StockDriftsStockDriftsTop 50 Vawter Financial, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | 7.26% | 360.3K | $19.3M | +4.59%(+15.81K) | $53.96(-2.53%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 7.04% | 51.1K | $18.7M | +0.29%(+148) | $282.95(+29.50%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.43% | 47.6K | $14.4M | -0.70%(-336) | $244.35(+26.24%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.29% | 289.8K | $14.0M | +1.77%(+5.04K) | $49.28(-3.22%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.1% | 173.7K | $13.5M | +7.53%(+12.16K) | $78.66(-1.32%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.03% | 332.1K | $13.4M | -1.78%(-6.03K) | $29.92(+31.53%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 4.15% | 318.6K | $11.0M | -2.89%(-9.49K) | $28.20(+24.99%) | 2026-06-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 3.96% | 230.4K | $10.5M | +2.46%(+5.54K) | $40.64(+18.74%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.5% | 132.9K | $9.3M | -2.00%(-2.72K) | $55.58(+30.17%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.04% | 171.0K | $8.1M | +2.28%(+3.82K) | $41.69(+12.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.07% | +37.03% | — | — | +46.24% |
| Top 20 Holdings Unweighted | +11.90% | +40.14% | — | — | +50.94% |
Vawter Financial, Ltd. reports $265.54M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are JBND (7.3%), VBK (7.0%) and VB (5.4%). The top 20 holdings account for 70.27% of reported assets. Its disclosed equity book has returned +37.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vawter Financial, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1974403). View Vawter Financial, Ltd.’s 13F filings on SEC