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WEBSTERROGERS FINANCIAL ADVISORS, LLC
Updated 3 days agoManaged by Websterrogers Financial Advisors, Llc • Latest filing Q3 2026
Portfolio value
$379.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $344.4M |
| Q1 2026 | $349.5M |
| Q2 2026 | $390.4M |
| Q3 2026 | $379.5M |
Top holdings
100 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $38.7M | 429.0K | 10.19% | — | |
| 2 | ? N/A AMERICAN CENTY ETF TR | $29.1M | 227.3K | 7.67% | — |
| 3 | $20.6M | 610.4K | 5.42% | — | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $17.7M | 187.8K | 4.65% | — |
| 5 | $17.1M | 73.1K | 4.49% | — | |
| 6 | ? N/A AMERICAN CENTY ETF TR | $17M | 213.2K | 4.47% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $16.6M | 184.0K | 4.37% | — |
| 8 | ? N/A AMERICAN CENTY ETF TR | $16.3M | 180.7K | 4.31% | — |
| 9 | $14.8M | 334.2K | 3.91% | — | |
| 10 | $14.5M | 252.4K | 3.83% | — | |
| 11 | $14M | 20.0K | 3.69% | — | |
| 12 | $12.8M | 225.5K | 3.37% | — | |
| 13 | $11.1M | 142.2K | 2.94% | — | |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $9.7M | 217.2K | 2.54% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $9.4M | 258.5K | 2.47% | — |
| 16 | $8.2M | 165.4K | 2.15% | — | |
| 17 | $7.3M | 153.2K | 1.91% | — | |
| 18 | ? N/A AMERICAN CENTY ETF TR | $7.2M | 103.4K | 1.88% | — |
| 19 | $6.3M | 123.9K | 1.65% | — | |
| 20 | ? N/A ETF OPPORTUNITIES TRUST | $6M | 124.2K | 1.59% | — |