WEBSTERROGERS FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Florence, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 390,390
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 103 | 390,390 | 13F-HR | WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| Q1 2026 | 4/15/2026 | 95 | 349,515 | 13F-HR | WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| Q4 2025 | 1/8/2026 | 94 | 344,428 | 13F-HR | WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| Q3 2025 | 10/9/2025 | 91 | 333,436 | 13F-HR | WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| Q2 2025 | 7/10/2025 | 86 | 314,531 | 13F-HR | WEBSTERROGERS FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.09 K | 4.6% | 1.917 K | 0 | 1.917 K |
| ETFs | 368.5 K | 94.4% | 39.72 K | 0 | 39.72 K |
| Debt | 3.781 K | 1.0% | 0 | 762 | -762 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
390,390
Holdings
103
QoQ value change ($000)
40,875
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.