13F Insight
DOSSIER · 13F-HR · Q1 2026

Vawter Financial, Ltd.

$238M in tracked AUM across 122 positions as of Q1 2026.

VF
CIK 0001974403 · last filed Mar 31, 2026
Total AUM
$238M
as of Q1 2026
Holdings
122
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Vawter Financial, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JBND
J P MORGAN EXCHANGE TRADED F
$19M344K7.8%02
VBK
VANGUARD INDEX FDS
$15M51K6.5%03
BNDX
VANGUARD CHARLOTTE FDS
$14M285K5.8%04
BSV
VANGUARD BD INDEX FDS
$13M162K5.3%05
VB
VANGUARD INDEX FDS
$13M48K5.3%06
DFAE
DIMENSIONAL ETF TRUST
$11M338K4.8%07
GSIE
GOLDMAN SACHS ETF TR
$10M225K4.1%08
CGXU
CAPITAL GROUP INTL FOCUS EQT
$10M328K4.1%09
DFAT
DIMENSIONAL ETF TRUST
$8M136K3.6%10
CGGR
CAPITAL GROUP GROWTH ETF
$7M167K2.8%

Filing history

2026Q1Mar 31
$238M▲ 0.3%
122 positionsView →2025Q4Dec 31
$237M▲ 137.2%
118 positionsView →2025Q3Sep 30
$100M▲ 1027.6%
49 positionsView →2025Q2Jun 30
$9M▼ 88.7%
23 positionsLocked2025Q1Mar 31
$78M▼ 53.1%
42 positionsLocked2024Q4Dec 31
$166M▲ 1.7%
97 positionsLocked2024Q3Sep 30
$164M▲ 12.3%
94 positionsLocked2024Q2Jun 30
$146M▲ 5.8%
89 positionsLocked2024Q1Mar 31
$138M▲ 7.8%
88 positionsLocked2023Q4Dec 31
$128M▲ 14.8%
78 positionsLocked2023Q3Sep 30
$111M▼ 3.7%
89 positionsLocked2023Q2Jun 30
$116M▲ 17.2%
69 positionsLocked
Showing 12 of 14