WEBSTERROGERS FINANCIAL ADVISORS, LLC
Q3 2026 13F filing
Updated 3 days ago100 disclosed positions worth $379.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $38.7M | 429.0K | 10.19% | — |
| 2 | ? N/A AMERICAN CENTY ETF TR | $29.1M | 227.3K | 7.67% | — |
| 3 | N DIMENSIONAL ETF TRUST | $20.6M | 610.4K | 5.42% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $17.7M | 187.8K | 4.65% | — |
| 5 | B VANGUARD SPECIALIZED FUNDS | $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 | V VANGUARD SCOTTSDALE FDS | $14.8M | 334.2K | 3.91% | — |
| 10 | V VANGUARD SCOTTSDALE FDS | $14.5M | 252.4K | 3.83% | — |
| 11 | V VANGUARD INDEX FDS | $14M | 20.0K | 3.69% | — |
| 12 | V VANGUARD SCOTTSDALE FDS | $12.8M | 225.5K | 3.37% | — |
| 13 | V VANGUARD SCOTTSDALE FDS | $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 | P PIMCO ETF TR | $8.2M | 165.4K | 2.15% | — |
| 17 | V VANGUARD MUN BD FDS | $7.3M | 153.2K | 1.91% | — |
| 18 | ? N/A AMERICAN CENTY ETF TR | $7.2M | 103.4K | 1.88% | — |
| 19 | J J P MORGAN EXCHANGE TRADED F | $6.3M | 123.9K | 1.65% | — |
| 20 | ? N/A ETF OPPORTUNITIES TRUST | $6M | 124.2K | 1.59% | — |
| 21 | V VANGUARD SCOTTSDALE FDS | $5.4M | 69.9K | 1.42% | — |
| 22 | V VANGUARD SCOTTSDALE FDS | $5.1M | 102.6K | 1.36% | — |
| 23 | V VANGUARD SCOTTSDALE FDS | $4.9M | 72.2K | 1.30% | — |
| 24 | V VANGUARD BD INDEX FDS | $4.6M | 91.9K | 1.20% | — |
| 25 | R DIMENSIONAL ETF TRUST | $4.2M | 50.9K | 1.11% | — |
| 26 | V VANGUARD MUN BD FDS | $3.9M | 54.1K | 1.02% | — |
| 27 | V VANGUARD INDEX FDS | $3.7M | 41.4K | 0.98% | — |
| 28 | S SPDR SERIES TRUST | $3M | 96.4K | 0.78% | — |
| 29 | V VANGUARD BD INDEX FDS | $2.9M | 37.5K | 0.75% | — |
| 30 | Q INVESCO QQQ TR | $2.8M | 3.8K | 0.75% | — |
| 31 | S SCHWAB STRATEGIC TR | $2.7M | 108.5K | 0.72% | — |
| 32 | V VANGUARD BD INDEX FDS | $2.4M | 33.5K | 0.62% | — |
| 33 | V VANGUARD ADMIRAL FDS INC | $2.1M | 24.1K | 0.54% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 37.3K | 0.54% | — |
| 35 | ? N/A INNOVATOR ETFS TRUST | $1.9M | 118.5K | 0.49% | — |
| 36 | J J P MORGAN EXCHANGE TRADED F | $1.6M | 29.0K | 0.43% | — |
| 37 | V VANGUARD INTL EQUITY INDEX F | $1.6M | 37.7K | 0.42% | — |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 34.6K | 0.42% | — |
| 39 | A APPLE INC | $1.6M | 4.7K | 0.41% | — |
| 40 | A DIMENSIONAL ETF TRUST | $1.5M | 22.3K | 0.39% | — |
| 41 | V VANGUARD INDEX FDS | $1.1M | 2.9K | 0.29% | — |
| 42 | M MICROSOFT CORP | $1.1M | 2.1K | 0.28% | — |
| 43 | ? N/A INNOVATOR ETFS TRUST | $963K | 24.7K | 0.25% | — |
| 44 | R DIMENSIONAL ETF TRUST | $903K | 11.7K | 0.24% | — |
| 45 | V VANGUARD BD INDEX FDS | $895K | 12.3K | 0.24% | — |
| 46 | V VANGUARD BD INDEX FDS | $880K | 14.0K | 0.23% | — |
| 47 | V VANGUARD INDEX FDS | $752K | 2.6K | 0.20% | — |
| 48 | ? N/A AMERICAN CENTY ETF TR | $750K | 6.9K | 0.20% | — |
| 49 | J JOHNSON & JOHNSON | $714K | 2.7K | 0.19% | — |
| 50 | A AON PLC | $686K | 2.5K | 0.18% | — |