUSBVANGUARD BD INDEX FDS | 83,545 | $4.2B | 1.25% | |
| 24 | VCSHVANGUARD SCOTTSDALE FDS | 50,364 | $4.0B | 1.21% | |
| 25 | DFUSDIMENSIONAL ETF TRUST | 55,230 | $4.0B | 1.20% | |
| 26 | VNQVANGUARD INDEX FDS | 35,373 | $3.2B | 0.97% | |
| 27 | BSVVANGUARD BD INDEX FDS | 39,679 | $3.1B | 0.94% | |
| 28 | FLRNSPDR SERIES TRUST | 87,321 | $2.7B | 0.81% | |
| 29 | JEPIJ P MORGAN EXCHANGE TRADED F | 44,770 | $2.6B | 0.77% | |
| 30 | NDQINVESCO QQQ TR | 3,777 | $2.3B | 0.68% | |
| 31 | EPRFINNOVATOR ETFS TRUST | 99,828 | $1.8B | 0.55% | |
| 32 | DFUVDIMENSIONAL ETF TRUST | 39,855 | $1.8B | 0.53% | |
| 33 | VOOGVANGUARD ADMIRAL FDS INC | 4,022 | $1.8B | 0.53% | |
| 34 | BLVVANGUARD BD INDEX FDS | 23,210 | $1.6B | 0.49% | |
| 35 | DFNMDIMENSIONAL ETF TRUST | 32,833 | $1.6B | 0.47% | |
| 36 | AAPLAPPLE INC | 6,026 | $1.5B | 0.46% | |
| 37 | VNQIVANGUARD INTL EQUITY INDEX F | 30,775 | $1.5B | 0.44% | |
| 38 | DFATDIMENSIONAL ETF TRUST | 23,799 | $1.4B | 0.42% | |
| 39 | BNDVANGUARD BD INDEX FDS | 17,641 | $1.3B | 0.39% | |
| 40 | MSFTMICROSOFT CORP | 2,281 | $1.2B | 0.35% | |
| 41 | SCHPSCHWAB STRATEGIC TR | 43,733 | $1.2B | 0.35% | |
| 42 | AONAON PLC | 2,647 | $943.9M | 0.28% | |
| 43 | DFASDIMENSIONAL ETF TRUST | 13,066 | $894.5M | 0.27% | |
| 44 | SCHOSCHWAB STRATEGIC TR | 34,885 | $851.2M | 0.26% | |
| 45 | AVDVAMERICAN CENTY ETF TR | 9,200 | $819.1M | 0.25% | |
| 46 | BIVVANGUARD BD INDEX FDS | 10,194 | $796.1M | 0.24% | |
| 47 | PDTHANCOCK JOHN PREM DIVID FD | 52,000 | $693.7M | 0.21% | |
| 48 | VBVANGUARD INDEX FDS | 2,655 | $675.3M | 0.20% | |
| 49 | VTIVANGUARD INDEX FDS | 1,924 | $631.6M | 0.19% | |
| 50 | DFAXDIMENSIONAL ETF TRUST | 15,203 | $477.1M | 0.14% | |
| 51 | JNJJOHNSON & JOHNSON | 2,571 | $476.8M | 0.14% | |
| 52 | WMTWALMART INC | 4,438 | $457.4M | 0.14% | |
| 53 | TLTISHARES TR | 4,768 | $426.1M | 0.13% | |
| 54 | LOWLOWES COS INC | 1,620 | $407.1M | 0.12% | |
| 55 | BACBANK AMERICA CORP | 7,774 | $401.1M | 0.12% | |
| 56 | NVDANVIDIA CORPORATION | 2,118 | $395.2M | 0.12% | |
| 57 | VXUSVANGUARD STAR FDS | 5,230 | $384.2M | 0.12% | |
| 58 | MFCMANULIFE FINL CORP | 12,026 | $374.6M | 0.11% | |
| 59 | PEPPEPSICO INC | 2,652 | $372.4M | 0.11% | |
| 60 | DFAEDIMENSIONAL ETF TRUST | 11,749 | $370.5M | 0.11% | |
| 61 | JPMJPMORGAN CHASE & CO. | 1,147 | $362.0M | 0.11% | |
| 62 | AVMUAMERICAN CENTY ETF TR | 7,802 | $355.8M | 0.11% | |
| 63 | CATCATERPILLAR INC | 730 | $348.3M | 0.10% | |
| 64 | VCRMVANGUARD MUN BD FDS | 4,542 | $341.8M | 0.10% | |
| 65 | MCDMCDONALDS CORP | 1,103 | $335.2M | 0.10% | |
| 66 | AVSFAMERICAN CENTY ETF TR | 7,087 | $334.6M | 0.10% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 1,115 | $327.5M | 0.10% | |
| 68 | SCHHSCHWAB STRATEGIC TR | 14,579 | $314.5M | 0.09% | |
| 69 | ABBVABBVIE INC | 1,334 | $309.0M | 0.09% | |
| 70 | ABTABBOTT LABS | 2,288 | $306.5M | 0.09% | |
| 71 | CSCOCISCO SYS INC | 4,192 | $286.8M | 0.09% | |
| 72 | IAPRINNOVATOR ETFS TRUST | 9,109 | $273.9M | 0.08% | |
| 73 | CVXCHEVRON CORP NEW | 1,655 | $257.1M | 0.08% | |
| 74 | BLKBLACKROCK INC | 218 | $254.2M | 0.08% | |
| 75 | ADIANALOG DEVICES INC | 1,032 | $253.6M | 0.08% | |
| 76 | PFFISHARES TR | 7,829 | $247.6M | 0.07% | |
| 77 | AFLAFLAC INC | 2,148 | $239.9M | 0.07% | |
| 78 | VFHVANGUARD WORLD FD | 1,818 | $238.6M | 0.07% | |
| 79 | PAPRINNOVATOR ETFS TRUST | 6,211 | $238.3M | 0.07% | |
| 80 | PSXPHILLIPS 66 | 1,659 | $225.7M | 0.07% | |
| 81 | ITWILLINOIS TOOL WKS INC | 863 | $225.0M | 0.07% | |
| 82 | UAPRINNOVATOR ETFS TRUST | 7,000 | $225.0M | 0.07% | |
| 83 | PGPROCTER AND GAMBLE CO | 1,455 | $223.6M | 0.07% | |
| 84 | WMWASTE MGMT INC DEL | 1,000 | $220.8M | 0.07% | |
| 85 | GDGENERAL DYNAMICS CORP | 642 | $218.9M | 0.07% | |
| 86 | LLYELI LILLY & CO | 283 | $215.9M | 0.06% | |
| 87 | XOMEXXON MOBIL CORP | 1,879 | $211.9M | 0.06% | |
| 88 | DFEMDIMENSIONAL ETF TRUST | 6,560 | $210.4M | 0.06% | |
| 89 | IVVISHARES TR | 313 | $209.6M | 0.06% | |
| 90 | DFIVDIMENSIONAL ETF TRUST | 4,431 | $204.4M | 0.06% | |
| 91 | VOVANGUARD INDEX FDS | 683 | $200.8M | 0.06% |