Vawter Financial, Ltd.
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.
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.9M
2025 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.1%
Est. Net Flow (Q)
—
2025 Q2
Top Holdings
VBK
VANGUARD INDEX FDS
9.9%
JBND
J P MORGAN EXCHANGE TRADED F
8.5%
BNDX
VANGUARD CHARLOTTE FDS
8.5%
AVMA
AMERICAN CENTY ETF TR
6.8%
IVV
ISHARES TR
6.1%
BSV
VANGUARD BD INDEX FDS
5.3%
DFAE
DIMENSIONAL ETF TRUST
4.6%
SPY
SPDR S&P 500 ETF TR
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.