Vawter Financial, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Vawter Financial, Ltd. held in its portfolio 110 assets valued at $236,845,904 (i.e. $236.85M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($17.63M), VANGUARD INDEX FDS ($16.01M), and VANGUARD CHARLOTTE FDS ($12.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 110 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vawter Financial, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 326006 | 17627144 | ACTIVE BOND ETF |
| VANGUARD INDEX FDS | 52978 | 16005121 | SML CP GRW ETF |
| VANGUARD CHARLOTTE FDS | 267868 | 12943362 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 161761 | 12748384 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 48725 | 12568638 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 348121 | 11338296 | EMGR CRE EQT MNG |
| CAPITAL GROUP INTL FOCUS EQT | 344706 | 10186062 | SHS CREATION UNI |
| GOLDMAN SACHS ETF TR | 217928 | 9357835 | ACTIVEBETA INT |
| DIMENSIONAL ETF TRUST | 149028 | 8873117 | US TARGETED VLU |
| CAPITAL GROUP GROWTH ETF | 162189 | 7212545 | SHS CREATION UNI |
| ISHARES TR | 9629 | 6595358 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 53988 | 5505728 | US SML CP VALU |
| J P MORGAN EXCHANGE TRADED F | 112300 | 5221950 | BETABUILDERS USD |
| VANGUARD INTL EQUITY INDEX F | 35804 | 5131787 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 183950 | 4859959 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 139224 | 4762853 | US LARGE CAP VAL |
| SPDR SERIES TRUST | 54683 | 4451047 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 81853 | 4140925 | ULTRA SHRT ETF |
| SPDR S&P 500 ETF TR | 5596 | 3816024 | TR UNIT |
| ISHARES TR | 30125 | 3620470 | CORE S&P SCP ETF |
| LATTICE STRATEGIES TR | 97148 | 3592047 | HARTFORD MLT ETF |
| AMERICAN CENTY ETF TR | 40168 | 3043529 | US LARGE CAP VLU |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| VANGUARD INDEX FDS | 13607 | 2881827 | SM CP VAL ETF |
| APPLE INC | 10348 | 2813233 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4740 | 2382561 | CL B NEW |
| VANGUARD INDEX FDS | 6370 | 2135668 | TOTAL STK MKT |
| ELI LILLY & CO | 1870 | 2009663 | COM |
| ISHARES TR | 11033 | 1999290 | RUS 2000 VAL ETF |
| ISHARES TR | 39300 | 1965393 | CORE INTL AGGR |
| J P MORGAN EXCHANGE TRADED F | 38575 | 1965011 | ULTRA SHT MUNCPL |
| ISHARES TR | 17633 | 1761184 | CORE US AGGBD ET |
| ISHARES TR | 26284 | 1734773 | CORE S&P MCP ETF |
| ISHARES TR | 4561 | 1473127 | RUS 2000 GRW ETF |
| ROCKET COS INC | 67625 | 1309220 | COM CL A |
| VANGUARD INDEX FDS | 6808 | 1300322 | VALUE ETF |
| ISHARES TR | 3408 | 1272684 | RUS 1000 ETF |
| JPMORGAN CHASE & CO. | 3810 | 1227714 | COM |
| DIMENSIONAL ETF TRUST | 52616 | 1204970 | US REAL ESTATE E |
| ISHARES TR | 5399 | 1135542 | RUS 1000 VAL ETF |
| AMERICAN CENTY ETF TR | 14757 | 978509 | AVANTIS MODERAT |
| AMERICAN CENTY ETF TR | 11800 | 951304 | AVANTIS ALL EQT |
| SCHWAB STRATEGIC TR | 28787 | 942769 | EMRG MKTEQ ETF |
| ISHARES TR | 3422 | 842439 | RUSSELL 2000 ETF |
| VANGUARD STAR FDS | 10522 | 793759 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 17353 | 790082 | INTL SCEQT ETF |
| ISHARES TR | 1564 | 740200 | RUS 1000 GRW ETF |
| NVIDIA CORPORATION | 3755 | 700309 | COM |
| STRYKER CORPORATION | 1972 | 693099 | COM |
| AMAZON COM INC | 2833 | 653913 | COM |
| JOHNSON & JOHNSON | 3076 | 636578 | COM |
| REALTY INCOME CORP | 10880 | 613303 | COM |
| SCHWAB STRATEGIC TR | 20374 | 607553 | INTERNL DIVID |
| J P MORGAN EXCHANGE TRADED F | 11385 | 595899 | JPMORGAM LTD DUR |
| ISHARES TR | 1515 | 586078 | RUSSELL 3000 ETF |
| SCHWAB STRATEGIC TR | 18240 | 540086 | US LCAP VA ETF |
| J P MORGAN EXCHANGE TRADED F | 10469 | 528685 | MUNICIPAL ETF |
| UNITED BANCORP INC OHIO | 35658 | 511692 | COM |
| J P MORGAN EXCHANGE TRADED F | 7311 | 498172 | DIV RTN INT EQ |
| GOLDMAN SACHS ETF TR | 5823 | 495654 | EQUAL WEIGHT US |
| VANGUARD INDEX FDS | 989 | 482494 | GROWTH ETF |
| SPROTT ASSET MANAGEMENT LP | 14500 | 478790 | PHYSICAL GOLD TR |
| NETFLIX INC | 5030 | 471613 | COM |
| VANGUARD INTL EQUITY INDEX F | 8486 | 456201 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 725 | 454417 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 9430 | 448463 | SHORT DURA CORE |
| ISHARES TR | 3500 | 443345 | GLOBAL 100 ETF |
| ISHARES TR | 8062 | 441072 | MSCI EMG MKT ETF |
| MICROSOFT CORP | 902 | 436225 | COM |
| VANGUARD SCOTTSDALE FDS | 2661 | 425574 | VNG RUS2000VAL |
| CHEVRON CORP NEW | 2770 | 422212 | COM |
| ISHARES TR | 4338 | 416578 | MSCI EAFE ETF |
| AGILYSYS INC | 3425 | 407027 | COM |
| ABBVIE INC | 1647 | 376323 | COM |
| DIMENSIONAL ETF TRUST | 9646 | 367596 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 4345 | 357680 | INTL EQT ETF |
| SALESFORCE INC | 1304 | 345443 | COM |
| VANECK ETF TRUST | 4000 | 343080 | GOLD MINERS ETF |
| VANGUARD INDEX FDS | 3854 | 341040 | REAL ESTATE ETF |
| BLACKROCK ETF TRUST II | 15250 | 338855 | SHORT DURATION H |
| GE AEROSPACE | 1096 | 337577 | COM NEW |
| SCHWAB STRATEGIC TR | 11708 | 333444 | US SML CAP ETF |
| VANGUARD WORLD FD | 1750 | 323820 | UTILITIES ETF |
| COSTCO WHSL CORP NEW | 371 | 319928 | COM |
| DIMENSIONAL ETF TRUST | 6644 | 310939 | US CORE EQT MKT |
| SPDR GOLD TR | 740 | 293269 | GOLD SHS |
| EXXON MOBIL CORP | 2406 | 289538 | COM |
| PROCTER AND GAMBLE CO | 1883 | 269853 | COM |
| ISHARES BITCOIN TRUST ETF | 5327 | 264486 | SHS BEN INT |
| VANGUARD WHITEHALL FDS | 1800 | 258336 | HIGH DIV YLD |
| ISHARES TR | 1823 | 257397 | S&P SML 600 GWT |
| VANGUARD SPECIALIZED FUNDS | 1164 | 255837 | DIV APP ETF |
| NORFOLK SOUTHN CORP | 873 | 252053 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 4975 | 250790 | MBS ETF |
| DIMENSIONAL ETF TRUST | 5350 | 249257 | US MKTWIDE VALUE |
| SPDR INDEX SHS FDS | 5254 | 245940 | PORTFOLIO EMG MK |
| ALPHABET INC | 784 | 245395 | CAP STK CL A |
| ISHARES TR | 2492 | 239905 | RUS MID CAP ETF |
| ISHARES INC | 7550 | 239864 | MSCI BRAZIL ETF |
| ASML HOLDING N V | 224 | 239649 | N Y REGISTRY SHS |
| SCHWAB STRATEGIC TR | 9000 | 236070 | US BRD MKT ETF |
| ISHARES TR | 2020 | 229714 | SP SMCP600VL ETF |
| VANGUARD BD INDEX FDS | 3066 | 227099 | TOTAL BND MRKT |
| DANAHER CORPORATION | 985 | 225486 | COM |
| VANGUARD WORLD FD | 1860 | 224986 | ESG US STK ETF |
| TUTOR PERINI CORP | 3300 | 221166 | COM |
| NATIONAL FUEL GAS CO | 2725 | 218164 | COM |
| SCHWAB STRATEGIC TR | 9033 | 217153 | INTL EQTY ETF |
| KINDER MORGAN INC DEL | 7802 | 214477 | COM |
| AAON INC | 2710 | 206638 | COM PAR $0.004 |
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