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Vawter Financial, Ltd.

Vawter Financial, Ltd. is an Investment Adviser institutional filer with the SEC under CIK 1974403, reporting 131 portfolio positions, with 43 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OH
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-04

Top 10 portfolio positions

The largest reported holdings in Vawter Financial, Ltd.'s most recent 13F filing, ranked by reported market value.

  1. J P MORGAN EXCHANGE TRADED F (JBND)
  2. VANGUARD INDEX FDS (VBK)
  3. VANGUARD INDEX FDS (VB)
  4. VANGUARD CHARLOTTE FDS (BNDX)
  5. VANGUARD BD INDEX FDS (BSV)
  6. DIMENSIONAL ETF TRUST (DFAE)
  7. CAPITAL GROUP INTL FOCUS EQT (CGXU)
  8. GOLDMAN SACHS ETF TR (GSIE)
  9. DIMENSIONAL ETF TRUST (DFAT)
  10. CAPITAL GROUP GROWTH ETF (CGGR)
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