BE

Burton Enright Welch

Diversified strategyMomentum followerLong-term holder

Total reported value

$735.5M

Reporting period: 2026-03-31 · Number of holdings: 143

Burton Enright Welch disclosed 143 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $735.5M and a quarterly turnover rate of 6.6%.

Personality snowflake

Concentration
27.87
Portfolio Stability
6.59
Momentum/Contrarian
100
Sector conviction
48.08
Diversification
100
Sizing Uniformity
71.02

Recent moves

  • Add AVUV

    +3.1%　$5.6M

  • Add CVX

    -2.5%　$4.1M

  • Trim AAPL

    -6.4%　-$1.2M

  • Add BNDX

    +7.0%　$3.0M

  • Add VCRB

    +10.5%　$2.0M

  • Trim AVGO

    -21.0%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 134 holdings (of 143 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other19.78%—+1.79%
2AVDVAvantis Intl S/c Value ETFETF-Other7.57%+0.06%-1.78%
3AVUVAvantis US Small Cap ValueETF-Small Cap7.32%+0.53%+3.07%
4BNDXVanguard Total Intl Bond ETFETF-Other6.67%+0.18%+7.02%
5DUHPDimensional US High Profi EtETF-Other5.56%—+3.16%
6DFICDimensional International CoETF-Other5.52%+0.13%+2.71%
7DFEMDimensional Emrg Mrkt CoreETF-Other4.85%+0.04%-0.16%
8AVUSAvantis U.s. Equity ETFETF-Other4.01%+0.06%+5.77%
9VCRBVanguard Core Bond ETFETF-Other3.08%+0.18%+10.53%
10AVDEAvantis International EquityETF-Other2.59%-0.03%-1.02%
11VTIPVanguard Short-term TipsETF-Other2.49%+0.08%+6.21%
12CVXChevron CORPStock-Energy2.27%+0.50%-2.45%
13DFARDimensional US Real Est ETFETF-Other2.24%+0.06%+3.43%
14AVEMAvantis Emerging Markets EqETF-Emerging Markets2.02%—-4.12%
15MCKMckesson CORPStock-Healthcare1.42%+0.02%-0.83%
16CGXUCap Group Intl FocusETF-Other1.40%-0.01%+3.12%
17AAPLApple INCStock-Tech1.13%-0.21%-6.39%
18VGKVanguard Ftse Europe ETFETF-Other1.02%-0.08%-2.21%
19LECOLincoln Electric HoldingsStock-Industrials0.77%+0.07%+9.63%
20CGIECap Group Intl EquityETF-Other0.68%—+6.39%
21JQUAJpmorgan US Quality FactorETF-Other0.67%+0.05%+15.17%
22DFAEDimensional Emerging Core EqETF-Emerging Markets0.54%—+1.50%
23DFATDimensional US Target ValueETF-Other0.53%—+0.09%
24DFAUDimensional US Core Equity METF-Other0.53%—+1.37%
25DCORDimensional US Core Eq 1 ETFETF-Other0.49%+0.02%+9.96%
26DFSVDimensional US Small Cap ValETF-Small Cap0.43%+0.03%+3.01%
27MSFTMicrosoft CORPStock-Tech0.42%-0.14%+2.73%
28VBILVanguard 0-3m T-bill ETFETF-Other0.42%-0.08%-11.87%
29DISVDimensional International SmETF-Other0.41%+0.02%+5.27%
30DFGRDim Global Real Estate ETFETF-Other0.40%—-0.35%
31NVDANvidia CORPStock-Tech0.39%-0.05%-1.65%
32DFSUDimensional US Sus Core1 ETFETF-Other0.39%+0.02%+17.68%
33AVGOBroadcom INCStock-Tech0.37%-0.17%-21.05%
34AMZNAmazon.com INCStock-Consumer Disc0.36%—+4.75%
35BACBank Of America CORPStock-Financials0.36%-0.08%-6.03%
36DFAIDimensional International CoETF-Other0.33%—+0.14%
37GOOGLAlphabet Inc-cl AStock-Comm Services0.33%—+9.02%
38LLYEli Lilly & CoStock-Healthcare0.32%-0.08%-3.21%
39TSLATesla INCStock-Consumer Disc0.31%-0.17%-17.59%
40VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.30%—-0.43%
41IEURIshares Core Msci Europe ETFETF-Other0.29%—-2.49%
42IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.29%—-2.24%
43QUALIshares Msci USA Quality FacETF-Other0.29%—+12.76%
44CNOBConnectone Bancorp INCStock-Other0.28%—-2.81%
45VTESVanguard Sh Term Tax-ex BondETF-Other0.28%-0.09%-21.67%
46GOOGAlphabet Inc-cl CStock-Comm Services0.27%-0.06%-7.97%
47VTECVanguard Ca Tax-ex BondETF-Other0.27%+0.03%+18.65%
48VCRMVanguard Core Tax-ex BondETF-Other0.22%—+13.77%
49COSTCostco Wholesale CORPStock-Consumer Staples0.21%+0.04%+8.12%
50BRK-BBerkshire Hathaway Inc-cl BStock-Other0.21%—+0.98%
1–50 of 134

Holding changes this quarter

Burton Enright Welch's most significant position changes for 2026-03-31: New buy: Cap Group Intl Core Eq (CGIC); New buy: Vanguard Growth ETF (VUG); New buy: Broadridge Financial Solutio (BR); New buy: Dimensional US Eq Mkt ETF (DFUS); New buy: Merck & Co. INC. (MRK).

Position changes disclosed by Burton Enright Welch for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVUVAvantis US Small Cap Value+0.5%+3.07%Add
2CVXChevron CORP+0.5%-2.45%Trim
3BNDXVanguard Total Intl Bond ETF+0.2%+7.02%Add
4VCRBVanguard Core Bond ETF+0.2%+10.53%Add
5DFICDimensional International Co+0.1%+2.71%Add
6VPLSVanguard Core-plus Bond ETF+0.1%+93.13%Add
7VTIPVanguard Short-term Tips+0.1%+6.21%Add
8AVSDAvantis Reps Intern Equi ETF+0.1%+143.24%Add
9LECOLincoln Electric Holdings+0.1%+9.63%Add
10AVDVAvantis Intl S/c Value ETF+0.1%-1.78%Trim
11AVUSAvantis U.s. Equity ETF+0.1%+5.77%Add
12DFARDimensional US Real Est ETF+0.1%+3.43%Add
13JQUAJpmorgan US Quality Factor+0.1%+15.17%Add
14AVSEAvantis Resp Emerg Mkts Eq-e+0.1%+96.29%Add
15DFEMDimensional Emrg Mrkt Core0%-0.16%Trim
16CGMUCap Group Municipal Income0%+44.15%Add
17COSTCostco Wholesale CORP0%+8.12%Add
18XOMExxon Mobil CORP0%+16.53%Add
19VTECVanguard Ca Tax-ex Bond0%+18.65%Add
20DFSVDimensional US Small Cap Val0%+3.01%Add
21CATCaterpillar INC0%+1.95%Add
22MCKMckesson CORP0%-0.83%Trim
23DFSUDimensional US Sus Core1 ETF0%+17.68%Add
24DISVDimensional International Sm0%+5.27%Add
25DCORDimensional US Core Eq 1 ETF0%+9.96%Add
26CGXUCap Group Intl Focus0%+3.12%Add
27AVDEAvantis International Equity0%-1.02%Trim
28ORCLOracle CORP0%-2.06%Trim
29NVDANvidia CORP-0.1%-1.65%Trim
30GOOGAlphabet Inc-cl C-0.1%-7.97%Trim
31BACBank Of America CORP-0.1%-6.03%Trim
32LLYEli Lilly & Co-0.1%-3.21%Trim
33VBILVanguard 0-3m T-bill ETF-0.1%-11.87%Trim
34VGKVanguard Ftse Europe ETF-0.1%-2.21%Trim
35VTESVanguard Sh Term Tax-ex Bond-0.1%-21.67%Trim
36MSFTMicrosoft CORP-0.1%+2.73%Add
37AVGOBroadcom INC-0.2%-21.05%Trim
38TSLATesla INC-0.2%-17.59%Trim
39AAPLApple INC-0.2%-6.39%Trim
40CGICCap Group Intl Core Eq—NEWNew buy
41VUGVanguard Growth ETF—NEWNew buy
42BRBroadridge Financial Solutio—NEWNew buy
43DFUSDimensional US Eq Mkt ETF—NEWNew buy
44MRKMerck & Co. INC.—NEWNew buy
45DFCFDimensional Core Fixed INC—NEWNew buy
46FTNTFortinet INC—NEWNew buy
47DOCUDocusign INC—EXITSold out
48FDXFedex CORP—NEWNew buy
49TXNTexas Instruments INC—NEWNew buy
50SCHWSchwab (charles) CORP—EXITSold out

FAQ

What is Burton Enright Welch and what type of investor is it?
Burton Enright Welch is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $735.5M, spread across 143 disclosed positions.
What are Burton Enright Welch's largest equity positions?
Based on the latest 13F filing, Burton Enright Welch's top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $145.5M (19.8%) 2. Avantis Intl S/c Value ETF (AVDV) — $55.7M (7.6%) 3. Avantis US Small Cap Value (AVUV) — $53.9M (7.3%) 4. Vanguard Total Intl Bond ETF (BNDX) — $49.1M (6.7%) 5. Dimensional US High Profi Et (DUHP) — $40.9M (5.6%)
What changes did Burton Enright Welch make in its most recent portfolio filing?
In the latest reported quarter, Burton Enright Welch made 50 notable position adjustments: 9 new positions were initiated, 23 existing holdings were added to, 16 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Cap Group Intl Core Eq (CGIC); New buy: Vanguard Growth ETF (VUG); New buy: Broadridge Financial Solutio (BR); New buy: Dimensional US Eq Mkt ETF (DFUS); New buy: Merck & Co. INC. (MRK)
What sectors does Burton Enright Welch focus on?
Burton Enright Welch is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 24.3% • Energy: 19.7% • Health Care: 17.5% • Industrials: 10.4% • Financials: 9.3% • Consumer Discretionary: 7.7%