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Vawter Financial, LTD.
Vawter Financial, Ltd. is a fee-only financial planning and investment management firm headquartered in Columbus, Ohio. Founded in 1991, the firm provides comprehensive services including investment, tax, retirement, and estate planning primarily to individuals and high net worth individuals. The firm is independently owned by Gary Vawter, William Whitaker, and Jacqueline Washburn, employs 5 staff members, and is registered with the SEC as an investment adviser. Vawter Financial serves clients looking for individualized, fiduciary advice and long-term financial planning.
Investment Strategy
Vawter Financial, Ltd. employs a fee-only, client-focused approach, providing comprehensive financial planning and investment management tailored to each client's personal and business objectives. The firm emphasizes prudent, diversified portfolio construction and ongoing management in accord with each client's risk tolerance, objectives, and time horizon. The advisory process integrates investment selection, tax planning, retirement strategy, and estate considerations, all aimed at long-term wealth preservation and growth for individuals, particularly high net worth clients. Vawter Financial does not engage in performance-based fees and maintains a fiduciary standard throughout its advisory relationships.
Latest 13F Filing Activity
Vawter Financial, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $9B. The fund increased holdings in Vanguard Index FDS, J P Morgan Exchange Traded F, Vanguard Charlotte FDS among other positions. Vawter Financial, LTD. reduced exposure to Lattice Strategies TR, Dimensional Etf Trust, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBK | VANGUARD INDEX FDS | 9.90% | $876.2M | 3,164 | $216.07 | $276.94 | +$863.8M |
J JBND | J P MORGAN EXCHANGE TRADED F | 8.53% | $755.5M | 14,098 | $53.02 | $53.59 | +$750.5M |
B BNDX | VANGUARD CHARLOTTE FDS | 8.47% | $750.2M | 15,153 | $48.45 | $49.51 | +$738.5M |
A AVMA | AMERICAN CENTY ETF TR | 6.75% | $597.8M | 9,725 | $56.33 | $61.47 | +$596.9M |
I IVV | ISHARES TR | 6.07% | $537.7M | 866 | $457.50 | $620.90 | +$532.5M |
Industry Allocation
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