WEBSTERROGERS FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Florence, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 349,515
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 16.17 K | 4.6% | 0 | 195.9 K | -195.9 K |
| ETFs | 328.8 K | 94.1% | 201.1 K | 0 | 201.1 K |
| Debt | 4.543 K | 1.3% | 0 | 129 | -129 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
349,515
Holdings
95
QoQ value change ($000)
5,087
(1.5%)
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.