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Burton Enright Welch

Latest statistics and disclosures from Burton Enright Welch's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002105919

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Positions held by Burton Enright Welch consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 128 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	20.5	$146M	3.7M	39.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.5	$53M	568k	93.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.8	$48M	473k	101.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.5	$46M	954k	48.32	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.8	$41M	1.1M	38.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$38M	1.1M	34.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.8	$34M	1.0M	33.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.0	$28M	251k	111.78	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	2.9	$21M	265k	77.89	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.6	$19M	227k	82.32	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.4	$17M	346k	49.46	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.2	$16M	675k	22.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$15M	192k	77.02	View chart
Chevron Corporation (CVX)	1.8	$13M	83k	152.41	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.4	$10M	338k	29.55	View chart
McKesson Corporation (MCK)	1.4	$10M	12k	820.29	View chart
Apple (AAPL)	1.3	$9.5M	35k	271.86	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.1	$7.8M	93k	83.61	View chart
Lincoln Electric Holdings (LECO)	0.7	$5.0M	21k	239.64	View chart
Capital Group International SHS (CGIE)	0.7	$4.8M	139k	34.82	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$4.4M	70k	63.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$4.0M	85k	46.80	View chart
Microsoft Corporation (MSFT)	0.6	$4.0M	8.2k	483.65	View chart
Broadcom (AVGO)	0.5	$3.9M	11k	346.10	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$3.7M	115k	32.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$3.7M	62k	59.54	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.5	$3.5M	47k	75.43	View chart
Tesla Motors (TSLA)	0.5	$3.4M	7.5k	449.72	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.5	$3.3M	45k	73.63	View chart
Bank of America Corporation (BAC)	0.4	$3.2M	57k	55.00	View chart
NVIDIA Corporation (NVDA)	0.4	$3.1M	17k	186.50	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$2.9M	111k	26.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$2.8M	87k	32.89	View chart
Eli Lilly & Co. (LLY)	0.4	$2.8M	2.6k	1074.78	View chart
Amazon (AMZN)	0.4	$2.8M	12k	230.82	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$2.8M	73k	38.00	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$2.6M	26k	101.58	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$2.6M	60k	43.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.4M	7.7k	313.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.4M	63k	38.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.3M	7.5k	313.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.3M	3.7k	627.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.3M	3.3k	685.00	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$2.2M	31k	70.98	View chart
Connectone Banc (CNOB)	0.3	$2.1M	80k	26.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.9M	9.8k	198.62	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$1.7M	17k	100.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.6M	3.2k	502.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.5M	17k	88.49	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.4M	19k	76.30	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$1.4M	19k	75.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.4M	2.1k	681.78	View chart
Meta Platforms Cl A (META)	0.2	$1.4M	2.1k	660.10	View chart
Visa Com Cl A (V)	0.2	$1.4M	3.9k	350.71	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M	6.4k	209.12	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M	1.4k	862.40	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.1M	15k	76.45	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.2	$1.1M	43k	26.34	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$1.1M	27k	41.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	17k	62.47	View chart
JPMorgan Chase & Co. (JPM)	0.1	$977k	3.0k	322.26	View chart
Caterpillar (CAT)	0.1	$940k	1.6k	572.87	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$933k	36k	26.23	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$911k	18k	50.08	View chart
Oracle Corporation (ORCL)	0.1	$907k	4.7k	194.93	View chart
Johnson & Johnson (JNJ)	0.1	$841k	4.1k	206.95	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$828k	30k	27.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$823k	1.7k	473.31	View chart
Cadence Design Systems (CDNS)	0.1	$794k	2.5k	312.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$772k	10k	75.44	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$742k	9.5k	78.11	View chart
Williams-Sonoma (WSM)	0.1	$723k	4.1k	178.59	View chart
Automatic Data Processing (ADP)	0.1	$719k	2.8k	257.21	View chart
Home Depot (HD)	0.1	$681k	2.0k	344.08	View chart
Wells Fargo & Company (WFC)	0.1	$670k	7.2k	93.21	View chart
Expeditors International of Washington (EXPD)	0.1	$642k	4.3k	149.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$616k	9.3k	66.00	View chart
Stryker Corporation (SYK)	0.1	$607k	1.7k	351.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$601k	8.1k	74.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$589k	2.8k	210.35	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.1	$568k	7.5k	75.47	View chart
Intel Corporation (INTC)	0.1	$544k	15k	36.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$518k	9.6k	53.76	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$514k	11k	48.17	View chart
Pepsi (PEP)	0.1	$509k	3.5k	143.54	View chart
Dimensional Etf Trust International (DFSI)	0.1	$506k	12k	42.84	View chart
Ge Aerospace Com New (GE)	0.1	$501k	1.6k	307.96	View chart
Cisco Systems (CSCO)	0.1	$497k	6.4k	77.04	View chart
American Express Company (AXP)	0.1	$495k	1.3k	369.95	View chart
Wal-Mart Stores (WMT)	0.1	$483k	4.3k	111.41	View chart
Walt Disney Company (DIS)	0.1	$475k	4.2k	113.78	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$465k	14k	33.02	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$464k	6.2k	74.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$450k	1.3k	335.36	View chart
Procter & Gamble Company (PG)	0.1	$440k	3.1k	143.33	View chart
Intuitive Surgical Com New (ISRG)	0.1	$435k	768.00	566.36	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$432k	8.7k	49.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$431k	3.1k	141.06	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$430k	966.00	444.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$429k	3.6k	120.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$426k	16k	26.91	View chart
McDonald's Corporation (MCD)	0.1	$416k	1.4k	305.69	View chart
Abbvie (ABBV)	0.1	$403k	1.8k	228.49	View chart
Boeing Company (BA)	0.1	$402k	1.9k	217.12	View chart
International Business Machines (IBM)	0.1	$392k	1.3k	296.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$387k	4.3k	89.46	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$383k	5.9k	64.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$371k	603.00	614.64	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$340k	10k	32.94	View chart
Applied Materials (AMAT)	0.0	$335k	1.3k	256.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$292k	12k	24.04	View chart
At&t (T)	0.0	$290k	12k	24.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$282k	9.9k	28.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$273k	363.00	753.11	View chart
Ge Vernova (GEV)	0.0	$270k	413.00	653.57	View chart
Goldman Sachs (GS)	0.0	$255k	290.00	879.00	View chart
Amgen (AMGN)	0.0	$254k	775.00	327.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$242k	610.00	396.31	View chart
Docusign (DOCU)	0.0	$241k	3.5k	68.40	View chart
Netflix (NFLX)	0.0	$232k	2.5k	93.76	View chart
Blackrock (BLK)	0.0	$217k	203.00	1070.34	View chart
Lockheed Martin Corporation (LMT)	0.0	$215k	444.00	483.67	View chart
Charles Schwab Corporation (SCHW)	0.0	$214k	2.1k	99.91	View chart
Intuit (INTU)	0.0	$213k	322.00	662.42	View chart
Evergy (EVRG)	0.0	$211k	2.9k	72.49	View chart
Advanced Micro Devices (AMD)	0.0	$205k	955.00	214.16	View chart
Lowe's Companies (LOW)	0.0	$201k	833.00	241.16	View chart
Cerus Corporation (CERS)	0.0	$23k	11k	2.06	View chart

Past Filings by Burton Enright Welch

SEC 13F filings are viewable for Burton Enright Welch going back to 2025

Burton Enright Welch 2025 Q4 filed Feb. 13, 2026

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