§ 13F · FUND PROFILE
Vawter Financial, Ltd..
AUM · $266M (13F)Positions · 131Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | 360K | $19M | 7.3% | +5% |
| 2 | VBK | VANGUARD INDEX FDS | 51K | $19M | 7.0% | ±0% |
| 3 | VB | VANGUARD INDEX FDS | 48K | $14M | 5.4% | −1% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 290K | $14M | 5.3% | +2% |
| 5 | BSV | VANGUARD BD INDEX FDS | 174K | $14M | 5.1% | +7% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 332K | $13M | 5.0% | −2% |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 319K | $11M | 4.2% | −3% |
| 8 | GSIE | GOLDMAN SACHS ETF TR | 230K | $11M | 4.0% | +2% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 133K | $9M | 3.5% | −2% |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 171K | $8M | 3.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAWTER SIGNAL
AC read
Vawter Financial, Ltd. is a Other fund managing $266 million in assets. The fund runs a portfolio of 131 positions.
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