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Websterrogers Financial Advisors, LLC
WebsterRogers Financial Advisors, LLC is a registered investment adviser offering financial planning, portfolio management, and investment advisory services.
Investment Strategy
Primarily uses no-load mutual funds and exchange-traded funds (ETFs), focusing on cost-efficiency, long-term strategies, and factor-based portfolio construction.
Latest 13F Filing Activity
Websterrogers Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 90 equity positions with a total 13F market value of $333M. The fund increased holdings in American Centy Etf TR, Vanguard Specialized Funds, Dimensional Etf Trust among other positions. Websterrogers Financial Advisors, LLC reduced exposure to Vanguard BD Index FDS, Eli Lilly & Co., Aon PLC among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 8.93% | $29.8M | 62,107 | $302.86 | $479.61 | +$314.8K |
A AVUS | AMERICAN CENTY ETF TR | 8.41% | $28.1M | 258,103 | $66.10 | $108.70 | +$1.6M |
D DIHP | DIMENSIONAL ETF TRUST | 4.96% | $16.5M | 544,193 | $23.80 | $30.40 | +$677.1K |
A AVDE | AMERICAN CENTY ETF TR | 4.80% | $16.0M | 202,935 | $56.26 | $78.90 | +$765.8K |
D DUHP | DIMENSIONAL ETF TRUST | 4.60% | $15.3M | 405,756 | $26.02 | $37.77 | +$1.1M |
Industry Allocation
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