WEBSTERROGERS FINANCIAL ADVISORS, LLC - Portfolio Stock Holdings
WEBSTERROGERS FINANCIAL ADVISORS, LLC disclosed 103 stock positions in a recent SEC 13F filing. $390,385,698 of stock holdings were filed, with the largest holdings including VUG, AVUS, and DIHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $460,501,525 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
103Est. Stock Holding Value:
$390,385,698Top Stock Holdings By Sector
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Portfolio Stock Holdings - WEBSTERROGERS FINANCIAL ADVISORS, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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