§ 13F · FUND PROFILE
Vawter Financial, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.9T (13F)Positions · 23Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | 326K | $17.6T | 7.4% | +141% |
| 2 | VBK | VANGUARD INDEX FDS | 53K | $16.0T | 6.8% | +1% |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 268K | $12.9T | 5.5% | +9% |
| 4 | BSV | VANGUARD BD INDEX FDS | 162K | $12.7T | 5.4% | +7% |
| 5 | VB | VANGUARD INDEX FDS | 49K | $12.6T | 5.3% | +2% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 348K | $11.3T | 4.8% | −1% |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 345K | $10.2T | 4.3% | −1% |
| 8 | GSIE | GOLDMAN SACHS ETF TR | 218K | $9.4T | 4.0% | +23% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 149K | $8.9T | 3.7% | −1% |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 162K | $7.2T | 3.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAWTER SIGNAL
AC read
Vawter Financial, Ltd. is a Other fund managing $8854.3 trillion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed