Shotwell Rutter Baer Inc has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 39 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the majority of holdings representing passive index funds. The largest position is the Vanguard Total Stock Market ETF, which accounts for 27,767,759 shares. Other significant ETF holdings include the Vanguard Short-Term Corporate Bond ETF (4,832,710 shares) and the Vanguard Short-Term Treasury ETF (9,722,809 shares).
The firm also holds a variety of other ETFs, including funds focused on international markets, value investing, and environmental, social, and governance (ESG) criteria. Specific examples include the Dimensional ETF Trust International Value ETF (7,380,791 shares) and the iShares Core S&P 500 ETF (356,886 shares).
In addition to ETFs, the filing discloses direct equity positions in a few individual companies. The largest of these is Illinois Tool Works Inc, with 219,788 shares. Other individual stock holdings include Walmart Inc (566,248 shares), International Business Machines Corp (440,195 shares), and Marathon Petroleum Corp (241,206 shares).
The filing indicates that all positions are held in a Sole capacity. The report was signed by Aryn Sands, the agent for Shotwell Rutter Baer Inc.
