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: $390.4M103 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$361K	0.1%Prev: 0.1%	1,433 SH	Increased+99 SH
AFLAC INC	COM	$252K	0.1%Prev: 0.1%	2,148 SH	Increased
ALPHABET INC	CAP STK CL A	$337K	0.1%	944 SH	New
AMAZON COM INC	COM	$203K	0.1%	852 SH	New
AMERICAN CENTY ETF TR	AVAN US SMAL ETF	$7.6M	2.0%	103,819 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$17.8M	4.6%Prev: 4.6%	184,217 SH	Increased-28,336 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$330K	0.1%Prev: 0.1%	7,087 SH	Decreased-67 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$363K	0.1%Prev: 0.1%	7,802 SH	Increased
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$16.4M	4.2%Prev: 4.1%	211,302 SH	Increased+3,545 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$16.6M	4.2%Prev: 4.8%	185,862 SH	Increased-20,133 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$706K	0.2%Prev: 0.2%	6,853 SH	Decreased-2,347 SH
AMERICAN CENTY ETF TR	US EQT ETF	$29.6M	7.6%Prev: 8.4%	230,978 SH	Increased-31,391 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$16.6M	4.2%Prev: 4.2%	181,790 SH	Increased-9,636 SH
AMGEN INC	COM	$201K	0.1%	554 SH	New
ANALOG DEVICES INC	COM	$418K	0.1%Prev: 0.1%	1,052 SH	Increased+20 SH
AON PLC	SHS CL A	$878K	0.2%Prev: 0.3%	2,647 SH	Decreased-66 SH
APPLE INC	COM	$1.5M	0.4%Prev: 0.4%	5,016 SH	Increased-1,177 SH
APPLIED MATLS INC	COM	$542K	0.1%	750 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$235K	0.1%Prev: 0.1%	1,048 SH	Decreased-67 SH
BANK OF AMER CORP	COM	$437K	0.1%	7,666 SH	New
BLACKROCK INC	COM	$213K	0.1%Prev: 0.1%	222 SH	Decreased+4 SH
CATERPILLAR INC	COM	$777K	0.2%Prev: 0.1%	730 SH	Increased
CHEVRON CORPORATION	COM	$262K	0.1%	1,582 SH	New
CISCO SYS INC	COM	$530K	0.1%Prev: 0.1%	4,516 SH	Increased+324 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$267K	0.1%	6,560 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$450K	0.1%Prev: 0.1%	11,198 SH	Increased-551 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$240K	0.1%	4,437 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$20.2M	5.2%Prev: 5.0%	591,850 SH	Increased+53,918 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$9.0M	2.3%Prev: 2.4%	257,792 SH	Increased+2,059 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.5M	0.4%Prev: 0.4%	31,242 SH	Increased+3,885 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$9.9M	2.5%	223,457 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$4.2M	1.1%	51,140 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$13.8M	3.5%	331,798 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	0.5%Prev: 0.6%	37,761 SH	Increased-3,764 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$968K	0.2%Prev: 0.3%	11,752 SH	Increased-1,313 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.6M	0.4%Prev: 0.4%	22,458 SH	Increased-2,144 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$551K	0.1%Prev: 0.1%	14,945 SH	Increased-289 SH
DUKE ENERGY CORP NEW	COM NEW	$502K	0.1%	3,967 SH	New
ELI LILLY & CO	COM	$216K	0.1%Prev: 0.1%	180 SH	Decreased-130 SH
ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$5.1M	1.3%	110,158 SH	New
ETF SER SOLUTIONS	APTUS JAN BUFFER	$452K	0.1%	16,594 SH	New
EXXON MOBIL CORP	COM	$250K	0.1%Prev: 0.1%	1,832 SH	Increased-47 SH
GENERAL DYNAMICS CORP	COM	$209K	0.1%	591 SH	New
HANCOCK JOHN PREM DIVID FD	COM SH BEN INT	$673K	0.2%Prev: 0.2%	52,000 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$227K	0.1%Prev: 0.1%	840 SH	Increased-23 SH
INNOVATOR ETFS TRUST	INTL DEVELOPED P	$381K	0.1%	12,180 SH	New
INNOVATOR ETFS TRUST	S&P INVT GRD PFD	$1.8M	0.5%Prev: 0.5%	110,409 SH	Increased+13,590 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$296K	0.1%Prev: 0.1%	7,011 SH	Increased+800 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$260K	0.1%	5,858 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.8M	0.7%Prev: 0.7%	3,835 SH	Increased+58 SH
ISHARES TR	10+ YR INVST GRD	$540K	0.1%	10,793 SH	New
ISHARES TR	20 YR TR BD ETF	$987K	0.3%	11,420 SH	New
ISHARES TR	CORE S&P500 ETF	$203K	0.1%	270 SH	New
ISHARES TR	ESG AWR MSCI USA	$204K	0.1%	1,248 SH	New
ISHARES TR	PFD AND INCM SEC	$285K	0.1%Prev: 0.1%	9,341 SH	Increased+2,059 SH
ISHARES TR	U.S. TECH ETF	$252K	0.1%	1,000 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	0.6%Prev: 0.8%	43,605 SH	Decreased-15 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$233K	0.1%	3,799 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.4M	1.6%Prev: 1.9%	125,377 SH	Increased+5,965 SH
JOHNSON & JOHNSON	COM	$685K	0.2%Prev: 0.1%	2,695 SH	Increased+124 SH
JPMORGAN CHASE & CO	COM	$422K	0.1%	1,289 SH	New
KLA CORP	COM NEW	$528K	0.1%	1,750 SH	New
LOWES COS INC	COM	$347K	0.1%Prev: 0.1%	1,576 SH	Decreased-44 SH
MANULIFE FINL CORP	COM	$487K	0.1%Prev: 0.1%	12,026 SH	Increased
MCDONALDS CORP	COM	$295K	0.1%Prev: 0.1%	1,092 SH	Decreased-11 SH
MICROSOFT CORP	COM	$851K	0.2%Prev: 0.4%	2,282 SH	Decreased+1 SH
NVIDIA CORPORATION	COM	$426K	0.1%Prev: 0.1%	2,130 SH	Increased+66 SH
PEPSICO INC	COM	$348K	0.1%Prev: 0.1%	2,570 SH	Decreased-135 SH
PHILLIPS 66	COM	$280K	0.1%Prev: 0.1%	1,659 SH	Increased-28 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$8.2M	2.1%Prev: 2.1%	161,569 SH	Increased+32,909 SH
PROCTER & GAMBLE CO	COM	$210K	0.1%	1,431 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$228K	0.1%Prev: 0.1%	9,623 SH	Decreased-4,947 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.3M	0.3%Prev: 0.4%	49,090 SH	Increased+6,807 SH
SOUTHERN CO	COM	$543K	0.1%	5,673 SH	New
SPDR SERIES TRUST	ST STR RATE ETF	$2.9M	0.8%	95,067 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$202K	0.1%	308 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$2.0M	0.5%Prev: 0.5%	24,140 SH	Increased+20,118 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$782K	0.2%Prev: 0.3%	10,189 SH	Decreased+13 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$983K	0.3%Prev: 0.5%	14,265 SH	Decreased-10,032 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.8M	0.7%Prev: 0.9%	35,916 SH	Increased+1,438 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	0.5%Prev: 0.4%	28,940 SH	Increased+11,767 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.5M	1.2%Prev: 1.3%	90,672 SH	Increased+8,260 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$335K	0.1%	6,909 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$35.9M	9.2%Prev: 9.4%	416,280 SH	Increased+349,054 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	1.0%Prev: 1.0%	40,215 SH	Increased+5,555 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.5M	3.5%Prev: 3.3%	19,639 SH	Increased+1,501 SH
VANGUARD INDEX FDS	SMALL CP ETF	$801K	0.2%Prev: 0.2%	2,642 SH	Increased-21 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.3%Prev: 0.2%	2,878 SH	Increased+954 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.6M	0.4%Prev: 0.4%	36,107 SH	Increased+6,481 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$2.8M	0.7%Prev: 0.1%	36,485 SH	Increased+32,898 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.5M	2.2%Prev: 2.3%	167,385 SH	Increased+18,239 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.6M	2.0%Prev: 1.9%	92,516 SH	Increased+19,733 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.8M	2.8%Prev: 2.6%	182,835 SH	Increased+46,505 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$8.2M	2.1%Prev: 2.1%	108,330 SH	Increased+20,700 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$8.7M	2.2%Prev: 2.5%	157,455 SH	Increased+19,357 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$15.4M	3.9%Prev: 3.8%	328,187 SH	Increased+68,227 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.6M	3.8%Prev: 3.8%	251,714 SH	Increased+48,946 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.6M	1.2%Prev: 1.2%	57,769 SH	Increased+8,806 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$16.6M	4.3%Prev: 3.5%	70,298 SH	Increased+15,938 SH
VANGUARD STAR FDS	VG TL INTL STK F	$630K	0.2%Prev: 0.1%	7,366 SH	Increased+2,136 SH
VANGUARD WORLD FD	FINANCIALS ETF	$239K	0.1%Prev: 0.1%	1,818 SH	Increased
WALMART INC	COM	$509K	0.1%Prev: 0.1%	4,495 SH	Increased+57 SH
WASTE MGMT INC DEL	COM	$223K	0.1%Prev: 0.1%	1,000 SH	Decreased

Sold (vs prior filing)

ABBOTT LABS — $311K
AMERICAN CENTY ETF TR — $5.2M
BANK AMERICA CORP — $368K
CHEVRON CORP NEW — $237K
DIMENSIONAL ETF TRUST — $8.8M
DIMENSIONAL ETF TRUST — $3.8M
DIMENSIONAL ETF TRUST — $14.3M
INNOVATOR ETFS TRUST — $266K
INNOVATOR ETFS TRUST — $219K
JPMORGAN CHASE & CO. — $333K
PROCTER AND GAMBLE CO — $232K
SCHWAB STRATEGIC TR — $842K
SPDR SERIES TRUST — $2.6M
VANGUARD INDEX FDS — $212K

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