Arkolith/Funds/Vawter Financial, Ltd.

Vawter Financial, Ltd.

CIK 1974403
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Vawter Financial, Ltd. holds a focused book of 131 reported positions worth $265.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Cap Group Short Muni Income and trimmed Vanguard Small-Cap ETF. Their largest long position is JPMorgan Active Bond ETF at 7% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
50%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

9% mapped to company sectors

No sector on file yet
91%
Financials
3%
Information Technology
2%
Health Care
1%
Industrials
1%

+7 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Vawter Financial, Ltd.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Swiss Re Ltd11 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.33 / 80$271.7B
Vestwell Advisors, LLC13 / 80$293.2M
Golden Road Advisors LLC20 / 80$161.4M
Fort Henry Capital, LLC8 / 80$139.9M
Kearns & Associates LLC13 / 80$165.0M
Cornerstone Management, Inc.18 / 80$531.5M

Ranked by the share of each fund's own book sitting in the names it shares with Vawter Financial, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

131 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Exchange Traded F
ACTIVE BOND ETF
$19.3M360.3K
7.3%
+4.5%
Added · +16K sh
2Vanguard Index FDS
SML CP GRW ETF
$18.7M51.1K
7.0%
+0.2%
Added · +121 sh
3Vanguard Index FDS
SMALL CP ETF
$14.4M47.6K
5.4%
−0.8%
Reduced · −375 sh
4Vanguard Charlotte FDS
TOTAL INT BD ETF
$14.0M289.8K
5.3%
+1.8%
Added · +5K sh
5Vanguard BD Index FDS
SHORT TRM BOND
$13.5M173.7K
5.1%
+7.5%
Added · +12K sh
6Dimensional ETF Trust
EMGR CRE EQT MNG
$13.4M332.1K
5.0%
−1.8%
Reduced · −6K sh
7Capital Group Intl Focus Eqt
SHS CREAT UNIT
$11.0M318.6K
4.2%
−2.9%
Reduced · −9K sh
8Goldman Sachs ETF TR
ACTIVEBETA INT
$10.5M230.4K
4.0%
+2.3%
Added · +5K sh
9Dimensional ETF Trust
US TARGETED VLU
$9.3M132.9K
3.5%
−2.0%
Reduced · −3K sh
10Capital Group Growth ETF
SHS CREAT UNIT
$8.1M171.0K
3.0%
+2.2%
Added · +4K sh
11American Centy ETF TR
US SML CP VALU
$8.0M64.2K
3.0%
+6.2%
Added · +4K sh
12Ishares TR
CORE S&P500 ETF
$7.7M10.2K
2.9%
+3.9%
Added · +385 sh
13J P Morgan Exchange Traded F
BET USD HIG ETF
$6.3M135.9K
2.4%
+12%
Added · +15K sh
14Dimensional ETF Trust
GLOBAL REAL EST
$5.8M200.4K
2.2%
+4.2%
Added · +8K sh
15Dimensional ETF Trust
US LARG VALU ETF
$5.3M134.3K
2.0%
−3.8%
Reduced · −5K sh
16Vanguard Intl Equity Index F
FTSE SMCAP ETF
$4.9M32.0K
1.9%
−2.3%
Reduced · −747 sh
17J P Morgan Exchange Traded F
ULTRA SHRT ETF
$4.3M85.2K
1.6%
−6.4%
Reduced · −6K sh
18American Centy ETF TR
US LARGE CAP VLU
$4.1M44.8K
1.5%
+6.8%
Added · +3K sh
19State STR SPDR S&P 500 ETF T
TR UNIT
$4.0M5.4K
1.5%
−0.8%
Reduced · −41 sh
20Ishares TR
CORE S&P SCP ETF
$3.9M26.3K
1.5%
−0.6%
Reduced · −150 sh
21Lattice Strategies TR
HARTFORD MLT ETF
$3.4M83.8K
1.3%
−11%
Reduced · −11K sh
22Vanguard Index FDS
SM CP VAL ETF
$3.3M13.6K
1.2%
+0.1%
Added · +12 sh
23Berkshire Hathaway Inc Del
CL A
$3.0M4
1.1%
Held
24Apple Inc
COM
$3.0M10.3K
1.1%
−0.4%
Reduced · −46 sh
25Vanguard Index FDS
TOTAL STK MKT
$2.5M6.8K
0.9%
+6.4%
Added · +409 sh
26Ishares TR
CORE INTL AGGR
$2.5M48.7K
0.9%
+12%
Added · +5K sh
27Eli Lilly & Co
COM
$2.2M1.9K
0.8%
Held
28Berkshire Hathaway Inc Del
CL B NEW
$2.2M4.4K
0.8%
−6.3%
Reduced · −297 sh
29Ishares TR
RUS 2000 VAL ETF
$2.2M9.9K
0.8%
−0.9%
Reduced · −88 sh
30Ishares TR
CORE S&P MCP ETF
$2.1M26.9K
0.8%
+0.2%
Added · +67 sh
31Ishares TR
CORE US AGGBD ET
$1.8M17.8K
0.7%
~0%
Reduced · −5 sh
32Ishares TR
RUS 2000 GRW ETF
$1.7M4.4K
0.7%
−1.3%
Reduced · −56 sh
33J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$1.6M30.9K
0.6%
−16%
Reduced · −6K sh
34Vanguard Index FDS
VALUE ETF
$1.5M6.7K
0.5%
−1.9%
Reduced · −130 sh
35Ishares TR
RUS 1000 ETF
$1.4M3.3K
0.5%
−1.4%
Reduced · −47 sh
36Dimensional ETF Trust
US REAL ESTA ETF
$1.3M51.2K
0.5%
−2.7%
Reduced · −1K sh
37Ishares TR
RUS 1000 VAL ETF
$1.3M5.4K
0.5%
Held
38American Centy ETF TR
INTL EQT ETF
$1.2M13.7K
0.5%
+21%
Added · +2K sh
39SPDR Series Trust
ST STR SP DIV
$1.1M7.5K
0.4%
Held
40American Centy ETF TR
AVANTIS MODERAT
$1.1M15.7K
0.4%
+1.5%
Added · +238 sh
41JPMorgan Chase & Co
COM
$1.1M3.4K
0.4%
+3.5%
Added · +116 sh
42Parsons Corp Del
COM
$1.1M21.3K
0.4%
Held
43Vanguard Star FDS
VG TL INTL STK F
$923K10.8K
0.3%
−1.4%
Reduced · −150 sh
44American Centy ETF TR
AVANTIS ALL EQT
$886K8.9K
0.3%
+8.7%
Added · +717 sh
45Ishares TR
RUSSELL 2000 ETF
$864K2.9K
0.3%
−1.6%
Reduced · −47 sh
46SPDR Series Trust
ST STR P400MID
$861K12.7K
0.3%
Held
47Schwab Strategic TR
INTL SCEQT ETF
$789K16.4K
0.3%
−1.9%
Reduced · −320 sh
48Ishares TR
RUS 1000 GRW ETF
$778K6.3K
0.3%
+300%
Added · +5K sh
49Capital Grp Fixed Incm ETF T
SHOR DUR MUN ETF
$752K28.5K
0.3%
New
New position
50Schwab Strategic TR
EMRG MKTEQ ETF
$740K20.4K
0.3%
−9.0%
Reduced · −2K sh
Showing 50 of 131 positions
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Filing history

As-of date vs the date the SEC received each filing

$265.5M · Q2 2026Q1 2024 · $137.8MQ2 2026 · $265.5M

Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d131$265.5M13F-HR
Q1 2026Mar 31, 2026Aug 4, 2026126d122$237.7M13F-HR/A
Q4 2025Dec 31, 2025Aug 4, 2026216d118$236.9M13F-HR/A
Q3 2025Sep 30, 2025Aug 4, 2026308d118$220.4M13F-HR/A
Q2 2025Jun 30, 2025Aug 4, 2026400d23$8.9M13F-HR/A
Q1 2025Mar 31, 2025May 7, 202537d103$178.5M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202531d97$166.4M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202437d94$163.7M13F-HR
Q2 2024Jun 30, 2024Aug 2, 202433d89$145.7M13F-HR
Q1 2024Mar 31, 2024May 16, 202446d88$137.8M13F-HR
Amended / restated
  • Q1 2026 · filed May 15, 202613F-HR · superseded
  • Q4 2025 · filed Feb 2, 202613F-HR · superseded
  • Q3 2025 · filed Nov 10, 202513F-HR · superseded
  • Q2 2025 · filed Aug 12, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.