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CIK: 0001974403
Total reported value
$265.5M
$265.5M
118 檔
23.7%
According to the latest 13F quarterly dataset, Vawter Financial, Ltd. managed an equity portfolio of $265.5M at the end of Q3 2025, spanning 118 distinct U.S. exchange-listed positions.
During Q3 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 | 7.10% | +0.56% | +1560.49% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 5.54% | +0.15% | +3723.90% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.49% | -0.47% | +1514.79% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.40% | -0.23% | +2449.62% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.05% | +0.21% | +2432.88% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.70% | +0.08% | +3276.82% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 3.96% | -0.06% | +2224.48% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 3.32% | -0.53% | +857.92% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.31% | -0.12% | +2651.05% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 3.21% | +0.21% | +2697.41% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | +0.18% | +977.48% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.32% | -0.15% | +1640.38% | |
| 13 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 2.30% | -0.29% | — | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.25% | +0.21% | — | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.19% | +0.04% | +1192.28% | |
| 16 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 2.19% | +0.03% | +1693.13% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.04% | -0.32% | — | |
| 18 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.04% | -0.10% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.03% | +768.94% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.65% | +0.09% | — | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.37% | -0.08% | — | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.29% | +0.01% | +1087.35% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.01% | — | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.16% | +0.12% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.12% | +682.29% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.09% | — | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.91% | -0.20% | — | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.91% | +0.03% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.85% | -0.08% | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | +0.02% | — | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.80% | +0.02% | — | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.67% | +0.06% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.12% | — | |
| 34 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.62% | -0.02% | — | |
| 35 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.59% | — | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.01% | — | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.57% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | +309.02% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | — | — | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.48% | -0.03% | — | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.03% | — | |
| 42 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 0.44% | -0.01% | +54.72% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.03% | — | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.37% | -0.03% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | — | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.36% | -0.03% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | -0.01% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.01% | +112.93% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.33% | — | — | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.03% | — |
According to official SEC Form 13F filings, Vawter Financial, Ltd. reported a total U.S. public equity portfolio value of $265.5M across 118 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VBK, VB, BNDX) accounted for 23.7% of total reported equity market value during Q3 2025.
During Q3 2025, Vawter Financial, Ltd.'s top holdings by market value included VBK (7.1%)、VB (5.5%)、BNDX (5.5%). The largest single position, VBK, represented 7.1% of total portfolio value.
In Q3 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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