WEBSTERROGERS FINANCIAL ADVISORS, LLC

CIK 0001841757 • 6 13F filings • Apr 9, 2025 – Jul 15, 2026

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Filer information

Filed by: WEBSTERROGERS FINANCIAL ADVISORS, LLC, Chief Compliance Officer/Chief Operating Officer
Address: 1411 SECOND LOOP ROAD, FLORENCE, SC, 29505-2801
Phone: 843-656-1144
AUM: $344.4M

AUM over time

$390.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $344.4M94 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$268K	0.1%Prev: 0.1%	2,138 SH	Decreased-150 SH
ABBVIE INC	COM	$305K	0.1%Prev: 0.1%	1,334 SH	Decreased
AFLAC INC	COM	$237K	0.1%Prev: 0.1%	2,148 SH	Decreased
ALPHABET INC	CAP STK CL A	$232K	0.1%	742 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$15.2M	4.4%Prev: 4.6%	197,950 SH	Increased-5,004 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$334K	0.1%Prev: 0.1%	7,087 SH	Decreased
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$5.6M	1.6%Prev: 1.7%	94,825 SH	Decreased-5,592 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$361K	0.1%Prev: 0.1%	7,802 SH	Increased
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$14.4M	4.2%Prev: 4.1%	202,554 SH	Increased-2,333 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$16.5M	4.8%Prev: 4.8%	200,137 SH	Increased-2,798 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$865K	0.3%Prev: 0.2%	9,200 SH	Increased
AMERICAN CENTY ETF TR	US EQT ETF	$28.5M	8.3%Prev: 8.4%	254,660 SH	Increased-3,443 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$13.6M	3.9%Prev: 4.0%	179,389 SH	Increased-4,034 SH
ANALOG DEVICES INC	COM	$280K	0.1%Prev: 0.1%	1,032 SH	Increased
AON PLC	SHS CL A	$934K	0.3%Prev: 0.3%	2,647 SH	Decreased
APPLE INC	COM	$1.5M	0.4%Prev: 0.5%	5,434 SH	Decreased-592 SH
AUTOMATIC DATA PROCESSING IN	COM	$282K	0.1%Prev: 0.1%	1,095 SH	Decreased-20 SH
BANK AMERICA CORP	COM	$428K	0.1%Prev: 0.1%	7,774 SH	Increased
BLACKROCK INC	COM	$233K	0.1%Prev: 0.1%	218 SH	Decreased
CATERPILLAR INC	COM	$418K	0.1%Prev: 0.1%	730 SH	Increased
CHEVRON CORP NEW	COM	$249K	0.1%Prev: 0.1%	1,632 SH	Decreased-23 SH
CISCO SYS INC	COM	$326K	0.1%Prev: 0.1%	4,226 SH	Increased+34 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$217K	0.1%Prev: 0.1%	6,560 SH	Increased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$365K	0.1%Prev: 0.1%	11,198 SH	Decreased-551 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$221K	0.1%Prev: 0.1%	4,433 SH	Increased+2 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$17.0M	4.9%Prev: 5.0%	538,263 SH	Increased-5,930 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$8.3M	2.4%Prev: 2.4%	252,149 SH	Increased-2,068 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.5M	0.4%Prev: 0.5%	31,698 SH	Decreased-1,135 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.5M	2.8%Prev: 2.8%	240,907 SH	Increased-2,159 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.0M	1.2%Prev: 1.2%	53,734 SH	Decreased-1,496 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$15.5M	4.5%Prev: 4.6%	408,155 SH	Increased+2,399 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.8M	0.5%Prev: 0.5%	38,956 SH	Increased-899 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$835K	0.2%Prev: 0.3%	11,981 SH	Decreased-1,085 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.4%Prev: 0.4%	23,388 SH	Increased-411 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$492K	0.1%Prev: 0.1%	15,020 SH	Increased-183 SH
DUKE ENERGY CORP NEW	COM NEW	$468K	0.1%	3,989 SH	New
ELI LILLY & CO	COM	$304K	0.1%Prev: 0.1%	283 SH	Increased
EXXON MOBIL CORP	COM	$229K	0.1%Prev: 0.1%	1,905 SH	Increased+26 SH
GENERAL DYNAMICS CORP	COM	$216K	0.1%Prev: 0.1%	642 SH	Decreased
HANCOCK JOHN PREM DIVID FD	COM SH BEN INT	$660K	0.2%Prev: 0.2%	52,000 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$207K	0.1%Prev: 0.1%	840 SH	Decreased-23 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$281K	0.1%Prev: 0.1%	9,109 SH	Increased
INNOVATOR ETFS TRUST	S&P INVT GRD PFD	$1.8M	0.5%Prev: 0.5%	104,601 SH	Increased+4,773 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$243K	0.1%Prev: 0.1%	6,211 SH	Increased
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$229K	0.1%Prev: 0.1%	7,000 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$245K	0.1%	5,858 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.3M	0.7%Prev: 0.7%	3,770 SH	Increased-7 SH
ISHARES TR	20 YR TR BD ETF	$416K	0.1%Prev: 0.1%	4,768 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$203K	0.1%Prev: 0.1%	296 SH	Decreased-17 SH
ISHARES TR	PFD AND INCM SEC	$211K	0.1%Prev: 0.1%	6,805 SH	Decreased-1,024 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	0.7%Prev: 0.8%	44,623 SH	Decreased-147 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.3M	1.8%Prev: 1.8%	124,583 SH	Increased+4,717 SH
JOHNSON & JOHNSON	COM	$528K	0.2%Prev: 0.1%	2,551 SH	Increased-20 SH
JPMORGAN CHASE & CO.	COM	$370K	0.1%Prev: 0.1%	1,147 SH	Increased
KLA CORP	COM NEW	$213K	0.1%	175 SH	New
LOWES COS INC	COM	$380K	0.1%Prev: 0.1%	1,576 SH	Decreased-44 SH
MANULIFE FINL CORP	COM	$436K	0.1%Prev: 0.1%	12,026 SH	Increased
MCDONALDS CORP	COM	$334K	0.1%Prev: 0.1%	1,092 SH	Decreased-11 SH
MICROSOFT CORP	COM	$1.1M	0.3%Prev: 0.4%	2,285 SH	Decreased+4 SH
NVIDIA CORPORATION	COM	$406K	0.1%Prev: 0.1%	2,177 SH	Increased+59 SH
PEPSICO INC	COM	$376K	0.1%Prev: 0.1%	2,623 SH	Increased-29 SH
PHILLIPS 66	COM	$214K	0.1%Prev: 0.1%	1,659 SH	Decreased
PIMCO ETF TR	SHTRM MUN BD ACT	$7.7M	2.2%Prev: 2.0%	152,338 SH	Increased+19,370 SH
PROCTER AND GAMBLE CO	COM	$205K	0.1%Prev: 0.1%	1,431 SH	Decreased-24 SH
SCHWAB STRATEGIC TR	US REIT ETF	$280K	0.1%Prev: 0.1%	13,405 SH	Decreased-1,174 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.2M	0.4%Prev: 0.4%	45,681 SH	Increased+1,948 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.8M	0.8%	92,244 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.8M	0.5%Prev: 0.5%	4,023 SH	Increased+1 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$794K	0.2%Prev: 0.2%	10,192 SH	Decreased-2 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.6M	0.5%Prev: 0.5%	22,451 SH	Decreased-759 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.1M	0.9%Prev: 0.9%	39,479 SH	Decreased-200 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.9M	0.6%Prev: 0.4%	25,900 SH	Increased+8,259 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.3M	1.2%Prev: 1.3%	85,925 SH	Increased+2,380 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$273K	0.1%	5,641 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$30.2M	8.8%Prev: 8.9%	61,809 SH	Increased-298 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.2M	0.9%Prev: 1.0%	35,913 SH	Decreased+540 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.4M	3.3%Prev: 3.3%	18,103 SH	Increased+1 SH
VANGUARD INDEX FDS	SMALL CP ETF	$675K	0.2%Prev: 0.2%	2,615 SH	Decreased-40 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$951K	0.3%Prev: 0.2%	2,837 SH	Increased+913 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.4M	0.4%Prev: 0.4%	31,558 SH	Decreased+783 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$805K	0.2%Prev: 0.1%	10,649 SH	Increased+6,107 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.8M	2.5%Prev: 2.3%	174,166 SH	Increased+21,408 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.8M	2.0%Prev: 2.0%	81,265 SH	Increased+3,618 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.4M	2.7%Prev: 2.7%	157,583 SH	Increased+7,500 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.5M	2.2%Prev: 2.1%	98,563 SH	Increased+7,493 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$8.0M	2.3%Prev: 2.4%	143,852 SH	Increased+4,693 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$13.6M	3.9%Prev: 3.9%	288,718 SH	Increased+10,192 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.4M	3.9%Prev: 3.8%	228,066 SH	Increased+11,463 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	1.2%Prev: 1.2%	53,205 SH	Increased+2,841 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.1M	3.8%Prev: 3.8%	59,498 SH	Increased+1,500 SH
VANGUARD STAR FDS	VG TL INTL STK F	$556K	0.2%Prev: 0.1%	7,366 SH	Increased+2,136 SH
VANGUARD WORLD FD	FINANCIALS ETF	$243K	0.1%Prev: 0.1%	1,818 SH	Increased
WALMART INC	COM	$495K	0.1%Prev: 0.1%	4,438 SH	Increased
WASTE MGMT INC DEL	COM	$220K	0.1%Prev: 0.1%	1,000 SH	Decreased

Sold (vs prior filing)

SCHWAB STRATEGIC TR — $851K
SPDR SERIES TRUST — $2.7M
VANGUARD INDEX FDS — $201K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 8, 2026	Q4 2025	13F-HR	0001725547-26-000006	$344.4M	View
Oct 9, 2025	Q3 2025	13F-HR	0001725547-25-004100	$333.4M	View
Jul 15, 2026	Q2 2026