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Dana M. Jones

Websterrogers Financial Advisors, Llc

Assets Managed
$390.39M
Holdings
103
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.7%(2Q avg: 6.59%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Websterrogers Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Websterrogers Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 390.39M in assets, with a quarterly growth rate of 11.7% and a 2-quarter average growth rate of 6.59%. The portfolio is managed by Dana M. Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 535.45%
9.19%
$35.858M
416,280 shares@ $86.15 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -2.78%
7.58%
$29.584M
230,978 shares@ $128.09 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 6.2%
5.18%
$20.197M
591,850 shares@ $34.13 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -7.05%
4.56%
$17.775M
184,217 shares@ $96.5 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 9.98%
4.27%
$16.634M
70,298 shares@ $236.63 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -0.55%
4.25%
$16.581M
181,790 shares@ $91.22 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -2.68%
4.25%
$16.579M
185,862 shares@ $89.21 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Increased 2.08%
4.2%
$16.359M
211,302 shares@ $77.43 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 11.29%
3.94%
$15.362M
328,187 shares@ $46.82 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 7.89%
3.76%
$14.65M
251,714 shares@ $58.21 avg price

1-10 of 103