Vawter Financial, Ltd.

Name: Vawter Financial, Ltd. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001974403 · COLUMBUS, OH · Quarter end: 2025-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q2, filed 2026-08-04. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Vawter Financial, Ltd. reported 23 positions worth $8.9M as of June 30, 2025 (13F filed August 4, 2026). Largest holding: VBK (9.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$8.9M

2025 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

62.1%

Est. Net Flow (Q)

—

2025 Q2

Positions Changes Mix History BacktestPRO

10 / 23 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VBK	VANGUARD INDEX FDS	SH	$876.3K	9.90%	3,164	—	—
▸ 2	JBND	J P MORGAN EXCHANGE TRADED F	SH	$755.5K	8.53%	14,098	—	—
▸ 3	BNDX	VANGUARD CHARLOTTE FDS	SH	$750.2K	8.47%	15,153	—	—
▸ 4	AVMA	AMERICAN CENTY ETF TR	SH	$597.8K	6.75%	9,725	—	—
▸ 5	IVV	ISHARES TR	SH	$537.7K	6.07%	866	—	—
▸ 6	BSV	VANGUARD BD INDEX FDS	SH	$465.2K	5.25%	5,911	—	—
▸ 7	DFAE	DIMENSIONAL ETF TRUST	SH	$403.6K	4.56%	13,941	—	—
▸ 8	SPY	SPDR S&P 500 ETF TR	SH	$397.9K	4.49%	644	—	—
▸ 9	DFGR	DIMENSIONAL ETF TRUST	SH	$367.2K	4.15%	13,685	—	—
▸ 10	DFAT	DIMENSIONAL ETF TRUST	SH	$348.1K	3.93%	6,451	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Vawter Financial, Ltd. hold as of Q2 2025?

Vawter Financial, Ltd. reported 23 positions worth $8.9M in its Q2 2025 13F filing. Largest positions: VBK (9.9%), JBND (8.5%), BNDX (8.5%), AVMA (6.8%) and IVV (6.1%).

What did Vawter Financial, Ltd. buy in Q2 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Vawter Financial, Ltd. sell in Q2 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.