Vawter Financial, Ltd.
Annual return '25
+20.5%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$237.6M
Holdings
122
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 326.0k shares)
7.8%
02
$VBK
VANGUARD INDEX FDS
Q1 2026: Exited (was 53.0k shares)
6.5%
03
$BNDX
VANGUARD CHARLOTTE FDS
Q1 2026: Exited (was 267.9k shares)
5.8%
04
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 161.8k shares)
5.3%
05
$VB
VANGUARD INDEX FDS
Q1 2026: Exited (was 48.7k shares)
5.3%
06
$DFAE
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 348.1k shares)
4.8%
07
$GSIE
GOLDMAN SACHS ETF TR
Q1 2026: Exited (was 217.9k shares)
4.1%
08
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Q1 2026: Exited (was 344.7k shares)
4.1%
09
$DFAT
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 149.0k shares)
3.6%
10
$CGGR
CAPITAL GROUP GROWTH ETF
Q1 2026: Exited (was 162.2k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:10 UTC.