WEBSTERROGERS FINANCIAL ADVISORS, LLC

Q4 2025 13F Holdings

  • Location
    florence, SC
  • Num holdings

    94

  • Value ($000)

    $344,428

  • Date Filed
    01/08/2026
  • Form type
    13F-HR
  • CIK
    0001841757
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG

VANGUARD INDEX FDS

GROWTH ETF
$30.15M
9 %

61,809

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$28.47M
8 %

254,660

DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$17.04M
5 %

538,263

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$16.48M
5 %

200,137

DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$15.52M
5 %

408,155

AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$15.25M
4 %

197,950

AVIV

AMERICAN CENTY ETF TR

INTERNATIONAL LR
$14.43M
4 %

202,554

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$13.59M
4 %

288,718

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$13.59M
4 %

179,389

VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$13.39M
4 %

228,066

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