CIK 1841757
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
94
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–94 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 15K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 12K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 730 | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| AVMU | AMERICAN CENTY ETF TR | 8K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| AVSF | AMERICAN CENTY ETF TR | 7K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 283 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| IAPR | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 6K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| PAPR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 218 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 742 | $100K–$500K | SH |
| UAPR | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 642 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 175 | $100K–$500K | SH |
| PFF | ISHARES TR | 7K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 840 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| IVV | ISHARES TR | 296 | $100K–$500K | SH |