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CIK: 0002105919
Total reported value
$851.5M
$851.5M
123 檔
31.7%
In Q2 2025, Burton Enright Welch's U.S. equity holdings reached a combined market value of $851.5M, distributed across 123 disclosed stock positions.
In Q2 2025, Burton Enright Welch displayed an active expansion posture, initiating 14 new positions and adding to 25 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 | 20.88% | +0.94% | +1.34% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.61% | -0.86% | +0.10% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.82% | +0.12% | +4.22% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.11% | +0.30% | +2.16% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.32% | -0.10% | -2.18% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.85% | +0.27% | -11.46% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.43% | -0.02% | +2.04% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.79% | +0.01% | — | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.94% | -0.28% | +13.27% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.58% | — | +6.71% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.46% | +0.28% | +2.59% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.44% | -0.08% | +0.37% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.42% | +0.07% | +3.53% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.06% | -0.73% | -0.12% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 1.79% | -0.38% | -0.16% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.27% | -0.11% | -1.21% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.02% | +7.47% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-Other | 1.07% | +0.41% | -12.33% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.75% | -0.06% | — | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | +0.01% | -5.17% | |
| 21 | CGIE | Cap Group Intl Equity | ETF-Other | 0.72% | -0.06% | +111.14% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.06% | +14.90% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.61% | -0.05% | +65.03% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.60% | — | +3.88% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.03% | — | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | -0.03% | +441.36% | |
| 27 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.53% | -0.03% | — | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.52% | -0.03% | -0.33% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | -5.48% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -30.24% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.44% | -0.02% | -13.75% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.33% | +16.89% | |
| 33 | DISV | Dimensional International Sm | ETF-Other | 0.42% | -0.05% | +35.75% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | -13.54% | |
| 35 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.40% | +0.08% | -29.68% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | -0.04% | +0.80% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.03% | +8.10% | |
| 38 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.37% | -0.03% | -5.17% | |
| 39 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.37% | -0.02% | +27.66% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.01% | +129.48% | |
| 41 | CNOB | Connectone Bancorp Inc | Stock-Other | 0.32% | +0.02% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.31% | -0.01% | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | -0.03% | -3.09% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.05% | +7.55% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | — | +13.35% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.02% | +9.85% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | +16.35% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | -0.02% | +3.46% | |
| 49 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.23% | +0.04% | +73.54% | |
| 50 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.21% | +0.14% | — |
According to official SEC Form 13F filings, Burton Enright Welch reported a total U.S. public equity portfolio value of $851.5M across 123 disclosed positions in Q2 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 31.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
BNDX
市值: $21.9M
Top Position Liquidated / Trimmed
FLICUSD
前期市值: $2.0M
During Q2 2025, Burton Enright Welch's top holdings by market value included DFAC (20.9%)、AVDV (7.6%)、AVUV (6.8%). The largest single position, DFAC, represented 20.9% of total portfolio value.
In Q2 2025, Burton Enright Welch made 49 total portfolio adjustments, initiating 14 new buys, adding to 25 positions, trimming 8 holdings, and fully liquidating 2 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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