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CIK: 0001974403
Total reported value
$265.5M
$265.5M
103 檔
20.3%
As reported in its official Q1 2025 Form 13F filing, Vawter Financial, Ltd.'s tracked investment portfolio stood at $265.5M with 103 total positions.
In Q1 2025, Vawter Financial, Ltd. displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 6.96% | +0.56% | +1.66% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.56% | -0.47% | +11.46% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.09% | -0.23% | +10.80% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 5.68% | +0.15% | +5.93% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.88% | +0.21% | +4.97% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.66% | +0.08% | +9.65% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 4.55% | -0.06% | -1.35% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +0.18% | +3.05% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 2.86% | +0.21% | -0.10% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 2.84% | -0.29% | -3.62% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.81% | -0.53% | +44.42% | |
| 12 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.75% | -0.12% | +25.02% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.43% | +0.04% | +10.71% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.32% | -0.15% | -0.23% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.12% | -0.10% | +0.19% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.12% | -0.32% | +34.58% | |
| 17 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 2.01% | +0.03% | +46.19% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.80% | +0.09% | +0.02% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.79% | -0.08% | — | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.72% | +0.21% | +45.83% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.12% | -1.94% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.45% | +0.01% | -1.48% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.20% | +0.12% | +34.80% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.01% | +0.64% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.12% | -0.20% | -25.58% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.04% | -0.08% | +22.18% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.09% | +0.26% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.96% | +0.03% | -2.96% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.02% | +7.85% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.12% | +0.48% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.77% | -0.02% | +0.40% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.01% | +2.51% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.66% | +0.06% | -6.10% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.60% | — | -4.04% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.59% | — | — | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.55% | +0.02% | +23.33% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | +1.04% | |
| 38 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 0.51% | -0.01% | +8.96% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.49% | -0.03% | -0.46% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.44% | -0.03% | — | |
| 41 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.43% | — | — | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.41% | -0.03% | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | +0.03% | +15.01% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.37% | -0.03% | -1.01% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.01% | +58.45% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.01% | -11.79% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.31% | +0.02% | — | |
| 48 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.31% | -0.02% | — | |
| 49 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.30% | -0.08% | +89.75% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | -0.02% | -5.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +1.8% | NEW | New buy |
| 2 | JBND | Jpmorgan Active Bond ETF | +0.8% | +44.42% | Add |
| 3 | GSIE | Goldman Sachs Activebeta Int | +0.5% | +25.02% | Add |
| 4 | BBHY | Jpmorgan Betabuilders Usd Hi | +0.5% | +46.19% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.4% | +34.58% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.3% | +45.83% | Add |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.3% | +10.80% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +11.46% | Add |
| 9 | AVLV | Avantis US Large Cap Value | +0.2% | +34.80% | Add |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 11 | SCHF | Schwab Intl Equity ETF | +0.2% | NEW | New buy |
| 12 | DFGR | Dim Global Real Estate ETF | +0.1% | +10.71% | Add |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +22.18% | Add |
| 14 | JPLD | Jpmorgan LTD Duration ETF | +0.1% | NEW | New buy |
| 15 | JMUB | Jpmorgan Municipal ETF | +0.1% | +89.75% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | NEW | New buy |
| 18 | GE | General Electric | +0.1% | NEW | New buy |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +58.45% | Add |
| 20 | NFG | National Fuel Gas Co | +0.1% | NEW | New buy |
| 21 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.94% | Trim |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | NEW | New buy |
| 24 | CGXU | Cap Group Intl Focus | +0.1% | +9.65% | Add |
| 25 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +23.33% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +20.06% | Add |
| 27 | LLY | Eli Lilly & Co | — | +0.48% | Add |
| 28 | DFAE | Dimensional Emerging Core Eq | 0% | +4.97% | Add |
| 29 | RODM | Hartford Multifact Dev Mrkt | -0.1% | -3.62% | Trim |
| 30 | AAON | Aaon Inc | -0.1% | — | Unchanged |
| 31 | AMZN | Amazon.com Inc | -0.1% | -2.83% | Trim |
| 32 | IWF | Ishares Russell 1000 Growth | -0.1% | -11.79% | Trim |
| 33 | DFLV | Dim US Large Cap Value ETF | -0.1% | +0.19% | Add |
| 34 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.26% | Add |
| 36 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | EXIT | Sold out |
| 37 | VTWO | Vanguard Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 38 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 39 | AGYS | Agilysys Inc | -0.1% | — | Unchanged |
| 40 | IWO | Ishares Russell 2000 Growth | -0.2% | -6.10% | Trim |
| 41 | IWN | Ishares Russell 2000 Value E | -0.2% | -2.96% | Trim |
| 42 | VBR | Vanguard Small-cap Value ETF | -0.2% | -1.48% | Trim |
| 43 | AAPL | Apple Inc | -0.2% | +0.64% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.3% | +3.05% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.3% | +0.02% | Add |
| 46 | CGGR | Cap Group Growth Equity | -0.5% | -0.10% | Trim |
| 47 | JMST | JPM Ultra-short Muni Income | -0.5% | -25.58% | Trim |
| 48 | VB | Vanguard Small-cap ETF | -0.5% | +5.93% | Add |
| 49 | DFAT | Dimensional US Target Value | -0.8% | -1.35% | Trim |
| 50 | VBK | Vanguard Small-cap Grwth ETF | -1.2% | +1.66% | Add |
According to official SEC Form 13F filings, Vawter Financial, Ltd. reported a total U.S. public equity portfolio value of $265.5M across 103 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VBK, BNDX, BSV) accounted for 20.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $3.2M
Top Position Liquidated / Trimmed
IJS
前期市值: $219.4K
During Q1 2025, Vawter Financial, Ltd.'s top holdings by market value included VBK (7.0%)、BNDX (6.6%)、BSV (6.1%). The largest single position, VBK, represented 7.0% of total portfolio value.
In Q1 2025, Vawter Financial, Ltd. made 48 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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