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CIK: 0001974403
Total reported value
$265.5M
$265.5M
118 檔
27.1%
During the Q4 2025 filing period, Vawter Financial, Ltd. (CIK: 0001974403) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $265.5M across 118 reported positions.
During Q4 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 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 7.44% | -0.53% | +141.40% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 6.76% | +0.56% | +0.84% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.46% | -0.47% | +9.47% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.38% | -0.23% | +7.33% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.31% | +0.15% | +1.53% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.79% | +0.21% | -1.41% | |
| 7 | CGXU | Cap Group Intl Focus | ETF-Other | 4.30% | +0.08% | -1.41% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.95% | -0.12% | +22.82% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.75% | -0.06% | -0.62% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 3.05% | +0.21% | +0.64% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | +0.18% | +3.19% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.32% | +0.21% | +8.19% | |
| 13 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 2.20% | +0.03% | +9.55% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.17% | -0.15% | -0.28% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.05% | +0.04% | +4.02% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.01% | -0.10% | +2.07% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.75% | -0.32% | -7.52% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.03% | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.53% | +0.09% | -1.59% | |
| 20 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.52% | -0.29% | -32.00% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.29% | +0.12% | +13.40% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.27% | -0.08% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.22% | +0.01% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.01% | -4.19% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.12% | +2.18% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.09% | +0.68% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.12% | +0.11% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.84% | +0.03% | -2.65% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | +0.02% | +14.76% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.83% | -0.20% | -2.24% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.08% | -5.16% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | +0.02% | -2.94% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.62% | +0.06% | -1.19% | |
| 34 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.55% | — | — | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.01% | +0.16% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | — | -1.02% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | +0.01% | +0.05% | |
| 38 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.51% | -0.02% | -8.46% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | +0.02% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | -0.03% | — | |
| 41 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 0.41% | -0.01% | -1.93% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.40% | -0.03% | -4.94% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.03% | -3.88% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.01% | +0.45% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.33% | -0.03% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.01% | -7.46% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.31% | — | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.01% | -6.94% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.29% | -0.03% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | — | -1.36% |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JBND, VBK, BNDX) accounted for 27.1% of total reported equity market value during Q4 2025.
During Q4 2025, Vawter Financial, Ltd.'s top holdings by market value included JBND (7.4%)、VBK (6.8%)、BNDX (5.5%). The largest single position, JBND, represented 7.4% of total portfolio value.
In Q4 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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