Vawter Financial, Ltd. holds a focused book of 122 stocks worth $237.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Parsons Corp and trimmed Vanguard Small-Cap GRWTH ETF. Their largest long position is JPMorgan Active Bond ETF at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1974403/holdings"
Use Arkolith to show Vawter Financial, Ltd.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $18.5M | 344.5K | 7.8% | ▲+5.7% Added · +18K sh | |
| 2 | Vanguard Index FDS SML CP GRW ETF | $15.4M | 50.9K | 6.5% | ▼−3.9% Reduced · −2K sh | |
| 3 | Vanguard Charlotte FDS TOTAL INT BD ETF | $13.7M | 284.8K | 5.8% | ▲+6.3% Added · +17K sh | |
| 4 | Vanguard BD Index FDS SHORT TRM BOND | $12.7M | 161.5K | 5.3% | ▼−0.1% Reduced · −219 sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $12.5M | 47.9K | 5.3% | ▼−1.7% Reduced · −838 sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $11.5M | 338.2K | 4.8% | ▼−2.9% Reduced · −10K sh | |
| 7 | Goldman Sachs ETF TR ACTIVEBETA INT | $9.7M | 224.8K | 4.1% | ▲+3.2% Added · +7K sh | |
| 8 | Capital Group Intl Focus Eqt SHS CREATION UNI | $9.7M | 328.1K | 4.1% | ▼−4.8% Reduced · −17K sh | |
| 9 | Dimensional ETF Trust US TARGETED VLU | $8.5M | 135.6K | 3.6% | ▼−9.0% Reduced · −13K sh | |
| 10 | Capital Group Growth ETF SHS CREATION UNI | $6.7M | 167.2K | 2.8% | ▲+3.1% Added · +5K sh | |
| 11 | American Centy ETF TR US SML CP VALU | $6.7M | 60.3K | 2.8% | ▲+12% Added · +6K sh | |
| 12 | Ishares TR CORE S&P500 ETF | $6.4M | 9.8K | 2.7% | ▲+2.3% Added · +220 sh | |
| 13 | J P Morgan Exchange Traded F BETABUILDERS USD | $5.5M | 120.8K | 2.3% | ▲+7.5% Added · +8K sh | |
| 14 | Dimensional ETF Trust GLOBAL REAL EST | $5.1M | 192.0K | 2.1% | ▲+4.4% Added · +8K sh | |
| 15 | Dimensional ETF Trust US LARGE CAP VAL | $5.0M | 139.6K | 2.1% | ▲+0.3% Added · +395 sh | |
| 16 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $4.8M | 32.7K | 2.0% | ▼−8.5% Reduced · −3K sh | |
| 17 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.6M | 91.1K | 1.9% | ▲+11% Added · +9K sh | |
| 18 | Lattice Strategies TR HARTFORD MLT ETF | $3.7M | 94.4K | 1.6% | ▼−2.8% Reduced · −3K sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $3.5M | 5.5K | 1.5% | ▼−2.6% Reduced · −145 sh | |
| 20 | American Centy ETF TR US LARGE CAP VLU | $3.4M | 41.8K | 1.4% | ▲+4.1% Added · +2K sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $3.3M | 26.4K | 1.4% | ▼−12% Reduced · −4K sh | |
| 22 | Vanguard Index FDS SM CP VAL ETF | $3.0M | 13.6K | 1.2% | —Held | |
| 23 | Berkshire Hathaway Inc Del CL A | $2.9M | 4 | 1.2% | —Held | |
| 24 | Apple Inc COM | $2.6M | 10.3K | 1.1% | ▲~0% Added · +1 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.7K | 1.0% | ▼−0.1% Reduced · −3 sh | |
| 26 | Ishares TR CORE INTL AGGR | $2.2M | 43.3K | 0.9% | ▲+10% Added · +4K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 6.4K | 0.9% | ▲+0.5% Added · +31 sh | |
| 28 | Ishares TR RUS 2000 VAL ETF | $1.9M | 10.0K | 0.8% | ▼−9.2% Reduced · −1K sh | |
| 29 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.9M | 37.0K | 0.8% | ▼−4.1% Reduced · −2K sh | |
| 30 | Ishares TR CORE S&P MCP ETF | $1.8M | 26.8K | 0.8% | ▲+2.1% Added · +560 sh | |
| 31 | Ishares TR CORE US AGGBD ET | $1.8M | 17.8K | 0.7% | ▲+1.1% Added · +190 sh | |
| 32 | Eli Lilly & Co COM | $1.7M | 1.9K | 0.7% | ▼−0.5% Reduced · −10 sh | |
| 33 | Ishares TR RUS 2000 GRW ETF | $1.4M | 4.5K | 0.6% | ▼−2.2% Reduced · −99 sh | |
| 34 | Vanguard Index FDS VALUE ETF | $1.3M | 6.8K | 0.6% | ▲+0.1% Added · +6 sh | |
| 35 | Dimensional ETF Trust US REAL ESTATE E | $1.2M | 52.6K | 0.5% | ▲~0% Added · +17 sh | |
| 36 | Ishares TR RUS 1000 ETF | $1.2M | 3.4K | 0.5% | ▼−1.2% Reduced · −42 sh | |
| 37 | Parsons Corp Del COM | $1.2M | 21.3K | 0.5% | ▲New New position | |
| 38 | Ishares TR RUS 1000 VAL ETF | $1.2M | 5.4K | 0.5% | —Held | |
| 39 | SPDR Series Trust STATE STREET SPD | $1.1M | 7.5K | 0.5% | —Held | |
| 40 | American Centy ETF TR AVANTIS MODERAT | $1.0M | 15.4K | 0.4% | ▲+4.5% Added · +657 sh | |
| 41 | JPMorgan Chase & Co COM | $978K | 3.3K | 0.4% | ▼−13% Reduced · −484 sh | |
| 42 | American Centy ETF TR INTL EQT ETF | $956K | 11.3K | 0.4% | ▲+159% Added · +7K sh | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $844K | 10.9K | 0.4% | ▲+4.1% Added · +428 sh | |
| 44 | Schwab Strategic TR INTL SCEQT ETF | $781K | 16.7K | 0.3% | ▼−3.7% Reduced · −643 sh | |
| 45 | SPDR Series Trust STATE STREET SPD | $755K | 12.7K | 0.3% | —Held | |
| 46 | Schwab Strategic TR EMRG MKTEQ ETF | $740K | 22.4K | 0.3% | ▼−22% Reduced · −6K sh | |
| 47 | Ishares TR RUSSELL 2000 ETF | $725K | 2.9K | 0.3% | ▼−15% Reduced · −500 sh | |
| 48 | American Centy ETF TR AVANTIS ALL EQT | $724K | 8.2K | 0.3% | ▲+19% Added · +1K sh | |
| 49 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $673K | 12.9K | 0.3% | ▲+13% Added · +2K sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $667K | 1.6K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 122 | $237.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 118 | $236.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 118 | $220.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 23 | $8.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 103 | $178.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 97 | $166.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 94 | $163.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 89 | $145.7M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 88 | $137.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.