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Burton Enright Welch

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

Top 5 stock holdings are DFAC, AVDV, AVUV, BNDX, DUHP, and represent 46.99% of Burton Enright Welch's stock portfolio.
Added to shares of these 10 stocks: BNDX, DFAC, VCRB, AVUV, AVUS, DUHP, VTIP, DFIC, VPLS, AVSD.
Started 11 new stock positions in DFCF, MRK, TT, C, DFUS, FDX, VUG, FTNT, TXN, CGIC. BR.
Reduced shares in these 10 stocks: AVDV, AVGO, AVEM, VTES, AAPL, TSLA, VBIL, CVX, DOCU, SCHW.
Sold out of its positions in AMD, DOCU, INTU, LOW, SCHW.
Burton Enright Welch was a net buyer of stock by $18M.
Burton Enright Welch has $738M in assets under management (AUM), dropping by 3.89%.
Central Index Key (CIK): 0002105919

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Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.7	$145M		3.7M	38.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.7	$57M		557k	101.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.4	$55M	+3%	488k	111.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.6	$49M	+7%	1.0M	48.05	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.6	$41M	+3%	1.1M	37.05	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.5	$41M	+2%	1.1M	35.51	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.8	$36M		1.0M	34.55	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.0	$30M	+5%	266k	111.18	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.2	$23M	+10%	293k	80.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.6	$19M		224k	84.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.5	$18M	+6%	367k	49.95	View chart
Chevron Corporation (CVX)	2.3	$17M	-2%	81k	206.90	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.2	$17M	+3%	698k	23.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.0	$15M	-4%	184k	80.58	View chart
McKesson Corporation (MCK)	1.4	$10M		12k	865.36	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.4	$10M	+3%	348k	29.49	View chart
Apple (AAPL)	1.1	$8.3M	-6%	33k	253.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.0	$7.5M	-2%	91k	82.43	View chart
Lincoln Electric Holdings (LECO)	0.8	$5.7M	+9%	23k	249.08	View chart
Capital Group International SHS (CGIE)	0.7	$5.0M	+6%	148k	33.82	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.7	$5.0M	+15%	81k	61.32	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$3.9M		116k	33.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$3.9M		62k	62.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$3.9M		86k	45.12	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.5	$3.6M	+9%	50k	72.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$3.1M	+3%	89k	35.04	View chart
Microsoft Corporation (MSFT)	0.4	$3.1M	+2%	8.4k	370.15	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.4	$3.1M	-11%	41k	75.65	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$3.0M	+5%	77k	39.44	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$3.0M		111k	26.58	View chart
NVIDIA Corporation (NVDA)	0.4	$2.9M		17k	174.40	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$2.9M	+17%	70k	41.09	View chart
Broadcom (AVGO)	0.4	$2.7M	-21%	8.8k	309.51	View chart
Amazon (AMZN)	0.4	$2.6M	+4%	13k	208.27	View chart
Bank of America Corporation (BAC)	0.4	$2.6M	-6%	54k	48.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.4M		63k	38.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.4M	+9%	8.4k	287.56	View chart
Eli Lilly & Co. (LLY)	0.3	$2.3M	-3%	2.5k	919.87	View chart
Tesla Motors (TSLA)	0.3	$2.3M	-17%	6.2k	371.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.2M		3.7k	597.55	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$2.1M	-2%	30k	70.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.1M	-2%	3.2k	653.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.1M	+12%	11k	191.81	View chart
Connectone Banc (CNOB)	0.3	$2.1M	-2%	77k	26.77	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$2.1M	-21%	20k	101.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.0M	-7%	6.9k	286.87	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.3	$2.0M	+18%	20k	99.08	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$1.6M	+13%	21k	75.15	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M	+8%	1.5k	996.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M		3.2k	479.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.5M	-3%	17k	88.70	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.4M	+3%	19k	73.92	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$1.4M	+93%	18k	77.59	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M		6.4k	205.80	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.3M	-5%	2.0k	650.29	View chart
Visa Com Cl A (V)	0.2	$1.3M	+6%	4.1k	302.24	View chart
Caterpillar (CAT)	0.2	$1.2M		1.7k	708.46	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$1.2M	+44%	44k	27.15	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.2M	+5%	16k	76.29	View chart
Meta Platforms Cl A (META)	0.2	$1.2M		2.1k	572.14	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.2	$1.1M		43k	26.28	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$1.1M		27k	42.37	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$1.1M	+143%	15k	73.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	-2%	16k	64.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.0M	+13%	3.4k	294.19	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$915k		18k	49.85	View chart
Johnson & Johnson (JNJ)	0.1	$914k	-8%	3.7k	244.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$882k		35k	25.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$793k		10k	77.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$781k	+23%	12k	67.53	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$771k	+96%	12k	66.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$759k	+2%	1.8k	426.41	View chart
Home Depot (HD)	0.1	$733k	+12%	2.2k	328.88	View chart
Cadence Design Systems (CDNS)	0.1	$708k		2.5k	277.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$705k	+16%	4.2k	169.65	View chart
Williams-Sonoma (WSM)	0.1	$695k	-5%	3.8k	182.33	View chart
Oracle Corporation (ORCL)	0.1	$671k	-2%	4.6k	147.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$659k	+10%	9.0k	73.64	View chart
Intel Corporation (INTC)	0.1	$623k	-4%	14k	44.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$609k		2.8k	213.68	View chart
Expeditors International of Washington (EXPD)	0.1	$603k	-2%	4.2k	143.23	View chart
Wal-Mart Stores (WMT)	0.1	$601k	+11%	4.8k	124.28	View chart
Capital Group International SHS (CGIC)	0.1	$577k	NEW	17k	33.11	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.1	$572k		7.6k	75.66	View chart
Stryker Corporation (SYK)	0.1	$562k		1.7k	328.53	View chart
Automatic Data Processing (ADP)	0.1	$560k		2.8k	203.17	View chart
Wells Fargo & Company (WFC)	0.1	$557k	-2%	7.0k	79.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$522k		9.7k	54.05	View chart
Pepsi (PEP)	0.1	$512k	-7%	3.3k	155.31	View chart
Dimensional Etf Trust International (DFSI)	0.1	$501k		12k	42.40	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$499k		14k	35.44	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$488k	-4%	10k	47.93	View chart
Cisco Systems (CSCO)	0.1	$474k	-5%	6.1k	77.60	View chart
Procter & Gamble Company (PG)	0.1	$471k	+6%	3.3k	144.42	View chart
American Express Company (AXP)	0.1	$460k	+13%	1.5k	302.48	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$435k		8.7k	49.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$431k		1.3k	320.92	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$429k		3.1k	138.31	View chart
McDonald's Corporation (MCD)	0.1	$425k		1.4k	310.85	View chart
Walt Disney Company (DIS)	0.1	$405k		4.2k	96.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$402k		16k	25.64	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$394k		966.00	407.69	View chart
Ge Aerospace Com New (GE)	0.1	$392k	-15%	1.4k	283.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$391k		4.3k	90.53	View chart
Intuitive Surgical Com New (ISRG)	0.1	$380k	+7%	825.00	460.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$377k	+8%	654.00	576.77	View chart
Applied Materials (AMAT)	0.1	$372k	-16%	1.1k	341.79	View chart
Boeing Company (BA)	0.0	$356k	-3%	1.8k	199.03	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$348k		10k	33.67	View chart
At&t (T)	0.0	$338k		12k	28.99	View chart
Abbvie (ABBV)	0.0	$338k	-11%	1.6k	217.49	View chart
Goldman Sachs (GS)	0.0	$331k	+34%	391.00	845.99	View chart
Ge Vernova (GEV)	0.0	$302k	-16%	346.00	872.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$296k	NEW	677.00	436.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$288k		9.9k	29.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$285k	-5%	12k	24.75	View chart
Broadridge Financial Solutions (BR)	0.0	$273k	NEW	1.7k	162.48	View chart
Lockheed Martin Corporation (LMT)	0.0	$269k		445.00	604.39	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$264k	NEW	3.7k	70.91	View chart
Netflix (NFLX)	0.0	$264k	+10%	2.7k	96.15	View chart
Merck & Co (MRK)	0.0	$263k	NEW	2.2k	120.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$259k	NEW	6.1k	42.22	View chart
Fortinet (FTNT)	0.0	$256k	NEW	3.1k	81.72	View chart
International Business Machines (IBM)	0.0	$248k	-22%	1.0k	242.48	View chart
Evergy (EVRG)	0.0	$239k		2.9k	81.92	View chart
Amgen (AMGN)	0.0	$231k	-15%	656.00	351.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$231k	-8%	331.00	697.13	View chart
FedEx Corporation (FDX)	0.0	$230k	NEW	646.00	356.18	View chart
Texas Instruments Incorporated (TXN)	0.0	$224k	NEW	1.2k	194.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$221k	-15%	513.00	430.29	View chart
Citigroup Com New (C)	0.0	$212k	NEW	1.9k	113.39	View chart
Blackrock (BLK)	0.0	$209k	+6%	217.00	961.71	View chart
Trane Technologies SHS (TT)	0.0	$205k	NEW	492.00	416.74	View chart
Cerus Corporation (CERS)	0.0	$20k		11k	1.82	View chart

Past Filings by Burton Enright Welch

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

Burton Enright Welch 2026 Q1 filed May 4, 2026
Burton Enright Welch 2021 Q4 filed March 9, 2026
Burton Enright Welch 2022 Q1 filed March 9, 2026
Burton Enright Welch 2022 Q2 filed March 9, 2026
Burton Enright Welch 2022 Q3 filed March 9, 2026
Burton Enright Welch 2022 Q4 filed March 9, 2026
Burton Enright Welch 2023 Q1 filed March 9, 2026
Burton Enright Welch 2023 Q2 filed March 9, 2026
Burton Enright Welch 2023 Q3 filed March 9, 2026
Burton Enright Welch 2023 Q4 filed March 9, 2026
Burton Enright Welch 2024 Q1 filed March 9, 2026
Burton Enright Welch 2024 Q2 filed March 9, 2026
Burton Enright Welch 2024 Q3 filed March 9, 2026
Burton Enright Welch 2024 Q4 filed March 9, 2026
Burton Enright Welch 2025 Q1 filed March 9, 2026
Burton Enright Welch 2025 Q2 filed March 9, 2026

View all past filings

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