Vawter Financial, Ltd.

Est. AUM

$237.6M

13F long equity, this entity only

Positions

122

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$18.5M	344454	7.79%	SOLE
2	VANGUARD INDEX FDS	SML CP GRW ETF	$15.4M	50935	6.48%	SOLE
3	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.7M	284761	5.76%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.7M	161542	5.33%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$12.5M	47887	5.28%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$11.4M	338166	4.82%	SOLE
7	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$9.7M	224832	4.08%	SOLE
8	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$9.7M	328059	4.07%	SOLE
9	DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.5M	135612	3.56%	SOLE
10	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.7M	167199	2.83%	SOLE
11	AMERICAN CENTY ETF TR	US SML CP VALU	$6.7M	60341	2.80%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$6.4M	9849	2.71%	SOLE
13	J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$5.5M	120789	2.33%	SOLE
14	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.1M	191972	2.15%	SOLE
15	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$5.0M	139619	2.10%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.8M	32747	2.01%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.6M	91108	1.94%	SOLE
18	LATTICE STRATEGIES TR	HARTFORD MLT ETF	$3.7M	94386	1.57%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5451	1.49%	SOLE
20	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.4M	41815	1.42%	SOLE
21	ISHARES TR	CORE S&P SCP ETF	$3.3M	26426	1.38%	SOLE
22	VANGUARD INDEX FDS	SM CP VAL ETF	$3.0M	13607	1.24%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	1.21%	SOLE
24	APPLE INC	COM	$2.6M	10349	1.11%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4737	0.95%	SOLE
26	ISHARES TR	CORE INTL AGGR	$2.2M	43287	0.91%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6401	0.86%	SOLE
28	ISHARES TR	RUS 2000 VAL ETF	$1.9M	10019	0.80%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.9M	37008	0.79%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$1.8M	26844	0.76%	SOLE
31	ISHARES TR	CORE US AGGBD ET	$1.8M	17823	0.74%	SOLE
32	ELI LILLY & CO	COM	$1.7M	1860	0.72%	SOLE
33	ISHARES TR	RUS 2000 GRW ETF	$1.4M	4462	0.59%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6814	0.56%	SOLE
35	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.2M	52633	0.52%	SOLE
36	ISHARES TR	RUS 1000 ETF	$1.2M	3366	0.50%	SOLE
37	PARSONS CORP DEL	COM	$1.2M	21312	0.49%	SOLE
38	ISHARES TR	RUS 1000 VAL ETF	$1.2M	5399	0.49%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	7500	0.46%	SOLE
40	AMERICAN CENTY ETF TR	AVANTIS MODERAT	$1.0M	15414	0.44%	SOLE
41	JPMORGAN CHASE & CO	COM	$978K	3326	0.41%	SOLE
42	AMERICAN CENTY ETF TR	INTL EQT ETF	$955K	11264	0.40%	SOLE
43	VANGUARD STAR FDS	VG TL INTL STK F	$844K	10950	0.36%	SOLE
44	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$781K	16710	0.33%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$754K	12747	0.32%	SOLE
46	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$739K	22445	0.31%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$724K	2922	0.30%	SOLE
48	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$724K	8227	0.30%	SOLE
49	J P MORGAN EXCHANGE TRADED F	JPMORGAM LTD DUR	$673K	12897	0.28%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$666K	1564	0.28%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.