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CIK: 0002105919
Total reported value
$851.5M
$851.5M
104 檔
28.7%
As reported in its official Q1 2025 Form 13F filing, Burton Enright Welch's tracked investment portfolio stood at $851.5M with 104 total positions.
In Q1 2025, Burton Enright Welch displayed an active expansion posture, initiating 9 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.24% | +0.94% | +2.41% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.84% | -0.86% | +1.72% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.34% | +0.12% | +2.82% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.54% | +0.30% | +3.53% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.72% | +0.27% | +0.28% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.70% | -0.10% | +7.51% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.66% | -0.02% | +4.19% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.82% | -0.73% | -0.03% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.81% | — | +5.19% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.80% | +0.28% | +20.78% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.78% | +0.07% | +1.74% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.73% | -0.28% | +0.43% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.50% | -0.08% | +2.15% | |
| 14 | MCK | Mckesson CORP | Stock-Healthcare | 1.93% | -0.38% | -1.23% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.02% | +3.21% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.37% | -0.11% | -1.43% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.29% | +0.41% | +9.85% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.86% | +0.01% | +30.08% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.80% | -0.06% | -10.75% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.67% | +0.08% | -0.83% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.01% | -17.98% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.61% | — | -2.68% | |
| 23 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.60% | -0.03% | +3.23% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.57% | -0.02% | +64.04% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | -4.21% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.06% | -0.96% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.04% | -20.43% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | — | +251.65% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.42% | -0.03% | -0.99% | |
| 30 | FLICUSD | First Of Long Island CORP | Stock-Other | 0.40% | — | — | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.39% | -0.05% | +34.28% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.03% | -0.04% | |
| 33 | CGIE | Cap Group Intl Equity | ETF-Other | 0.36% | -0.06% | +58.99% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.35% | -0.03% | +0.36% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.32% | -0.05% | +5.26% | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.31% | -0.02% | +0.01% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.33% | -17.21% | |
| 38 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.28% | — | +48.04% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.02% | +0.12% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | -0.02% | -0.45% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.05% | -0.07% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.03% | +0.19% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | +4.87% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.05% | -1.50% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | -0.01% | -0.79% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | — | -8.90% | |
| 47 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.20% | — | +0.13% | |
| 48 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.19% | +0.02% | +11.62% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.17% | -0.01% | +3.70% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | -1.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.6% | +7.51% | Add |
| 2 | VCRB | Vanguard Core Bond ETF | +0.5% | +20.78% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.4% | +1.72% | Add |
| 4 | CVX | Chevron CORP | +0.3% | -0.03% | Trim |
| 5 | TSLA | Tesla Inc | +0.2% | +251.65% | Add |
| 6 | MCK | Mckesson CORP | +0.2% | -1.23% | Trim |
| 7 | DFSV | Dimensional US Small Cap Val | +0.2% | +64.04% | Add |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.2% | +30.08% | Add |
| 9 | CGIE | Cap Group Intl Equity | +0.1% | +58.99% | Add |
| 10 | VTIP | Vanguard Short-term Tips | +0.1% | +5.19% | Add |
| 11 | AVDE | Avantis International Equity | +0.1% | +0.43% | Add |
| 12 | DFCA | Dimensional Calfornia Mb ETF | +0.1% | +48.04% | Add |
| 13 | VGK | Vanguard Ftse Europe ETF | +0.1% | -1.43% | Trim |
| 14 | DFAU | Dimensional US Core Equity M | +0.1% | +34.28% | Add |
| 15 | CGXU | Cap Group Intl Focus | +0.1% | +9.85% | Add |
| 16 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +41.12% | Add |
| 17 | AVEM | Avantis Emerging Markets Eq | 0% | +2.15% | Add |
| 18 | DISV | Dimensional International Sm | 0% | +5.26% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.12% | Add |
| 20 | IEUR | Ishares Core Msci Europe ETF | 0% | -0.99% | Trim |
| 21 | CSCO | Cisco Systems Inc | 0% | +54.88% | Add |
| 22 | DFAR | Dimensional US Real Est ETF | 0% | +1.74% | Add |
| 23 | DFGR | Dim Global Real Estate ETF | 0% | +3.23% | Add |
| 24 | WSM | Williams-sonoma Inc | 0% | -5.16% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | +4.87% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.79% | Trim |
| 27 | BAC | Bank Of America CORP | -0.1% | -4.21% | Trim |
| 28 | MSFT | Microsoft CORP | -0.1% | -0.96% | Trim |
| 29 | LLY | Eli Lilly & Co | -0.1% | -20.43% | Trim |
| 30 | DUHP | Dimensional US High Profi Et | -0.1% | +3.53% | Add |
| 31 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | +0.28% | Add |
| 32 | LECO | Lincoln Electric Holdings | -0.1% | -10.75% | Trim |
| 33 | NVDA | Nvidia CORP | -0.2% | -17.21% | Trim |
| 34 | AAPL | Apple Inc | -0.2% | +3.21% | Add |
| 35 | AVUS | Avantis U.s. Equity ETF | -0.2% | +4.19% | Add |
| 36 | AMZN | Amazon.com Inc | -0.3% | -17.98% | Trim |
| 37 | AVUV | Avantis US Small Cap Value | -0.8% | +2.82% | Add |
| 38 | DFAC | Dimensional US Core Equity 2 | -1.3% | +2.41% | Add |
| 39 | DFAT | Dimensional US Target Value | — | NEW | New buy |
| 40 | CBZ | Cbiz Inc | — | EXIT | Sold out |
| 41 | T | At&t Inc | — | NEW | New buy |
| 42 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 43 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 44 | VCRM | Vanguard Core Tax-ex Bond | — | NEW | New buy |
| 45 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 46 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 47 | WMT | Walmart Inc | — | NEW | New buy |
| 48 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 49 | AZO | Autozone Inc | — | NEW | New buy |
| 50 | EVRG | Evergy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Burton Enright Welch reported a total U.S. public equity portfolio value of $851.5M across 104 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVDV, AVUV) accounted for 28.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFAT
市值: $566.9K
Top Position Liquidated / Trimmed
CBZ
前期市值: $390.4K
During Q1 2025, Burton Enright Welch's top holdings by market value included DFAC (22.2%)、AVDV (7.8%)、AVUV (7.3%). The largest single position, DFAC, represented 22.2% of total portfolio value.
In Q1 2025, Burton Enright Welch made 50 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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