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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, BNDX, BSV, VB, DFAE, and represent 30.17% of Vawter Financial's stock portfolio.
Added to shares of these 10 stocks: BRK.A, JBND, BNDX, BBHY, BSV, GSIE, JPST, AVUV, CGXU, VB.
Started 10 new stock positions in IJT, GE, IBIT, SCHF, QQQ, NFG, BRK.A, JPLD, EOG, GDX.
Reduced shares in these 10 stocks: JMST, IJS, , , HD, RODM, DFAT, IWO, IWF, DFAI.
Sold out of its positions in HD, IJS, TSLA, VTWO.
Vawter Financial was a net buyer of stock by $16M.
Vawter Financial has $179M in assets under management (AUM), dropping by 7.22%.
Central Index Key (CIK): 0001974403

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Portfolio Holdings for Vawter Financial

Vawter Financial holds 103 positions in its portfolio as reported in the March 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)	7.0	$12M		49k	251.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.6	$12M	+11%	240k	48.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.1	$11M	+10%	139k	78.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.7	$10M	+5%	46k	221.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.9	$8.7M	+4%	337k	25.89	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	4.7	$8.3M	+9%	340k	24.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.5	$8.1M		158k	51.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$5.2M	+3%	9.2k	561.91	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$5.1M		149k	34.25	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	2.8	$5.1M	-3%	164k	30.99	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.8	$5.0M	+44%	94k	53.52	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.8	$4.9M	+25%	138k	35.65	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.4	$4.3M	+10%	166k	26.26	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.3	$4.1M		36k	115.60	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.1	$3.8M		124k	30.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.1	$3.8M	+34%	75k	50.63	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	2.0	$3.6M	+46%	78k	46.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$3.2M		31k	104.57	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.8	$3.2M	NEW	4.00	798441.50	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$3.1M	+45%	35k	87.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$2.6M		4.9k	532.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$2.6M		14k	186.29	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$2.1M	+34%	33k	65.21	View chart
Apple (AAPL)	1.2	$2.1M		9.5k	222.13	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.1	$2.0M	-25%	39k	50.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$1.9M	+22%	19k	98.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.7M		6.3k	274.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$1.7M	-2%	11k	150.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.6M	+7%	27k	58.35	View chart
Eli Lilly & Co. (LLY)	0.9	$1.6M		1.9k	825.91	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$1.4M		58k	23.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.2M	+2%	7.1k	172.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.7	$1.2M	-6%	4.6k	255.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.1M	-4%	5.7k	188.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.1M		3.5k	306.74	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$980k	+23%	20k	49.99	View chart
JPMorgan Chase & Co. (JPM)	0.5	$974k		4.0k	245.31	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.5	$913k	+8%	16k	58.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$874k		32k	27.57	View chart
Realty Income (O)	0.4	$785k		14k	58.01	View chart
Rocket Cos Com Cl A (RKT)	0.4	$768k		64k	12.07	View chart
Stryker Corporation (SYK)	0.4	$734k		2.0k	372.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$725k	+15%	3.6k	199.49	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$662k		18k	35.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$608k	+58%	9.8k	62.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$564k	-11%	1.6k	360.99	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$561k		6.8k	83.00	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.3	$558k		9.8k	57.14	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$529k	+89%	11k	50.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$528k	-5%	20k	26.58	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$525k	+11%	6.5k	80.37	View chart
Johnson & Johnson (JNJ)	0.3	$521k	-4%	3.1k	165.84	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$517k		20k	25.38	View chart
United Ban (UBCP)	0.3	$500k		37k	13.42	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$484k		10k	47.21	View chart
Amazon (AMZN)	0.3	$483k	-2%	2.5k	190.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$481k		1.5k	317.64	View chart
Netflix (NFLX)	0.3	$473k		507.00	932.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$440k	+14%	4.9k	90.54	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$434k		3.3k	133.09	View chart
Costco Wholesale Corporation (COST)	0.2	$404k		427.00	945.78	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$397k		5.2k	76.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$389k		696.00	559.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$389k	+20%	8.6k	45.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$388k	NEW	8.3k	46.81	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$385k		9.5k	40.76	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$383k		5.6k	68.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$376k		732.00	513.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$376k		8.6k	43.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$368k	+17%	993.00	370.82	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$361k		15k	24.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$359k	-3%	4.4k	81.73	View chart
Microsoft Corporation (MSFT)	0.2	$354k	-6%	944.00	375.39	View chart
Abbvie (ABBV)	0.2	$348k		1.7k	209.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$333k		6.5k	51.07	View chart
Chevron Corporation (CVX)	0.2	$306k		1.8k	167.26	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$301k	-19%	9.6k	31.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$292k	+3%	7.4k	39.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$288k		7.5k	38.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$282k	+10%	12k	23.43	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.2	$279k	-11%	4.6k	60.77	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$270k	+24%	3.8k	71.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$260k	NEW	13k	19.78	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$250k	NEW	4.8k	52.00	View chart
salesforce (CRM)	0.1	$249k		926.00	268.36	View chart
Agilysys (AGYS)	0.1	$248k		3.4k	72.54	View chart
Norfolk Southern (NSC)	0.1	$247k		1.0k	236.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$240k	+16%	3.3k	73.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$230k		1.9k	118.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$228k	NEW	487.00	468.83	View chart
Procter & Gamble Company (PG)	0.1	$228k	-4%	1.3k	170.42	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$227k	NEW	1.8k	124.48	View chart
Ge Aerospace Com New (GE)	0.1	$225k	NEW	1.1k	200.10	View chart
Kinder Morgan (KMI)	0.1	$225k	+2%	7.9k	28.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$221k		5.4k	41.21	View chart
National Fuel Gas (NFG)	0.1	$216k	NEW	2.7k	79.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$213k	-6%	1.9k	111.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$212k		2.5k	85.07	View chart
Aaon Com Par $0.004 (AAON)	0.1	$212k		2.7k	78.13	View chart
EOG Resources (EOG)	0.1	$210k	NEW	1.6k	128.24	View chart
Danaher Corporation (DHR)	0.1	$209k		1.0k	205.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$205k	NEW	4.5k	45.97	View chart
NVIDIA Corporation (NVDA)	0.1	$202k	+13%	1.9k	108.38	View chart

Past Filings by Vawter Financial

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

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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