Investor
Vawter Financial, Ltd.
CIK 0001974403 · filed 2026-05-15 · SEC filing
13F book
$237.6M
Positions
122
10 new · 6 sold
Largest name
7.8%
J P Morgan Exchange Traded F
Est. mark
$482.1K
Price effect on 112 names still held. Flow $298.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F | — | 344.5K | $18.5M | 7.8% | −$97.8K | Added$894.1K |
| Vanguard Index Fds | — | 50.9K | $15.4M | 6.5% | $7.18K | Cut−$610K |
| Vanguard Charlotte Fds | — | 284.8K | $13.7M | 5.8% | −$72.3K | Added$739.4K |
| Vanguard Bd Index Fds | — | 161.5K | $12.7M | 5.3% | −$64.6K | Cut−$81.9K |
| Vanguard Index Fds | — | 47.9K | $12.5M | 5.3% | $190.2K | Cut−$26K |
| Dimensional Etf Trust | — | 338.2K | $11.5M | 4.8% | $436.3K | Cut$112K |
| Goldman Sachs Etf Tr | — | 224.8K | $9.7M | 4.1% | $41.4K | Added$339.2K |
| Capital Group Intl Focus Eqt | — | 328.1K | $9.67M | 4.1% | −$19.7K | Cut−$511.6K |
| Dimensional Etf Trust | — | 135.6K | $8.47M | 3.6% | $394.6K | Cut−$404.1K |
| Capital Group Growth Etf | — | 167.2K | $6.72M | 2.8% | −$694.2K | Added−$492.8K |
| American Centy Etf Tr | — | 60.3K | $6.67M | 2.8% | $458.3K | Added$1.16M |
| Ishares Tr | — | 9.85K | $6.43M | 2.7% | −$305.5K | Added−$161.8K |
| J P Morgan Exchange Traded F | — | 120.8K | $5.54M | 2.3% | −$75.2K | Added$313.8K |
| Dimensional Etf Trust | — | 192K | $5.1M | 2.1% | $29.4K | Added$242.7K |
| Dimensional Etf Trust | — | 139.6K | $4.99M | 2.1% | $208.8K | Added$222.9K |
| Vanguard Intl Equity Index F | — | 32.7K | $4.77M | 2.0% | $80.6K | Cut−$357.6K |
| J P Morgan Exchange Traded F | — | 91.1K | $4.61M | 1.9% | $1.67K | Added$470.1K |
| Lattice Strategies Tr | — | 94.4K | $3.72M | 1.6% | $230.8K | Cut$128.6K |
| Spdr S&P 500 Etf Tr | — | 5.45K | $3.55M | 1.5% | −$172.1K | Cut−$271K |
| American Centy Etf Tr | — | 41.8K | $3.37M | 1.4% | $194.4K | Added$327.2K |
| Ishares Tr | — | 26.4K | $3.29M | 1.4% | $109.1K | Cut−$335.4K |
| Vanguard Index Fds | — | 13.6K | $2.96M | 1.2% | $74.3K | Held |
| Berkshire Hathaway Inc Del | — | 4 | $2.87M | 1.2% | −$146.6K | Held |
| Apple Inc. | AAPL | 10.3K | $2.63M | 1.1% | −$187K | Added−$186.7K |
| Berkshire Hathaway Inc Del | — | 4.74K | $2.27M | 1.0% | −$111.1K | Cut−$112.6K |
| Ishares Tr | — | 43.3K | $2.17M | 0.9% | $1.18K | Added$200.7K |
| Vanguard Index Fds | — | 6.4K | $2.05M | 0.9% | −$92K | Added−$82K |
| Ishares Tr | — | 10K | $1.9M | 0.8% | $84K | Cut−$99.8K |
| J P Morgan Exchange Traded F | — | 37K | $1.89M | 0.8% | $1.48K | Cut−$78.3K |
| Ishares Tr | — | 26.8K | $1.81M | 0.8% | $40.2K | Added$78K |
| Ishares Tr | — | 17.8K | $1.77M | 0.7% | −$10.8K | Added$8.11K |
| Eli Lilly & Co | LLY | 1.86K | $1.71M | 0.7% | −$288.1K | Cut−$298.9K |
| Ishares Tr | — | 4.46K | $1.4M | 0.6% | −$41K | Cut−$73K |
| Vanguard Index Fds | — | 6.81K | $1.34M | 0.6% | $35.5K | Added$36.7K |
| Dimensional Etf Trust | — | 52.6K | $1.24M | 0.5% | $39.4K | Added$39.8K |
| Ishares Tr | — | 3.37K | $1.2M | 0.5% | −$56.8K | Cut−$72.5K |
| Parsons Corp Del | — | 21.3K | $1.15M | 0.5% | — | New |
| Ishares Tr | — | 5.4K | $1.15M | 0.5% | $18K | Held |
| Spdr Series Trust | — | 7.5K | $1.09M | 0.5% | $50.9K | Held |
| American Centy Etf Tr | — | 15.4K | $1.04M | 0.4% | $13.4K | Added$57.6K |
| Jpmorgan Chase & Co. | — | 3.33K | $978.4K | 0.4% | −$93.3K | Cut−$249.3K |
| American Centy Etf Tr | — | 11.3K | $955.6K | 0.4% | $10.9K | Added$598K |
| Vanguard Star Fds | — | 10.9K | $844.4K | 0.4% | $17.6K | Added$50.6K |
| Schwab Strategic Tr | — | 16.7K | $781K | 0.3% | $20.2K | Cut−$9.06K |
| Spdr Series Trust | — | 12.7K | $754.9K | 0.3% | $16.7K | Held |
| Schwab Strategic Tr | — | 22.4K | $739.6K | 0.3% | $4.49K | Cut−$203.2K |
| Ishares Tr | — | 2.92K | $724.8K | 0.3% | $5.4K | Cut−$117.7K |
| American Centy Etf Tr | — | 8.23K | $724.1K | 0.3% | $14.5K | Added$131.7K |
| J P Morgan Exchange Traded F | — | 12.9K | $673.1K | 0.3% | −$1.72K | Added$77.2K |
| Ishares Tr | — | 1.56K | $666.9K | 0.3% | −$73.3K | Held |
| Realty Income Corp | O | 10.9K | $665.6K | 0.3% | $52.3K | Held |
| Nvidia Corp | NVDA | 3.52K | $613.7K | 0.3% | −$42.6K | Cut−$86.6K |
| Spdr Series Trust | — | 6.35K | $613.5K | 0.3% | $15.4K | Cut−$3.22K |
| Chevron Corp New | CVX | 2.77K | $573.5K | 0.2% | $150.9K | Added$151.3K |
| Ishares Tr | — | 1.51K | $561.6K | 0.2% | −$24.5K | Held |
| Johnson & Johnson | JNJ | 2.28K | $556.3K | 0.2% | $85.3K | Cut−$80.2K |
| United Bancorp Inc Ohio | — | 36.3K | $552.6K | 0.2% | $30.7K | Added$40.9K |
| Schwab Strategic Tr | — | 17.9K | $545.5K | 0.2% | $15.9K | Cut$5.44K |
| J P Morgan Exchange Traded F | — | 7.31K | $520.8K | 0.2% | $22.7K | Held |
| Sprott Asset Management Lp | — | 14.5K | $513.9K | 0.2% | $35.1K | Held |
| J P Morgan Exchange Traded F | — | 10.1K | $503.4K | 0.2% | −$5.14K | Cut−$25.2K |
| Goldman Sachs Etf Tr | — | 5.83K | $493.9K | 0.2% | −$2.68K | Added−$1.75K |
| Netflix Inc | NFLX | 5K | $480.8K | 0.2% | $11.9K | Cut$9.14K |
| Spdr Series Trust | — | 9.8K | $473.7K | 0.2% | $14.3K | Added$14.4K |
| Vanguard Intl Equity Index F | — | 8.52K | $460.3K | 0.2% | $2.46K | Added$4.08K |
| Spdr Series Trust | — | 4.7K | $460.1K | 0.2% | −$41.3K | Cut−$123.5K |
| Ishares Tr | — | 7.98K | $453K | 0.2% | $16.6K | Cut$11.9K |
| Stryker Corp | SYK | 1.37K | $450.8K | 0.2% | −$31.4K | Cut−$242.3K |
| J P Morgan Exchange Traded F | — | 9.43K | $446K | 0.2% | −$2.42K | Held |
| Vanguard Index Fds | — | 726 | $433.7K | 0.2% | −$21.3K | Added−$20.7K |
| Spdr Series Trust | — | 5.43K | $429.4K | 0.2% | −$18.7K | Held |
| Vanguard Growth Etf | — | 972 | $424.6K | 0.2% | −$49.6K | Cut−$57.9K |
| Ishares Tr | — | 3.5K | $423.4K | 0.2% | −$20K | Held |
| Ishares Tr | — | 4.34K | $421.4K | 0.2% | $4.77K | Held |
| Exxon Mobil Corp | — | 2.44K | $414.1K | 0.2% | $118.7K | Added$124.6K |
| American Centy Etf Tr | — | 5.11K | $411.8K | 0.2% | — | New |
| Vaneck Etf Trust | — | 4K | $367.1K | 0.2% | $24K | Held |
| Spdr Series Trust | — | 6.35K | $359.5K | 0.2% | −$1.46K | Held |
| AbbVie Inc. | ABBV | 1.65K | $358.2K | 0.2% | −$18.1K | Held |
| Costco Whsl Corp New | — | 359 | $357.7K | 0.2% | $48.1K | Cut$37.8K |
| Amazon Com Inc | AMZN | 1.71K | $356.4K | 0.1% | −$38.6K | Cut−$297.6K |
| Vanguard World Fd | — | 1.75K | $346.7K | 0.1% | $22.9K | Held |
| Vanguard Scottsdale Fds | — | 2.06K | $344.6K | 0.1% | $15K | Cut−$80.9K |
| Schwab Strategic Tr | — | 11.7K | $340.5K | 0.1% | $7.02K | Held |
| American Centy Etf Tr | — | 4.34K | $336.4K | 0.1% | $18.9K | Cut−$22.5K |
| Microsoft Corp | MSFT | 871 | $322.4K | 0.1% | −$98.8K | Cut−$113.8K |
| Ge Aerospace | — | 1.09K | $310.7K | 0.1% | −$26.5K | Cut−$26.9K |
| Blackrock Etf Trust Ii | — | 13.8K | $302.9K | 0.1% | −$2.75K | Cut−$35.9K |
| Dimensional Etf Trust | — | 6.64K | $299.8K | 0.1% | −$11.2K | Held |
| Asml Holding N V | — | 224 | $295.9K | 0.1% | $56.2K | Held |
| Spdr Gold Tr | — | 675 | $290.4K | 0.1% | $22.9K | Cut−$2.82K |
| Ishares Inc | — | 7.55K | $289.8K | 0.1% | $50K | Held |
| Vanguard Index Fds | — | 3.25K | $288.5K | 0.1% | $683 | Cut−$52.5K |
| Kinder Morgan Inc Del | — | 7.98K | $267.6K | 0.1% | $47.1K | Added$53.2K |
| Vanguard Whitehall Fds | — | 1.8K | $266.6K | 0.1% | $8.24K | Held |
| Ishares Tr | — | 1.82K | $263.9K | 0.1% | $6.35K | Added$6.49K |
| Dimensional Etf Trust | — | 5.35K | $259.3K | 0.1% | $10K | Held |
| National Fuel Gas Co | NFG | 2.73K | $256K | 0.1% | $37.9K | Held |
| Schwab Strategic Tr | — | 8.07K | $255.4K | 0.1% | $14.8K | Cut−$352.1K |
| Tutor Perini Corp | TPC | 3.3K | $254.7K | 0.1% | $33.6K | Held |
| Vanguard Bd Index Fds | — | 3.4K | $250.6K | 0.1% | −$1.32K | Added$23.5K |
| Norfolk Southn Corp | — | 873 | $250.6K | 0.1% | −$1.5K | Held |
| Vanguard Specialized Funds | — | 1.16K | $250.3K | 0.1% | −$5.49K | Held |
| Innovator Etfs Trust | — | 7.41K | $247.9K | 0.1% | — | New |
| Spdr Index Shs Fds | — | 5.25K | $246.5K | 0.1% | $525 | Held |
| Simplify Exchange Traded Fun | — | 4.97K | $246.1K | 0.1% | −$4.73K | Held |
| Agilysys Inc | AGYS | 3.42K | $243.7K | 0.1% | −$163.4K | Held |
| Salesforce, Inc. | CRM | 1.3K | $243.4K | 0.1% | −$102K | Held |
| Ishares Tr | — | 2.49K | $242.3K | 0.1% | $2.39K | Held |
| GE Vernova Inc. | GEV | 275 | $240K | 0.1% | — | New |
| Dimensional Etf Trust | — | 6.15K | $239.5K | 0.1% | $5.23K | Cut−$128.1K |
| Ishares Tr | — | 2.02K | $239.3K | 0.1% | $9.56K | Held |
| Schwab Strategic Tr | — | 9K | $225.9K | 0.1% | −$10.2K | Held |
| Alphabet Inc | — | 784 | $225.5K | 0.1% | −$19.9K | Held |
| Aaon, Inc. | AAON | 2.71K | $224.3K | 0.1% | $17.6K | Held |
| Ishares Tr | — | 7.29K | $221.2K | 0.1% | — | New |
| Cvs Health Corp | CVS | 3K | $215.5K | 0.1% | — | New |
| Ishares Tr | — | 3.67K | $209.9K | 0.1% | — | New |
| Vanguard World Fd | — | 1.86K | $208.8K | 0.1% | −$16.2K | Held |
| Dimensional Etf Trust | — | 3.8K | $200.6K | 0.1% | — | New |
| Vanguard World Fd | — | 2.79K | $200.1K | 0.1% | — | New |
| Banco Santander Sa | — | 11.5K | $129.7K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.