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Vawter Financial, Ltd. — 13F Holdings & Portfolio

CIK 1974403 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Vawter Financial, Ltd. manages $220.4M in 13F-reported U.S. long-equity assets across 118 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are VBK (7.10%), VB (5.54%), BNDX (5.49%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 95 new positions, exited 0, added to 22, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1161 BETHEL ROAD
SUITE 304
COLUMBUS, OH 43220
Phone
(614) 451-1002
Filing Manager
Vawter Financial, Ltd.
COLUMBUS, OH
Signatory
Jacqueline Washburn
Chief Compliance Officer
Loading holdings…
AUM

$220.4M

Long-equity book

Holdings

118

Distinct positions

Period

2025-09-30

Filed 2026-08-04

Q/Q Activity

+95 / −0 / ↑22 / ↓0

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$14.8M +1684.8%
  • VANGUARD INDEX FDS$11.9M +4004.1%
  • VANGUARD BD INDEX FDS$11.4M +2456.4%
  • VANGUARD CHARLOTTE FDS$11.4M +1513.1%
  • DIMENSIONAL ETF TRUST$10.7M +2659.0%
Show all 22 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • LATTICE STRATEGIES TR$5.1M
  • AMERICAN CENTY ETF TR$5.0M
  • J P MORGAN EXCHANGE TRADED F$4.5M
  • DIMENSIONAL ETF TRUST$4.5M
  • ISHARES TR$3.6M
Show all 95 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VBK 922908595 $15.6M 7.10% 52,548 SH
2 VANGUARD INDEX FDS VB 922908751 $12.2M 5.54% 48,005 SH
3 VANGUARD CHARLOTTE FDS BNDX 92203J407 $12.1M 5.49% 244,689 SH
4 VANGUARD BD INDEX FDS BSV 921937827 $11.9M 5.40% 150,708 SH
5 DIMENSIONAL ETF TRUST DFAE 25434V302 $11.1M 5.05% 353,173 SH
6 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $10.4M 4.70% 349,636 SH
7 DIMENSIONAL ETF TRUST DFAT 25434V609 $8.7M 3.96% 149,952 SH
8 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $7.3M 3.32% 135,077 SH
9 GOLDMAN SACHS ETF TR GSIE 381430107 $7.3M 3.31% 177,548 SH
10 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $7.1M 3.21% 161,213 SH
11 ISHARES TR IVV 464287200 $6.2M 2.83% 9,334 SH
12 VANGUARD INTL EQUITY INDEX F VSS 922042718 $5.1M 2.32% 35,912 SH
13 LATTICE STRATEGIES TR RODM 518416102 $5.1M 2.30% 142,871 SH
14 AMERICAN CENTY ETF TR AVUV 025072877 $5.0M 2.26% 49,946 SH
15 DIMENSIONAL ETF TRUST DFGR 25434V658 $4.8M 2.19% 176,967 SH
16 J P MORGAN EXCHANGE TRADED F BBHY 46641Q878 $4.8M 2.19% 102,547 SH
17 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $4.5M 2.04% 88,511 SH
18 DIMENSIONAL ETF TRUST DFLV 25434V666 $4.5M 2.04% 136,404 SH
19 SPDR S&P 500 ETF TR SPY 78462F103 $3.7M 1.69% 5,596 SH
20 ISHARES TR IJR 464287804 $3.6M 1.65% 30,613 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 1.37% 4 SH
22 VANGUARD INDEX FDS VBR 922908611 $2.8M 1.29% 13,607 SH
23 APPLE INC AAPL 037833100 $2.8M 1.25% 10,801 SH
24 AMERICAN CENTY ETF TR AVLV 025072349 $2.6M 1.16% 35,466 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.3M 1.06% 4,639 SH
26 VANGUARD INDEX FDS VTI 922908769 $2.1M 0.94% 6,327 SH
27 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $2.0M 0.91% 39,458 SH
28 ISHARES TR IWN 464287630 $2.0M 0.91% 11,333 SH
29 ISHARES TR AGG 464287226 $1.9M 0.85% 18,593 SH
30 ISHARES TR IJH 464287507 $1.8M 0.80% 27,091 SH
31 ISHARES TR IAGG 46435G672 $1.8M 0.80% 34,244 SH
32 ISHARES TR IWO 464287648 $1.5M 0.67% 4,616 SH
33 ELI LILLY & CO LLY 532457108 $1.4M 0.65% 1,868 SH
34 DIMENSIONAL ETF TRUST DFAR 25434V823 $1.4M 0.62% 57,479 SH
35 ROCKET COS INC RKT 77311W101 $1.3M 0.59% 67,625 SH
36 VANGUARD INDEX FDS VTV 922908744 $1.3M 0.58% 6,797 SH
37 ISHARES TR IWB 464287622 $1.3M 0.57% 3,443 SH
38 JPMORGAN CHASE & CO. JPM 46625H100 $1.2M 0.55% 3,808 SH
39 ISHARES TR IWD 464287598 $1.1M 0.50% 5,398 SH
40 SPDR SERIES TRUST SDY 78464A763 $1.1M 0.48% 7,500 SH
41 SCHWAB STRATEGIC TR SCHE 808524706 $1.0M 0.46% 30,283 SH
42 AMERICAN CENTY ETF TR AVMA 025072182 $979.1K 0.44% 15,047 SH
43 ISHARES TR IWM 464287655 $861.4K 0.39% 3,560 SH
44 REALTY INCOME CORP O 756109104 $817.7K 0.37% 13,451 SH
45 ISHARES TR IWF 464287614 $791.6K 0.36% 1,690 SH
46 SCHWAB STRATEGIC TR SCHC 808524888 $789.7K 0.36% 17,353 SH
47 VANGUARD STAR FDS VXUS 921909768 $769.5K 0.35% 10,475 SH
48 NVIDIA CORPORATION NVDA 67066G104 $752.9K 0.34% 4,035 SH
49 SPDR SERIES TRUST SPMD 78464A847 $729.0K 0.33% 12,747 SH
50 STRYKER CORPORATION SYK 863667101 $729.0K 0.33% 1,972 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $265.5M 131 0001974403-26-000003
2026-03-31 2026-05-15 $237.6M 122 0001974403-26-000002
2025-12-31 2026-02-02 $236.8M 118 0001974403-26-000001
2025-09-30 2025-11-10 $220.3M 118 0001974403-25-000006
2025-09-30 2026-08-04 $220.4M 118 0001974403-26-000005
2025-06-30 2026-08-04 $8.9M 23 0001974403-26-000004