Websterrogers Financial Advisors, LLC - Q12026 Holdings

Websterrogers Financial Advisors, LLC holds 95 stocks with a total portfolio value of $ 349.52M as of Q12026. In Q12026, Websterrogers Financial Advisors, LLC added 6 new positions, increased stakes in 48 stocks, reduced 19 holdings, and fully exited 5 positions. The largest holding is Vanguard Index Fds (VUG), representing 8.19% of the total portfolio.