WebsterRogers Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm’s Chief Compliance Officer and Chief Operating Officer, Dana M. Jones, as the authorized signatory.
The portfolio consists of a diverse mix of individual equities and exchange-traded funds (ETFs). Among the notable individual stock positions listed in the filing are Apple Inc. with 4,717 shares, Microsoft Corporation with 2,076 shares, and Johnson & Johnson with 2,696 shares. Other individual holdings include shares of JPMorgan Chase & Co., Visa Inc., Eli Lilly & Co., and Procter & Gamble Co.
A significant portion of the portfolio is allocated to ETFs. The firm holds substantial positions in the Vanguard S&P 500 ETF (Vanguard Index Funds S&P 500 ETF Shares) with 19,999 shares, the Vanguard Total International Stock ETF (Vanguard International Equity Index Fund Global ex-US ETF) with 37,707 shares, and the Vanguard Total Bond Market ETF (Vanguard Total Bond Market Index Fund) with 33,502 shares. Other ETFs in the portfolio include various bond funds, real estate investment trusts, and sector-specific funds managed by providers such as iShares, Dimensional, and PIMCO.
