Vawter Financial, Ltd.

Q3 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$268,906
Net value change ($000)
+3,364 (1.3%)
New positions
6
Sold out positions
7
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFA INVT DIMENSIONS GROUP IN 1,274 NEW
AVUV 1,254 15.7%
DFLV 1,081 20.4%
BNDX 1,008 7.2%
AVDE 858 70.4%
JMST 848 53.7%
CGGR 803 9.9%
XOM 565 NEW
AVLV 450 11.0%
AAPL 442 14.8%
Top Reduces (Value $000, Stocks/ETFs)
VBK -1,367 -7.3%
DFAR -1,340 -100.0%
DFAT -635 -6.8%
XOM -475 -100.0%
IJR -408 -10.5%
JMUB -333 -100.0%
JPST -324 -7.5%
BND -250 -100.0%
VB -246 -1.7%
PSN -244 -21.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type