Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $220 Billion
  • Q3 2025

Vawter Financial, Ltd. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 118 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 $15.6B, Vanguard Small Cap ETF with a value of $12.2B, Vanguard Total International B with a value of $12.1B, Vanguard Bd Index Fd Inc Short with a value of $11.9B, and Dimensional ETF Tr with a value of $11.1B.

Examining the 13F form we can see an increase of $211B in the current position value, from $8.85B to 220B.

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 $220 Billion
ETFs: $176 Billion
Financial Services: $8.83 Billion
Technology: $4.82 Billion
Healthcare: $3.16 Billion
Energy: $1.18 Billion
Industrials: $1.13 Billion
Communication Services: $1.03 Billion
Consumer Cyclical: $865 Million
Other: $1.46 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $220 Billion
  • Prior Value $8.85 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 95 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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