Burton Enright Welch - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Burton Enright Welch held in its portfolio 127 assets valued at $710,459,501 (i.e. $710.46M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($145.63M), AMERICAN CENTY ETF TR ($53.33M), and AMERICAN CENTY ETF TR ($48.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Burton Enright Welch - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3678371 | 145626725 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 567497 | 53327719 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 473099 | 48246659 | US SML CP VALU |
| VANGUARD CHARLOTTE FDS | 954414 | 46117297 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 1079349 | 41047641 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 1111853 | 38314463 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 1033237 | 34179493 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 251058 | 28063274 | US EQT ETF |
| VANGUARD MALVERN FDS | 264826 | 20628631 | CORE BD ETF |
| AMERICAN CENTY ETF TR | 226482 | 18643993 | INTL EQT ETF |
| VANGUARD MALVERN FDS | 345508 | 17088845 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 674979 | 15457821 | US REAL ESTATE E |
| AMERICAN CENTY ETF TR | 191892 | 14779547 | AVANTIS EMGMKT |
| CHEVRON CORP NEW | 82664 | 12598878 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 337912 | 9985296 | SHS CREATION UNI |
| MCKESSON CORP | 12158 | 9973086 | COM |
| APPLE INC | 35077 | 9535956 | COM |
| VANGUARD INTL EQUITY INDEX F | 93124 | 7786089 | FTSE EUROPE ETF |
| LINCOLN ELEC HLDGS INC | 20764 | 4975885 | COM |
| CAPITAL GROUP INTERNATIONAL | 139139 | 4844833 | SHS |
| J P MORGAN EXCHANGE TRADED F | 70243 | 4437947 | US QUALTY FCTR |
| DIMENSIONAL ETF TRUST | 85007 | 3978322 | US CORE EQT MKT |
| MICROSOFT CORP | 8205 | 3968344 | COM |
| BROADCOM INC | 11184 | 3870783 | COM |
| DIMENSIONAL ETF TRUST | 114608 | 3732781 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 62265 | 3707259 | US TARGETED VLU |
| VANGUARD INSTL INDEX FD | 46760 | 3527121 | 0-3 MO TREAS BIL |
| TESLA INC | 7510 | 3377398 | COM |
| DIMENSIONAL ETF TRUST | 45128 | 3322775 | US CORE EQUITY 1 |
| BANK AMERICA CORP | 57380 | 3155917 | COM |
| NVIDIA CORPORATION | 16846 | 3141769 | COM |
| DIMENSIONAL ETF TRUST | 111389 | 2942892 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 86652 | 2849975 | US SMALL CAP VAL |
| ELI LILLY & CO | 2615 | 2810552 | COM |
| AMAZON COM INC | 12117 | 2796846 | COM |
| DIMENSIONAL ETF TRUST | 72917 | 2770839 | INTL SMALL CAP V |
| VANGUARD WELLINGTON FD | 25989 | 2639833 | SHORT TRM TAX EX |
| DIMENSIONAL ETF TRUST | 59720 | 2593640 | US SUSTAINABILTY |
| ALPHABET INC | 7665 | 2399159 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 62784 | 2392709 | INTL CORE EQT MK |
| ALPHABET INC | 7463 | 2341788 | CAP STK CL C |
| VANGUARD INDEX FDS | 3732 | 2340347 | S&P 500 ETF SHS |
| ISHARES TR | 3309 | 2266650 | CORE S&P500 ETF |
| ISHARES TR | 30864 | 2190762 | CORE MSCI EURO |
| CONNECTONE BANCORP INC | 79662 | 2088738 | COM |
| ISHARES TR | 9766 | 1939723 | MSCI USA QLT FCT |
| VANGUARD CALIF TAX FREE FDS | 16716 | 1675947 | TAX EXEMPT BD FD |
| BERKSHIRE HATHAWAY INC DEL | 3162 | 1589380 | CL B NEW |
| VANGUARD INDEX FDS | 17347 | 1535037 | REAL ESTATE ETF |
| AMERICAN CENTY ETF TR | 18655 | 1423377 | AVANTIS RESPON U |
| VANGUARD MUN BD FDS | 18807 | 1421208 | CORE TAX EXEMPT |
| SPDR S&P 500 ETF TR | 2063 | 1406522 | TR UNIT |
| META PLATFORMS INC | 2095 | 1382909 | CL A |
| VISA INC | 3892 | 1364964 | COM CL A |
| VANGUARD INDEX FDS | 6360 | 1330004 | EXTEND MKT ETF |
| COSTCO WHSL CORP NEW | 1428 | 1231508 | COM |
| VANGUARD MUN BD FDS | 14697 | 1123584 | SHORT TAX EXEMPT |
| CAPITAL GRP FIXED INCM ETF T | 42575 | 1121419 | SHORT DURATION M |
| DIMENSIONAL ETF TRUST | 26810 | 1112079 | EMERGING MARKETS |
| VANGUARD TAX-MANAGED FDS | 16841 | 1052030 | VAN FTSE DEV MKT |
| JPMORGAN CHASE & CO. | 3031 | 976772 | COM |
| CATERPILLAR INC | 1640 | 939507 | COM |
| SCHWAB STRATEGIC TR | 35559 | 932716 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 18192 | 911059 | CALIF MUN BD ETF |
| ORACLE CORP | 4655 | 907381 | COM |
| AMERICAN CENTY ETF TR | 12147 | 847232 | AVANTIS RESPONSI |
| JOHNSON & JOHNSON | 4063 | 840838 | COM |
| CAPITAL GRP FIXED INCM ETF T | 30239 | 827955 | MUNICIPAL INCOME |
| ISHARES TR | 1738 | 822620 | RUS 1000 GRW ETF |
| CADENCE DESIGN SYSTEM INC | 2540 | 793954 | COM |
| VANGUARD STAR FDS | 10234 | 772037 | VG TL INTL STK F |
| VANGUARD MALVERN FDS | 9501 | 742171 | CORE-PLUS BD ETF |
| WILLIAMS SONOMA INC | 4050 | 723290 | COM |
| AUTOMATIC DATA PROCESSING IN | 2795 | 718912 | COM |
| HOME DEPOT INC | 1978 | 680598 | COM |
| WELLS FARGO CO NEW | 7183 | 669496 | COM |
| EXPEDITORS INTL WASH INC | 4308 | 641936 | COM |
| ISHARES TR | 9335 | 616110 | CORE S&P MCP ETF |
| STRYKER CORPORATION | 1726 | 606529 | COM |
| VANGUARD BD INDEX FDS | 8108 | 600590 | TOTAL BND MRKT |
| ISHARES TR | 2801 | 589188 | RUS 1000 VAL ETF |
| VANGUARD INSTL INDEX FD | 7522 | 567685 | ULTRA-SHORT TREA |
| INTEL CORP | 14733 | 543636 | COM |
| VANGUARD INTL EQUITY INDEX F | 9640 | 518240 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 10670 | 513974 | NATL MUN BD ETF |
| PEPSICO INC | 3549 | 509421 | COM |
| DIMENSIONAL ETF TRUST | 11814 | 506171 | INTERNATIONAL |
| GE AEROSPACE | 1628 | 501364 | COM NEW |
| CISCO SYS INC | 6448 | 496723 | COM |
| AMERICAN EXPRESS CO | 1338 | 494994 | COM |
| WALMART INC | 4335 | 482954 | COM |
| DISNEY WALT CO | 4172 | 474686 | COM |
| SPROTT ASSET MANAGEMENT LP | 14071 | 464625 | PHYSICAL GOLD TR |
| VANGUARD INDEX FDS | 1342 | 450055 | TOTAL STK MKT |
| PROCTER AND GAMBLE CO | 3069 | 439883 | COM |
| INTUITIVE SURGICAL INC | 768 | 434965 | COM NEW |
| VANGUARD BD INDEX FDS | 8661 | 431654 | VANGUARD ULTRA |
| VANGUARD INTL EQUITY INDEX F | 3057 | 431233 | TT WRLD ST ETF |
| VANGUARD ADMIRAL FDS INC | 966 | 429474 | 500 GRTH IDX F |
| EXXON MOBIL CORP | 3564 | 428855 | COM |
| SCHWAB STRATEGIC TR | 15842 | 426318 | US LRG CAP ETF |
| MCDONALDS CORP | 1362 | 416352 | COM |
| ABBVIE INC | 1763 | 402828 | COM |
| BOEING CO | 1851 | 401890 | COM |
| INTERNATIONAL BUSINESS MACHS | 1323 | 392002 | COM |
| ISHARES TR | 4323 | 386736 | CORE MSCI EAFE |
| INVESCO QQQ TR | 603 | 370628 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 10332 | 340337 | INTL SMALL CAP E |
| APPLIED MATLS INC | 1303 | 334858 | COM |
| SCHWAB STRATEGIC TR | 12143 | 291913 | INTL EQTY ETF |
| AT&T INC | 11685 | 290268 | COM |
| SCHWAB STRATEGIC TR | 9903 | 282026 | US SML CAP ETF |
| VANGUARD WORLD FD | 363 | 273378 | INF TECH ETF |
| GE VERNOVA INC | 413 | 269925 | COM |
| GOLDMAN SACHS GROUP INC | 290 | 254910 | COM |
| AMGEN INC | 775 | 253666 | COM |
| SPDR GOLD TR | 610 | 241750 | GOLD SHS |
| DOCUSIGN INC | 3519 | 240700 | COM |
| NETFLIX INC | 2476 | 232150 | COM |
| BLACKROCK INC | 203 | 217280 | COM |
| LOCKHEED MARTIN CORP | 444 | 214750 | COM |
| SCHWAB CHARLES CORP | 2140 | 213808 | COM |
| INTUIT | 322 | 213300 | COM |
| EVERGY INC | 2912 | 211091 | COM |
| ADVANCED MICRO DEVICES INC | 955 | 204523 | COM |
| LOWES COS INC | 833 | 200887 | COM |
| CERUS CORP | 11056 | 22776 | COM |
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