# EDGAR Filing Document

**Accession Number:** 0001841757
**File Stem:** 0001725547-25-003392
**Filing Date:** 2025-7
**Character Count:** 12682
**Document Hash:** 738d85633f47225a3fb5547a8e9ed6a1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-25-003392.hdr.sgml**: 20250710

**ACCESSION NUMBER**: 0001725547-25-003392

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250710

**DATE AS OF CHANGE**: 20250710

**EFFECTIVENESS DATE**: 20250710

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WEBSTERROGERS FINANCIAL ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001841757

**ORGANIZATION NAME:**
- **EIN:** 571075873
- **STATE OF INCORPORATION:** SC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20696
- **FILM NUMBER:** 251115461

**BUSINESS ADDRESS:**
- **STREET 1:** 1411 SECOND LOOP ROAD
- **CITY:** FLORENCE
- **STATE:** SC
- **ZIP:** 29505-2801
- **BUSINESS PHONE:** 843-665-6321

**MAIL ADDRESS:**
- **STREET 1:** 1411 SECOND LOOP ROAD
- **CITY:** FLORENCE
- **STATE:** SC
- **ZIP:** 29505-2801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WEBSTERROGERS FINANCIAL ADVISORS LLC<br>**Address:** 1411 SECOND LOOP ROAD<br>FLORENCE, SC 29505-2801

**Form 13F File Number:** 028-20696

**CRD Number (if applicable):** 000121006

**SEC File Number (if applicable):** 801-61500

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Dana M. Jones<br>**Title:** Chief Compliance Officer/Chief Operating Officer<br>**Phone:** 843-656-1144

**Signature, Place, and Date of Signing:**

Dana M. Jones  Florence, SC  07-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $314530626

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 226528 | 2148 | SH |  | SOLE |  | 0 | 0 | 2148 |
| ABBOTT LABS | COM | 002824100 |  | 311187 | 2287 | SH |  | SOLE |  | 0 | 0 | 2288 |
| ABBVIE INC | COM | 00287Y109 |  | 247694 | 1334 | SH |  | SOLE |  | 0 | 0 | 1334 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 5176407 | 100376 | SH |  | SOLE |  | 0 | 0 | 100376 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 13057189 | 191426 | SH |  | SOLE |  | 0 | 0 | 191426 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 12929812 | 207757 | SH |  | SOLE |  | 0 | 0 | 207758 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 14568430 | 212553 | SH |  | SOLE |  | 0 | 0 | 212554 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 |  | 336453 | 7154 | SH |  | SOLE |  | 0 | 0 | 7154 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 025072695 |  | 349205 | 7802 | SH |  | SOLE |  | 0 | 0 | 7802 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 15245733 | 205995 | SH |  | SOLE |  | 0 | 0 | 205996 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 729376 | 9200 | SH |  | SOLE |  | 0 | 0 | 9200 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 26452136 | 262369 | SH |  | SOLE |  | 0 | 0 | 262370 |
| ANALOG DEVICES INC | COM | 032654105 |  | 245637 | 1032 | SH |  | SOLE |  | 0 | 0 | 1032 |
| APPLE INC | COM | 037833100 |  | 1270619 | 6193 | SH |  | SOLE |  | 0 | 0 | 6193 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 344124 | 1115 | SH |  | SOLE |  | 0 | 0 | 1116 |
| BANK AMERICA CORP | COM | 060505104 |  | 368055 | 7778 | SH |  | SOLE |  | 0 | 0 | 7778 |
| BLACKROCK INC | COM | 09290D101 |  | 228737 | 218 | SH |  | SOLE |  | 0 | 0 | 218 |
| CATERPILLAR INC | COM | 149123101 |  | 283393 | 730 | SH |  | SOLE |  | 0 | 0 | 730 |
| CHEVRON CORP NEW | COM | 166764100 |  | 237071 | 1655 | SH |  | SOLE |  | 0 | 0 | 1656 |
| CISCO SYS INC | COM | 17275R102 |  | 290841 | 4192 | SH |  | SOLE |  | 0 | 0 | 4192 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 340152 | 11749 | SH |  | SOLE |  | 0 | 0 | 11750 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 3772198 | 56284 | SH |  | SOLE |  | 0 | 0 | 56285 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 832388 | 13065 | SH |  | SOLE |  | 0 | 0 | 13065 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 1327550 | 24602 | SH |  | SOLE |  | 0 | 0 | 24602 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 8847686 | 246866 | SH |  | SOLE |  | 0 | 0 | 246866 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1755687 | 41525 | SH |  | SOLE |  | 0 | 0 | 41525 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 15863636 | 537932 | SH |  | SOLE |  | 0 | 0 | 537933 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 7631102 | 255733 | SH |  | SOLE |  | 0 | 0 | 255734 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 14269805 | 401288 | SH |  | SOLE |  | 0 | 0 | 401288 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 1297543 | 27357 | SH |  | SOLE |  | 0 | 0 | 27357 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 447444 | 15234 | SH |  | SOLE |  | 0 | 0 | 15235 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 202564 | 1879 | SH |  | SOLE |  | 0 | 0 | 1879 |
| HANCOCK JOHN PREM DIVID FD | COM SH BEN INT | 41013T105 |  | 684840 | 52000 | SH |  | SOLE |  | 0 | 0 | 52000 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 213377 | 863 | SH |  | SOLE |  | 0 | 0 | 863 |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | 45782C367 |  | 266347 | 9109 | SH |  | SOLE |  | 0 | 0 | 9109 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C805 |  | 219100 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 45782C870 |  | 231608 | 6211 | SH |  | SOLE |  | 0 | 0 | 6211 |
| INNOVATOR ETFS TRUST | S INVT GRD PFD | 45783Y822 |  | 1706898 | 96819 | SH |  | SOLE |  | 0 | 0 | 96819 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2083975 | 3777 | SH |  | SOLE |  | 0 | 0 | 3778 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 223412 | 7282 | SH |  | SOLE |  | 0 | 0 | 7282 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 332743 | 1147 | SH |  | SOLE |  | 0 | 0 | 1148 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 2479844 | 43620 | SH |  | SOLE |  | 0 | 0 | 43621 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 6080491 | 119412 | SH |  | SOLE |  | 0 | 0 | 119413 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 392830 | 2571 | SH |  | SOLE |  | 0 | 0 | 2572 |
| ELI LILLY  CO | COM | 532457108 |  | 241654 | 310 | SH |  | SOLE |  | 0 | 0 | 310 |
| LOWES COS INC | COM | 548661107 |  | 359429 | 1620 | SH |  | SOLE |  | 0 | 0 | 1620 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 384351 | 12026 | SH |  | SOLE |  | 0 | 0 | 12026 |
| MCDONALDS CORP | COM | 580135101 |  | 322264 | 1103 | SH |  | SOLE |  | 0 | 0 | 1103 |
| MICROSOFT CORP | COM | 594918104 |  | 1134595 | 2281 | SH |  | SOLE |  | 0 | 0 | 2281 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 326091 | 2064 | SH |  | SOLE |  | 0 | 0 | 2064 |
| PEPSICO INC | COM | 713448108 |  | 357286 | 2705 | SH |  | SOLE |  | 0 | 0 | 2706 |
| PHILLIPS 66 | COM | 718546104 |  | 201300 | 1687 | SH |  | SOLE |  | 0 | 0 | 1687 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 6454876 | 128660 | SH |  | SOLE |  | 0 | 0 | 128660 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 231811 | 1455 | SH |  | SOLE |  | 0 | 0 | 1455 |
| SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 |  | 2645129 | 85797 | SH |  | SOLE |  | 0 | 0 | 85797 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 308302 | 14570 | SH |  | SOLE |  | 0 | 0 | 14570 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 842337 | 34550 | SH |  | SOLE |  | 0 | 0 | 34550 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1128111 | 42283 | SH |  | SOLE |  | 0 | 0 | 42283 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 11125861 | 54360 | SH |  | SOLE |  | 0 | 0 | 54360 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 361391 | 5230 | SH |  | SOLE |  | 0 | 0 | 5231 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 1595075 | 4022 | SH |  | SOLE |  | 0 | 0 | 4022 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 1689650 | 24297 | SH |  | SOLE |  | 0 | 0 | 24298 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 787061 | 10176 | SH |  | SOLE |  | 0 | 0 | 10177 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2713482 | 34478 | SH |  | SOLE |  | 0 | 0 | 34479 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1264454 | 17173 | SH |  | SOLE |  | 0 | 0 | 17173 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 4109507 | 82412 | SH |  | SOLE |  | 0 | 0 | 82413 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 1367261 | 29626 | SH |  | SOLE |  | 0 | 0 | 29626 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 231438 | 1818 | SH |  | SOLE |  | 0 | 0 | 1818 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 11918759 | 202768 | SH |  | SOLE |  | 0 | 0 | 202769 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 3892635 | 48963 | SH |  | SOLE |  | 0 | 0 | 48964 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 8153898 | 136330 | SH |  | SOLE |  | 0 | 0 | 136330 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 12046563 | 259960 | SH |  | SOLE |  | 0 | 0 | 259960 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 6651156 | 87630 | SH |  | SOLE |  | 0 | 0 | 87631 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 7750077 | 138098 | SH |  | SOLE |  | 0 | 0 | 138098 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 6035225 | 72783 | SH |  | SOLE |  | 0 | 0 | 72784 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 |  | 263896 | 3587 | SH |  | SOLE |  | 0 | 0 | 3587 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 7312644 | 149146 | SH |  | SOLE |  | 0 | 0 | 149146 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 10303047 | 18138 | SH |  | SOLE |  | 0 | 0 | 18138 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 3086870 | 34660 | SH |  | SOLE |  | 0 | 0 | 34661 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 212242 | 758 | SH |  | SOLE |  | 0 | 0 | 758 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 29472311 | 67226 | SH |  | SOLE |  | 0 | 0 | 67227 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 631222 | 2663 | SH |  | SOLE |  | 0 | 0 | 2664 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 584805 | 1924 | SH |  | SOLE |  | 0 | 0 | 1924 |
| WALMART INC | COM | 931142103 |  | 434003 | 4438 | SH |  | SOLE |  | 0 | 0 | 4439 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 228820 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| AON PLC | SHS CL A | G0403H108 |  | 967890 | 2713 | SH |  | SOLE |  | 0 | 0 | 2713 |

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