Vawter Financial, Ltd.: 13F holdings
CIK 19744032026Q2
| Positions | 131 |
|---|
| Reported value | $265.5m |
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| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 131 (+9 vs prior quarter) |
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| Reported value | $265.5m (+11.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JBND J P MORGAN EXCHANGE TRADED F | 360,261 | $19.3m | 7.3% |
| VBK VANGUARD INDEX FDS | 51,083 | $18.7m | 7.0% |
| VB VANGUARD INDEX FDS | 47,551 | $14.4m | 5.4% |
| BNDX VANGUARD CHARLOTTE FDS | 289,801 | $14.0m | 5.3% |
| BSV VANGUARD BD INDEX FDS | 173,700 | $13.5m | 5.1% |
| DFAE DIMENSIONAL ETF TRUST | 332,135 | $13.4m | 5.0% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 318,572 | $11.0m | 4.2% |
| EWU GOLDMAN SACHS ETF TR | 230,370 | $10.5m | 4.0% |
| DIMENSIONAL ETF TRUST | 132,896 | $9.3m | 3.5% |
| CGGR CAPITAL GROUP GROWTH ETF | 171,017 | $8.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1974403")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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