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CIK: 0002105919
Total reported value
$851.5M
$851.5M
130 檔
36.7%
According to the latest 13F quarterly dataset, Burton Enright Welch managed an equity portfolio of $851.5M at the end of Q3 2025, spanning 130 distinct U.S. exchange-listed positions.
In Q3 2025, Burton Enright Welch displayed an active expansion posture, initiating 10 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 | 20.55% | +0.94% | +5.06% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.55% | -0.86% | +1.51% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.84% | +0.12% | +5.41% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.31% | +0.01% | +91.36% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.91% | +0.30% | +4.52% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.22% | -0.10% | +6.80% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.82% | +0.27% | +5.66% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.15% | -0.02% | -0.24% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.71% | -0.28% | -0.96% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.60% | +0.28% | +20.05% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.36% | — | +4.50% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.27% | +0.07% | +5.78% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.23% | -0.08% | -4.06% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.94% | -0.73% | -0.38% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 1.43% | -0.38% | -12.95% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.02% | +1.59% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.25% | +0.41% | +22.33% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.12% | -0.11% | -1.44% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.74% | -0.06% | +0.04% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.67% | +0.01% | -0.86% | |
| 21 | CGIE | Cap Group Intl Equity | ETF-Other | 0.63% | -0.06% | -0.98% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.06% | +4.04% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.57% | -0.05% | +0.01% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.03% | -11.52% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.55% | — | -4.06% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.53% | -0.03% | +2.11% | |
| 27 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.49% | -0.03% | -0.69% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | — | -0.48% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.46% | -0.03% | -0.64% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.33% | +0.63% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.42% | -0.02% | +0.95% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.40% | -0.05% | -1.10% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.01% | -1.97% | |
| 34 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.36% | +0.08% | +1.20% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.35% | -0.03% | -0.09% | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.35% | -0.02% | +0.11% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | -30.91% | |
| 38 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.33% | -0.03% | -0.87% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.04% | -7.04% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | +755.41% | |
| 42 | CNOB | Connectone Bancorp Inc | Stock-Other | 0.30% | +0.02% | — | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | -0.01% | -0.44% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.01% | +9.82% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.02% | -8.55% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.24% | -0.03% | -3.34% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | +5.71% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | +2.69% | |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.22% | +0.14% | +21.04% | |
| 50 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.22% | +0.04% | +4.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | +2.5% | +91.36% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +755.41% | Add |
| 3 | CGXU | Cap Group Intl Focus | +0.2% | +22.33% | Add |
| 4 | VCRM | Vanguard Core Tax-ex Bond | +0.2% | +408.84% | Add |
| 5 | VCRB | Vanguard Core Bond ETF | +0.1% | +20.05% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +1.59% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.82% | Add |
| 8 | DFCA | Dimensional Calfornia Mb ETF | +0.1% | +86.51% | Add |
| 9 | VGUS | Vanguard Ultra Shrt Treasury | 0% | +102.92% | Add |
| 10 | GOOG | Alphabet Inc-cl C | 0% | -8.55% | Trim |
| 11 | ORCL | Oracle CORP | 0% | +0.72% | Add |
| 12 | AVUV | Avantis US Small Cap Value | 0% | +5.41% | Add |
| 13 | NVDA | Nvidia CORP | 0% | +0.63% | Add |
| 14 | VBIL | Vanguard 0-3m T-bill ETF | 0% | +21.04% | Add |
| 15 | LECO | Lincoln Electric Holdings | 0% | +0.04% | Add |
| 16 | DFSV | Dimensional US Small Cap Val | 0% | +0.95% | Add |
| 17 | DFEM | Dimensional Emrg Mrkt Core | 0% | +5.66% | Add |
| 18 | DFAT | Dimensional US Target Value | 0% | +2.11% | Add |
| 19 | BAC | Bank Of America CORP | 0% | -0.48% | Trim |
| 20 | MSFT | Microsoft CORP | 0% | +4.04% | Add |
| 21 | DFAU | Dimensional US Core Equity M | 0% | +0.01% | Add |
| 22 | DCOR | Dimensional US Core Eq 1 ETF | 0% | -0.69% | Trim |
| 23 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -40.18% | Trim |
| 24 | AVGO | Broadcom Inc | -0.1% | -11.52% | Trim |
| 25 | AVDV | Avantis Intl S/c Value ETF | -0.1% | +1.51% | Add |
| 26 | LLY | Eli Lilly & Co | -0.1% | -7.04% | Trim |
| 27 | DFIC | Dimensional International Co | -0.1% | +6.80% | Add |
| 28 | BND | Vanguard Total Bond Market | -0.1% | -44.35% | Trim |
| 29 | CVX | Chevron CORP | -0.1% | -0.38% | Trim |
| 30 | DFAR | Dimensional US Real Est ETF | -0.2% | +5.78% | Add |
| 31 | DUHP | Dimensional US High Profi Et | -0.2% | +4.52% | Add |
| 32 | AVEM | Avantis Emerging Markets Eq | -0.2% | -4.06% | Trim |
| 33 | VTIP | Vanguard Short-term Tips | -0.2% | +4.50% | Add |
| 34 | AVDE | Avantis International Equity | -0.2% | -0.96% | Trim |
| 35 | AVUS | Avantis U.s. Equity ETF | -0.3% | -0.24% | Trim |
| 36 | DFAC | Dimensional US Core Equity 2 | -0.3% | +5.06% | Add |
| 37 | MCK | Mckesson CORP | -0.4% | -12.95% | Trim |
| 38 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 39 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | New buy |
| 41 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 42 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 43 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 44 | BLK | Blackrock Inc | — | NEW | New buy |
| 45 | AZO | Autozone Inc | — | NEW | New buy |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 48 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 49 | BX | Blackstone Inc | — | NEW | New buy |
| 50 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Burton Enright Welch reported a total U.S. public equity portfolio value of $851.5M across 130 disclosed positions in Q3 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 36.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VXF
市值: $1.3M
Top Position Liquidated / Trimmed
VCIT
前期市值: $314.8K
During Q3 2025, Burton Enright Welch's top holdings by market value included DFAC (20.6%)、AVDV (7.5%)、AVUV (6.8%). The largest single position, DFAC, represented 20.6% of total portfolio value.
In Q3 2025, Burton Enright Welch made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 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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