13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002105919
Total reported value
$851.5M
$851.5M
128 檔
39.3%
During the Q4 2025 filing period, Burton Enright Welch (CIK: 0002105919) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $851.5M across 128 reported positions.
In Q4 2025, Burton Enright Welch displayed an active expansion posture, initiating 2 new positions and adding to 35 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 | 20.50% | +0.94% | +4.22% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.51% | -0.86% | +0.99% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.79% | +0.12% | +3.92% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.49% | +0.01% | +12.86% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.78% | +0.30% | +4.14% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.39% | -0.10% | +5.48% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.81% | +0.27% | +3.82% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.95% | -0.02% | -0.64% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.90% | +0.28% | +20.75% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.62% | -0.28% | -0.35% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.41% | — | +11.89% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.18% | +0.07% | +7.21% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.08% | -0.08% | -2.58% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.73% | +0.10% | |
| 15 | CGXU | Cap Group Intl Focus | ETF-Other | 1.41% | +0.41% | +21.22% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.40% | -0.38% | -0.78% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.02% | -0.21% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.10% | -0.11% | -0.03% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.70% | -0.06% | -0.03% | |
| 20 | CGIE | Cap Group Intl Equity | ETF-Other | 0.68% | -0.06% | +11.74% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.62% | +0.01% | -0.36% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.56% | -0.05% | +2.83% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.06% | +4.35% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | +0.98% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.53% | — | -0.66% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.52% | -0.03% | +2.31% | |
| 27 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.50% | +0.14% | +146.64% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | — | +47.25% | |
| 29 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.47% | -0.03% | -0.18% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | — | -6.58% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.33% | +6.14% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.41% | -0.03% | +0.19% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.40% | -0.02% | -0.20% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | -0.04% | -3.43% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.01% | +2.47% | |
| 36 | DISV | Dimensional International Sm | ETF-Other | 0.39% | -0.05% | -0.67% | |
| 37 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.37% | +0.08% | +11.19% | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.37% | -0.02% | +10.59% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.01% | +4.84% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.34% | -0.03% | -1.66% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.02% | +2.74% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | +15.11% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | +6.26% | |
| 44 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.31% | -0.03% | -3.47% | |
| 45 | CNOB | Connectone Bancorp Inc | Stock-Other | 0.29% | +0.02% | — | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.27% | -0.01% | -0.26% | |
| 47 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.24% | +0.04% | +16.77% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.02% | +6.29% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.22% | -0.03% | -1.76% | |
| 50 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.20% | +0.01% | +85.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +0.3% | +20.75% | Add |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | +146.64% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +12.86% | Add |
| 4 | DFIC | Dimensional International Co | +0.2% | +5.48% | Add |
| 5 | CGXU | Cap Group Intl Focus | +0.2% | +21.22% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | +47.25% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | -3.43% | Trim |
| 8 | AVSU | Avantis Resp US Equity ETF | +0.1% | +85.95% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.84% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +2.74% | Add |
| 11 | VTIP | Vanguard Short-term Tips | +0.1% | +11.89% | Add |
| 12 | CGIE | Cap Group Intl Equity | +0.1% | +11.74% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +15.11% | Add |
| 14 | AVSD | Avantis Reps Intern Equi ETF | 0% | +88.50% | Add |
| 15 | DFSU | Dimensional US Sus Core1 ETF | 0% | +10.59% | Add |
| 16 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +16.77% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.06% | Add |
| 18 | CGMU | Cap Group Municipal Income | 0% | +29.64% | Add |
| 19 | CAT | Caterpillar Inc | 0% | +4.19% | Add |
| 20 | AVSE | Avantis Resp Emerg Mkts Eq-e | 0% | +68.62% | Add |
| 21 | VXUS | Vanguard Total Intl Stock | 0% | +22.53% | Add |
| 22 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | +11.19% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +6.26% | Add |
| 24 | AMZN | Amazon.com Inc | — | +2.47% | Add |
| 25 | DFEM | Dimensional Emrg Mrkt Core | 0% | +3.82% | Add |
| 26 | AAPL | Apple Inc | 0% | -0.21% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | +0.98% | Add |
| 28 | DFAU | Dimensional US Core Equity M | 0% | +2.83% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +6.14% | Add |
| 30 | DFAT | Dimensional US Target Value | 0% | +2.31% | Add |
| 31 | DISV | Dimensional International Sm | 0% | -0.67% | Trim |
| 32 | VGK | Vanguard Ftse Europe ETF | 0% | -0.03% | Trim |
| 33 | MCK | Mckesson CORP | 0% | -0.78% | Trim |
| 34 | CDNS | Cadence Design Sys Inc | 0% | -5.05% | Trim |
| 35 | AVDV | Avantis Intl S/c Value ETF | 0% | +0.99% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | -5.87% | Trim |
| 37 | DFAC | Dimensional US Core Equity 2 | -0.1% | +4.22% | Add |
| 38 | AVUV | Avantis US Small Cap Value | -0.1% | +3.92% | Add |
| 39 | ORCL | Oracle CORP | -0.1% | +0.34% | Add |
| 40 | AVDE | Avantis International Equity | -0.1% | -0.35% | Trim |
| 41 | DFAR | Dimensional US Real Est ETF | -0.1% | +7.21% | Add |
| 42 | DUHP | Dimensional US High Profi Et | -0.1% | +4.14% | Add |
| 43 | CVX | Chevron CORP | -0.2% | +0.10% | Add |
| 44 | AVUS | Avantis U.s. Equity ETF | -0.2% | -0.64% | Trim |
| 45 | AZO | Autozone Inc | — | EXIT | Sold out |
| 46 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 47 | BX | Blackstone Inc | — | EXIT | Sold out |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 50 | TXN | Texas Instruments Inc | — | 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 128 disclosed positions in Q4 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 39.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
LMT
市值: $214.8K
Top Position Liquidated / Trimmed
AZO
前期市值: $236.0K
During Q4 2025, Burton Enright Welch's top holdings by market value included DFAC (20.5%)、AVDV (7.5%)、AVUV (6.8%). The largest single position, DFAC, represented 20.5% of total portfolio value.
In Q4 2025, Burton Enright Welch made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 9 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.