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Jacqueline Washburn

Vawter Financial, Ltd.

Assets Managed
$237.626M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
0.33%(2Q avg: 3.91%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Vawter Financial, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Vawter Financial, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 237.626M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 3.91%. The portfolio is managed by Jacqueline Washburn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 5.66%
7.8%
$18.521M
344,454 shares@ $53.78 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -3.85%
6.48%
$15.395M
50,935 shares@ $302.25 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 6.31%
5.76%
$13.683M
284,761 shares@ $48.05 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -0.13%
5.34%
$12.667M
161,542 shares@ $78.41 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.71%
5.28%
$12.543M
47,887 shares@ $261.93 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -2.85%
4.82%
$11.45M
338,166 shares@ $33.87 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 3.17%
4.09%
$9.697M
224,832 shares@ $43.14 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Decreased -4.82%
4.08%
$9.674M
328,059 shares@ $29.5 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -9%
3.57%
$8.469M
135,612 shares@ $62.46 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 3.09%
2.83%
$6.72M
167,199 shares@ $40.2 avg price

1-10 of 122