Vawter Financial, Ltd.

COLUMBUS, OH · CIK 1974403 · 13F filing filed 2026-07-24

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

$265.5m reported value +11.7% vs Q1 2026

131positions

49.8%in top 10

9 new 40 added 37 reduced 0 sold out vs Q1 2026

Holdings, Q2 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	360,261	$19.3m7.26%	7.26%	Added +15.7k	+15,684 4.5%
2	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	51,083	$18.7m7.04%	7.04%	Added +121	+121 0.2%
3	VANGUARD INDEX FDS SMALL CP ETF VB	VB	47,551	$14.4m5.43%	5.43%	Reduced -375	-375 -0.8%
4	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	289,801	$14.0m5.29%	5.29%	Added +5.0k	+4,999 1.8%
5	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	173,700	$13.5m5.10%	5.10%	Added +12.1k	+12,107 7.5%
6	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	332,135	$13.4m5.03%	5.03%	Reduced -6.2k	-6,206 -1.8%
7	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	318,572	$11.0m4.15%	4.15%	Reduced -9.5k	-9,487 -2.9%
8	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	230,370	$10.5m3.96%	3.96%	Added +5.2k	+5,243 2.3%
9	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	132,896	$9.3m3.50%	3.50%	Reduced -2.7k	-2,716 -2.0%
10	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	171,017	$8.1m3.04%	3.04%	Added +3.7k	+3,657 2.2%
11	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	64,214	$8.0m3.02%	3.02%	Added +3.8k	+3,761 6.2%
12	ISHARES TR CORE S&P500 ETF IVV	IVV	10,241	$7.7m2.89%	2.89%	Added +385	+385 3.9%
13	J P MORGAN EXCHANGE TRADED F BETABUILDERS USD BBHY	BBHY	135,858	$6.3m2.36%	2.36%	Added +14.9k	+14,926 12.3%
14	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	200,438	$5.8m2.19%	2.19%	Added +8.1k	+8,103 4.2%
15	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	134,315	$5.3m2.00%	2.00%	Reduced -5.3k	-5,304 -3.8%
16	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	32,020	$4.9m1.86%	1.86%	Reduced -747	-747 -2.3%
17	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	85,244	$4.3m1.62%	1.62%	Reduced -5.9k	-5,864 -6.4%
18	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	44,786	$4.1m1.54%	1.54%	Added +2.9k	+2,853 6.8%
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,410	$4.0m1.52%	1.52%	Reduced -41	-41 -0.8%
20	ISHARES TR CORE S&P SCP ETF IJR	IJR	26,276	$3.9m1.47%	1.47%	Reduced -150	-150 -0.6%
21	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	83,846	$3.4m1.28%	1.28%	Reduced -10.5k	-10,540 -11.2%
22	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	13,619	$3.3m1.25%	1.25%	Added +12	+12 0.1%
23	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$3.0m1.13%	1.13%	Unchanged
24	APPLE INC COM AAPL	AAPL	10,303	$3.0m1.12%	1.12%	Reduced -46	-46 -0.4%
25	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,810	$2.5m0.95%	0.95%	Added +409	+409 6.4%
26	ISHARES TR CORE INTL AGGR IAGG	IAGG	48,701	$2.5m0.93%	0.93%	Added +5.4k	+5,374 12.4%
27	ELI LILLY & CO COM LLY	LLY	1,860	$2.2m0.84%	0.84%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,440	$2.2m0.84%	0.84%	Reduced -297	-297 -6.3%
29	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,931	$2.2m0.83%	0.83%	Reduced -88	-88 -0.9%
30	ISHARES TR CORE S&P MCP ETF IJH	IJH	26,942	$2.1m0.78%	0.78%	Added +67	+67 0.2%
31	ISHARES TR CORE US AGGBD ET AGG	AGG	17,818	$1.8m0.66%	0.66%	Reduced -5	-5 -0.0%
32	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,406	$1.7m0.65%	0.65%	Reduced -56	-56 -1.3%
33	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	30,942	$1.6m0.59%	0.59%	Reduced -6.1k	-6,066 -16.4%
34	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,684	$1.5m0.55%	0.55%	Reduced -130	-130 -1.9%
35	ISHARES TR RUS 1000 ETF IWB	IWB	3,319	$1.4m0.51%	0.51%	Reduced -47	-47 -1.4%
36	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		51,213	$1.3m0.50%	0.50%	Reduced -1.4k	-1,420 -2.7%
37	ISHARES TR RUS 1000 VAL ETF IWD	IWD	5,399	$1.3m0.49%	0.49%	Unchanged
38	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	13,670	$1.2m0.46%	0.46%	Added +2.4k	+2,406 21.4%
39	SPDR SER TR S&P DIVID ETF SDY	SDY	7,500	$1.1m0.43%	0.43%	Unchanged
40	AMERICAN CENTY ETF TR AVANTIS MODERAT AVMA	AVMA	15,652	$1.1m0.43%	0.43%	Added +238	+238 1.5%
41	JPMORGAN CHASE & CO COM JPM	JPM	3,442	$1.1m0.42%	0.42%	Added +116	+116 3.5%
42	PARSONS CORP DEL COM PSN	PSN	21,312	$1.1m0.42%	0.42%	Unchanged
43	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	10,800	$923.3k0.35%	0.35%	Reduced -150	-150 -1.4%
44	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	8,944	$886.4k0.33%	0.33%	Added +717	+717 8.7%
45	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,875	$863.9k0.33%	0.33%	Reduced -47	-47 -1.6%
46	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	12,747	$861.2k0.32%	0.32%	Unchanged
47	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	16,390	$788.7k0.30%	0.30%	Reduced -320	-320 -1.9%
48	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,262	$777.6k0.29%	0.29%	Added +6	+6 0.1%
49	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	28,500	$752.0k0.28%	0.28%	New
50	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	20,419	$740.4k0.28%	0.28%	Reduced -2.0k	-2,026 -9.0%
51	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	6,206	$739.3k0.28%	0.28%	Reduced -144	-144 -2.3%
52	NVIDIA CORPORATION COM NVDA	NVDA	3,589	$718.1k0.27%	0.27%	Added +70	+70 2.0%
53	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	12,991	$678.0k0.26%	0.26%	Added +94	+94 0.7%
54	REALTY INCOME CORP COM O	O	10,880	$674.1k0.25%	0.25%	Unchanged
55	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,515	$646.0k0.24%	0.24%	Unchanged
56	JOHNSON & JOHNSON COM JNJ	JNJ	2,333	$592.5k0.22%	0.22%	Added +57	+57 2.5%
57	UNITED BANCORP INC OHIO COM UBCP	UBCP	36,392	$577.9k0.22%	0.22%	Added +63	+63 0.2%
58	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	5,910	$570.2k0.21%	0.21%	Added +800	+800 15.7%
59	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	4,699	$559.1k0.21%	0.21%	Unchanged
60	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	9,667	$557.5k0.21%	0.21%	Reduced -137	-137 -1.4%
61	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	15,854	$551.9k0.21%	0.21%	Reduced -2.0k	-2,032 -11.4%
62	ISHARES TR MSCI EMG MKT ETF EEM	EEM	7,780	$532.2k0.20%	0.20%	Reduced -197	-197 -2.5%
63	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	7,311	$528.7k0.20%	0.20%	Unchanged
64	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,123	$527.4k0.20%	0.20%	Added +291	+291 5.0%
65	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	755	$518.5k0.20%	0.20%	Added +29	+29 4.0%
66	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,519	$508.5k0.19%	0.19%	Added +3	+3 0.0%
67	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	5,344	$485.2k0.18%	0.18%	Reduced -87	-87 -1.6%
68	ISHARES TR GLOBAL 100 ETF IOO	IOO	3,500	$478.1k0.18%	0.18%	Unchanged
69	EXXON MOBIL CORP COM XOM	XOM	3,472	$474.7k0.18%	0.18%	Added +1.0k	+1,031 42.2%
70	ISHARES TR MSCI EAFE ETF EFA	EFA	4,531	$470.7k0.18%	0.18%	Added +193	+193 4.5%
71	CHEVRON CORP NEW COM CVX	CVX	2,773	$459.7k0.17%	0.17%	Added +1	+1 0.0%
72	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	224	$445.6k0.17%	0.17%	Unchanged
73	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	9,364	$441.5k0.17%	0.17%	Reduced -66	-66 -0.7%
74	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	14,500	$437.5k0.16%	0.16%	Unchanged
75	STRYKER CORPORATION COM SYK	SYK	1,372	$432.0k0.16%	0.16%	Unchanged
76	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	11,708	$423.0k0.16%	0.16%	Unchanged
77	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	4,450	$420.2k0.16%	0.16%	Reduced -1.4k	-1,384 -23.7%
78	ABBVIE INC COM ABBV	ABBV	1,647	$414.5k0.16%	0.16%	Unchanged
79	GE AEROSPACE COM NEW GE	GE	1,095	$409.2k0.15%	0.15%	Unchanged
80	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	2,061	$402.8k0.15%	0.15%	Unchanged
81	AMAZON COM INC COM AMZN	AMZN	1,670	$398.0k0.15%	0.15%	Reduced -41	-41 -2.4%
82	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	6,354	$386.3k0.15%	0.15%	Unchanged
83	AGILYSYS INC COM AGYS	AGYS	3,425	$357.9k0.13%	0.13%	Unchanged
84	NETFLIX INC COM NFLX	NFLX	5,000	$357.0k0.13%	0.13%	Unchanged
85	COSTCO WHSL CORP NEW COM COST	COST	378	$353.6k0.13%	0.13%	Added +19	+19 5.3%
86	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGV	AVGV	4,147	$352.6k0.13%	0.13%	Reduced -191	-191 -4.4%
87	AAON INC COM PAR $0.004 AAON	AAON	2,710	$343.8k0.13%	0.13%	Unchanged
88	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	6,644	$343.4k0.13%	0.13%	Unchanged
89	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	1,750	$342.5k0.13%	0.13%	Unchanged
90	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,501	$337.6k0.13%	0.13%	Added +248	+248 7.6%
91	GE VERNOVA INC COM GEV	GEV	284	$333.7k0.13%	0.13%	Added +9	+9 3.3%
92	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	6,571	$332.9k0.13%	0.13%	Reduced -3.5k	-3,500 -34.8%
93	ISHARES TR S&P SML 600 GWT IJT	IJT	1,824	$325.7k0.12%	0.12%	Unchanged
94	MICROSOFT CORP COM MSFT	MSFT	868	$323.8k0.12%	0.12%	Reduced -3	-3 -0.3%
95	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	4,275	$322.5k0.12%	0.12%	Added +275	+275 6.9%
96	CVS HEALTH CORP COM CVS	CVS	3,000	$310.4k0.12%	0.12%	Unchanged
97	BLACKROCK ETF TRUST II SHORT DURATION H SHYM	SHYM	13,756	$308.8k0.12%	0.12%	Unchanged
98	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	8,800	$303.6k0.11%	0.11%	Added +1.2k	+1,250 16.6%
99	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	5,350	$294.3k0.11%	0.11%	Unchanged
100	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,800	$284.5k0.11%	0.11%	Unchanged