Skip to content
Disclosery

Vawter Financial, Ltd.

Follow

13F filer, CIK 1974403, COLUMBUS, OH

Vawter Financial, Ltd. reported $8,854,425 across 23 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2026-08-04. Its ten largest share positions make up 62.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001974403-26-000004

Period
2025-06-30
Reported value
$8.85M
Holdings
23
Top 10 weight
62.11%
New
1
Sold out
81

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPMOnew+1,851$208K
NVDAadded+31$4.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VBKreduced-46,184-$12.8M
BNDXreduced-224,641-$11.1M
VBreduced-44,415-$10.5M
BSVreduced-132,887-$10.5M
DFAEreduced-322,686-$9.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR/A 0001974403-26-000004, largest first. % of portfolio is the value over $8,854,425, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,222 shares; 2024Q4: 48,540 shares; 2025Q1: 49,348 shares; 2025Q2: 3,164 shares 3,164$876K9.9%-46,184Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,393 shares; 2024Q4: 64,958 shares; 2025Q1: 93,812 shares; 2025Q2: 14,098 shares 14,098$756K8.53%-79,714Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,351 shares; 2024Q4: 215,138 shares; 2025Q1: 239,794 shares; 2025Q2: 15,153 shares 15,153$750K8.47%-224,641Timeline
AVMAAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 14,443 shares; 2025Q1: 15,737 shares; 2025Q2: 9,725 shares 9,725$598K6.75%-6,012Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 8,940 shares; 2025Q1: 9,213 shares; 2025Q2: 866 shares 866$538K6.07%-8,347Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,720 shares; 2024Q4: 125,274 shares; 2025Q1: 138,798 shares; 2025Q2: 5,911 shares 5,911$465K5.25%-132,887Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,703 shares; 2024Q4: 320,693 shares; 2025Q1: 336,627 shares; 2025Q2: 13,941 shares 13,941$404K4.56%-322,686Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 644 shares 644$398K4.49%-52Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,154 shares; 2024Q4: 149,448 shares; 2025Q1: 165,459 shares; 2025Q2: 13,685 shares 13,685$367K4.15%-151,774Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,377 shares; 2024Q4: 159,694 shares; 2025Q1: 157,541 shares; 2025Q2: 6,451 shares 6,451$348K3.93%-151,090Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: 1,864 shares; 2025Q2: 1,895 shares 1,895$299K3.38%+31Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,444 shares; 2024Q4: 43,115 shares; 2025Q1: 45,670 shares; 2025Q2: 1,255 shares 1,255$297K3.36%-44,415Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,006 shares; 2025Q1: 4,909 shares; 2025Q2: 593 shares 593$288K3.25%-4,316Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,307 shares; 2024Q4: 309,793 shares; 2025Q1: 339,686 shares; 2025Q2: 10,354 shares 10,354$281K3.17%-329,332Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,978 shares; 2024Q4: 35,834 shares; 2025Q1: 35,750 shares; 2025Q2: 2,063 shares 2,063$277K3.13%-33,687Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,930 shares; 2025Q1: 3,971 shares; 2025Q2: 931 shares 931$270K3.05%-3,040Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,625 shares; 2024Q4: 53,333 shares; 2025Q1: 77,970 shares; 2025Q2: 5,717 shares 5,717$267K3.01%-72,253Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,427 shares; 2024Q4: 110,108 shares; 2025Q1: 137,660 shares; 2025Q2: 6,450 shares 6,450$256K2.89%-131,210Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 911 shares; 2025Q1: 926 shares; 2025Q2: 900 shares 900$245K2.77%-26Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,226 shares; 2024Q4: 149,278 shares; 2025Q1: 149,125 shares; 2025Q2: 5,761 shares 5,761$234K2.65%-143,364Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,094 shares; 2024Q4: 14,057 shares; 2025Q1: 13,849 shares; 2025Q2: 1,146 shares 1,146$223K2.52%-12,703Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,851 shares 1,851$208K2.35%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,321 shares; 2024Q4: 7,154 shares; 2025Q1: 8,589 shares; 2025Q2: 4,209 shares 4,209$208K2.35%-4,380Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RODMLATTICE STRATEGIES TR163,806$5.08Mshares
DFLVDIMENSIONAL ETF TRUST123,912$3.79Mshares
JPSTJ P MORGAN EXCHANGE TRADED F74,550$3.77Mshares
IJRISHARES TR30,766$3.22Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL4$3.19Mshares
AVUVAMERICAN CENTY ETF TR35,191$3.07Mshares
AVLVAMERICAN CENTY ETF TR32,758$2.14Mshares
AAPLAPPLE INC9,504$2.11Mshares
JMSTJ P MORGAN EXCHANGE TRADED F39,286$2Mshares
AGGISHARES TR18,818$1.86Mshares
VTIVANGUARD INDEX FDS6,289$1.73Mshares
IWNISHARES TR11,333$1.71Mshares
IJHISHARES TR27,204$1.59Mshares
LLYELI LILLY & CO1,877$1.55Mshares
DFARDIMENSIONAL ETF TRUST57,992$1.38Mshares
VTVVANGUARD INDEX FDS7,063$1.22Mshares
IWOISHARES TR4,616$1.18Mshares
IWDISHARES TR5,673$1.07Mshares
IWBISHARES TR3,461$1.06Mshares
IAGGISHARES TR19,595$980Kshares
SCHESCHWAB STRATEGIC TR31,709$874Kshares
OREALTY INCOME CORP13,532$785Kshares
RKTROCKET COS INC63,625$768Kshares
SYKSTRYKER CORPORATION1,972$734Kshares
IWMISHARES TR3,632$725Kshares
SCHCSCHWAB STRATEGIC TR18,446$662Kshares
VXUSVANGUARD STAR FDS9,794$608Kshares
IWFISHARES TR1,563$564Kshares
SLYGSPDR SERIES TRUST6,761$561Kshares
JPINJ P MORGAN EXCHANGE TRADED F9,773$558Kshares
JMUBJ P MORGAN EXCHANGE TRADED F10,571$529Kshares
SCHVSCHWAB STRATEGIC TR19,848$528Kshares
SPYGSPDR SERIES TRUST6,529$525Kshares
JNJJOHNSON & JOHNSON3,144$521Kshares
SCHYSCHWAB STRATEGIC TR20,374$517Kshares
UBCPUNITED BANCORP INC OHIO37,226$500Kshares
JSCPJ P MORGAN EXCHANGE TRADED F10,245$484Kshares
AMZNAMAZON COM INC2,538$483Kshares
IWVISHARES TR1,515$481Kshares
NFLXNETFLIX INC.507$473Kshares
VNQVANGUARD INDEX FDS4,857$440Kshares
VTWVVANGUARD SCOTTSDALE FDS3,261$434Kshares
COSTCOSTCO WHOLESALE CORPORATION427$404Kshares
GSEWGOLDMAN SACHS ETF TR5,223$397Kshares
IBITISHARES BITCOIN TRUST ETF8,278$387Kshares
SPSMSPDR SERIES TRUST9,455$385Kshares
SPTMSPDR SERIES TRUST5,626$383Kshares
VOOVANGUARD INDEX FDS732$376Kshares
EEMISHARES TR8,604$376Kshares
VUGVANGUARD INDEX FDS993$368Kshares
PHYSSPROTT ASSET MANAGEMENT LP15,000$361Kshares
EFAISHARES TR4,394$359Kshares
MSFTMICROSOFT CORP944$354Kshares
ABBVABBVIE INC1,663$348Kshares
SPYVSPDR SERIES TRUST6,511$333Kshares
CVXCHEVRON CORPORATION1,831$306Kshares
DFAIDIMENSIONAL ETF TRUST9,643$301Kshares
SPEMSPDR INDEX SHS FDS7,412$292Kshares
DFAUDIMENSIONAL ETF TRUST7,484$288Kshares
SCHASCHWAB STRATEGIC TR12,032$282Kshares
AVGVAMERICAN CENTY ETF TR4,583$279Kshares
AVGEAMERICAN CENTY ETF TR3,793$270Kshares
SCHFSCHWAB STRATEGIC TR13,128$260Kshares
JPLDJ P MORGAN EXCHANGE TRADED F4,800$250Kshares
AGYSAGILYSYS INC3,425$248Kshares
NSCNORFOLK SOUTHN CORP1,042$247Kshares
BNDVANGUARD BD INDEX FDS3,266$240Kshares
XOMEXXON MOBIL CORP1,932$230Kshares
QQQINVESCO QQQ TR487$228Kshares
PGPROCTER & GAMBLE CO1,335$228Kshares
IJTISHARES TR1,823$227Kshares
GEGE AEROSPACE1,125$225Kshares
KMIKINDER MORGAN INC DEL7,878$225Kshares
DFUVDIMENSIONAL ETF TRUST5,350$220Kshares
NFGNATIONAL FUEL GAS CO2,725$216Kshares
TIPISHARES TR1,919$213Kshares
IWRISHARES TR2,492$212Kshares
AAONAAON INC2,710$212Kshares
EOGEOG RES INC1,635$210Kshares
DHRDANAHER CORP DEL1,021$209Kshares
GDXVANECK ETF TRUST4,450$205Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001974403-25-000004 superseded2025-08-12acceptance time not in the bulk data set
13F-HR/A 0001974403-26-000004 baserestatement2026-08-04acceptance time not in the bulk data set