Vawter Financial, Ltd.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 236,846
- 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 |
|---|---|---|---|---|---|
| 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 | 113.6 K | 48.0% | 5.203 K | 0 | 5.203 K |
| ETFs | 87.65 K | 37.0% | 0 | 273 | -273 |
| Debt | 30.38 K | 12.8% | 11.17 K | 0 | 11.17 K |
| Other | 5.222 K | 2.2% | 404 | 0 | 404 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
236,846
Holdings
118
QoQ value change ($000)
16,504
(7.5%)
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.