WEBSTERROGERS FINANCIAL ADVISORS, LLC
•CIK: 1841757•Filing: Q4 2025
WEBSTERROGERS FINANCIAL ADVISORS, LLC manages $344M across a diversified portfolio of 94 positions. The strategy exhibits a notable overweighting toward growth and sector-specific themes, evidenced by top holdings including VUG at $30.2M and AVUS at $28.5M. Significant allocations are also maintained in DIHP ($17.0M), AVDE ($16.5M), and DUHP ($15.5M). This concentration suggests a tactical focus on high-growth equities and specialized market segments.
Total AUM
$344.4M
QoQ Performance
+3.3%
Positions
51
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
AVUS
VUG8.8%
AVUS8.3%
DIHP4.9%
AVDE4.8%
DUHP4.5%
AVEM4.4%
AVIV4.2%
VMBS3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
ETF3.4%
Technology1.0%
Financial0.6%
Healthcare0.4%
Consumer0.4%
Utilities0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑29 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023