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CIK: 0002105919
Total reported value
$851.5M
$851.5M
134 檔
40.5%
At the close of Q1 2026, Burton Enright Welch disclosed equity holdings valued at approximately $851.5M, spread across 134 reported holdings.
In Q1 2026, Burton Enright Welch displayed an active expansion posture, initiating 11 new positions and adding to 63 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVDV, AVUV) accounted for 40.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.78% | +0.94% | +1.79% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.57% | -0.86% | -1.78% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.32% | +0.12% | +3.07% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.67% | +0.01% | +7.02% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.56% | +0.30% | +3.16% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.52% | -0.10% | +2.71% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.85% | +0.27% | -0.16% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.01% | -0.02% | +5.77% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.08% | +0.28% | +10.53% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.59% | -0.28% | -1.02% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.49% | — | +6.21% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.27% | -0.73% | -2.45% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.24% | +0.07% | +3.43% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.02% | -0.08% | -4.12% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 1.42% | -0.38% | -0.83% | |
| 16 | CGXU | Cap Group Intl Focus | ETF-Other | 1.40% | +0.41% | +3.12% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.02% | -6.39% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.02% | -0.11% | -2.21% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.77% | -0.06% | +9.63% | |
| 20 | CGIE | Cap Group Intl Equity | ETF-Other | 0.68% | -0.06% | +6.39% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.67% | +0.01% | +15.17% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | — | +1.50% | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 0.53% | -0.03% | +0.09% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.53% | -0.05% | +1.37% | |
| 25 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.49% | -0.03% | +9.96% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | -0.02% | +3.01% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.06% | +2.73% | |
| 28 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.42% | +0.14% | -11.87% | |
| 29 | DISV | Dimensional International Sm | ETF-Other | 0.41% | -0.05% | +5.27% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.40% | -0.03% | -0.35% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.33% | -1.65% | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.39% | -0.02% | +17.68% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.03% | -21.05% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | +4.75% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | — | -6.03% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 0.33% | -0.03% | +0.14% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | -0.01% | +9.02% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | -0.04% | -3.21% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | -17.59% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | -0.43% | |
| 41 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.29% | -0.03% | -2.49% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | -2.24% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | -0.01% | +12.76% | |
| 44 | CNOB | Connectone Bancorp Inc | Stock-Other | 0.28% | +0.02% | -2.81% | |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.28% | +0.08% | -21.67% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.02% | -7.97% | |
| 47 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.27% | +0.04% | +18.65% | |
| 48 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.22% | -0.01% | +13.77% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.05% | +8.12% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | +0.98% |
According to official SEC Form 13F filings, Burton Enright Welch reported a total U.S. public equity portfolio value of $851.5M across 134 disclosed positions in Q1 2026.
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Top New Position Initiated
CGIC
市值: $577.1K
Top Position Liquidated / Trimmed
DOCU
前期市值: $240.7K
During Q1 2026, Burton Enright Welch's top holdings by market value included DFAC (19.8%)、AVDV (7.6%)、AVUV (7.3%). The largest single position, DFAC, represented 19.8% of total portfolio value.
In Q1 2026, Burton Enright Welch made 128 total portfolio adjustments, initiating 11 new buys, adding to 63 positions, trimming 49 holdings, and fully liquidating 5 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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