Vawter Financial, Ltd.

COLUMBUS, OH · CIK 1974403 · 13F filing filed 2026-08-04

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

$8.9m reported value -95.0% vs Q1 2025

23positions

62.1%in top 10

1 new 1 added 21 reduced 81 sold out vs Q1 2025

Holdings, Q2 2025

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	3,164	$876.3k9.90%	9.90%	Reduced -46.2k	-46,184 -93.6%
2	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	14,098	$755.5k8.53%	8.53%	Reduced -79.7k	-79,714 -85.0%
3	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	15,153	$750.2k8.47%	8.47%	Reduced -224.6k	-224,641 -93.7%
4	AMERICAN CENTY ETF TR AVANTIS MODERAT AVMA	AVMA	9,725	$597.8k6.75%	6.75%	Reduced -6.0k	-6,012 -38.2%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	866	$537.7k6.07%	6.07%	Reduced -8.3k	-8,347 -90.6%
6	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,911	$465.2k5.25%	5.25%	Reduced -132.9k	-132,887 -95.7%
7	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	13,941	$403.6k4.56%	4.56%	Reduced -322.7k	-322,686 -95.9%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	644	$397.9k4.49%	4.49%	Reduced -52	-52 -7.5%
9	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	13,685	$367.2k4.15%	4.15%	Reduced -151.8k	-151,774 -91.7%
10	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	6,451	$348.1k3.93%	3.93%	Reduced -151.1k	-151,090 -95.9%
11	NVIDIA CORPORATION COM NVDA	NVDA	1,895	$299.4k3.38%	3.38%	Added +31	+31 1.7%
12	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,255	$297.4k3.36%	3.36%	Reduced -44.4k	-44,415 -97.2%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	593	$288.1k3.25%	3.25%	Reduced -4.3k	-4,316 -87.9%
14	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	10,354	$280.9k3.17%	3.17%	Reduced -329.3k	-329,332 -97.0%
15	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	2,063	$277.3k3.13%	3.13%	Reduced -33.7k	-33,687 -94.2%
16	JPMORGAN CHASE & CO COM JPM	JPM	931	$270.0k3.05%	3.05%	Reduced -3.0k	-3,040 -76.6%
17	J P MORGAN EXCHANGE TRADED F BETABUILDERS USD BBHY	BBHY	5,717	$266.7k3.01%	3.01%	Reduced -72.3k	-72,253 -92.7%
18	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	6,450	$255.8k2.89%	2.89%	Reduced -131.2k	-131,210 -95.3%
19	SALESFORCE INC COM CRM	CRM	900	$245.4k2.77%	2.77%	Reduced -26	-26 -2.8%
20	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	5,761	$234.2k2.65%	2.65%	Reduced -143.4k	-143,364 -96.1%
21	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,146	$223.5k2.52%	2.52%	Reduced -12.7k	-12,703 -91.7%
22	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	1,851	$208.2k2.35%	2.35%	New
23	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,209	$208.2k2.35%	2.35%	Reduced -4.4k	-4,380 -51.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
LATTICE STRATEGIES TR RODM	RODM	163,806	$5.1m163.8k shares
DIMENSIONAL ETF TRUST DFLV	DFLV	123,912	$3.8m123.9k shares
J P MORGAN EXCHANGE TRADED F JPST	JPST	74,550	$3.8m74.5k shares
ISHARES TR IJR	IJR	30,766	$3.2m30.8k shares
BERKSHIRE HATHAWAY INC DEL BRK.A	BRK.A	4	$3.2m4 shares
AMERICAN CENTY ETF TR AVUV	AVUV	35,191	$3.1m35.2k shares
AMERICAN CENTY ETF TR AVLV	AVLV	32,758	$2.1m32.8k shares
APPLE INC AAPL	AAPL	9,504	$2.1m9.5k shares
J P MORGAN EXCHANGE TRADED F JMST	JMST	39,286	$2.0m39.3k shares
ISHARES TR AGG	AGG	18,818	$1.9m18.8k shares
VANGUARD INDEX FDS VTI	VTI	6,289	$1.7m6.3k shares
ISHARES TR IWN	IWN	11,333	$1.7m11.3k shares
ISHARES TR IJH	IJH	27,204	$1.6m27.2k shares
ELI LILLY & CO LLY	LLY	1,877	$1.6m1.9k shares
DIMENSIONAL ETF TRUST		57,992	$1.4m58.0k shares
VANGUARD INDEX FDS VTV	VTV	7,063	$1.2m7.1k shares
ISHARES TR IWO	IWO	4,616	$1.2m4.6k shares
ISHARES TR IWD	IWD	5,673	$1.1m5.7k shares
ISHARES TR IWB	IWB	3,461	$1.1m3.5k shares
ISHARES TR IAGG	IAGG	19,595	$979.6k19.6k shares
SCHWAB STRATEGIC TR SCHE	SCHE	31,709	$874.2k31.7k shares
REALTY INCOME CORP O	O	13,532	$785.0k13.5k shares
ROCKET COS INC RKT	RKT	63,625	$768.0k63.6k shares
STRYKER CORPORATION SYK	SYK	1,972	$734.1k2.0k shares
ISHARES TR IWM	IWM	3,632	$724.5k3.6k shares