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CIK: 0001974403
Total reported value
$265.5M
$265.5M
23 檔
1.3%
In Q2 2025, Vawter Financial, Ltd.'s U.S. equity holdings reached a combined market value of $265.5M, distributed across 23 disclosed stock positions.
During Q2 2025, Vawter Financial, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.90% | +0.56% | -93.59% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 8.53% | -0.53% | -84.97% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.47% | -0.47% | -93.68% | |
| 4 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 6.75% | -0.01% | -38.20% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.07% | +0.18% | -90.60% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.25% | -0.23% | -95.74% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.56% | +0.21% | -95.86% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.49% | +0.03% | -7.47% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.15% | +0.04% | -91.73% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.93% | -0.06% | -95.91% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | +0.01% | +1.66% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 3.36% | +0.15% | -97.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.25% | -0.12% | -87.92% | |
| 14 | CGXU | Cap Group Intl Focus | ETF-Other | 3.17% | +0.08% | -96.95% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.13% | -0.15% | -94.23% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.05% | +0.01% | -76.56% | |
| 17 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 3.01% | +0.03% | -92.67% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.89% | -0.12% | -95.31% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 2.77% | -0.02% | -2.81% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-Other | 2.64% | +0.21% | -96.14% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.52% | +0.01% | -91.72% | |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.35% | — | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.35% | — | -51.00% |
According to official SEC Form 13F filings, Vawter Financial, Ltd. reported a total U.S. public equity portfolio value of $265.5M across 23 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VBK, JBND, BNDX) accounted for 1.3% of total reported equity market value during Q2 2025.
During Q2 2025, Vawter Financial, Ltd.'s top holdings by market value included VBK (9.9%)、JBND (8.5%)、BNDX (8.5%). The largest single position, VBK, represented 9.9% of total portfolio value.
In Q2 2025, Vawter Financial, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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