Vawter Financial, Ltd.

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$237,626
Net value change ($000)
+780 (0.3%)
New positions
10
Sold out positions
6
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVUV 1,160 21.1%
PSN 1,154 NEW
BNDX 740 5.7%
AVDE 598 167.0%
JPST 470 11.3%
AVEM 412 NEW
GSIE 339 3.6%
AVLV 327 10.7%
BBHY 314 6.0%
BALT 248 NEW
Top Reduces (Value $000, Stocks/ETFs)
RKT -1,309 -100.0%
VBK -610 -3.8%
CGXU -512 -5.0%
CGGR -493 -6.8%
DFAT -404 -4.6%
VSS -358 -7.0%
SCHY -353 -58.1%
IJR -335 -9.3%
LLY -299 -14.9%
AMZN -298 -45.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type