Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $8.85 Billion
  • Q2 2025

Vawter Financial, Ltd. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.85 Billion distributed in 23 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 $876M, J P Morgan Exchange Traded F with a value of $756M, Vanguard Total International B with a value of $750M, American Centy ETF Tr with a value of $598M, and Ishares Core S&P 500 ETF with a value of $538M.

Examining the 13F form we can see an decrease of $170B in the current position value, from $178B to 8.85B.

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 $8.85 Billion
ETFs: $6.03 Billion
Financial Services: $558 Million
Technology: $545 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$876 Million 9.9% of portfolio
3,164
Q2 2025 Reduced 93.59%
J P Morgan Exchange Traded F
-
$756 Million 8.53% of portfolio
-
Q2 2025 Reduced 84.97%
$0
$750 Million 8.47% of portfolio
15,153
Q2 2025 Reduced 93.68%
American Centy ETF Tr
-
$598 Million 6.75% of portfolio
-
Q2 2025 Reduced 38.2%
$0
$538 Million 6.07% of portfolio
866
Q2 2025 Reduced 90.6%
$0
$465 Million 5.25% of portfolio
5,911
Q2 2025 Reduced 95.74%
$0
$404 Million 4.56% of portfolio
13,941
Q2 2025 Reduced 95.86%
$0
$398 Million 4.49% of portfolio
644
Q2 2025 Reduced 7.47%
Dimensional ETF Trust
-
$367 Million 4.15% of portfolio
-
Q2 2025 Reduced 91.73%
$0
$348 Million 3.93% of portfolio
6,451
Q2 2025 Reduced 95.91%
$456B
$299 Million 3.38% of portfolio
1,895
Q2 2025 Added 1.66%
$0
$297 Million 3.36% of portfolio
1,255
Q2 2025 Reduced 97.25%
$621B
$288 Million 3.25% of portfolio
593
Q2 2025 Reduced 87.92%
$0
$281 Million 3.17% of portfolio
10,354
Q2 2025 Reduced 96.95%
$0
$277 Million 3.13% of portfolio
2,063
Q2 2025 Reduced 94.23%
$859B
$270 Million 3.05% of portfolio
931
Q2 2025 Reduced 76.56%
$0
$256 Million 2.89% of portfolio
6,450
Q2 2025 Reduced 95.31%
$232B
$245 Million 2.77% of portfolio
900
Q2 2025 Reduced 2.81%
$0
$234 Million 2.64% of portfolio
5,761
Q2 2025 Reduced 96.14%
$0
$223 Million 2.52% of portfolio
1,146
Q2 2025 Reduced 91.73%
$0
$208 Million 2.35% of portfolio
1,851
Q2 2025 New
$0
$208 Million 2.35% of portfolio
4,209
Q2 2025 Reduced 51.0%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $8.85 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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