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Vawter Financial, Ltd. 13F holdings

Filed 2026-08-04 · Vawter Financial, Ltd. · 122 positions · $237.7M

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TickerCompanySharesValue% of portfolio
JBNDJ P MORGAN EXCHANGE TRADED F344.6K$18.5M7.8%
VBKVANGUARD INDEX FDS51.0K$15.4M6.5%
BNDXVANGUARD CHARLOTTE FDS284.8K$13.7M5.8%
BSVVANGUARD BD INDEX FDS161.6K$12.7M5.3%
VBVANGUARD INDEX FDS47.9K$12.6M5.3%
DFAEDIMENSIONAL ETF TRUST338.3K$11.5M4.8%
GSIEGOLDMAN SACHS ETF TR225.1K$9.7M4.1%
CGXUCAPITAL GROUP INTL FOCUS EQT328.1K$9.7M4.1%
DFATDIMENSIONAL ETF TRUST135.6K$8.5M3.6%
CGGRCAPITAL GROUP GROWTH ETF167.4K$6.7M2.8%
AVUVAMERICAN CENTY ETF TR60.5K$6.7M2.8%
IVVISHARES TR9.9K$6.4M2.7%
BBHYJ P MORGAN EXCHANGE TRADED F120.9K$5.5M2.3%
DFGRDIMENSIONAL ETF TRUST192.3K$5.1M2.2%
DFLVDIMENSIONAL ETF TRUST139.6K$5.0M2.1%
VSSVANGUARD INTL EQUITY INDEX F32.8K$4.8M2.0%
JPSTJ P MORGAN EXCHANGE TRADED F91.1K$4.6M1.9%
RODMLATTICE STRATEGIES TR94.4K$3.7M1.6%
SPYSTATE STR SPDR S&P 500 ETF T5.5K$3.5M1.5%
AVLVAMERICAN CENTY ETF TR41.9K$3.4M1.4%
IJRISHARES TR26.4K$3.3M1.4%
VBRVANGUARD INDEX FDS13.6K$3.0M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL4$2.9M1.2%
AAPLAPPLE INC10.3K$2.6M1.1%
BRK-BBERKSHIRE HATHAWAY INC DEL4.7K$2.3M1.0%
IAGGISHARES TR43.3K$2.2M0.9%
VTIVANGUARD INDEX FDS6.4K$2.1M0.9%
IWNISHARES TR10.0K$1.9M0.8%
JMSTJ P MORGAN EXCHANGE TRADED F37.0K$1.9M0.8%
IJHISHARES TR26.9K$1.8M0.8%
AGGISHARES TR17.8K$1.8M0.7%
LLYELI LILLY & CO1.9K$1.7M0.7%
IWOISHARES TR4.5K$1.4M0.6%
VTVVANGUARD INDEX FDS6.8K$1.3M0.6%
DFARDIMENSIONAL ETF TRUST52.6K$1.2M0.5%
IWBISHARES TR3.4K$1.2M0.5%
PSNPARSONS CORP DEL21.3K$1.2M0.5%
IWDISHARES TR5.4K$1.2M0.5%
SDYSPDR SERIES TRUST7.5K$1.1M0.5%
—AMERICAN CENTY ETF TR15.4K$1.0M0.4%
JPMJPMORGAN CHASE & CO3.3K$978,4270.4%
AVDEAMERICAN CENTY ETF TR11.3K$955,6380.4%
VXUSVANGUARD STAR FDS10.9K$844,3900.4%
SCHCSCHWAB STRATEGIC TR16.7K$781,0250.3%
SPMDSPDR SERIES TRUST12.7K$754,8780.3%
SCHESCHWAB STRATEGIC TR22.4K$739,5570.3%
IWMISHARES TR2.9K$724,7520.3%
AVGEAMERICAN CENTY ETF TR8.2K$724,1240.3%
JPLDJ P MORGAN EXCHANGE TRADED F12.9K$673,0910.3%
IWFISHARES TR1.6K$666,8670.3%
OREALTY INCOME CORP10.9K$665,6350.3%
NVDANVIDIA CORPORATION3.5K$613,7140.3%
SLYGSPDR SERIES TRUST6.3K$613,5370.3%
CVXCHEVRON CORPORATION2.8K$573,4760.2%
IWVISHARES TR1.5K$561,5800.2%
JNJJOHNSON & JOHNSON2.3K$556,3450.2%
—UNITED BANCORP INC OHIO36.3K$552,5640.2%
SCHVSCHWAB STRATEGIC TR17.9K$545,5230.2%
JPINJ P MORGAN EXCHANGE TRADED F7.3K$520,8360.2%
PHYSSPROTT ASSET MANAGEMENT LP14.5K$513,8800.2%
Top Fund Holdings
13F
Top Fund Holdings

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