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: $349.5M95 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$312K	0.1%Prev: 0.1%	1,433 SH	Increased+99 SH
AFLAC INC	COM	$236K	0.1%Prev: 0.1%	2,148 SH	Decreased
ALPHABET INC	CAP STK CL A	$271K	0.1%	944 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$16.0M	4.6%Prev: 4.3%	198,200 SH	Increased-13,229 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$332K	0.1%Prev: 0.1%	7,087 SH	Decreased-67 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$6.1M	1.8%Prev: 1.6%	98,542 SH	Increased+905 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$357K	0.1%Prev: 0.1%	7,802 SH	Increased
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$15.5M	4.4%Prev: 4.0%	207,002 SH	Increased+2,828 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$16.2M	4.6%Prev: 4.8%	190,994 SH	Increased-19,291 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$919K	0.3%Prev: 0.2%	9,200 SH	Increased
AMERICAN CENTY ETF TR	US EQT ETF	$26.4M	7.6%Prev: 8.4%	237,607 SH	Increased-28,380 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$14.7M	4.2%Prev: 4.3%	182,801 SH	Increased-8,480 SH
ANALOG DEVICES INC	COM	$335K	0.1%Prev: 0.1%	1,052 SH	Increased+20 SH
AON PLC	SHS CL A	$854K	0.2%Prev: 0.4%	2,647 SH	Decreased-66 SH
APPLE INC	COM	$1.4M	0.4%Prev: 0.5%	5,395 SH	Decreased-1,055 SH
APPLIED MATLS INC	COM	$256K	0.1%	750 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$215K	0.1%Prev: 0.1%	1,056 SH	Decreased-59 SH
BANK AMERICA CORP	COM	$374K	0.1%Prev: 0.1%	7,666 SH	Increased-112 SH
BLACKROCK INC	COM	$214K	0.1%Prev: 0.1%	222 SH	Increased+4 SH
CATERPILLAR INC	COM	$517K	0.1%Prev: 0.1%	730 SH	Increased
CHEVRON CORPORATION	COM	$331K	0.1%	1,601 SH	New
CISCO SYS INC	COM	$350K	0.1%Prev: 0.1%	4,516 SH	Increased+143 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$227K	0.1%	6,560 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$379K	0.1%Prev: 0.1%	11,198 SH	Increased-551 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$234K	0.1%	4,434 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$18.0M	5.1%Prev: 4.9%	557,315 SH	Increased+24,273 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$8.7M	2.5%Prev: 2.2%	257,948 SH	Increased+4,253 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.5M	0.4%Prev: 0.3%	31,698 SH	Increased+10,509 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.2M	2.6%Prev: 2.8%	236,059 SH	Increased-11,864 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.6M	1.0%Prev: 1.2%	51,344 SH	Increased-5,033 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$15.7M	4.5%Prev: 4.4%	427,843 SH	Increased+35,255 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.8M	0.5%Prev: 0.6%	38,003 SH	Increased-3,516 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$840K	0.2%Prev: 0.3%	11,815 SH	Increased-1,249 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	0.4%Prev: 0.4%	23,390 SH	Increased-1,428 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$510K	0.1%Prev: 0.1%	15,021 SH	Increased-207 SH
DUKE ENERGY CORP NEW	COM NEW	$519K	0.1%	3,967 SH	New
ELI LILLY & CO	COM	$224K	0.1%Prev: 0.1%	244 SH	Decreased-66 SH
ETF SER SOLUTIONS	APTUS JAN BUFFER	$416K	0.1%	16,594 SH	New
EXXON MOBIL CORP	COM	$353K	0.1%Prev: 0.1%	2,078 SH	Increased+201 SH
GENERAL DYNAMICS CORP	COM	$203K	0.1%	591 SH	New
HANCOCK JOHN PREM DIVID FD	COM SH BEN INT	$681K	0.2%Prev: 0.2%	52,000 SH	Increased
ILLINOIS TOOL WKS INC	COM	$219K	0.1%Prev: 0.1%	840 SH	Increased-23 SH
INNOVATOR ETFS TRUST	INTL DEVELOPED P	$363K	0.1%	12,180 SH	New
INNOVATOR ETFS TRUST	S&P INVT GRD PFD	$1.8M	0.5%Prev: 0.6%	108,933 SH	Increased+16,084 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$239K	0.1%	5,858 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.6%Prev: 0.6%	3,858 SH	Increased+3 SH
ISHARES TR	10+ YR INVST GRD	$250K	0.1%	5,044 SH	New
ISHARES TR	20 YR TR BD ETF	$649K	0.2%	7,484 SH	New
ISHARES TR	PFD AND INCM SEC	$216K	0.1%Prev: 0.1%	7,139 SH	Decreased-2,403 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	0.7%Prev: 0.9%	45,091 SH	Decreased-972 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$211K	0.1%	3,799 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.4M	1.8%Prev: 2.1%	125,731 SH	Increased+2,865 SH
JOHNSON & JOHNSON	COM	$659K	0.2%Prev: 0.1%	2,695 SH	Increased+124 SH
JPMORGAN CHASE & CO	COM	$379K	0.1%	1,289 SH	New
KLA CORP	COM NEW	$258K	0.1%	175 SH	New
LOWES COS INC	COM	$372K	0.1%Prev: 0.1%	1,576 SH	Decreased-44 SH
MANULIFE FINL CORP	COM	$414K	0.1%Prev: 0.1%	12,026 SH	Increased
MCDONALDS CORP	COM	$339K	0.1%Prev: 0.1%	1,092 SH	Decreased-11 SH
MICROSOFT CORP	COM	$844K	0.2%Prev: 0.3%	2,281 SH	Decreased
NVIDIA CORPORATION	COM	$407K	0.1%Prev: 0.1%	2,333 SH	Increased+293 SH
PEPSICO INC	COM	$399K	0.1%Prev: 0.1%	2,570 SH	Decreased-135 SH
PHILLIPS 66	COM	$302K	0.1%Prev: 0.1%	1,659 SH	Increased-28 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$8.1M	2.3%Prev: 2.2%	160,943 SH	Increased+33,252 SH
PROCTER & GAMBLE CO	COM	$207K	0.1%	1,431 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$207K	0.1%Prev: 0.1%	9,613 SH	Decreased-6,689 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.2M	0.4%Prev: 0.4%	46,435 SH	Increased+5,661 SH
SOUTHERN CO	COM	$557K	0.2%	5,766 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.9M	0.8%	93,469 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.6M	0.5%Prev: 0.5%	4,023 SH	Increased+2 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$788K	0.2%Prev: 0.3%	10,208 SH	Increased+28 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.5M	0.4%Prev: 0.6%	21,379 SH	Decreased-2,956 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.1M	0.9%Prev: 0.9%	39,182 SH	Increased+3,963 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	0.6%Prev: 0.4%	28,426 SH	Increased+11,636 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.3M	1.2%Prev: 1.4%	85,914 SH	Increased+2,491 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$331K	0.1%	6,891 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$28.6M	8.2%Prev: 8.4%	65,510 SH	Increased-681 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.4M	1.0%Prev: 1.1%	37,832 SH	Increased+3,835 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.2M	3.2%Prev: 3.1%	18,815 SH	Increased+1,167 SH
VANGUARD INDEX FDS	SMALL CP ETF	$732K	0.2%Prev: 0.2%	2,796 SH	Increased+101 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$911K	0.3%Prev: 0.2%	2,840 SH	Increased+910 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.5M	0.4%Prev: 0.4%	33,588 SH	Increased+4,401 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.2M	0.3%	15,561 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.4M	2.7%Prev: 2.6%	189,041 SH	Increased+33,381 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.9M	2.0%Prev: 2.0%	83,822 SH	Increased+10,911 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.7M	2.8%Prev: 2.7%	163,042 SH	Increased+30,714 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.6M	2.2%Prev: 2.2%	101,775 SH	Increased+15,368 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$8.0M	2.3%Prev: 2.7%	144,848 SH	Increased+8,129 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$13.8M	4.0%Prev: 4.1%	294,898 SH	Increased+34,866 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.7M	3.9%Prev: 4.0%	233,326 SH	Increased+32,724 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.3M	1.2%Prev: 1.3%	53,985 SH	Increased+5,449 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.7M	3.9%Prev: 3.4%	63,924 SH	Increased+13,242 SH
VANGUARD STAR FDS	VG TL INTL STK F	$568K	0.2%Prev: 0.1%	7,366 SH	Increased+2,136 SH
VANGUARD WORLD FD	FINANCIALS ETF	$220K	0.1%Prev: 0.1%	1,818 SH	Increased
WALMART INC	COM	$559K	0.2%Prev: 0.1%	4,495 SH	Increased+7 SH
WASTE MGMT INC DEL	COM	$230K	0.1%Prev: 0.1%	1,000 SH	Decreased

Sold (vs prior filing)

ABBOTT LABS — $303K
ACCENTURE PLC IRELAND — $213K
CHEVRON CORP NEW — $272K
JPMORGAN CHASE & CO. — $282K
PROCTER AND GAMBLE CO — $248K
SCHWAB STRATEGIC TR — $832K
SPDR SER TR — $2.6M
UNITEDHEALTH GROUP INC — $230K
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