Vawter Financial, Ltd. - Portfolio Stock Holdings

Vawter Financial, Ltd. disclosed 135 stock positions in a recent SEC 13F filing. $268,905,589 of stock holdings were filed, with the largest holdings including JBND, VBK, and BNDX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $394,368,793 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.