Vawter Financial, Ltd.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.2% | $6,147,545 |
| Financial Services | 18.5% | $4,522,469 |
| Unclassified | 17.6% | $4,288,681 |
| Healthcare | 16.3% | $3,980,212 |
| Industrials | 6.7% | $1,635,122 |
| Energy | 5.7% | $1,400,500 |
| Real Estate | 2.8% | $674,124 |
| Communication Services | 2.6% | $631,817 |
| Consumer Cyclical | 2.5% | $599,407 |
| Consumer Defensive | 2.3% | $556,410 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | +1,031 | 3,472 | $474,691 | |
| JPM | Jpmorgan Chase & Co | +116 | 3,442 | $1,126,669 | |
| NVDA | Nvidia Corp | +70 | 3,589 | $718,123 | |
| UBCP | United Bancorp Inc /Oh/ | +63 | 36,392 | $577,904 | |
| JNJ | Johnson & Johnson | +57 | 2,333 | $592,512 | |
| COST | Costco Wholesale Corp /New | +19 | 378 | $353,607 | |
| KMI | Kinder Morgan, Inc. | +18 | 8,000 | $255,760 | |
| GEV | GE Vernova Inc. | +9 | 284 | $333,660 | |
| CVX | Chevron Corp | +1 | 2,773 | $459,652 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −301 | 4,440 | $2,221,731 | |
| AAPL | Apple Inc. | −46 | 10,303 | $2,981,276 | |
| AMZN | Amazon Com Inc | −41 | 1,670 | $398,027 | |
| SPY | Spdr S&P 500 ETF Trust | −41 | 5,410 | $4,040,025 | |
| GOOGL | Alphabet Inc. | −15 | 769 | $274,817 | |
| MSFT | Microsoft Corp | −3 | 868 | $323,781 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 284,761 | $13,682,766 | |
| VB | Vanguard Morningstar Small-Cap ETF | 47,887 | $12,542,563 | |
| CGGR | Capital Group Growth ETF | 167,199 | $6,719,727 | |
| VXUS | Vanguard Total International Stock ETF | 10,950 | $844,354 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,164 | $250,329 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,410 | $4,040,025 | 16.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,303 | $2,981,276 | 12.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,860 | $2,230,939 | 9.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,440 | $2,221,731 | 9.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,442 | $1,126,669 | 4.61% | |
| PSN |
Parsons Corp
Technology
|
Held | 21,312 | $1,116,535 | 4.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,589 | $718,123 | 2.94% | |
| O |
Realty Income Corp
Real Estate
|
Held | 10,880 | $674,124 | 2.76% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,333 | $592,512 | 2.42% | |
| UBCP |
United Bancorp Inc /Oh/
Financial Services
|
Added | 36,392 | $577,904 | 2.36% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,472 | $474,691 | 1.94% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,773 | $459,652 | 1.88% | |
| ASML |
Asml Holding NV
Technology
|
Held | 224 | $445,634 | 1.82% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 14,500 | $437,465 | 1.79% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 1,372 | $431,960 | 1.77% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,647 | $414,451 | 1.70% | |
| GE |
General Electric Co
Industrials
|
Held | 1,095 | $409,234 | 1.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,670 | $398,027 | 1.63% | |
| AGYS |
Agilysys Inc
Technology
|
Held | 3,425 | $357,912 | 1.46% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 5,000 | $357,000 | 1.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 378 | $353,607 | 1.45% | |
| AAON |
Aaon, Inc.
Industrials
|
Held | 2,710 | $343,790 | 1.41% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 284 | $333,660 | 1.37% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 868 | $323,781 | 1.33% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 3,000 | $310,350 | 1.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 769 | $274,817 | 1.12% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 873 | $274,637 | 1.12% | |
| TPC |
Tutor Perini Corp
Industrials
|
Held | 3,300 | $273,801 | 1.12% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 8,000 | $255,760 | 1.05% | |
| GLD |
Spdr Gold Trust
|
Held | 675 | $248,656 | 1.02% | |
| NFG |
National Fuel Gas Co
Energy
|
Held | 2,725 | $210,397 | 0.86% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 1,304 | $204,284 | 0.84% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,383 | $202,803 | 0.83% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 571 | $201,380 | 0.82% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
Held | 11,500 | $158,700 | 0.65% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.