Vawter Financial, Ltd.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 237,626
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 122 | 237,626 | 13F-HR | Vawter Financial, Ltd. |
| Q4 2025 | 2/2/2026 | 118 | 236,846 | 13F-HR | Vawter Financial, Ltd. |
| Q3 2025 | 11/10/2025 | 118 | 220,342 | 13F-HR | Vawter Financial, Ltd. |
| Q2 2025 | 8/12/2025 | 23 | 8,854 | 13F-HR | Vawter Financial, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.91 K | 13.0% | 0 | 82.69 K | -82.69 K |
| ETFs | 175.5 K | 73.9% | 87.88 K | 0 | 87.88 K |
| Debt | 31.19 K | 13.1% | 813 | 0 | 813 |
| Other | 0 | 0.0% | 0 | 5.222 K | -5.222 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
237,626
Holdings
122
QoQ value change ($000)
780
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.