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Vawter Financial

Latest statistics and disclosures from Vawter Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VBK, VB, BNDX, BSV, DFAE, and represent 28.58% of Vawter Financial's stock portfolio.
Added to shares of these 10 stocks: VBK (+$15M), VB (+$12M), BSV (+$11M), BNDX (+$11M), DFAE (+$11M), CGXU (+$10M), DFAT (+$8.4M), GSIE (+$7.0M), CGGR (+$6.8M), JBND (+$6.6M).
Started 95 new stock positions in PG, SHYM, VUG, DFUV, GDX, IWM, IJS, NFG, SCHY, AVLV.
Vawter Financial was a net buyer of stock by $211M.
Vawter Financial has $220M in assets under management (AUM), dropping by 2388.53%.
Central Index Key (CIK): 0001974403

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Portfolio Holdings for Vawter Financial

Vawter Financial holds 118 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sml Cp Grw Etf (VBK)	7.1	$16M	+1560%	53k	297.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.5	$12M	+3723%	48k	254.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.5	$12M	+1514%	245k	49.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.4	$12M	+2449%	151k	78.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.1	$11M	+2432%	353k	31.53	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	4.7	$10M	+3276%	350k	29.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.0	$8.7M	+2224%	150k	58.21	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.3	$7.3M	+857%	135k	54.16	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	3.3	$7.3M	+2651%	177k	41.11	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.2	$7.1M	+2697%	161k	43.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$6.2M	+977%	9.3k	669.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.3	$5.1M	+1640%	36k	142.55	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	2.3	$5.1M	NEW	143k	35.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$5.0M	NEW	50k	99.53	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.2	$4.8M	+1192%	177k	27.31	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	2.2	$4.8M	+1693%	103k	47.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$4.5M	NEW	89k	50.73	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.0	$4.5M	NEW	136k	32.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$3.7M	+768%	5.6k	666.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$3.6M	NEW	31k	118.83	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.4	$3.0M	NEW	4.00	754200.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$2.8M	+1087%	14k	208.71	View chart
Apple (AAPL)	1.2	$2.8M	NEW	11k	254.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$2.6M	NEW	35k	72.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$2.3M	+682%	4.6k	502.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.1M	NEW	6.3k	328.17	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$2.0M	NEW	40k	51.04	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.9	$2.0M	NEW	11k	176.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.9M	NEW	19k	100.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.8M	NEW	27k	65.26	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$1.8M	NEW	34k	51.23	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.7	$1.5M	NEW	4.6k	320.01	View chart
Eli Lilly & Co. (LLY)	0.6	$1.4M	NEW	1.9k	763.00	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$1.4M	NEW	58k	23.85	View chart
Rocket Cos Com Cl A (RKT)	0.6	$1.3M	NEW	68k	19.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.3M	NEW	6.8k	186.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.3M	NEW	3.4k	365.48	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.2M	+309%	3.8k	315.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.1M	NEW	5.4k	203.61	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$1.1M	NEW	7.5k	140.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$1.0M	NEW	30k	33.37	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.4	$979k	+54%	15k	65.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$861k	NEW	3.6k	241.97	View chart
Realty Income (O)	0.4	$818k	NEW	14k	60.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$792k	NEW	1.7k	468.38	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$790k	NEW	17k	45.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$770k	NEW	11k	73.46	View chart
NVIDIA Corporation (NVDA)	0.3	$753k	+112%	4.0k	186.58	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$729k	NEW	13k	57.19	View chart
Stryker Corporation (SYK)	0.3	$729k	NEW	2.0k	369.67	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$642k	NEW	6.1k	104.51	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.3	$637k	NEW	6.8k	94.31	View chart
Amazon (AMZN)	0.3	$631k	NEW	2.9k	219.57	View chart
Netflix (NFLX)	0.3	$603k	NEW	503.00	1198.92	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$574k	NEW	1.5k	378.94	View chart
Johnson & Johnson (JNJ)	0.3	$570k	NEW	3.1k	185.42	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$569k	NEW	20k	27.94	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$566k	NEW	20k	29.11	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$555k	NEW	6.7k	83.41	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$528k	NEW	11k	50.47	View chart
United Ban (UBCP)	0.2	$523k	NEW	37k	13.97	View chart
Microsoft Corporation (MSFT)	0.2	$497k	NEW	960.00	517.95	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$495k	NEW	5.8k	85.04	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$487k	NEW	7.3k	66.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$476k	NEW	993.00	479.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$457k	+100%	8.4k	54.18	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$457k	NEW	9.6k	47.61	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$454k	NEW	9.8k	46.32	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$444k	NEW	15k	29.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$444k	NEW	725.00	612.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$444k	NEW	8.3k	53.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$439k	NEW	4.8k	91.42	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$438k	NEW	5.4k	80.65	View chart
Abbvie (ABBV)	0.2	$433k	NEW	1.9k	231.54	View chart
Chevron Corporation (CVX)	0.2	$433k	NEW	2.8k	155.31	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$420k	NEW	3.5k	120.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$415k	NEW	4.4k	93.37	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$415k	NEW	2.7k	155.87	View chart
Agilysys (AGYS)	0.2	$361k	NEW	3.4k	105.25	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$359k	NEW	6.5k	55.33	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$351k	NEW	9.6k	36.35	View chart
Costco Wholesale Corporation (COST)	0.2	$349k	NEW	377.00	925.63	View chart
Ge Aerospace Com New (GE)	0.2	$347k	NEW	1.2k	300.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$346k	NEW	5.3k	65.00	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.2	$343k	NEW	4.9k	70.34	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.2	$341k	NEW	15k	22.34	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$340k	NEW	4.5k	76.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$327k	NEW	12k	27.90	View chart
Norfolk Southern (NSC)	0.1	$313k	NEW	1.0k	300.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$304k	NEW	6.6k	45.76	View chart
Procter & Gamble Company (PG)	0.1	$298k	NEW	1.9k	153.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$271k	NEW	2.4k	112.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$263k	NEW	740.00	355.47	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$258k	NEW	1.8k	141.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$254k	NEW	1.8k	140.95	View chart
Aaon Com Par $0.004 (AAON)	0.1	$253k	NEW	2.7k	93.44	View chart
National Fuel Gas (NFG)	0.1	$252k	NEW	2.7k	92.37	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$251k	NEW	4.8k	52.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$246k	NEW	5.3k	46.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$241k	NEW	2.5k	96.55	View chart
salesforce (CRM)	0.1	$240k	+12%	1.0k	237.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$239k	NEW	5.4k	44.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$235k	NEW	9.1k	25.71	View chart
Home Depot (HD)	0.1	$234k	NEW	578.00	405.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$228k	NEW	3.1k	74.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$224k		1.9k	121.06	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$223k	NEW	2.0k	110.59	View chart
Kinder Morgan (KMI)	0.1	$221k	NEW	7.8k	28.31	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$220k	NEW	1.9k	118.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$219k	NEW	1.0k	215.80	View chart
Vanguard World Utilities Etf (VPU)	0.1	$218k	NEW	1.2k	189.41	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$217k	NEW	224.00	968.09	View chart
Meta Platforms Cl A (META)	0.1	$217k	NEW	295.00	734.48	View chart
Tutor Perini Corporation (TPC)	0.1	$216k	NEW	3.3k	65.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$213k	NEW	877.00	243.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$210k	NEW	9.0k	23.28	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$205k	NEW	1.8k	111.22	View chart
Teucrium Commodity Tr Wheat Fd (WEAT)	0.0	$44k	NEW	11k	4.11	View chart

Past Filings by Vawter Financial

SEC 13F filings are viewable for Vawter Financial going back to 2022

Vawter Financial 2025 Q3 filed Nov. 10, 2025
Vawter Financial 2025 Q2 filed Aug. 12, 2025
Vawter Financial 2025 Q1 filed May 7, 2025
Vawter Financial 2024 Q4 filed Jan. 31, 2025
Vawter Financial 2024 Q3 filed Nov. 6, 2024
Vawter Financial 2024 Q2 filed Aug. 2, 2024
Vawter Financial 2024 Q1 filed May 16, 2024
Vawter Financial 2023 Q3 amended filed Dec. 20, 2023
Vawter Financial 2023 Q3 filed Nov. 15, 2023
Vawter Financial 2023 Q2 filed Aug. 14, 2023
Vawter Financial 2023 Q1 filed May 19, 2023
Vawter Financial 2022 Q4 filed May 17, 2023

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