13F Insight
DOSSIER · 13F-HR · Q2 2026

Vawter Financial, Ltd.

$266M in tracked AUM across 131 positions as of Q2 2026.

VF
CIK 0001974403 · last filed Jun 30, 2026
Total AUM
$266M
as of Q2 2026
Holdings
131
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vawter Financial, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JBND
J P MORGAN EXCHANGE TRADED F
$19M360K7.3%02
VBK
VANGUARD INDEX FDS
$19M51K7.0%03
VB
VANGUARD INDEX FDS
$14M48K5.4%04
BNDX
VANGUARD CHARLOTTE FDS
$14M290K5.3%05
BSV
VANGUARD BD INDEX FDS
$14M174K5.1%06
DFAE
DIMENSIONAL ETF TRUST
$13M332K5.0%07
CGXU
CAPITAL GROUP INTL FOCUS EQT
$11M319K4.2%08
GSIE
GOLDMAN SACHS ETF TR
$11M230K4.0%09
DFAT
DIMENSIONAL ETF TRUST
$9M133K3.5%10
CGGR
CAPITAL GROUP GROWTH ETF
$8M171K3.0%

Filing history

2026Q2Jun 30
$266M▲ 11.7%
131 positionsView →2026Q1Mar 31
$238M▲ 0.4%
122 positionsView →2025Q4Dec 31
$237M▲ 7.5%
118 positionsView →2025Q3Sep 30
$220M▲ 2388.9%
118 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 positionsLocked
Showing 12 of 15