Vawter Financial, Ltd.

COLUMBUS, OH · CIK 1974403 · 13F filing filed 2023-08-14

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$394.4m
Staff5 · 4 in investment roles
Main clients (by assets)High net worth individuals 88%, Individuals 12%
Form ADV · 2026-07-21SEC adviser record

Kindwealth
Others nearbyColumbus, OH

$115.6m reported value +17.2% vs Q1 2023

69positions

58.1%in top 10

13 new 20 added 16 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	42,912	$9.9m8.53%	8.53%	Added +337	+337 0.8%
2	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	107,831	$8.1m7.05%	7.05%	Added +750	+750 0.7%
3	VANGUARD INDEX FDS SMALL CP ETF VB	VB	38,065	$7.6m6.55%	6.55%	Added +1.9k	+1,912 5.3%
4	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	151,280	$7.4m6.39%	6.39%	Added +3.8k	+3,822 2.6%
5	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	156,761	$7.3m6.29%	6.29%	Added +2.9k	+2,935 1.9%
6	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	265,893	$7.0m6.05%	6.05%	Reduced -6.3k	-6,329 -2.3%
7	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	269,117	$6.3m5.46%	5.46%	Reduced -8.9k	-8,941 -3.2%
8	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	210,483	$5.0m4.28%	4.28%	Added +16.0k	+16,020 8.2%
9	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	90,358	$4.6m3.96%	3.96%	Reduced -5.9k	-5,853 -6.1%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	9,127	$4.1m3.52%	3.52%	New
11	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	35,571	$3.9m3.40%	3.40%	Added +362	+362 1.0%
12	ISHARES TR CORE S&P SCP ETF IJR	IJR	32,153	$3.2m2.77%	2.77%	New
13	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	58,611	$2.9m2.54%	2.54%	Reduced -8.4k	-8,389 -12.5%
14	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	115,128	$2.9m2.51%	2.51%	Added +4.4k	+4,383 4.0%
15	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	14,291	$2.4m2.04%	2.04%	Reduced -373	-373 -2.5%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,254	$2.1m1.84%	1.84%	Reduced -90	-90 -1.4%
17	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$2.1m1.79%	1.79%	Unchanged
18	ISHARES TR RUS 2000 VAL ETF IWN	IWN	12,466	$1.8m1.52%	1.52%	Added +36	+36 0.3%
19	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	60,566	$1.5m1.33%	1.33%	Added +10.6k	+10,613 21.2%
20	ISHARES TR RUS 2000 GRW ETF IWO	IWO	5,307	$1.3m1.11%	1.11%	Unchanged
21	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,323	$1.1m0.98%	0.98%	New
22	APPLE INC COM AAPL	AAPL	5,787	$1.1m0.97%	0.97%	Added +123	+123 2.2%
23	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	45,713	$1.1m0.96%	0.96%	Added +6.5k	+6,474 16.5%
24	ISHARES TR RUS 1000 VAL ETF IWD	IWD	6,590	$1.0m0.90%	0.90%	Unchanged
25	ISHARES TR RUS 1000 ETF IWB	IWB	3,980	$970.1k0.84%	0.84%	Reduced -459	-459 -10.3%
26	REALTY INCOME CORP COM O	O	15,327	$916.4k0.79%	0.79%	Reduced -450	-450 -2.9%
27	ELI LILLY & CO COM LLY	LLY	1,724	$808.5k0.70%	0.70%	New
28	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	31,667	$780.0k0.67%	0.67%	Added +15.2k	+15,184 92.1%
29	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,481	$778.9k0.67%	0.67%	Reduced -68	-68 -1.2%
30	J P MORGAN EXCHANGE TRADED F BETABUILDERS USD BBHY	BBHY	16,907	$754.2k0.65%	0.65%	Added +4.2k	+4,238 33.5%
31	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,219	$709.1k0.61%	0.61%	Added +496	+496 18.2%
32	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,431	$668.9k0.58%	0.58%	Unchanged
33	STRYKER CORPORATION COM SYK	SYK	2,122	$647.4k0.56%	0.56%	Unchanged
34	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,303	$618.6k0.53%	0.53%	Reduced -231	-231 -6.5%
35	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	11,778	$611.6k0.53%	0.53%	Reduced -220	-220 -1.8%
36	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	7,590	$584.1k0.51%	0.51%	New
37	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		25,299	$544.4k0.47%	0.47%	Added +2.5k	+2,486 10.9%
38	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	4,350	$537.9k0.47%	0.47%	Unchanged
39	JPMORGAN CHASE & CO COM JPM	JPM	1,314	$525.6k0.45%	0.45%	New
40	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	15,417	$520.6k0.45%	0.45%	Unchanged
41	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	17,198	$469.8k0.41%	0.41%	Reduced -2.4k	-2,400 -12.2%
42	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	11,013	$427.7k0.37%	0.37%	New
43	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	6,888	$420.2k0.36%	0.36%	New
44	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,584	$403.1k0.35%	0.35%	Reduced -42	-42 -2.6%
45	JOHNSON & JOHNSON COM JNJ	JNJ	2,363	$391.1k0.34%	0.34%	New
46	ISHARES TR TIPS BD ETF TIP	TIP	3,629	$390.6k0.34%	0.34%	Reduced -150	-150 -4.0%
47	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	7,050	$383.8k0.33%	0.33%	New
48	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	8,458	$365.4k0.32%	0.32%	New
49	ISHARES TR CORE US AGGBD ET AGG	AGG	3,392	$332.2k0.29%	0.29%	Added +1.1k	+1,088 47.2%
50	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	4,893	$328.3k0.28%	0.28%	New
51	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	6,335	$318.1k0.28%	0.28%	Added +160	+160 2.6%
52	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	696	$308.5k0.27%	0.27%	New
53	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	9,943	$308.1k0.27%	0.27%	Reduced -217	-217 -2.1%
54	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	8,537	$293.5k0.25%	0.25%	Unchanged
55	PROCTER AND GAMBLE CO COM PG	PG	1,931	$293.0k0.25%	0.25%	Unchanged
56	ISHARES TR MSCI EAFE ETF EFA	EFA	4,020	$291.4k0.25%	0.25%	Unchanged
57	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	12,137	$290.6k0.25%	0.25%	Added +337	+337 2.9%
58	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	6,300	$288.5k0.25%	0.25%	Added +470	+470 8.1%
59	EXXON MOBIL CORP COM XOM	XOM	2,432	$260.8k0.23%	0.23%	Unchanged
60	NORFOLK SOUTHN CORP COM NSC	NSC	1,142	$259.0k0.22%	0.22%	Unchanged
61	ISHARES TR MSCI EMG MKT ETF EEM	EEM	6,513	$257.7k0.22%	0.22%	Unchanged
62	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,531	$256.7k0.22%	0.22%	Reduced -50	-50 -1.4%
63	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	668	$246.7k0.21%	0.21%	Unchanged
64	SALESFORCE INC COM CRM	CRM	1,143	$241.5k0.21%	0.21%	Unchanged
65	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	5,456	$239.0k0.21%	0.21%	Unchanged
66	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	844	$238.8k0.21%	0.21%	Unchanged
67	CHEVRON CORP NEW COM CVX	CVX	1,510	$237.6k0.21%	0.21%	Unchanged
68	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	15,000	$223.8k0.19%	0.19%	Unchanged
69	ISHARES TR CORE INTL AGGR IAGG	IAGG	4,255	$209.7k0.18%	0.18%	Unchanged