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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, AVUV, AVDV, BNDX, DUHP, and represent 47.47% of Burton Enright Welch's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$10M), BNDX (+$7.4M), VCRB (+$6.0M), DFIC, DUHP, CGXU, VTIP, NVDA, AVUV, DFEM.
Started 7 new stock positions in MU, IVZ, MS, VGSH, AMD, VSDB, VO.
Reduced shares in these 10 stocks: AVEM, LLY, AVDE, DFAU, VGK, AVDV, VUG, GOOGL, NFLX, JPM.
Sold out of its positions in CERS, C, NFLX, VUG, TT.
Burton Enright Welch was a net buyer of stock by $48M.
Burton Enright Welch has $853M in assets under management (AUM), dropping by 15.58%.
Central Index Key (CIK): 0002105919

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Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 136 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	20.7	$177M	+6%	4.0M	44.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.5	$64M	+4%	508k	126.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.7	$57M		554k	103.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.7	$57M	+15%	1.2M	48.44	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	5.8	$50M	+7%	1.2M	41.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.4	$46M	+8%	1.2M	37.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$44M	+4%	1.1M	40.64	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.0	$34M		266k	128.08	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.4	$29M	+26%	371k	77.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.5	$21M	+15%	423k	50.23	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	2.3	$20M	+7%	750k	26.26	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.3	$20M		220k	89.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.9	$17M	-6%	171k	96.49	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.8	$15M	+27%	446k	34.62	View chart
Chevron Corporation (CVX)	1.5	$13M		79k	165.76	View chart
Apple (AAPL)	1.1	$9.8M	+2%	34k	289.36	View chart
McKesson Corporation (MCK)	1.0	$8.9M	-2%	12k	755.60	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.9	$7.8M	-3%	88k	88.54	View chart
NVIDIA Corporation (NVDA)	0.7	$6.1M	+83%	30k	200.09	View chart
Lincoln Electric Holdings (LECO)	0.7	$6.0M		23k	265.51	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.7	$5.8M		80k	72.28	View chart
Capital Group International SHS (CGIE)	0.6	$5.2M	-3%	142k	36.78	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.6	$4.8M	+53%	63k	75.68	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$4.6M		115k	40.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$4.2M	-2%	61k	69.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$4.1M	-7%	80k	51.69	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.5	$3.9M	-4%	47k	81.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$3.5M		89k	38.79	View chart
Broadcom (AVGO)	0.4	$3.4M		8.9k	377.75	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$3.1M	-3%	68k	46.63	View chart
Amazon (AMZN)	0.4	$3.1M	+3%	13k	238.34	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$3.1M	-3%	108k	28.97	View chart
Microsoft Corporation (MSFT)	0.4	$3.1M		8.3k	373.01	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$3.1M	+50%	31k	101.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$3.1M		76k	40.13	View chart
Bank of America Corporation (BAC)	0.4	$3.1M		54k	56.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.7M	+6%	4.0k	686.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.7M	-9%	7.6k	357.36	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.3	$2.7M	+33%	27k	100.60	View chart
Tesla Motors (TSLA)	0.3	$2.6M		6.3k	420.60	View chart
Connectone Banc (CNOB)	0.3	$2.6M		78k	33.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.6M		63k	41.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M		7.0k	353.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.4M		11k	219.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.4M		3.2k	748.95	View chart
Eli Lilly & Co. (LLY)	0.3	$2.4M	-21%	2.0k	1199.63	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$2.2M	-3%	29k	75.17	View chart
Intel Corporation (INTC)	0.2	$2.0M		14k	139.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.9M	+27%	2.5k	746.78	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$1.8M	+9%	23k	76.40	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$1.8M	+23%	23k	77.58	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.7M		19k	88.52	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$1.6M	+38%	21k	76.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.6M		3.2k	500.39	View chart
Caterpillar (CAT)	0.2	$1.6M	-10%	1.5k	1064.90	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$1.6M	+32%	58k	27.47	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.6M		6.4k	246.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.5M	-9%	15k	96.43	View chart
Meta Platforms Cl A (META)	0.2	$1.4M	+19%	2.5k	563.31	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M	-6%	1.4k	935.54	View chart
Visa Com Cl A (V)	0.2	$1.3M	-8%	3.8k	343.09	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$1.2M	-5%	25k	48.88	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.1	$1.2M		15k	79.88	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$1.2M		44k	26.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M		16k	71.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.0M		35k	28.96	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$996k	+8%	20k	50.18	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.1	$928k	-2%	11k	81.84	View chart
Johnson & Johnson (JNJ)	0.1	$894k	-5%	3.5k	253.97	View chart
JPMorgan Chase & Co. (JPM)	0.1	$888k	-21%	2.7k	327.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$875k		10k	85.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$874k	+295%	7.0k	124.17	View chart
Williams-Sonoma (WSM)	0.1	$842k	-5%	3.6k	233.10	View chart
Cadence Design Systems (CDNS)	0.1	$835k	-12%	2.2k	375.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$721k	-19%	9.3k	77.11	View chart
Cisco Systems (CSCO)	0.1	$719k		6.1k	117.47	View chart
Home Depot (HD)	0.1	$707k	-10%	2.0k	352.66	View chart
Expeditors International of Washington (EXPD)	0.1	$686k		4.2k	162.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$679k		2.8k	242.44	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.1	$677k	+18%	8.9k	75.66	View chart
Oracle Corporation (ORCL)	0.1	$674k		4.6k	146.56	View chart
Fortinet (FTNT)	0.1	$655k	+35%	4.3k	153.62	View chart
Capital Group International SHS (CGIC)	0.1	$634k		17k	36.39	View chart
Wells Fargo & Company (WFC)	0.1	$628k	+8%	7.6k	82.65	View chart
Automatic Data Processing (ADP)	0.1	$617k		2.8k	223.94	View chart
Advanced Micro Devices (AMD)	0.1	$573k	NEW	986.00	580.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$566k	+14%	1.5k	369.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$553k	-15%	7.5k	73.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$551k	-4%	9.2k	59.69	View chart
Ge Aerospace Com New (GE)	0.1	$550k	+6%	1.5k	373.64	View chart
Applied Materials (AMAT)	0.1	$549k	-30%	759.00	723.00	View chart
Stryker Corporation (SYK)	0.1	$546k		1.7k	314.78	View chart
Dimensional Etf Trust International (DFSI)	0.1	$533k		12k	45.10	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$509k	+3%	11k	48.34	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$501k	+2%	3.2k	156.97	View chart
Exxon Mobil Corporation (XOM)	0.1	$497k	-12%	3.6k	136.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$487k	+509%	5.9k	82.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$462k		16k	29.43	View chart
Ge Vernova (GEV)	0.1	$461k	+13%	392.00	1175.62	View chart
Procter & Gamble Company (PG)	0.1	$445k	-6%	3.0k	146.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$444k	-7%	604.00	735.83	View chart
Wal-Mart Stores (WMT)	0.1	$441k	-19%	3.9k	113.26	View chart
American Express Company (AXP)	0.1	$427k	-17%	1.3k	338.25	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$425k		14k	30.17	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$422k	-3%	8.5k	49.78	View chart
Pepsi (PEP)	0.0	$422k	-5%	3.1k	135.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$418k		4.3k	96.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$415k	NEW	7.1k	58.20	View chart
Boeing Company (BA)	0.0	$411k	+6%	1.9k	216.49	View chart
Walt Disney Company (DIS)	0.0	$394k	-2%	4.1k	96.24	View chart
Micron Technology (MU)	0.0	$384k	NEW	333.00	1154.29	View chart
Texas Instruments Incorporated (TXN)	0.0	$366k	+6%	1.2k	298.07	View chart
Abbvie (ABBV)	0.0	$365k	-6%	1.5k	251.64	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$362k		10k	35.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$358k		9.9k	36.13	View chart
McDonald's Corporation (MCD)	0.0	$356k	-3%	1.3k	270.37	View chart
International Business Machines (IBM)	0.0	$335k	+16%	1.2k	281.30	View chart
Invesco SHS (IVZ)	0.0	$324k	NEW	12k	26.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$319k		12k	27.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$316k	+699%	2.6k	119.51	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$303k		3.7k	81.94	View chart
Intuitive Surgical Com New (ISRG)	0.0	$299k	-8%	752.00	397.68	View chart
Goldman Sachs (GS)	0.0	$296k	-25%	293.00	1011.37	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.0	$275k	NEW	3.6k	76.34	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$262k		6.2k	42.21	View chart
Evergy (EVRG)	0.0	$253k		2.9k	86.43	View chart
Amgen (AMGN)	0.0	$240k		663.00	362.12	View chart
Lockheed Martin Corporation (LMT)	0.0	$239k	+5%	468.00	509.53	View chart
Blackrock (BLK)	0.0	$236k	+12%	245.00	961.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$233k	+23%	633.00	368.38	View chart
Broadridge Financial Solutions (BR)	0.0	$232k		1.7k	136.95	View chart
Morgan Stanley Com New (MS)	0.0	$230k	NEW	1.1k	209.04	View chart
Merck & Co (MRK)	0.0	$229k	-18%	1.8k	128.50	View chart
At&t (T)	0.0	$225k	-7%	11k	20.70	View chart
FedEx Corporation (FDX)	0.0	$205k		653.00	313.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$203k	NEW	2.5k	80.57	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 Q2 filed July 17, 2026
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

View all past filings

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