Institutional Investor · CIK 0001974403
VAWTER FINANCIAL, LTD.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
130
Total Value
$261.55M
Total Shares
3.56M
Latest Filing
Jul 24, 2026
CIK
0001974403
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Active Bond ETF(JBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 360,261 | $19.27M | 0.2215% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 51,083 | $18.68M | 0.0370% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 47,551 | $14.41M | 0.0074% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 289,801 | $14.04M | 0.0112% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 173,700 | $13.53M | 0.0193% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 332,135 | $13.36M | 0.1306% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 318,572 | $11.03M | 0.1727% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 230,370 | $10.53M | 0.1866% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 132,896 | $9.29M | 0.0657% | SH | — | View | |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 171,017 | $8.07M | 0.0309% | SH | — | View |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 64,214 | $8.01M | 0.0277% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 10,241 | $7.67M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 200,438 | $5.81M | 0.1607% | SH | — | View | |
Dimensional - US Large…(DFLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 134,315 | $5.31M | 0.0851% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 32,020 | $4.94M | 0.0348% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 85,244 | $4.31M | 0.0106% | SH | — | View | |
Avantis U.S. Large Cap…(AVLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 44,786 | $4.08M | 0.0316% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,410 | $4.04M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 26,276 | $3.90M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 83,846 | $3.39M | 0.2278% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 13,619 | $3.31M | 0.0049% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 4 | $3.00M | 0.0003% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 10,303 | $2.98M | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 10,303 | $2.98M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 6,810 | $2.52M | 0.0001% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,860 | $2.23M | 0.0002% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 4,440 | $2.22M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 9,931 | $2.20M | 0.0154% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 26,942 | $2.08M | 0.0017% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 17,818 | $1.76M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 4,406 | $1.74M | 0.0114% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 30,942 | $1.58M | 0.0222% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,684 | $1.46M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 3,319 | $1.36M | 0.0028% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 51,213 | $1.34M | 0.0793% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 5,399 | $1.31M | 0.0017% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 13,670 | $1.22M | 0.0072% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 7,500 | $1.14M | 0.0054% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 15,652 | $1.14M | 2.4240% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 3,442 | $1.13M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-24 | 3,442 | $1.13M | 0.0001% | SH | — | View |
Parsons Corporation(PSN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-24 | 21,312 | $1.12M | 0.0200% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 10,800 | $923.32K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 8,944 | $886.35K | 0.0850% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,875 | $863.93K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 12,747 | $861.19K | 0.0046% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 16,390 | $788.69K | 0.0149% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 6,262 | $777.56K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 28,500 | $751.97K | 0.0626% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 20,419 | $740.40K | 0.0059% | SH | — | View | |
State Street SPDR S&P…(SLYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 6,206 | $739.32K | 0.0141% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 3,589 | $718.14K | 0.0000% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 3,589 | $718.14K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 12,991 | $678.01K | 0.0174% | SH | — | View | |
Realty Income Corporation(RY6.DU) | Real Estate | REIT - Retail | 2026-06-30 | 2026-07-24 | 10,880 | $674.12K | 0.0012% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 1,515 | $646.00K | 0.0034% | SH | — | View | |
Johnson & Johnson(JNJ.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-24 | 2,333 | $592.51K | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 2,333 | $592.51K | 0.0001% | SH | — | View |
United Bancorp, Inc.(UBCP) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-24 | 36,392 | $577.90K | 0.6295% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 5,910 | $570.22K | 0.0020% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,699 | $559.13K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 9,667 | $557.52K | 0.0032% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 15,854 | $551.88K | 0.0034% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 7,780 | $532.23K | 0.0017% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 7,311 | $528.66K | 0.1547% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,123 | $527.43K | 0.0001% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 755 | $518.46K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 8,519 | $508.48K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,344 | $485.18K | 0.0036% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,500 | $478.10K | 0.0059% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 3,472 | $474.69K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 4,531 | $470.68K | 0.0006% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 2,773 | $459.70K | 0.0001% | SH | — | View |
ASML Holding N.V.(ASML) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 224 | $445.63K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 9,364 | $441.47K | 0.0505% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 14,500 | $437.46K | 0.0030% | SH | — | View | |
Stryker Corporation(SYK) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 1,372 | $431.96K | 0.0004% | SH | — | View |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-24 | 1,372 | $431.96K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 11,708 | $423.01K | 0.0016% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 1,647 | $414.45K | 0.0001% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 1,095 | $409.25K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 2,061 | $402.80K | 0.0297% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 1,670 | $398.03K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 1,670 | $398.03K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 6,354 | $386.26K | 0.0011% | SH | — | View | |
Agilysys, Inc.(AGYS) | Technology | Software - Application | 2026-06-30 | 2026-07-24 | 3,425 | $357.91K | 0.0121% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-24 | 5,000 | $357.00K | 0.0001% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 378 | $353.61K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,147 | $352.61K | 0.0910% | SH | — | View | |
AAON, Inc.(AAON) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 2,710 | $343.79K | 0.0033% | SH | — | View |
Dimensional - US Core…(DFAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,644 | $343.43K | 0.0028% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,750 | $342.53K | 0.0031% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 3,501 | $337.60K | 0.0005% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-24 | 284 | $333.66K | 0.0001% | SH | — | View |
JPMorgan Municipal ETF(JMUB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 6,571 | $332.85K | 0.0039% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,824 | $325.72K | 0.0039% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 868 | $323.78K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,275 | $322.55K | 0.0014% | SH | — | View | |
CVS Health Corporation(CVS.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-24 | 3,000 | $310.35K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 8,800 | $303.60K | 0.0044% | SH | — | View |
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