Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vawter Financial, Ltd. (CIK 1974403) reported $237.6M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBND ($18.5M, 7.79%), VBK ($15.4M, 6.48%), BNDX ($13.7M, 5.76%), BSV ($12.7M, 5.33%), VB ($12.5M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | $18.5M | 7.79% | 344,454 | Added |
| 2 | VBK | VANGUARD INDEX FDS | $15.4M | 6.48% | 50,935 | Trimmed |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | $13.7M | 5.76% | 284,761 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $12.7M | 5.33% | 161,542 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $12.5M | 5.28% | 47,887 | Trimmed |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $11.5M | 4.82% | 338,166 | Trimmed |
| 7 | GSIE | GOLDMAN SACHS ETF TR | $9.7M | 4.08% | 224,832 | Added |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $9.7M | 4.07% | 328,059 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $8.5M | 3.56% | 135,612 | Trimmed |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $6.7M | 2.83% | 167,199 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $6.7M | 2.81% | 60,341 | Added |
| 12 | IVV | ISHARES TR | $6.4M | 2.71% | 9,849 | Added |
| 13 | BBHY | J P MORGAN EXCHANGE TRADED F | $5.5M | 2.33% | 120,789 | Added |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $5.1M | 2.15% | 191,972 | Added |
| 15 | DFLV | DIMENSIONAL ETF TRUST | $5.0M | 2.10% | 139,619 | Added |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $4.8M | 2.01% | 32,747 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.94% | 91,108 | Added |
| 18 | RODM | LATTICE STRATEGIES TR | $3.7M | 1.57% | 94,386 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 1.49% | 5,451 | Trimmed |
| 20 | AVLV | AMERICAN CENTY ETF TR | $3.4M | 1.42% | 41,815 | Added |
| 21 | IJR | ISHARES TR | $3.3M | 1.38% | 26,426 | Trimmed |
| 22 | VBR | VANGUARD INDEX FDS | $3.0M | 1.24% | 13,607 | Hold |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.21% | 4 | Hold |
| 24 | AAPL | APPLE INC | $2.6M | 1.11% | 10,349 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.96% | 4,737 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31