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 $265.5M across 131 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JBND ($19.3M, 7.26%), VBK ($18.7M, 7.04%), VB ($14.4M, 5.43%), BNDX ($14.0M, 5.29%), BSV ($13.5M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | $19.3M | 7.26% | 360,261 | Added |
| 2 | VBK | VANGUARD INDEX FDS | $18.7M | 7.04% | 51,083 | Added |
| 3 | VB | VANGUARD INDEX FDS | $14.4M | 5.43% | 47,551 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $14.0M | 5.29% | 289,801 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $13.5M | 5.10% | 173,700 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $13.4M | 5.03% | 332,135 | Trimmed |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $11.0M | 4.15% | 318,572 | Trimmed |
| 8 | GSIE | GOLDMAN SACHS ETF TR | $10.5M | 3.96% | 230,370 | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $9.3M | 3.50% | 132,896 | Trimmed |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $8.1M | 3.04% | 171,017 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $8.0M | 3.02% | 64,214 | Added |
| 12 | IVV | ISHARES TR | $7.7M | 2.89% | 10,241 | Added |
| 13 | BBHY | J P MORGAN EXCHANGE TRADED F | $6.3M | 2.36% | 135,858 | Added |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $5.8M | 2.19% | 200,438 | Added |
| 15 | DFLV | DIMENSIONAL ETF TRUST | $5.3M | 2.00% | 134,315 | Trimmed |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $4.9M | 1.86% | 32,020 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.62% | 85,244 | Trimmed |
| 18 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 1.54% | 44,786 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 1.52% | 5,410 | Trimmed |
| 20 | IJR | ISHARES TR | $3.9M | 1.47% | 26,276 | Trimmed |
| 21 | RODM | LATTICE STRATEGIES TR | $3.4M | 1.28% | 83,846 | Trimmed |
| 22 | VBR | VANGUARD INDEX FDS | $3.3M | 1.25% | 13,619 | Added |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.13% | 4 | Hold |
| 24 | AAPL | APPLE INC | $3.0M | 1.12% | 10,303 | Trimmed |
| 25 | VTI | VANGUARD INDEX FDS | $2.5M | 0.95% | 6,810 | Added |
Source: SEC Form 13F filings · as of 2026-06-30