Vawter Financial, Ltd. - Portfolio overview

Vawter Financial, Ltd. has 131 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JBND - J P MORGAN EXCHANGE TRADED F, 7.69%
2. VBK - VANGUARD INDEX FDS, 6.40%
3. BNDX - VANGUARD CHARLOTTE FDS, 5.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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