Vawter Financial, Ltd.

All 13F Filings

Location
Columbus, OH
Most recent 13F
Q4 2025
Holdings value ($000)
236,846
Description
Website
Founded
Chairman
CEO
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.