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

$237.7m reported value +0.4% vs Q4 2025

122positions

50.0%in top 10

10 new 33 added 41 reduced 6 sold out vs Q4 2025

Holdings, Q1 2026

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	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	344,577	$18.5m7.79%	7.79%	Added +18.5k	+18,541 5.7%
2	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	50,962	$15.4m6.48%	6.48%	Reduced -2.0k	-2,026 -3.8%
3	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	284,802	$13.7m5.76%	5.76%	Added +16.9k	+16,934 6.3%
4	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	161,593	$12.7m5.33%	5.33%	Reduced -168	-168 -0.1%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	47,926	$12.6m5.28%	5.28%	Reduced -813	-813 -1.7%
6	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	338,341	$11.5m4.82%	4.82%	Reduced -9.8k	-9,844 -2.8%
7	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	225,127	$9.7m4.08%	4.08%	Added +7.1k	+7,093 3.2%
8	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	328,059	$9.7m4.07%	4.07%	Reduced -16.6k	-16,647 -4.8%
9	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	135,612	$8.5m3.56%	3.56%	Reduced -13.4k	-13,416 -9.0%
10	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	167,360	$6.7m2.83%	2.83%	Added +5.1k	+5,117 3.1%
11	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	60,453	$6.7m2.81%	2.81%	Added +6.4k	+6,421 11.9%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	9,856	$6.4m2.71%	2.71%	Added +224	+224 2.3%
13	J P MORGAN EXCHANGE TRADED F BETABUILDERS USD BBHY	BBHY	120,932	$5.5m2.33%	2.33%	Added +8.6k	+8,597 7.7%
14	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	192,335	$5.1m2.15%	2.15%	Added +8.3k	+8,264 4.5%
15	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	139,619	$5.0m2.10%	2.10%	Added +395	+395 0.3%
16	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	32,767	$4.8m2.01%	2.01%	Reduced -3.0k	-3,045 -8.5%
17	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	91,108	$4.6m1.94%	1.94%	Added +9.3k	+9,255 11.3%
18	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	94,386	$3.7m1.57%	1.57%	Reduced -2.8k	-2,762 -2.8%
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,451	$3.5m1.49%	1.49%	Reduced -145	-145 -2.6%
20	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	41,933	$3.4m1.42%	1.42%	Added +1.7k	+1,720 4.3%
21	ISHARES TR CORE S&P SCP ETF IJR	IJR	26,426	$3.3m1.38%	1.38%	Reduced -3.7k	-3,699 -12.3%
22	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	13,607	$3.0m1.24%	1.24%	Unchanged
23	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$2.9m1.21%	1.21%	Unchanged
24	APPLE INC COM AAPL	AAPL	10,349	$2.6m1.10%	1.10%	Added +1	+1 0.0%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,737	$2.3m0.95%	0.95%	Reduced -3	-3 -0.1%
26	ISHARES TR CORE INTL AGGR IAGG	IAGG	43,327	$2.2m0.91%	0.91%	Added +4.0k	+4,027 10.2%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,401	$2.1m0.86%	0.86%	Added +31	+31 0.5%
28	ISHARES TR RUS 2000 VAL ETF IWN	IWN	10,019	$1.9m0.80%	0.80%	Reduced -1.0k	-1,014 -9.2%
29	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	37,008	$1.9m0.79%	0.79%	Reduced -1.6k	-1,567 -4.1%
30	ISHARES TR CORE S&P MCP ETF IJH	IJH	26,875	$1.8m0.76%	0.76%	Added +580	+580 2.2%
31	ISHARES TR CORE US AGGBD ET AGG	AGG	17,823	$1.8m0.74%	0.74%	Added +190	+190 1.1%
32	ELI LILLY & CO COM LLY	LLY	1,860	$1.7m0.72%	0.72%	Reduced -10	-10 -0.5%
33	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,462	$1.4m0.59%	0.59%	Reduced -99	-99 -2.2%
34	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,814	$1.3m0.56%	0.56%	Added +6	+6 0.1%
35	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		52,633	$1.2m0.52%	0.52%	Added +17	+17 0.0%
36	ISHARES TR RUS 1000 ETF IWB	IWB	3,366	$1.2m0.50%	0.50%	Reduced -42	-42 -1.2%
37	PARSONS CORP DEL COM PSN	PSN	21,312	$1.2m0.49%	0.49%	New
38	ISHARES TR RUS 1000 VAL ETF IWD	IWD	5,399	$1.2m0.49%	0.49%	Unchanged
39	SPDR SER TR S&P DIVID ETF SDY	SDY	7,500	$1.1m0.46%	0.46%	Unchanged
40	AMERICAN CENTY ETF TR AVANTIS MODERAT AVMA	AVMA	15,414	$1.0m0.44%	0.44%	Added +657	+657 4.5%
41	JPMORGAN CHASE & CO COM JPM	JPM	3,326	$978.4k0.41%	0.41%	Reduced -484	-484 -12.7%
42	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	11,264	$955.6k0.40%	0.40%	Added +6.9k	+6,919 159.2%
43	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	10,950	$844.4k0.36%	0.36%	Added +428	+428 4.1%
44	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	16,710	$781.0k0.33%	0.33%	Reduced -643	-643 -3.7%
45	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	12,747	$754.9k0.32%	0.32%	Unchanged
46	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	22,445	$739.6k0.31%	0.31%	Reduced -6.3k	-6,342 -22.0%
47	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,922	$724.8k0.30%	0.30%	Reduced -500	-500 -14.6%
48	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	8,227	$724.1k0.30%	0.30%	Added +1.3k	+1,331 19.3%
49	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	12,897	$673.1k0.28%	0.28%	Added +1.5k	+1,512 13.3%
50	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,564	$666.9k0.28%	0.28%	Unchanged
51	REALTY INCOME CORP COM O	O	10,880	$665.6k0.28%	0.28%	Unchanged
52	NVIDIA CORPORATION COM NVDA	NVDA	3,519	$613.7k0.26%	0.26%	Reduced -236	-236 -6.3%
53	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	6,350	$613.5k0.26%	0.26%	Reduced -198	-198 -3.0%
54	CHEVRON CORP NEW COM CVX	CVX	2,772	$573.5k0.24%	0.24%	Added +2	+2 0.1%
55	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,515	$561.6k0.24%	0.24%	Unchanged
56	JOHNSON & JOHNSON COM JNJ	JNJ	2,276	$556.3k0.23%	0.23%	Reduced -800	-800 -26.0%
57	UNITED BANCORP INC OHIO COM UBCP	UBCP	36,329	$552.6k0.23%	0.23%	Added +671	+671 1.9%
58	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	17,886	$545.5k0.23%	0.23%	Reduced -354	-354 -1.9%
59	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	7,311	$520.8k0.22%	0.22%	Unchanged
60	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	14,500	$513.9k0.22%	0.22%	Unchanged
61	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	10,071	$503.4k0.21%	0.21%	Reduced -398	-398 -3.8%
62	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	5,834	$493.9k0.21%	0.21%	Added +11	+11 0.2%
63	NETFLIX INC COM NFLX	NFLX	5,000	$480.8k0.20%	0.20%	Reduced -30	-30 -0.6%
64	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	9,804	$473.7k0.20%	0.20%	Added +1	+1 0.0%
65	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,516	$460.3k0.19%	0.19%	Added +30	+30 0.3%
66	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	4,699	$460.1k0.19%	0.19%	Reduced -770	-770 -14.1%
67	ISHARES TR MSCI EMG MKT ETF EEM	EEM	7,977	$453.0k0.19%	0.19%	Reduced -85	-85 -1.1%
68	STRYKER CORPORATION COM SYK	SYK	1,372	$450.8k0.19%	0.19%	Reduced -600	-600 -30.4%
69	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	9,430	$446.0k0.19%	0.19%	Unchanged
70	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	726	$433.7k0.18%	0.18%	Added +1	+1 0.1%
71	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	5,431	$429.4k0.18%	0.18%	Unchanged
72	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	972	$424.6k0.18%	0.18%	Reduced -17	-17 -1.7%
73	ISHARES TR GLOBAL 100 ETF IOO	IOO	3,500	$423.4k0.18%	0.18%	Unchanged
74	ISHARES TR MSCI EAFE ETF EFA	EFA	4,338	$421.4k0.18%	0.18%	Unchanged
75	EXXON MOBIL CORP COM XOM	XOM	2,441	$414.1k0.17%	0.17%	Added +35	+35 1.4%
76	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	5,110	$411.8k0.17%	0.17%	New
77	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	4,000	$367.1k0.15%	0.15%	Unchanged
78	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	6,354	$359.5k0.15%	0.15%	Unchanged
79	ABBVIE INC COM ABBV	ABBV	1,647	$358.2k0.15%	0.15%	Unchanged
80	COSTCO WHSL CORP NEW COM COST	COST	359	$357.7k0.15%	0.15%	Reduced -12	-12 -3.2%
81	AMAZON COM INC COM AMZN	AMZN	1,711	$356.4k0.15%	0.15%	Reduced -1.1k	-1,122 -39.6%
82	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	1,750	$346.7k0.15%	0.15%	Unchanged
83	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	2,061	$344.6k0.14%	0.14%	Reduced -600	-600 -22.6%
84	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	11,708	$340.5k0.14%	0.14%	Unchanged
85	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGV	AVGV	4,338	$336.4k0.14%	0.14%	Reduced -566	-566 -11.5%
86	MICROSOFT CORP COM MSFT	MSFT	871	$322.4k0.14%	0.14%	Reduced -31	-31 -3.4%
87	GE AEROSPACE COM NEW GE	GE	1,095	$310.7k0.13%	0.13%	Reduced -1	-1 -0.1%
88	BLACKROCK ETF TRUST II SHORT DURATION H SHYM	SHYM	13,756	$302.9k0.13%	0.13%	Reduced -1.5k	-1,494 -9.8%
89	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	6,644	$299.8k0.13%	0.13%	Unchanged
90	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	224	$295.9k0.12%	0.12%	Unchanged
91	SPDR GOLD TR GOLD SHS GLD	GLD	675	$290.4k0.12%	0.12%	Reduced -65	-65 -8.8%
92	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	7,550	$289.8k0.12%	0.12%	Unchanged
93	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,253	$288.5k0.12%	0.12%	Reduced -601	-601 -15.6%
94	KINDER MORGAN INC DEL COM KMI	KMI	7,982	$267.6k0.11%	0.11%	Added +180	+180 2.3%
95	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,800	$266.6k0.11%	0.11%	Unchanged
96	ISHARES TR S&P SML 600 GWT IJT	IJT	1,824	$263.9k0.11%	0.11%	Added +1	+1 0.1%
97	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	5,350	$259.3k0.11%	0.11%	Unchanged
98	NATIONAL FUEL GAS CO COM NFG	NFG	2,725	$256.0k0.11%	0.11%	Unchanged
99	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	8,068	$255.4k0.11%	0.11%	Reduced -12.3k	-12,306 -60.4%
100	TUTOR PERINI CORP COM TPC	TPC	3,300	$254.7k0.11%	0.11%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ROCKET COS INC RKT	RKT	67,625	$1.3m67.6k shares
PROCTER AND GAMBLE CO PG	PG	1,883	$269.9k1.9k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	5,327	$264.5k5.3k shares
DANAHER CORPORATION DHR	DHR	985	$225.5k985 shares
SCHWAB STRATEGIC TR SCHF	SCHF	9,033	$217.2k9.0k shares
SPDR SERIES TRUST XAR	XAR	831	$200.5k831 shares