VAWTER FINANCIAL, LTD.

Filed: 8/12/2025ACC: 0001974403-25-000004

📋 What this filing means

VAWTER FINANCIAL, LTD. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $8.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$8.85M

Total AUM (reported)

126.76K

Total Shares

Allocation by class

SML CP GRW ETF$876.2K9.9%

COM$814.8K9.2%

ACTIVE BOND ETF$755.5K8.5%

TOTAL INT BD ETF$750.2K8.5%

AVANTIS MODERAT$597.8K6.8%

CORE S&P500 ETF$537.7K6.1%

SHS CREATION UNI$515.1K5.8%

Portfolio Concentration

Top 3$2.38M26.9%

4–10$3.12M35.2%

11–25$3.35M37.9%

Top 3 weight

26.9%

Top 10 weight

62.1%

Voting Authority Distribution

Total shares with voting rights: 126.76K

Sole

Full voting authority

126.76K

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole23

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings23

Rows:

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares3.16K

TypeSH

Market value$876.2K

9.90%

Sole

3.16K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares14.10K

TypeSH

Market value$755.5K

8.53%

Sole

14.10K

Shared

0.00

None

0.00

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares15.15K

TypeSH

Market value$750.2K

8.47%

Sole

15.15K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS MODERAT

Shares9.72K

TypeSH

Market value$597.8K

6.75%

Sole

9.72K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares866.00

TypeSH

Market value$537.7K

6.07%

Sole

866.00

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares5.91K

TypeSH

Market value$465.2K

5.25%

Sole

5.91K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares13.94K

TypeSH

Market value$403.6K

4.56%

Sole

13.94K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares644.00

TypeSH

Market value$397.9K

4.49%

Sole

644.00

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

GLOBAL REAL EST

Shares13.69K

TypeSH

Market value$367.2K

4.15%

Sole

13.69K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares6.45K

TypeSH

Market value$348.1K

3.93%

Sole

6.45K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares1.90K

TypeSH

Market value$299.4K

3.38%

Sole

1.90K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares1.25K

TypeSH

Market value$297.4K

3.36%

Sole

1.25K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares593.00

TypeSH

Market value$288.1K

3.25%

Sole

593.00

Shared

0.00

None

0.00

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares10.35K

TypeSH

Market value$280.9K

3.17%

Sole

10.35K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares2.06K

TypeSH

Market value$277.2K

3.13%

Sole

2.06K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares931.00

TypeSH

Market value$270.0K

3.05%

Sole

931.00

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDERS USD

Shares5.72K

TypeSH

Market value$266.6K

3.01%

Sole

5.72K

Shared

0.00

None

0.00

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares6.45K

TypeSH

Market value$255.8K

2.89%

Sole

6.45K

Shared

0.00

None

0.00

SALESFORCE INC

SOLE

COM

Shares900.00

TypeSH

Market value$245.4K

2.77%

Sole

900.00

Shared

0.00

None

0.00

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares5.76K

TypeSH

Market value$234.2K

2.64%

Sole

5.76K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares1.15K

TypeSH

Market value$223.5K

2.52%

Sole

1.15K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares1.85K

TypeSH

Market value$208.2K

2.35%

Sole

1.85K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares4.21K

TypeSH

Market value$208.2K

2.35%

Sole

4.21K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	3.16K	SH	$876.2K 9.90%	3.16K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	14.10K	SH	$755.5K 8.53%	14.10K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	15.15K	SH	$750.2K 8.47%	15.15K
AMERICAN CENTY ETF TRSOLE	AVANTIS MODERAT	9.72K	SH	$597.8K 6.75%	9.72K
ISHARES TRSOLE	CORE S&P500 ETF	866.00	SH	$537.7K 6.07%	866.00
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	5.91K	SH	$465.2K 5.25%	5.91K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	13.94K	SH	$403.6K 4.56%	13.94K
SPDR S&P 500 ETF TRSOLE	TR UNIT	644.00	SH	$397.9K 4.49%	644.00
DIMENSIONAL ETF TRUSTSOLE	GLOBAL REAL EST	13.69K	SH	$367.2K 4.15%	13.69K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	6.45K	SH	$348.1K 3.93%	6.45K
NVIDIA CORPORATIONSOLE	COM	1.90K	SH	$299.4K 3.38%	1.90K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	1.25K	SH	$297.4K 3.36%	1.25K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	593.00	SH	$288.1K 3.25%	593.00
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	10.35K	SH	$280.9K 3.17%	10.35K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	2.06K	SH	$277.2K 3.13%	2.06K
JPMORGAN CHASE & CO.SOLE	COM	931.00	SH	$270.0K 3.05%	931.00
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDERS USD	5.72K	SH	$266.6K 3.01%	5.72K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	6.45K	SH	$255.8K 2.89%	6.45K
SALESFORCE INCSOLE	COM	900.00	SH	$245.4K 2.77%	900.00
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	5.76K	SH	$234.2K 2.64%	5.76K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	1.15K	SH	$223.5K 2.52%	1.15K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	1.85K	SH	$208.2K 2.35%	1.85K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	4.21K	SH	$208.2K 2.35%	4.21K