What does WEBSTERROGERS FINANCIAL ADVISORS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WEBSTERROGERS FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$29M66K8.2%

AMERICAN CENTY ETF TR

$26M238K7.6%

DIMENSIONAL ETF TRUST

$18M557K5.1%

AMERICAN CENTY ETF TR

$16M191K4.6%

AMERICAN CENTY ETF TR

$16M198K4.6%

DIMENSIONAL ETF TRUST

$16M428K4.5%

AMERICAN CENTY ETF TR

$15M207K4.4%

AMERICAN CENTY ETF TR

$15M183K4.2%

VANGUARD SCOTTSDALE FDS

$14M295K4.0%

VANGUARD SPECIALIZED FUNDS

$14M64K3.9%

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