§ 13F · FUND PROFILE
Vawter Financial, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220M (13F)Positions · 118Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | 344K | $19M | 7.8% | +6% |
| 2 | VBK | VANGUARD INDEX FDS | 51K | $15M | 6.5% | −4% |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 285K | $14M | 5.8% | +6% |
| 4 | BSV | VANGUARD BD INDEX FDS | 162K | $13M | 5.3% | ±0% |
| 5 | VB | VANGUARD INDEX FDS | 48K | $13M | 5.3% | −2% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 338K | $11M | 4.8% | −3% |
| 7 | GSIE | GOLDMAN SACHS ETF TR | 225K | $10M | 4.1% | +3% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 328K | $10M | 4.1% | −5% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 136K | $8M | 3.6% | −9% |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 167K | $7M | 2.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAWTER SIGNAL
AC read
Vawter Financial, Ltd. is a Other fund managing $220 million in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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