Vawter Financial, Ltd.
RIA/Wealth
Vawter Financial, Ltd. is a RIA/Wealth based in Columbus, OH led by Gary Lynn Vawter, reporting $313.6M in AUM as of Q3 2025 with 90% ETF concentration and minimal technology exposure.
PresidentGary Lynn Vawter
- Portfolio Value
- $220.3M
- Positions
- 118
- Top Holding
- VBK at 7.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vawter Financial, Ltd.'s portfolio (47.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.6M | 7.10% | +$14.7M Bought | — 52.5K shares | |
ETF ETF | $12.2M | 5.54% | +$11.9M Bought | — 48.0K shares | |
ETF ETF | $12.1M | 5.49% | +$11.4M Bought | — 244.7K shares | |
ETF ETF | $11.9M | 5.40% | +$11.4M Bought | — 150.7K shares | |
ETF ETF | $11.1M | 5.05% | +$10.7M Bought | — 353.1K shares | |
ETF ETF | $10.4M | 4.70% | +$10.0M Bought | — 349.6K shares | |
ETF ETF | $8.7M | 3.96% | +$8.4M Bought | — 150.0K shares | |
ETF ETF | $7.3M | 3.32% | +$6.6M Bought | — 135.0K shares | |
ETF ETF | $7.3M | 3.31% | +$7.0M Bought | — 177.4K shares | |
ETF ETF | $7.1M | 3.21% | +$6.8M Bought | — 161.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vawter Financial, Ltd.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Vawter Financial, Ltd.
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