StockDriftsStockDriftsTop 50 Websterrogers Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.19% | 416.3K | $35.9M | +5.91%(+23.22K) | $51.85(+71.99%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7.58% | 231.0K | $29.6M | -2.79%(-6.63K) | $63.59(+108.20%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.17% | 591.9K | $20.2M | +6.20%(+34.53K) | $23.70(+50.09%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.55% | 184.2K | $17.8M | -7.05%(-13.98K) | $56.37(+66.17%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.26% | 70.3K | $16.6M | +9.97%(+6.37K) | $199.17(+23.04%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.25% | 181.8K | $16.6M | -0.55%(-1.01K) | $51.67(+83.92%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.25% | 185.9K | $16.6M | -2.69%(-5.13K) | $55.64(+69.53%) | 2026-06-30 | |
| AVIV | AMERICAN CENTY ETF TR | 4.19% | 211.3K | $16.4M | +2.08%(+4.30K) | $47.20(+76.22%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.94% | 328.2K | $15.4M | +11.29%(+33.29K) | $46.19(-0.17%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.75% | 251.7K | $14.6M | +7.88%(+18.39K) | $58.38(-0.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.25% | +41.42% | +6.08% | +34.31% |
| Top 20 Holdings Unweighted | +10.05% | +33.28% | +4.32% | +23.52% |
Websterrogers Financial Advisors LLC reports $390.39M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.2%), AVUS (7.6%) and DIHP (5.2%). The top 20 holdings account for 76.29% of reported assets. Its disclosed equity book has returned +41.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Websterrogers Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841757). View Websterrogers Financial Advisors LLC’s 13F filings on SEC