Websterrogers Financial Advisors
Websterrogers Financial Advisors reported 100 stocks worth $379M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VUG (10.2%), AVUS (7.7%) and DIHP (5.4%). Compared with Q2 2026, the fund opened new positions in SFLR, SCMB and PSEP, added to VUG, DIHP and AVEM, trimmed AVUS, AVDE and AVLV and sold out of TLT, IGLB and PNOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $38.7M | 10.2% | 429K | +13K (+3%) | 8 of 8 | |
| 2 |  AVUS Avantis U.s. Equity ETF | $29.1M | 7.7% | 227K | −3,721 (−2%) | 8 of 8 | |
| 3 |  DIHP Dimensional Intern High | $20.6M | 5.4% | 610K | +19K (+3%) | 8 of 8 | |
| 4 |  AVEM American Centy ETF TR | $17.7M | 4.7% | 188K | +3,544 (+2%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $17.1M | 4.5% | 73K | +2,781 (+4%) | 8 of 8 | |
| 6 |  AVIV American Centy ETF TR | $17M | 4.5% | 213K | +1,930 (+1%) | 8 of 8 | |
| 7 |  AVDE American Centy ETF TR | $16.6M | 4.4% | 184K | −1,858 (−1%) | 8 of 8 | |
| 8 |  AVLV American Centy ETF TR | $16.3M | 4.3% | 181K | −1,077 (−1%) | 8 of 8 | |
| 9 |  VMBS Vanguard Scottsdale Fds | $14.8M | 3.9% | 334K | +5,987 (+2%) | 8 of 8 | |
| 10 |  VGSH Vanguard Scottsdale Fds | $14.5M | 3.8% | 252K | +705 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $13.8M | 332K |
 TLT Ishares TR | $987K | 11K |
 IGLB Ishares TR | $540K | 11K |
 PNOV Innovator Etfs Trust | $260K | 5,858 |
 XOM Exxon Mobil Corp | $250K | 1,832 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Websterrogers Financial Advisors 13F FAQ
What does Websterrogers Financial Advisors own?
Websterrogers Financial Advisors reported 100 stocks worth $379M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VUG (10.2%), AVUS (7.7%) and DIHP (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Websterrogers Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 29 added to, 29 trimmed and 7 sold out. New positions include SFLR, SCMB and PSEP. It sold all of TLT, IGLB and PNOV.
When will Websterrogers Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Websterrogers Financial Advisors's portfolio worth?
The Q3 2026 filing reports $379M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.