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: $314.5M86 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$311K	0.1%	2,287 SH	New
ABBVIE INC	COM	$248K	0.1%Prev: 0.1%	1,334 SH	Decreased-99 SH
AFLAC INC	COM	$227K	0.1%Prev: 0.1%	2,148 SH	Decreased
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.6M	4.6%Prev: 4.6%	212,553 SH	Decreased+14,353 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$336K	0.1%Prev: 0.1%	7,154 SH	Increased+67 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$5.2M	1.6%Prev: 1.8%	100,376 SH	Decreased+1,834 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$349K	0.1%Prev: 0.1%	7,802 SH	Decreased
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$12.9M	4.1%Prev: 4.4%	207,757 SH	Decreased+755 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$15.2M	4.8%Prev: 4.6%	205,995 SH	Decreased+15,001 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$729K	0.2%Prev: 0.3%	9,200 SH	Decreased
AMERICAN CENTY ETF TR	US EQT ETF	$26.5M	8.4%Prev: 7.6%	262,369 SH	Increased+24,762 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$13.1M	4.2%Prev: 4.2%	191,426 SH	Decreased+8,625 SH
ANALOG DEVICES INC	COM	$246K	0.1%Prev: 0.1%	1,032 SH	Decreased-20 SH
AON PLC	SHS CL A	$968K	0.3%Prev: 0.2%	2,713 SH	Increased+66 SH
APPLE INC	COM	$1.3M	0.4%Prev: 0.4%	6,193 SH	Decreased+798 SH
AUTOMATIC DATA PROCESSING IN	COM	$344K	0.1%Prev: 0.1%	1,115 SH	Increased+59 SH
BANK AMERICA CORP	COM	$368K	0.1%Prev: 0.1%	7,778 SH	Decreased+112 SH
BLACKROCK INC	COM	$229K	0.1%Prev: 0.1%	218 SH	Increased-4 SH
CATERPILLAR INC	COM	$283K	0.1%Prev: 0.1%	730 SH	Decreased
CHEVRON CORP NEW	COM	$237K	0.1%	1,655 SH	New
CISCO SYS INC	COM	$291K	0.1%Prev: 0.1%	4,192 SH	Decreased-324 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$340K	0.1%Prev: 0.1%	11,749 SH	Decreased+551 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$15.9M	5.0%Prev: 5.1%	537,932 SH	Decreased-19,383 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$7.6M	2.4%Prev: 2.5%	255,733 SH	Decreased-2,215 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.3M	0.4%Prev: 0.4%	27,357 SH	Decreased-4,341 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.8M	2.8%Prev: 2.6%	246,866 SH	Decreased+10,807 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.8M	1.2%Prev: 1.0%	56,284 SH	Increased+4,940 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$14.3M	4.5%Prev: 4.5%	401,288 SH	Decreased-26,555 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.8M	0.6%Prev: 0.5%	41,525 SH	Decreased+3,522 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$832K	0.3%Prev: 0.2%	13,065 SH	Decreased+1,250 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.3M	0.4%Prev: 0.4%	24,602 SH	Decreased+1,212 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$447K	0.1%Prev: 0.1%	15,234 SH	Decreased+213 SH
ELI LILLY & CO	COM	$242K	0.1%Prev: 0.1%	310 SH	Increased+66 SH
EXXON MOBIL CORP	COM	$203K	0.1%Prev: 0.1%	1,879 SH	Decreased-199 SH
HANCOCK JOHN PREM DIVID FD	COM SH BEN INT	$685K	0.2%Prev: 0.2%	52,000 SH	Increased
ILLINOIS TOOL WKS INC	COM	$213K	0.1%Prev: 0.1%	863 SH	Decreased+23 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$266K	0.1%	9,109 SH	New
INNOVATOR ETFS TRUST	S&P INVT GRD PFD	$1.7M	0.5%Prev: 0.5%	96,819 SH	Decreased-12,114 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$232K	0.1%	6,211 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$219K	0.1%	7,000 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.1M	0.7%Prev: 0.6%	3,777 SH	Decreased-81 SH
ISHARES TR	PFD AND INCM SEC	$223K	0.1%Prev: 0.1%	7,282 SH	Increased+143 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	0.8%Prev: 0.7%	43,620 SH	Decreased-1,471 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.1M	1.9%Prev: 1.8%	119,412 SH	Decreased-6,319 SH
JOHNSON & JOHNSON	COM	$393K	0.1%Prev: 0.2%	2,571 SH	Decreased-124 SH
JPMORGAN CHASE & CO.	COM	$333K	0.1%	1,147 SH	New
LOWES COS INC	COM	$359K	0.1%Prev: 0.1%	1,620 SH	Decreased+44 SH
MANULIFE FINL CORP	COM	$384K	0.1%Prev: 0.1%	12,026 SH	Decreased
MCDONALDS CORP	COM	$322K	0.1%Prev: 0.1%	1,103 SH	Decreased+11 SH
MICROSOFT CORP	COM	$1.1M	0.4%Prev: 0.2%	2,281 SH	Increased
NVIDIA CORPORATION	COM	$326K	0.1%Prev: 0.1%	2,064 SH	Decreased-269 SH
PEPSICO INC	COM	$357K	0.1%Prev: 0.1%	2,705 SH	Decreased+135 SH
PHILLIPS 66	COM	$201K	0.1%Prev: 0.1%	1,687 SH	Decreased+28 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$6.5M	2.1%Prev: 2.3%	128,660 SH	Decreased-32,283 SH
PROCTER AND GAMBLE CO	COM	$232K	0.1%	1,455 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$842K	0.3%	34,550 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$308K	0.1%Prev: 0.1%	14,570 SH	Increased+4,957 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.1M	0.4%Prev: 0.4%	42,283 SH	Decreased-4,152 SH
SPDR SERIES TRUST	BLOOMBERG INVT	$2.6M	0.8%	85,797 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.6M	0.5%Prev: 0.5%	4,022 SH	Decreased-1 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$787K	0.3%Prev: 0.2%	10,176 SH	Decreased-32 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.7M	0.5%Prev: 0.4%	24,297 SH	Increased+2,918 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.7M	0.9%Prev: 0.9%	34,478 SH	Decreased-4,704 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.4%Prev: 0.6%	17,173 SH	Decreased-11,253 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.1M	1.3%Prev: 1.2%	82,412 SH	Decreased-3,502 SH
VANGUARD INDEX FDS	GROWTH ETF	$29.5M	9.4%Prev: 8.2%	67,226 SH	Increased+1,716 SH
VANGUARD INDEX FDS	MID CAP ETF	$212K	0.1%	758 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.1M	1.0%Prev: 1.0%	34,660 SH	Decreased-3,172 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	3.3%Prev: 3.2%	18,138 SH	Decreased-677 SH
VANGUARD INDEX FDS	SMALL CP ETF	$631K	0.2%Prev: 0.2%	2,663 SH	Decreased-133 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$585K	0.2%Prev: 0.3%	1,924 SH	Decreased-916 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.4M	0.4%Prev: 0.4%	29,626 SH	Decreased-3,962 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$264K	0.1%Prev: 0.3%	3,587 SH	Decreased-11,974 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.3M	2.3%Prev: 2.7%	149,146 SH	Decreased-39,895 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.0M	1.9%Prev: 2.0%	72,783 SH	Decreased-11,039 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.2M	2.6%Prev: 2.8%	136,330 SH	Decreased-26,712 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$6.7M	2.1%Prev: 2.2%	87,630 SH	Decreased-14,145 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$7.8M	2.5%Prev: 2.3%	138,098 SH	Decreased-6,750 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$12.0M	3.8%Prev: 4.0%	259,960 SH	Decreased-34,938 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$11.9M	3.8%Prev: 3.9%	202,768 SH	Decreased-30,558 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.9M	1.2%Prev: 1.2%	48,963 SH	Decreased-5,022 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.1M	3.5%Prev: 3.9%	54,360 SH	Decreased-9,564 SH
VANGUARD STAR FDS	VG TL INTL STK F	$361K	0.1%Prev: 0.2%	5,230 SH	Decreased-2,136 SH
VANGUARD WORLD FD	FINANCIALS ETF	$231K	0.1%Prev: 0.1%	1,818 SH	Increased
WALMART INC	COM	$434K	0.1%Prev: 0.2%	4,438 SH	Decreased-57 SH
WASTE MGMT INC DEL	COM	$229K	0.1%Prev: 0.1%	1,000 SH	Decreased

Sold (vs prior filing)

ALPHABET INC — $271K
APPLIED MATLS INC — $256K
CHEVRON CORPORATION — $331K
DIMENSIONAL ETF TRUST — $227K
DIMENSIONAL ETF TRUST — $234K
DUKE ENERGY CORP NEW — $519K
ETF SER SOLUTIONS — $416K
GENERAL DYNAMICS CORP — $203K
INNOVATOR ETFS TRUST — $363K
INNOVATOR ETFS TRUST — $239K
ISHARES TR — $250K
ISHARES TR — $649K
J P MORGAN EXCHANGE TRADED F — $211K
JPMORGAN CHASE & CO — $379K
KLA CORP — $258K
PROCTER & GAMBLE CO — $207K
SOUTHERN CO — $557K
SPDR SERIES TRUST — $2.9M
VANGUARD CHARLOTTE FDS — $331K

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