1y return+16.8%S&P 500 +20.9%
3y return+39.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $149 against $195 in the S&P 500.2
Vawter Financial, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JBNDJ P Morgan Exchange Traded F | $19.3M | 7.3% | +4.6% |
| VBKVanguard Index Fds | $18.7M | 7.0% | |
| VBVanguard Index Fds | $14.4M | 5.4% | |
| BNDXVanguard Charlotte Fds | $14.0M | 5.3% | +1.8% |
| BSVVanguard Bd Index Fds | $13.5M | 5.1% | +7.5% |
| DFAEDimensional Etf Trust | $13.4M | 5.0% | −1.8% |
| CGXUCapital Group Intl Focus Eqt | $11.0M | 4.2% | −2.9% |
| GSIEGoldman Sachs Etf Tr | $10.5M | 4.0% | +2.3% |
| Dimensional Etf TrustCUSIP 25434V609 | $9.3M | 3.5% | −2.0% |
| CGGRCapital Group Growth Etf | $8.1M | 3.0% | +2.2% |
| AVUVAmerican Centy Etf Tr | $8.0M | 3.0% | +6.2% |
| IVVIshares Tr | $7.7M | 2.9% | +3.9% |
| BBHYJ P Morgan Exchange Traded F | $6.3M | 2.4% | +12.3% |
| DFGRDimensional Etf Trust | $5.8M | 2.2% | +4.2% |
| DFLVDimensional Etf Trust | $5.3M | 2.0% | −3.8% |
| VSSVanguard Intl Equity Index F | $4.9M | 1.9% | −2.3% |
| JPSTJ P Morgan Exchange Traded F | $4.3M | 1.6% | −6.4% |
| AVLVAmerican Centy Etf Tr | $4.1M | 1.5% | +6.8% |
| SPYState Str Spdr S&p 500 Etf T | $4.0M | 1.5% | |
| IJRIshares Tr | $3.9M | 1.5% | |
| RODMLattice Strategies Tr | $3.4M | 1.3% | −11.2% |
| VBRVanguard Index Fds | $3.3M | 1.2% | |
| BRK/ABerkshire Hathaway Inc Del | $3.0M | 1.1% | |
| AAPLApple Inc | $3.0M | 1.1% | |
| VTIVanguard Index Fds | $2.5M | 0.9% | +6.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CGGRCapital Group Growth Etf | December 31, 2022 | +136.7% | $8.1M |
| DFAEDimensional Etf Trust | December 31, 2022 | +83.2% | $13.4M |
| VBKVanguard Index Fds | December 31, 2022 | +82.4% | $18.7M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2023 | +68.5% | $4.0M |
| IVVIshares Tr | June 30, 2023 | +68.0% | $7.7M |
| CGXUCapital Group Intl Focus Eqt | December 31, 2022 | +66.2% | $11.0M |
| VBVanguard Index Fds | December 31, 2022 | +65.2% | $14.4M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2022 | +62.0% | $2.2M |
| Dimensional Etf TrustCUSIP 25434V609 | December 31, 2022 | +59.0% | $9.3M |
| LLYEli Lilly & Co | September 30, 2025 | +57.2% | $2.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vawter Financial, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1974403&type=13F-HR&dateb=&owner=include&count=40CIK 1974403
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1974403/000197440326000003/Filed July 24, 2026 · accession 0001974403-26-000003