Websterrogers Financial Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Websterrogers Financial Advisors, LLC reported 91 stock positions worth $333.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 8.9% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 8.4%) and Dimensional International Hi (DIHP, 5.0%). Compared with Q2 2025, it opened 5 new positions, added to 32 and reduced 23. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +7%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −8%).

Most Recent 13F
Q2 2026
Location
FLORENCE, SC
CIK
0001841757
Portfolio Value
$333.4M (Q3 2025)
SEC Filing
0001725547-25-004100 ↗ filed Oct 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $281.2M Q1 2024 Q2 2024: $280.7M Q2 2024 Q3 2024: $285.8M Q3 2024 Q4 2024: $288.0M Q4 2024 Q1 2025: $292.8M Q1 2025 Q2 2025: $314.5M Q2 2025 Q3 2025: $333.4M $333.4M Q3 2025 Q4 2025: $344.4M Q4 2025 Q1 2026: $349.5M Q1 2026 Q2 2026: $390.4M Q2 2026

Holdings 91 stocks · $333.4M
VUG Vanguard Mrngstar GR ETF-Sui 8.93% 62,107 $29.8M Reduce -7.6%
AVUS Avantis U.S. Equity ETF 8.41% 258,103 $28.1M Reduce -1.6%
DIHP Dimensional International Hi 4.96% 544,193 $16.5M Add +1.2%
AVDE Avantis International Equity 4.80% 202,935 $16.0M Reduce -1.5%
DUHP Dimensional US High Profi Et 4.60% 405,756 $15.3M Add +1.1%
AVEM Avantis Emerging Markets Eq 4.57% 202,954 $15.2M Reduce -4.5%
AVIV Avantis Intl LRG Cap Val ETF 4.14% 204,887 $13.8M Reduce -1.4%
AVLV Avantis US Large Cap Value 3.98% 183,423 $13.3M Reduce -4.2%
VMBS Vanguard Mortgage-Backed Sec 3.92% 278,526 $13.1M Add +7.1%
VGSH Vanguard Short-Term Treasury 3.82% 216,603 $12.7M Add +6.8%
VIG Vanguard Dividend Apprec ETF 3.75% 57,998 $12.5M Add +6.7%
VOO Vanguard S&P 500 ETF 3.32% 18,102 $11.1M Reduce -0.2%
DFAC Dimensional US Core Equity 2 2.81% 243,066 $9.4M Reduce -1.5%
VGIT Vanguard Intermediate-Term T 2.70% 150,083 $9.0M Add +10.1%
DFIS Dimensional International SM 2.41% 254,217 $8.0M Reduce -0.6%
VGLT Vanguard Long-Term Treasury 2.37% 139,159 $7.9M Add +0.8%
VTEB Vanguard Tax-Exempt Bond ETF 2.29% 152,758 $7.6M Add +2.4%
VCLT Vanguard Long-Term Corp. Bond 2.12% 91,070 $7.1M Add +3.9%
SMMU PIMCO SHRT TRM Muni BND ETF 2.02% 132,968 $6.7M Add +3.4%
VCIT Vanguard Int-Term Corporate 1.96% 77,647 $6.5M Add +6.7%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.83% 119,866 $6.1M Add +0.4%
AVSC Avantis US Small Cap Equity 1.72% 100,417 $5.7M Add +0.0%
VUSB Vanguard Ultra Short Bond Et 1.25% 83,545 $4.2M Add +1.4%
VCSH Vanguard S/T Corp. Bond ETF 1.21% 50,364 $4.0M Add +2.9%
DFUS Dimensional US Eq MKT ETF 1.20% 55,230 $4.0M Reduce -1.9%
VNQ Vanguard Real Estate ETF 0.97% 35,373 $3.2M Add +2.1%
BSV Vanguard Short-Term Bond ETF 0.94% 39,679 $3.1M Add +15.1%
FLRN SS SPDR BB Ig Float RT ETF 0.81% 87,321 $2.7M Add +1.8%
JEPI JPMorgan Equity Premium Inco 0.77% 44,770 $2.6M Add +2.6%
QQQ Invesco QQQ Trust Series 1 0.68% 3,777 $2.3M No change
EPRF Innovat S&P Invest GRD Pref 0.55% 99,828 $1.8M Add +3.1%
DFUV Dimensional US Marketwide Va 0.53% 39,855 $1.8M Reduce -4.0%
VOOG Vanguard S&P 500 Growth ETF 0.53% 4,022 $1.8M No change
BLV Vanguard Long-Term Bond ETF 0.49% 23,210 $1.6M Reduce -4.5%
DFNM Dimensional National Muni BD 0.47% 32,833 $1.6M Add +20.0%
AAPL Apple Inc. 0.46% 6,026 $1.5M Reduce -2.7%
VNQI Vanguard GLBL Ex-US Real Est 0.44% 30,775 $1.5M Add +3.9%
DFAT Dimensional US Target Value 0.42% 23,799 $1.4M Reduce -3.3%
BND Vanguard Total Bond Market 0.39% 17,641 $1.3M Add +2.7%
MSFT Microsoft Corp. 0.35% 2,281 $1.2M No change
SCHP Schwab U.S. Tips ETF 0.35% 43,733 $1.2M Add +3.4%
AON Aon PLC Class A 0.28% 2,647 $944K Reduce -2.4%
DFAS Dimensional US Small Cap ETF 0.27% 13,066 $895K Add +0.0%
SCHO Schwab Short-Term US Treas 0.26% 34,885 $851K Add +1.0%
AVDV Avantis Intl S/C Value ETF 0.25% 9,200 $819K No change
BIV Vanguard Intermediate-Term B 0.24% 10,194 $796K Add +0.2%
PDT John Hancock Prem DVD FND 0.21% 52,000 $694K No change
VB Vanguard Most SM-Cap ETF-Usd 0.20% 2,655 $675K Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 0.19% 1,924 $632K No change
DFAX Dimensional World Ex US Core 0.14% 15,203 $477K Reduce -0.2%
JNJ Johnson & Johnson 0.14% 2,571 $477K No change
WMT Walmart Inc. 0.14% 4,438 $457K No change
TLT iShares 20+ Year Treasury BD 0.13% 4,768 $426K New
LOW Lowe's Cos Inc. 0.12% 1,620 $407K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 7,774 $401K Reduce -0.1%
NVDA Nvidia Corp. 0.12% 2,118 $395K Add +2.6%
VXUS Vanguard Total Intl Stock 0.12% 5,230 $384K No change
MFC Manulife Financial Corp. 0.11% 12,026 $375K No change
PEP Pepsico Inc. 0.11% 2,652 $372K Reduce -2.0%
DFAE Dimensional Emerging Core Eq 0.11% 11,749 $370K No change
JPM JPMorgan Chase & Co. 0.11% 1,147 $362K No change
AVMU Avantis Core Municipal Fixed 0.11% 7,802 $356K No change
CAT Caterpillar Inc. 0.10% 730 $348K No change
VCRM Vanguard Core Tax-Ex Bond 0.10% 4,542 $342K Add +26.6%
MCD McDonald's Corp. 0.10% 1,103 $335K No change
AVSF Avantis Short-Term Fixed Inc. 0.10% 7,087 $335K Reduce -0.9%
ADP Automatic Data Processing 0.10% 1,115 $327K No change
SCHH Schwab US REIT ETF 0.09% 14,579 $314K Add +0.1%
ABBV Abbvie Inc. 0.09% 1,334 $309K No change
ABT Abbott Laboratories 0.09% 2,288 $306K Add +0.0%
CSCO Cisco Systems Inc. 0.09% 4,192 $287K No change
IAPR Innovator International Deve 0.08% 9,109 $274K No change
CVX Chevron Corp. 0.08% 1,655 $257K No change
BLK BlackRock Inc. 0.08% 218 $254K No change
ADI Analog Devices Inc. 0.08% 1,032 $254K No change
PFF iShares Preferred & Income S 0.07% 7,829 $248K Add +7.5%
AFL Aflac Inc. 0.07% 2,148 $240K No change
VFH Vanguard Financials ETF 0.07% 1,818 $239K No change
PAPR Innovator U.S. Equity Power 0.07% 6,211 $238K No change
PSX Phillips 66 0.07% 1,659 $226K Reduce -1.7%
ITW Illinois Tool Works 0.07% 863 $225K No change
UAPR Innovator U.S. Equity Ultra 0.07% 7,000 $225K No change
PG The Procter & Gamble Co. 0.07% 1,455 $224K No change
WM Waste Management Inc. 0.07% 1,000 $221K No change
GD General Dynamics Corp. 0.07% 642 $219K New
LLY Eli Lilly & Co. 0.06% 283 $216K Reduce -8.7%
XOM Exxon Mobil Corp. 0.06% 1,879 $212K No change
DFEM Dimensional Emrg MRKT Core 0.06% 6,560 $210K New
IVV iShares Core S&P 500 ETF 0.06% 313 $210K New
DFIV Dimensional International Va 0.06% 4,431 $204K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 683 $201K Reduce -9.9%

Portfolio Sells Q2 2025 → Q3 2025
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.6% 8.93% −0.44
AVLV Avantis US Large Cap Value Reduce -4.2% 3.98% −0.18
AVEM Avantis Emerging Markets Eq Reduce -4.5% 4.57% −0.06
AVDE Avantis International Equity Reduce -1.5% 4.80% −0.05
BLV Vanguard Long-Term Bond ETF Reduce -4.5% 0.49% −0.04
AON Aon PLC Class A Reduce -2.4% 0.28% −0.02
DFUV Dimensional US Marketwide Va Reduce -4.0% 0.53% −0.02
DFIS Dimensional International SM Reduce -0.6% 2.41% −0.01
LLY Eli Lilly & Co. Reduce -8.7% 0.06% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -9.9% 0.06% −0.01
AVSF Avantis Short-Term Fixed Inc. Reduce -0.9% 0.10% −0.01
DFAT Dimensional US Target Value Reduce -3.3% 0.42% −0.01
PEP Pepsico Inc. Reduce -2.0% 0.11% −0.00
DFAC Dimensional US Core Equity 2 Reduce -1.5% 2.81% −0.00
DFUS Dimensional US Eq MKT ETF Reduce -1.9% 1.20% +0.00
DFAX Dimensional World Ex US Core Reduce -0.2% 0.14% +0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.3% 0.20% +0.00
BAC Bank of America Corp. Reduce -0.1% 0.12% +0.00
PSX Phillips 66 Reduce -1.7% 0.07% +0.00
AVUS Avantis U.S. Equity ETF Reduce -1.6% 8.41% +0.00
AVIV Avantis Intl LRG Cap Val ETF Reduce -1.4% 4.14% +0.03
VOO Vanguard S&P 500 ETF Reduce -0.2% 3.32% +0.05
AAPL Apple Inc. Reduce -2.7% 0.46% +0.06

Portfolio Buys Q2 2025 → Q3 2025
VIG Vanguard Dividend Apprec ETF Add +6.7% 3.75% +0.22
TLT iShares 20+ Year Treasury BD New 0.13% +0.13
VGIT Vanguard Intermediate-Term T Add +10.1% 2.70% +0.11
VMBS Vanguard Mortgage-Backed Sec Add +7.1% 3.92% +0.09
AVSC Avantis US Small Cap Equity Add +0.0% 1.72% +0.08
BSV Vanguard Short-Term Bond ETF Add +15.1% 0.94% +0.08
GD General Dynamics Corp. New 0.07% +0.07
DFEM Dimensional Emrg MRKT Core New 0.06% +0.06
IVV iShares Core S&P 500 ETF New 0.06% +0.06
DFIV Dimensional International Va New 0.06% +0.06
DFNM Dimensional National Muni BD Add +20.0% 0.47% +0.06
DUHP Dimensional US High Profi Et Add +1.1% 4.60% +0.06
VCIT Vanguard Int-Term Corporate Add +6.7% 1.96% +0.04
VGSH Vanguard Short-Term Treasury Add +6.8% 3.82% +0.03
VCRM Vanguard Core Tax-Ex Bond Add +26.6% 0.10% +0.02
NVDA Nvidia Corp. Add +2.6% 0.12% +0.01
VCLT Vanguard Long-Term Corp. Bond Add +3.9% 2.12% +0.01
VNQI Vanguard GLBL Ex-US Real Est Add +3.9% 0.44% +0.01
EPRF Innovat S&P Invest GRD Pref Add +3.1% 0.55% +0.00
DFAS Dimensional US Small Cap ETF Add +0.0% 0.27% +0.00
PFF iShares Preferred & Income S Add +7.5% 0.07% +0.00
SCHH Schwab US REIT ETF Add +0.1% 0.09% −0.00
SCHP Schwab U.S. Tips ETF Add +3.4% 0.35% −0.01
ABT Abbott Laboratories Add +0.0% 0.09% −0.01
BND Vanguard Total Bond Market Add +2.7% 0.39% −0.01
BIV Vanguard Intermediate-Term B Add +0.2% 0.24% −0.01
VNQ Vanguard Real Estate ETF Add +2.1% 0.97% −0.01
SCHO Schwab Short-Term US Treas Add +1.0% 0.26% −0.01
JEPI JPMorgan Equity Premium Inco Add +2.6% 0.77% −0.02
VCSH Vanguard S/T Corp. Bond ETF Add +2.9% 1.21% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +2.4% 2.29% −0.03
FLRN SS SPDR BB Ig Float RT ETF Add +1.8% 0.81% −0.03
SMMU PIMCO SHRT TRM Muni BND ETF Add +3.4% 2.02% −0.04
VUSB Vanguard Ultra Short Bond Et Add +1.4% 1.25% −0.05
DIHP Dimensional International Hi Add +1.2% 4.96% −0.08
VGLT Vanguard Long-Term Treasury Add +0.8% 2.37% −0.09
JMST JPM Ultra-Short Muni Income Add +0.4% 1.83% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 103$390.4MVUG, AVUS, DIHP, AVEM, VIG
Q1 2026 95$349.5MVUG, AVUS, DIHP, AVDE, AVEM
Q4 2025 94$344.4MVUG, AVUS, DIHP, AVDE, DUHP
Q3 2025 91$333.4MVUG, AVUS, DIHP, AVDE, DUHP
Q2 2025 86$314.5MVUG, AVUS, DIHP, AVDE, AVEM
Q1 2025 84$292.8MAVUS, VUG, DIHP, AVDE, DUHP
Q4 2024 81$288.0MAVUS, VUG, AVLV, DIHP, DUHP
Q3 2024 68$285.8MAVUS, VUG, AVLV, DIHP, AVEM
Q2 2024 68$280.7MAVUS, VUG, AVLV, DIHP, AVEM
Q1 2024 74$281.2MAVUS, VUG, AVLV, AVDE, DIHP