WEBSTERROGERS FINANCIAL ADVISORS LLC
Q2 2026 Form 13-F
FLORENCE, SOUTH CAROLINA
CIK 0001841757
· CRD 121006
· SEC-registered investment adviser
$390.4M Reported Value Total
WEBSTERROGERS FINANCIAL ADVISORS, LLC reports 810 total accounts under management (AUM). There are 803 discretionary accounts valued at $459,674,736, and 7 non-discretionary accounts valued at $826,789.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-06
Reported value
$390.4M
Quarter over quarter
+8.3%
Holdings
103
Top-10 concentration
51.1%
Key People
Form ADV owners & control persons
Jr Bobby Ryon Creech
MEMBER, DIRECTOR
Amy Marie Fisher
MANAGING MEMBER, DIRECTOR
Thomas Edward Fitzsimmons
MEMBER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 15, 2026 |
| Form | 13F-HR |
| Reported value | $390.4M |
| Positions | 103 |
| Change in reported value | +11.7% |
| New positions | 8 |
| Exited positions | 0 |
| Position turnover | 7.8% |
| Top-10 concentration | 51.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 15, 2026
|
103 | $390.4M |
|
Q1 2026 13F
Filed Apr 15, 2026
|
95 | $349.5M |
|
Q4 2025 13F
Filed Jan 8, 2026
|
94 | $344.4M |
|
Q3 2025 13F
Filed Oct 9, 2025
|
91 | $333.4M |
|
Q2 2025 13F
Filed Jul 10, 2025
|
86 | $314.5M |
|
Q1 2025 13F
Filed Apr 9, 2025
|
84 | $292.8M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
81 | $288.0M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
68 | $285.8M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
68 | $280.7M |
|
Q1 2024 13F
Filed May 14, 2024
|
74 | $281.2M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
71 | $239.8M |
|
Q3 2023 13F
Filed Nov 1, 2023
|
63 | $227.4M |
|
Q2 2023 13F
Filed Jul 26, 2023
|
60 | $229.6M |
|
Q1 2023 13F
Filed May 3, 2023
|
60 | $217.4M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
61 | $206.5M |
|
Q3 2022 13F
Filed Oct 26, 2022
|
51 | $190.2M |
|
Q2 2022 13F
Filed Jul 25, 2022
|
56 | $204.6M |
|
Q1 2022 13F
Filed Apr 14, 2022
|
65 | $195.5M |
|
Q4 2021 13F
Filed Jan 24, 2022
|
64 | $441.9M |
|
Q3 2021 13F
Filed Oct 12, 2021
|
59 | $431.2M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VUG VANGUARD INDEX FDS | $35.9M | 9.19% |
| 2 | AVUS AMERICAN CENTY ETF TR | $29.6M | 7.58% |
| 3 | DIHP DIMENSIONAL ETF TRUST | $20.2M | 5.17% |
| 4 | AVEM AMERICAN CENTY ETF TR | $17.8M | 4.55% |
| 5 | VIG VANGUARD SPECIALIZED FUNDS | $16.6M | 4.26% |
| 6 | AVLV AMERICAN CENTY ETF TR | $16.6M | 4.25% |
| 7 | AVDE AMERICAN CENTY ETF TR | $16.6M | 4.25% |
| 8 | AVIV AMERICAN CENTY ETF TR | $16.4M | 4.19% |
| 9 | VMBS VANGUARD SCOTTSDALE FDS | $15.4M | 3.94% |
| 10 | VGSH VANGUARD SCOTTSDALE FDS | $14.6M | 3.75% |
| 11 | DUHP DIMENSIONAL ETF TRUST | $13.8M | 3.55% |
| 12 | VOO VANGUARD INDEX FDS | $13.5M | 3.46% |
| 13 | VGIT VANGUARD SCOTTSDALE FDS | $10.8M | 2.76% |
| 14 | DFAC DIMENSIONAL ETF TRUST | $9.9M | 2.54% |
| 15 | DFIS DIMENSIONAL ETF TRUST | $9.0M | 2.31% |
| 16 | VGLT VANGUARD SCOTTSDALE FDS | $8.7M | 2.23% |
| 17 | VTEB VANGUARD MUN BD FDS | $8.5M | 2.17% |
| 18 | SMMU PIMCO ETF TR | $8.2M | 2.09% |
| 19 | VCLT VANGUARD SCOTTSDALE FDS | $8.2M | 2.09% |
| 20 | VCIT VANGUARD SCOTTSDALE FDS | $7.6M | 1.96% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.