Vawter Financial, Ltd.

13F filer · CIK 0001974403

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$266MU.S. long equity reported on 13F

Positions423 new · 0 closed

Net flow last quarter+$831KBuys minus sells

Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202642 positions
BSVNBank7 Corp.	$13.5M	5.10%	1.82%	+7.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$4.04M	1.52%	Not reported	-0.8%	Q2 2023
RODMDirect Markets Holdings Corp.	$3.39M	1.28%	Not reported	-11.2%	Q4 2022
BRK.ABerkshire Hathaway Inc	$3M	1.13%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$2.98M	1.12%	0.00%	-0.4%	Q4 2022
LLYELI LILLY & Co	$2.23M	0.84%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.22M	0.84%	Not reported	-6.3%	Q4 2022
JPMJPMorgan Chase & Co	$1.13M	0.42%	0.00%	+3.5%	Q2 2023
PSNParsons Corp	$1.12M	0.42%	0.04%	Not reported	Q1 2026
SPMDSupermedia Inc.	$861K	0.32%	Not reported	Not reported	Q3 2025
NVDANvidia Corp	$718K	0.27%	0.00%	+2.0%	Q4 2024
ORealty Income Corp	$674K	0.25%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$593K	0.22%	0.00%	+2.5%	Q2 2023
UBCPUnited Bancorp Inc	$578K	0.22%	0.63%	+0.2%	Q2 2024
XOMExxonMobil Holdings Corp	$475K	0.18%	0.00%	+42.2%	Q1 2023
CVXChevron Corp	$460K	0.17%	0.00%	0.0%	Q1 2023
ASMLAsml Holding NV	$446K	0.17%	0.00%	Not reported	Q1 2024
PHYSSprott Physical Gold Trust	$437K	0.16%	0.00%	Not reported	Q1 2023
SYKStryker Corp	$432K	0.16%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$414K	0.16%	0.00%	Not reported	Q3 2023
GEGeneral Electric Co	$409K	0.15%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$398K	0.15%	0.00%	-2.4%	Q4 2023
AGYSAgilysys Inc	$358K	0.13%	0.01%	Not reported	Q3 2023
NFLXNetflix Inc	$357K	0.13%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$354K	0.13%	0.00%	+5.3%	Q1 2024
AAONAaon, Inc.	$344K	0.13%	0.00%	Not reported	Q4 2023
GEVGE Vernova Inc.	$334K	0.13%	0.00%	+3.3%	Q1 2026
MSFTMicrosoft Corp	$324K	0.12%	0.00%	-0.3%	Q4 2023
CVSCVS HEALTH Corp	$310K	0.12%	0.00%	Not reported	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$284K	0.11%	Not reported	Not reported	Q3 2025
BALTBaltic Trading Ltd	$280K	0.11%	Not reported	+10.3%	Q1 2026
GOOGLAlphabet Inc.	$275K	0.10%	0.00%	-1.9%	Q3 2025
NSCNorfolk Southern Corp	$275K	0.10%	0.00%	Not reported	Q4 2022
TPCTutor Perini Corp	$274K	0.10%	0.01%	Not reported	Q3 2025
KMIKinder Morgan, Inc.	$256K	0.10%	0.00%	+0.2%	Q4 2024
GLDSPDR Gold Trust	$249K	0.09%	0.00%	Not reported	Q3 2025
NFGNational Fuel Gas Co	$210K	0.08%	0.00%	Not reported	Q1 2025
USRTEnigma-Bulwark, Ltd.	$205K	0.08%	Not reported	Not reported	Q3 2024
CRMSalesforce, Inc.	$204K	0.08%	0.00%	Not reported	Q1 2023
PGPROCTER & GAMBLE Co	$203K	0.08%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$201K	0.08%	0.00%	Not reported	Q3 2024
SANBanco Santander, S.A.	$159K	0.06%	0.00%	Not reported	Q1 2026
Q1 2026Reported Aug 4, 202639 positions
BSVNBank7 Corp.	$12.7M	5.33%	1.70%	-0.1%	Q4 2022
RODMDirect Markets Holdings Corp.	$3.72M	1.57%	Not reported	-2.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$3.55M	1.49%	Not reported	-2.6%	Q2 2023
BRK.ABerkshire Hathaway Inc	$2.87M	1.21%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$2.63M	1.10%	0.00%	0.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.27M	0.95%	Not reported	-0.1%	Q4 2022
LLYELI LILLY & Co	$1.71M	0.72%	0.00%	-0.5%	Q2 2023
PSNParsons Corp	$1.15M	0.49%	0.04%	New	Q1 2026
JPMJPMorgan Chase & Co	$978K	0.41%	0.00%	-12.7%	Q2 2023
SPMDSupermedia Inc.	$755K	0.32%	Not reported	Not reported	Q3 2025
ORealty Income Corp	$666K	0.28%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$614K	0.26%	0.00%	-6.3%	Q4 2024
CVXChevron Corp	$573K	0.24%	0.00%	+0.1%	Q1 2023
JNJJohnson & Johnson	$556K	0.23%	0.00%	-26.0%	Q2 2023
UBCPUnited Bancorp Inc	$553K	0.23%	0.63%	+1.9%	Q2 2024
PHYSSprott Physical Gold Trust	$514K	0.22%	0.00%	Not reported	Q1 2023
NFLXNetflix Inc	$481K	0.20%	0.00%	-0.6%	Q4 2023
SYKStryker Corp	$451K	0.19%	0.00%	-30.4%	Q4 2022
XOMExxonMobil Holdings Corp	$414K	0.17%	0.00%	+1.5%	Q1 2023
ABBVAbbVie Inc.	$358K	0.15%	0.00%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$358K	0.15%	0.00%	-3.2%	Q1 2024
AMZNAmazon Com Inc	$356K	0.15%	0.00%	-39.6%	Q4 2023
MSFTMicrosoft Corp	$322K	0.14%	0.00%	-3.4%	Q4 2023
GEGeneral Electric Co	$311K	0.13%	0.00%	-0.1%	Q1 2025
ASMLAsml Holding NV	$296K	0.12%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$290K	0.12%	0.00%	-8.8%	Q3 2025
KMIKinder Morgan, Inc.	$268K	0.11%	0.00%	+2.3%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$267K	0.11%	Not reported	Not reported	Q3 2025
NFGNational Fuel Gas Co	$256K	0.11%	0.00%	Not reported	Q1 2025
TPCTutor Perini Corp	$255K	0.11%	0.01%	Not reported	Q3 2025
NSCNorfolk Southern Corp	$251K	0.11%	0.00%	Not reported	Q4 2022
BALTBaltic Trading Ltd	$248K	0.10%	Not reported	New	Q1 2026
AGYSAgilysys Inc	$244K	0.10%	0.01%	Not reported	Q3 2023
CRMSalesforce, Inc.	$243K	0.10%	0.00%	Not reported	Q1 2023
GEVGE Vernova Inc.	$240K	0.10%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$225K	0.09%	0.00%	Not reported	Q3 2025
AAONAaon, Inc.	$224K	0.09%	0.00%	Not reported	Q4 2023
CVSCVS HEALTH Corp	$215K	0.09%	0.00%	New	Q1 2026
SANBanco Santander, S.A.	$130K	0.05%	0.00%	New	Q1 2026
Q4 2025Reported Aug 4, 202638 positions
BSVNBank7 Corp.	$12.7M	5.38%	1.71%	+7.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$3.82M	1.61%	Not reported	Not reported	Q2 2023
RODMDirect Markets Holdings Corp.	$3.59M	1.52%	Not reported	-32.0%	Q4 2022
BRK.ABerkshire Hathaway Inc	$3.02M	1.27%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$2.81M	1.19%	0.00%	-4.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.38M	1.01%	Not reported	+2.2%	Q4 2022
LLYELI LILLY & Co	$2.01M	0.85%	0.00%	+0.1%	Q2 2023
RKTRocket Companies, Inc.	$1.31M	0.55%	Not reported	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.23M	0.52%	0.00%	+0.1%	Q2 2023
SPMDSupermedia Inc.	$738K	0.31%	Not reported	Not reported	Q3 2025
NVDANvidia Corp	$700K	0.30%	0.00%	-6.9%	Q4 2024
SYKStryker Corp	$693K	0.29%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$654K	0.28%	0.00%	-1.4%	Q4 2023
JNJJohnson & Johnson	$637K	0.27%	0.00%	0.0%	Q2 2023
ORealty Income Corp	$613K	0.26%	0.00%	-19.1%	Q4 2022
UBCPUnited Bancorp Inc	$512K	0.22%	0.62%	-4.7%	Q2 2024
PHYSSprott Physical Gold Trust	$479K	0.20%	0.00%	-3.3%	Q1 2023
NFLXNetflix Inc	$472K	0.20%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$436K	0.18%	0.00%	-6.0%	Q4 2023
CVXChevron Corp	$422K	0.18%	0.00%	-0.6%	Q1 2023
AGYSAgilysys Inc	$407K	0.17%	0.01%	Not reported	Q3 2023
ABBVAbbVie Inc.	$376K	0.16%	0.00%	-11.9%	Q3 2023
CRMSalesforce, Inc.	$345K	0.15%	0.00%	+29.0%	Q1 2023
GEGeneral Electric Co	$338K	0.14%	0.00%	-4.9%	Q1 2025
COSTCostco Wholesale Corp	$320K	0.14%	0.00%	-1.6%	Q1 2024
GLDSPDR Gold Trust	$293K	0.12%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$290K	0.12%	0.00%	+0.1%	Q1 2023
PGPROCTER & GAMBLE Co	$270K	0.11%	0.00%	-2.9%	Q4 2022
IBITiShares Bitcoin Trust ETF	$264K	0.11%	0.00%	Not reported	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$258K	0.11%	Not reported	Not reported	Q3 2025
NSCNorfolk Southern Corp	$252K	0.11%	0.00%	-16.2%	Q4 2022
GOOGLAlphabet Inc.	$245K	0.10%	0.00%	-10.6%	Q3 2025
ASMLAsml Holding NV	$240K	0.10%	0.00%	Not reported	Q1 2024
DHRDanaher Corp	$225K	0.10%	0.00%	Not reported	Q4 2024
TPCTutor Perini Corp	$221K	0.09%	0.01%	Not reported	Q3 2025
NFGNational Fuel Gas Co	$218K	0.09%	0.00%	Not reported	Q1 2025
KMIKinder Morgan, Inc.	$214K	0.09%	0.00%	Not reported	Q4 2024
AAONAaon, Inc.	$207K	0.09%	0.00%	Not reported	Q4 2023
Q3 2025Reported Aug 4, 202640 positions
BSVNBank7 Corp.	$11.9M	5.40%	1.59%	+2449.6%	Q4 2022
RODMDirect Markets Holdings Corp.	$5.08M	2.30%	Not reported	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$3.73M	1.69%	Not reported	+768.9%	Q2 2023
BRK.ABerkshire Hathaway Inc	$3.02M	1.37%	Not reported	Not reported	Q4 2022
AAPLApple Inc.	$2.75M	1.25%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.33M	1.06%	Not reported	+682.3%	Q4 2022
LLYELI LILLY & Co	$1.43M	0.65%	0.00%	Not reported	Q2 2023
RKTRocket Companies, Inc.	$1.31M	0.59%	Not reported	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.2M	0.55%	0.00%	+309.0%	Q2 2023
ORealty Income Corp	$818K	0.37%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$753K	0.34%	0.00%	+112.9%	Q4 2024
SPMDSupermedia Inc.	$729K	0.33%	Not reported	New	Q3 2025
SYKStryker Corp	$729K	0.33%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$631K	0.29%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$603K	0.27%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$570K	0.26%	0.00%	Not reported	Q2 2023
UBCPUnited Bancorp Inc	$523K	0.24%	0.65%	Not reported	Q2 2024
MSFTMicrosoft Corp	$497K	0.23%	0.00%	Not reported	Q4 2023
PHYSSprott Physical Gold Trust	$444K	0.20%	0.00%	Not reported	Q1 2023
ABBVAbbVie Inc.	$433K	0.20%	0.00%	Not reported	Q3 2023
CVXChevron Corp	$433K	0.20%	0.00%	Not reported	Q1 2023
AGYSAgilysys Inc	$360K	0.16%	0.01%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$349K	0.16%	0.00%	Not reported	Q1 2024
GEGeneral Electric Co	$347K	0.16%	0.00%	Not reported	Q1 2025
IBITiShares Bitcoin Trust ETF	$346K	0.16%	0.00%	Not reported	Q1 2025
NSCNorfolk Southern Corp	$313K	0.14%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$298K	0.14%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$271K	0.12%	0.00%	Not reported	Q1 2023
GLDSPDR Gold Trust	$263K	0.12%	0.00%	New	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$254K	0.12%	Not reported	New	Q3 2025
AAONAaon, Inc.	$253K	0.11%	0.00%	Not reported	Q4 2023
NFGNational Fuel Gas Co	$252K	0.11%	0.00%	Not reported	Q1 2025
CRMSalesforce, Inc.	$240K	0.11%	0.00%	+12.3%	Q1 2023
HDHome Depot, Inc.	$234K	0.11%	0.00%	Not reported	Q3 2024
KMIKinder Morgan, Inc.	$221K	0.10%	0.00%	Not reported	Q4 2024
ASMLAsml Holding NV	$217K	0.10%	0.00%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$217K	0.10%	Not reported	New	Q3 2025
TPCTutor Perini Corp	$216K	0.10%	0.01%	New	Q3 2025
GOOGLAlphabet Inc.	$213K	0.10%	0.00%	New	Q3 2025
WEATTeucrium Commodity Trust	$44.4K	0.02%	Not reported	New	Q3 2025

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