account_balance

Investment manager · 13F filer · SEC CIK 1974403

Vawter Financial, Ltd.

Reported value$269Mas of Sep 30, 2026
Positions130 4 new, 5 sold out
Top 10 weight49.8%JBND alone is 7%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JBND J P Morgan Exchange Traded F 7.2% Added +5%
VBK Vanguard Index FDS 6.4% Held
BNDX Vanguard Charlotte FDS 5.6% Added +11%
BSV Vanguard Bd Index FDS 5.3% Added +7%
VB Vanguard Index FDS 5.3% Added +5%
DFAE Dimensional ETF Trust 5.0% Held
CGXU Capital Group Intl Focus Eqt 4.2% Added +4%
GSIE Goldman Sachs ETF Tr 4.0% Held
AVUV American Centy ETF Tr 3.4% Added +23%
CGGR Capital Group Growth ETF 3.3% Added +9%
DFAT Dimensional ETF Trust 3.2% Held
IVV iShares Tr 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • AVDE +69%
  • JMST +55%
  • AVEM +28%
  • AVUV +23%
arrow_downwardTrimmed
  • CGSM −25%
  • IWD −11%
  • SLYG −10%
  • IWF −9%
remove_circleSold out
  • JMUB $333K
  • BND $250K
  • XMAG $209K
  • USRT $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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