Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $178 Billion
  • Q1 2025

Vawter Financial, Ltd. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Growth ETF with a value of $12.4B, Vanguard Total International B with a value of $11.7B, Vanguard Bd Index Fd Inc Short with a value of $10.9B, Vanguard Small Cap ETF with a value of $10.1B, and Dimensional ETF Tr with a value of $8.72B.

Examining the 13F form we can see an increase of $12B in the current position value, from $166B to 178B.

Vawter Financial, Ltd. is based out at Columbus, OH

Below you can find more details about Vawter Financial, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $142 Billion
Financial Services: $8.41 Billion
Healthcare: $3.36 Billion
Technology: $3.16 Billion
Energy: $1.19 Billion
Real Estate: $785 Million
Industrials: $684 Million
Consumer Defensive: $631 Million
Other: $956 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 6.96% of portfolio
49,348
Q1 2025 Added 1.66%
$0
$11.7 Billion 6.56% of portfolio
239,794
Q1 2025 Added 11.46%
$0
$10.9 Billion 6.09% of portfolio
138,798
Q1 2025 Added 10.8%
$0
$10.1 Billion 5.68% of portfolio
45,670
Q1 2025 Added 5.93%
$0
$8.72 Billion 4.88% of portfolio
336,627
Q1 2025 Added 4.97%
$0
$8.32 Billion 4.66% of portfolio
339,686
Q1 2025 Added 9.65%
$0
$8.11 Billion 4.55% of portfolio
157,541
Q1 2025 Reduced 1.35%
$0
$5.18 Billion 2.9% of portfolio
9,213
Q1 2025 Added 3.05%
$0
$5.11 Billion 2.86% of portfolio
149,125
Q1 2025 Reduced 0.1%
$0
$5.08 Billion 2.84% of portfolio
163,806
Q1 2025 Reduced 3.62%
J P Morgan Exchange Traded F
-
$5.02 Billion 2.81% of portfolio
-
Q1 2025 Added 44.42%
$0
$4.91 Billion 2.75% of portfolio
137,660
Q1 2025 Added 25.02%
Dimensional ETF Trust
-
$4.34 Billion 2.43% of portfolio
-
Q1 2025 Added 10.71%
$0
$4.13 Billion 2.32% of portfolio
35,750
Q1 2025 Reduced 0.23%
$0
$3.77 Billion 2.12% of portfolio
74,550
Q1 2025 Added 34.58%
Dimensional ETF Trust
-
$3.79 Billion 2.12% of portfolio
-
Q1 2025 Added 0.19%
$0
$3.22 Billion 1.8% of portfolio
30,766
Q1 2025 Added 0.02%
$455B
$3.19 Billion 1.79% of portfolio
4
Q1 2025 New
$0
$3.07 Billion 1.72% of portfolio
35,191
Q1 2025 Added 45.83%
$694B
$2.61 Billion 1.47% of portfolio
4,909
Q1 2025 Reduced 1.94%
$0
$2.58 Billion 1.45% of portfolio
13,849
Q1 2025 Reduced 1.48%
$0
$2.14 Billion 1.2% of portfolio
32,758
Q1 2025 Added 34.8%
$3.4T
$2.11 Billion 1.18% of portfolio
9,504
Q1 2025 Added 0.64%
$0
$2 Billion 1.12% of portfolio
39,286
Q1 2025 Reduced 25.58%
$0
$1.86 Billion 1.04% of portfolio
18,818
Q1 2025 Added 22.18%
$0
$1.73 Billion 0.97% of portfolio
6,289
Q1 2025 Added 0.26%
$0
$1.71 Billion 0.96% of portfolio
11,333
Q1 2025 Reduced 2.96%
$0
$1.59 Billion 0.89% of portfolio
27,204
Q1 2025 Added 7.85%
$697B
$1.55 Billion 0.87% of portfolio
1,877
Q1 2025 Added 0.48%
$0
$1.38 Billion 0.77% of portfolio
57,992
Q1 2025 Added 0.4%
$0
$1.22 Billion 0.68% of portfolio
7,063
Q1 2025 Added 2.51%
$0
$1.18 Billion 0.66% of portfolio
4,616
Q1 2025 Reduced 6.1%
$0
$1.07 Billion 0.6% of portfolio
5,673
Q1 2025 Reduced 4.04%
$0
$1.06 Billion 0.59% of portfolio
3,461
Q4 2024 Reduced 1.93%
$785B
$974 Million 0.55% of portfolio
3,971
Q1 2025 Added 1.04%
$0
$980 Million 0.55% of portfolio
19,595
Q1 2025 Added 23.33%
American Centy ETF Tr
-
$913 Million 0.51% of portfolio
-
Q1 2025 Added 8.96%
$0
$874 Million 0.49% of portfolio
31,709
Q1 2025 Reduced 0.46%
$34.2B
$785 Million 0.44% of portfolio
13,532
Q4 2024 Reduced 1.02%
$1.77B
$768 Million 0.43% of portfolio
63,625
Q4 2024 New
$148B
$734 Million 0.41% of portfolio
1,972
Q4 2024 Reduced 2.47%
$0
$725 Million 0.41% of portfolio
3,632
Q1 2025 Added 15.01%
$0
$662 Million 0.37% of portfolio
18,446
Q1 2025 Reduced 1.01%
$0
$608 Million 0.34% of portfolio
9,794
Q1 2025 Added 58.45%
$0
$564 Million 0.32% of portfolio
1,563
Q1 2025 Reduced 11.79%
$0
$558 Million 0.31% of portfolio
9,773
Q2 2024 Reduced 12.67%
$0
$561 Million 0.31% of portfolio
6,761
Q4 2024 Reduced 5.86%
$0
$528 Million 0.3% of portfolio
19,848
Q1 2025 Reduced 5.35%
$0
$529 Million 0.3% of portfolio
10,571
Q1 2025 Added 89.75%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $178 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Vawter Financial, Ltd. Portfolio

Follow Vawter Financial, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vawter Financial, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Vawter Financial, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email