Vawter Financial, Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2026), Vawter Financial, Ltd. reported 23 stock positions worth $8.9 million. Its top holding was Van Morst SML-Cap Gro-Usd (VBK) at 9.9% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 8.5%) and Vanguard Total Intl Bond ETF (BNDX, 8.5%). Compared with Q1 2025, it opened 1 new position, sold out of 81, added to 1 and reduced 21. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale an exit from Hartford Multifact Dev MRKT (RODM).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0001974403
- Portfolio Value
- $8.9M (Q2 2025)
- SEC Filing
- 0001974403-26-000004 ↗ filed Aug 4, 2026
Holdings Value
Holdings 23 stocks · $8.9M
| VBK Van Morst SML-Cap Gro-Usd Inc. | 9.90% | 3,164 | $876K | Reduce -93.6% |
| JBND JPMorgan Active Bond ETF | 8.53% | 14,098 | $756K | Reduce -85.0% |
| BNDX Vanguard Total Intl Bond ETF | 8.47% | 15,153 | $750K | Reduce -93.7% |
| AVMA Avantis Mod Alloc ETF | 6.75% | 9,725 | $598K | Reduce -38.2% |
| IVV iShares Core S&P 500 ETF | 6.07% | 866 | $538K | Reduce -90.6% |
| BSV Vanguard Short-Term Bond ETF | 5.25% | 5,911 | $465K | Reduce -95.7% |
| DFAE Dimensional Emerging Core Eq | 4.56% | 13,941 | $404K | Reduce -95.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.49% | 644 | $398K | Reduce -7.5% |
| DFGR Dim Global Real Estate ETF | 4.15% | 13,685 | $367K | Reduce -91.7% |
| DFAT Dimensional US Target Value | 3.93% | 6,451 | $348K | Reduce -95.9% |
| NVDA Nvidia Corp. | 3.38% | 1,895 | $299K | Add +1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.36% | 1,255 | $297K | Reduce -97.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.25% | 593 | $288K | Reduce -87.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 3.17% | 10,354 | $281K | Reduce -97.0% |
| VSS Vanguard Ftse All Wo X-US SC | 3.13% | 2,063 | $277K | Reduce -94.2% |
| JPM JPMorgan Chase & Co. | 3.05% | 931 | $270K | Reduce -76.6% |
| BBHY JPMorgan Betabuilders Usd Hi | 3.01% | 5,717 | $267K | Reduce -92.7% |
| GSIE Goldman Sachs Activebeta Int | 2.89% | 6,450 | $256K | Reduce -95.3% |
| CRM Salesforce Inc. | 2.77% | 900 | $245K | Reduce -2.8% |
| CGGR Cap Group Growth Equity | 2.65% | 5,761 | $234K | Reduce -96.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.52% | 1,146 | $223K | Reduce -91.7% |
| SPMO Invesco S&P 500 Momentum ETF | 2.35% | 1,851 | $208K | New |
| VWO Vanguard Ftse Emerging Marke | 2.35% | 4,209 | $208K | Reduce -51.0% |
Portfolio Sells Q1 2025 → Q2 2025
| RODM Hartford Multifact Dev MRKT | Sold out | 0.00% | −2.84 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -97.3% | 3.36% | −2.32 |
| DFLV Dim US Large Cap Value ETF | Sold out | 0.00% | −2.12 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −2.12 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −1.80 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −1.79 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −1.72 |
| CGXU Cap Group Intl Focus | Reduce -97.0% | 3.17% | −1.49 |
| AVLV Avantis US Large Cap Value | Sold out | 0.00% | −1.20 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.18 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −1.12 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −1.04 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.97 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.96 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.89 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.87 |
| BSV Vanguard Short-Term Bond ETF | Reduce -95.7% | 5.25% | −0.83 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.77 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.68 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.66 |
| DFAT Dimensional US Target Value | Reduce -95.9% | 3.93% | −0.61 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.60 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.59 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.55 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.49 |
| O Realty Income Corp. | Sold out | 0.00% | −0.44 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.43 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.41 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.41 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.37 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.34 |
| DFAE Dimensional Emerging Core Eq | Reduce -95.9% | 4.56% | −0.33 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.32 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.31 |
| JPIN JPM Diversified Ret Intl Eq | Sold out | 0.00% | −0.31 |
| JMUB JPMorgan Municipal ETF | Sold out | 0.00% | −0.30 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.30 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.29 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.29 |
| SCHY Schwab International DVD ETF | Sold out | 0.00% | −0.29 |
| UBCP United Bancorp Inc. | Sold out | 0.00% | −0.28 |
| JSCP JPMorgan Short Duration Core | Sold out | 0.00% | −0.27 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.27 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.27 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.26 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.25 |
| VTWV Vanguard Russell 2000 Value | Sold out | 0.00% | −0.24 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.23 |
| GSEW Goldman Sachs Eql WGHT Large | Sold out | 0.00% | −0.22 |
| CGGR Cap Group Growth Equity | Reduce -96.1% | 2.65% | −0.22 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 131 | $265.5M | JBND, VBK, VB, BNDX, BSV |
| Q1 2026Amended | 122 | $237.7M | JBND, VBK, BNDX, BSV, VB |
| Q4 2025Amended | 118 | $236.9M | JBND, VBK, BNDX, BSV, VB |
| Q3 2025Amended | 118 | $220.4M | VBK, VB, BNDX, BSV, DFAE |
| Q2 2025Amended | 23 | $8.9M | VBK, JBND, BNDX, AVMA, IVV |
| Q1 2025 | 103 | $178.5M | VBK, BNDX, BSV, VB, DFAE |
| Q4 2024 | 97 | $166.4M | VBK, BNDX, VB, BSV, DFAT |
| Q3 2024 | 94 | $163.7M | VBK, BNDX, VB, BSV, DFAT |
| Q2 2024 | 89 | $145.7M | VBK, VB, BNDX, BSV, DFAT |
| Q1 2024 | 88 | $137.8M | VBK, VB, DFAT, BSV, BNDX |