Vawter Financial, Ltd.
•CIK: 1974403•Filing: Q4 2025
**Vawter Financial, Ltd.** manages $237M across a diversified portfolio of 118 positions. The fund exhibits significant concentration in fixed income and credit, with top holdings including JBND at $17.6M and VBK at $16.0M. Further notable allocations include BNDX ($12.9M) and BSV ($12.7M), suggesting a tactical focus on yield and credit spread capture. This positioning indicates an active, macro-aware approach to navigating current interest rate and credit cycles.
Total AUM
$236.8M
QoQ Performance
+7.5%
Positions
57
Top 10 Concentration
50.2%
Latest Filing
Q4 2025
Top Holdings Allocation
JBND
VBK
BNDX
BSV
VB
JBND7.4%
VBK6.8%
BNDX5.5%
BSV5.4%
VB5.3%
DFAE4.8%
CGXU4.3%
GSIE4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.2%
ETF4.6%
Financial2.8%
Technology1.9%
Healthcare1.4%
Consumer0.4%
Real Estate0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑33 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023