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: $333.4M91 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$306K	0.1%	2,288 SH	New
ABBVIE INC	COM	$309K	0.1%Prev: 0.1%	1,334 SH	Decreased-99 SH
AFLAC INC	COM	$240K	0.1%Prev: 0.1%	2,148 SH	Decreased
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$15.2M	4.6%Prev: 4.6%	202,954 SH	Decreased+18,737 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$335K	0.1%Prev: 0.1%	7,087 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$5.7M	1.7%	100,417 SH	New
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$356K	0.1%Prev: 0.1%	7,802 SH	Decreased
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$13.8M	4.1%Prev: 4.2%	204,887 SH	Decreased-6,415 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$16.0M	4.8%Prev: 4.2%	202,935 SH	Decreased+17,073 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$819K	0.2%Prev: 0.2%	9,200 SH	Increased+2,347 SH
AMERICAN CENTY ETF TR	US EQT ETF	$28.1M	8.4%Prev: 7.6%	258,103 SH	Decreased+27,125 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$13.3M	4.0%Prev: 4.2%	183,423 SH	Decreased+1,633 SH
ANALOG DEVICES INC	COM	$254K	0.1%Prev: 0.1%	1,032 SH	Decreased-20 SH
AON PLC	SHS CL A	$944K	0.3%Prev: 0.2%	2,647 SH	Increased
APPLE INC	COM	$1.5M	0.5%Prev: 0.4%	6,026 SH	Increased+1,010 SH
AUTOMATIC DATA PROCESSING IN	COM	$327K	0.1%Prev: 0.1%	1,115 SH	Increased+67 SH
BANK AMERICA CORP	COM	$401K	0.1%	7,774 SH	New
BLACKROCK INC	COM	$254K	0.1%Prev: 0.1%	218 SH	Increased-4 SH
CATERPILLAR INC	COM	$348K	0.1%Prev: 0.2%	730 SH	Decreased
CHEVRON CORP NEW	COM	$257K	0.1%	1,655 SH	New
CISCO SYS INC	COM	$287K	0.1%Prev: 0.1%	4,192 SH	Decreased-324 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$210K	0.1%Prev: 0.1%	6,560 SH	Decreased
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$370K	0.1%Prev: 0.1%	11,749 SH	Decreased+551 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$204K	0.1%Prev: 0.1%	4,431 SH	Decreased-6 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$16.5M	5.0%Prev: 5.2%	544,193 SH	Decreased-47,657 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$8.0M	2.4%Prev: 2.3%	254,217 SH	Decreased-3,575 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.6M	0.5%Prev: 0.4%	32,833 SH	Increased+1,591 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.4M	2.8%	243,066 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.0M	1.2%	55,230 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$15.3M	4.6%	405,756 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.8M	0.5%Prev: 0.5%	39,855 SH	Decreased+2,094 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$895K	0.3%Prev: 0.2%	13,066 SH	Decreased+1,314 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.4%Prev: 0.4%	23,799 SH	Decreased+1,341 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$477K	0.1%Prev: 0.1%	15,203 SH	Decreased+258 SH
ELI LILLY & CO	COM	$216K	0.1%Prev: 0.1%	283 SH	Increased+103 SH
EXXON MOBIL CORP	COM	$212K	0.1%Prev: 0.1%	1,879 SH	Decreased+47 SH
GENERAL DYNAMICS CORP	COM	$219K	0.1%Prev: 0.1%	642 SH	Increased+51 SH
HANCOCK JOHN PREM DIVID FD	COM SH BEN INT	$694K	0.2%Prev: 0.2%	52,000 SH	Increased
ILLINOIS TOOL WKS INC	COM	$225K	0.1%Prev: 0.1%	863 SH	Decreased+23 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$274K	0.1%	9,109 SH	New
INNOVATOR ETFS TRUST	S&P INVT GRD PFD	$1.8M	0.5%Prev: 0.5%	99,828 SH	Increased-10,581 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$238K	0.1%Prev: 0.1%	6,211 SH	Decreased-800 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$225K	0.1%	7,000 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.3M	0.7%Prev: 0.7%	3,777 SH	Decreased-58 SH
ISHARES TR	20 YR TR BD ETF	$426K	0.1%Prev: 0.3%	4,768 SH	Decreased-6,652 SH
ISHARES TR	CORE S&P500 ETF	$210K	0.1%Prev: 0.1%	313 SH	Increased+43 SH
ISHARES TR	PFD AND INCM SEC	$248K	0.1%Prev: 0.1%	7,829 SH	Decreased-1,512 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	0.8%Prev: 0.6%	44,770 SH	Increased+1,165 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.1M	1.8%Prev: 1.6%	119,866 SH	Decreased-5,511 SH
JOHNSON & JOHNSON	COM	$477K	0.1%Prev: 0.2%	2,571 SH	Decreased-124 SH
JPMORGAN CHASE & CO.	COM	$362K	0.1%	1,147 SH	New
LOWES COS INC	COM	$407K	0.1%Prev: 0.1%	1,620 SH	Increased+44 SH
MANULIFE FINL CORP	COM	$375K	0.1%Prev: 0.1%	12,026 SH	Decreased
MCDONALDS CORP	COM	$335K	0.1%Prev: 0.1%	1,103 SH	Increased+11 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.2%	2,281 SH	Increased-1 SH
NVIDIA CORPORATION	COM	$395K	0.1%Prev: 0.1%	2,118 SH	Decreased-12 SH
PEPSICO INC	COM	$372K	0.1%Prev: 0.1%	2,652 SH	Increased+82 SH
PHILLIPS 66	COM	$226K	0.1%Prev: 0.1%	1,659 SH	Decreased
PIMCO ETF TR	SHTRM MUN BD ACT	$6.7M	2.0%Prev: 2.1%	132,968 SH	Decreased-28,601 SH
PROCTER AND GAMBLE CO	COM	$224K	0.1%	1,455 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$851K	0.3%	34,885 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$314K	0.1%Prev: 0.1%	14,579 SH	Increased+4,956 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.2M	0.4%Prev: 0.3%	43,733 SH	Decreased-5,357 SH
SPDR SERIES TRUST	BLOOMBERG INVT	$2.7M	0.8%	87,321 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.8M	0.5%Prev: 0.5%	4,022 SH	Decreased-20,118 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$796K	0.2%Prev: 0.2%	10,194 SH	Increased+5 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.6M	0.5%Prev: 0.3%	23,210 SH	Increased+8,945 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.1M	0.9%Prev: 0.7%	39,679 SH	Increased+3,763 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	0.4%Prev: 0.5%	17,641 SH	Decreased-11,299 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.2M	1.3%Prev: 1.2%	83,545 SH	Decreased-7,127 SH
VANGUARD INDEX FDS	GROWTH ETF	$29.8M	8.9%Prev: 9.2%	62,107 SH	Decreased-354,173 SH
VANGUARD INDEX FDS	MID CAP ETF	$201K	0.1%	683 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.2M	1.0%Prev: 1.0%	35,373 SH	Decreased-4,842 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.1M	3.3%Prev: 3.5%	18,102 SH	Decreased-1,537 SH
VANGUARD INDEX FDS	SMALL CP ETF	$675K	0.2%Prev: 0.2%	2,655 SH	Decreased+13 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$632K	0.2%Prev: 0.3%	1,924 SH	Decreased-954 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.5M	0.4%Prev: 0.4%	30,775 SH	Decreased-5,332 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$342K	0.1%Prev: 0.7%	4,542 SH	Decreased-31,943 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.6M	2.3%Prev: 2.2%	152,758 SH	Decreased-14,627 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.5M	2.0%Prev: 2.0%	77,647 SH	Decreased-14,869 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.0M	2.7%Prev: 2.8%	150,083 SH	Decreased-32,752 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.1M	2.1%Prev: 2.1%	91,070 SH	Decreased-17,260 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$7.9M	2.4%Prev: 2.2%	139,159 SH	Decreased-18,296 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$13.1M	3.9%Prev: 3.9%	278,526 SH	Decreased-49,661 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$12.7M	3.8%Prev: 3.8%	216,603 SH	Decreased-35,111 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.0M	1.2%Prev: 1.2%	50,364 SH	Decreased-7,405 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.5M	3.8%Prev: 4.3%	57,998 SH	Decreased-12,300 SH
VANGUARD STAR FDS	VG TL INTL STK F	$384K	0.1%Prev: 0.2%	5,230 SH	Decreased-2,136 SH
VANGUARD WORLD FD	FINANCIALS ETF	$239K	0.1%Prev: 0.1%	1,818 SH	Decreased
WALMART INC	COM	$457K	0.1%Prev: 0.1%	4,438 SH	Decreased-57 SH
WASTE MGMT INC DEL	COM	$221K	0.1%Prev: 0.1%	1,000 SH	Decreased

Sold (vs prior filing)

ALPHABET INC — $337K
AMAZON COM INC — $203K
AMERICAN CENTY ETF TR — $7.6M
AMGEN INC — $201K
APPLIED MATLS INC — $542K
BANK OF AMER CORP — $437K
CHEVRON CORPORATION — $262K
DIMENSIONAL ETF TRUST — $9.9M
DIMENSIONAL ETF TRUST — $4.2M
DIMENSIONAL ETF TRUST — $13.8M
DUKE ENERGY CORP NEW — $502K
ETF OPPORTUNITIES TRUST — $5.1M
ETF SER SOLUTIONS — $452K
INNOVATOR ETFS TRUST — $381K
INNOVATOR ETFS TRUST — $260K
ISHARES TR — $540K
ISHARES TR — $204K
ISHARES TR — $252K
J P MORGAN EXCHANGE TRADED F — $233K
JPMORGAN CHASE & CO — $422K
… and 6 more

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