Institutional Fund
Websterrogers Financial Advisors, LLC
Florence, SCCIK 18417575 filings on record
Portfolio Value
$349.52M
Q1 2026
Holdings
95
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+1.5%
from $344.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.2%
- American Centy ETF Tr7.6%
- Dimensional ETF Trust5.1%
- American Centy ETF Tr4.6%
- American Centy ETF Tr4.6%
- Dimensional ETF Trust4.5%
- Other65.4%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 65.5K | $28.61M | 8.2% | +3.7K | Added |
| 2 | American Centy ETF Tr | 237.6K | $26.42M | 7.6% | −17.1K | Reduced |
| 3 | Dimensional ETF Trust | 557.3K | $17.96M | 5.1% | +19.1K | Added |
| 4 | American Centy ETF Tr | 191.0K | $16.20M | 4.6% | −9.1K | Reduced |
| 5 | American Centy ETF Tr | 198.2K | $15.97M | 4.6% | +250 | Added |
| 6 | Dimensional ETF Trust | 427.8K | $15.73M | 4.5% | +19.7K | Added |
| 7 | American Centy ETF Tr | 207.0K | $15.49M | 4.4% | +4.4K | Added |
| 8 | American Centy ETF Tr | 182.8K | $14.74M | 4.2% | +3.4K | Added |
| 9 | Vanguard Scottsdale Fds | 294.9K | $13.85M | 4.0% | +6.2K | Added |
| 10 | Vanguard Specialized Funds | 63.9K | $13.75M | 3.9% | +4.4K | Added |
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