Q2 2026 13F · SEC CIK 2105919

Burton Enright Welch

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $851.5M
Reported positions: 136
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.6B

Burton Enright Welch is a wealth manager that reported 136 positions worth $851.5M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Dimensional ETF Trust (DFAC, 20.7%), American Centy ETF Tr (AVUV, 7.4%), American Centy ETF Tr (AVDV, 6.7%).

Burton Enright Welch holdings largest 50 of 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Burton Enright Welch 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	20.7%	19.8%	3,976,632	+6.2%	$176.4M
AVUVAmerican Centy ETF Tr	7.4%	7.3%	507,991	+4.2%	$63.4M
AVDVAmerican Centy ETF Tr	6.7%	7.6%	554,449	-0.5%	$57.1M
BNDXVanguard Charlotte Fds	6.7%	6.7%	1,174,634	+15.0%	$56.9M
DUHPDimensional ETF Trust	5.9%	5.6%	1,194,965	+7.3%	$49.9M
DFICDimensional ETF Trust	5.4%	5.5%	1,238,480	+8.4%	$46.1M
DFEMDimensional ETF Trust	5.1%	4.8%	1,073,188	+4.0%	$43.6M
AVUSAvantis U.S. Equity ETF	4.0%	4.0%	265,570	+0.0%	$34.0M
VCRBVanguard Malvern Fds	3.4%	3.1%	370,543	+26.6%	$28.6M
VTIPVanguard Malvern Fds	2.5%	2.5%	422,683	+15.2%	$21.2M
AVDEAvantis International Equity ETF	2.3%	2.6%	220,226	-1.8%	$19.6M
DFARDimensional US Real	2.3%	2.2%	750,411	+7.5%	$19.6M
AVEMAmerican Centy ETF Tr	1.9%	2.0%	171,345	-6.9%	$16.5M
CGXUCapital Group Intl Focus Eqt	1.8%	1.4%	445,713	+27.9%	$15.4M
CVXChevron Corporation	1.5%	2.3%	79,217	-1.8%	$13.1M
AAPLApple Inc	1.1%	1.1%	33,722	+2.7%	$9.8M
MCKMckesson Corp	1.0%	1.4%	11,745	-2.6%	$8.9M
VGKVanguard Ftse Europe ETF	0.9%	1.0%	87,560	-3.8%	$7.8M
NVDANvidia Corporation	0.7%	0.4%	30,449	+83.8%	$6.1M
LECOLincoln Elec Hldgs Inc	0.7%	0.8%	22,764	+0.0%	$6.0M
JQUAJpmorgan U.s. Quality Factor ETF	0.7%	0.7%	80,157	-0.9%	$5.8M
CGIECapital Group International	0.6%	0.7%	142,416	-3.8%	$5.2M
VBILVanguard Instl Index Fd	0.6%	0.4%	63,128	+53.2%	$4.8M
DFAEDimensional ETF Trust	0.5%	0.5%	114,926	-1.2%	$4.6M
DFATDimensional ETF Trust	0.5%	0.5%	60,666	-2.7%	$4.2M
DFAUDimensional ETF Trust	0.5%	0.5%	79,505	-7.7%	$4.1M
DCORDimensional US Core Equity 1 ETF	0.5%	0.5%	47,278	-4.7%	$3.9M
DFSVDimensional US Small Cap	0.4%	0.4%	89,295	+0.0%	$3.5M
AVGOBroadcom Inc	0.4%	0.4%	8,923	+1.1%	$3.4M
DFSUDimensional ETF Trust	0.4%	0.4%	67,495	-4.0%	$3.1M
AMZNAmazon Com Inc	0.4%	0.4%	13,140	+3.5%	$3.1M
DFGRDimensional ETF Trust	0.4%	0.4%	107,587	-3.1%	$3.1M
MSFTMicrosoft Corp	0.4%	0.4%	8,319	-1.3%	$3.1M
VTESVanguard Wellington Fd	0.4%	0.3%	30,543	+50.0%	$3.1M
DISVDimensional ETF Trust	0.4%	0.4%	76,398	-0.5%	$3.1M
BACBank of Amer Corp	0.4%	0.4%	53,573	-0.6%	$3.1M
VOOVanguard Index Fds	0.3%	0.3%	3,967	+6.8%	$2.7M
GOOGLAlphabet Inc	0.3%	0.3%	7,591	-9.2%	$2.7M
VTECVanguard Calif Tax Free Fds	0.3%	0.3%	26,470	+33.5%	$2.7M
TSLATesla Inc	0.3%	0.3%	6,287	+1.6%	$2.6M
CNOBConnectone Bancorp Inc	0.3%	0.3%	77,504	+0.1%	$2.6M
DFAIDimensional ETF Trust	0.3%	0.3%	62,583	-0.5%	$2.6M
GOOGAlphabet Inc	0.3%	0.3%	6,995	+1.8%	$2.5M
QUALIshares Tr	0.3%	0.3%	11,028	+0.1%	$2.4M
IVVIshares Tr	0.3%	0.3%	3,223	-0.4%	$2.4M
LLYEli Lilly & Co	0.3%	0.3%	1,977	-21.9%	$2.4M
IEURIshares Core Msci Europeetf	0.3%	0.3%	28,911	-3.9%	$2.2M
INTCIntel Corp	0.2%	—	14,349	—	$2.0M
SPYState Str Spdr S&p 500 ETF T	0.2%	—	2,498	—	$1.9M
VCRMVanguard Mun Bd Fds	0.2%	0.2%	23,346	+9.1%	$1.8M

What Burton Enright Welch bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NVDA Nvidia Corporation+83.8% shares
VBIL Vanguard Instl Index Fd+53.2% shares
VTES Vanguard Wellington Fd+50.0% shares
VTEC Vanguard Calif Tax Free Fds+33.5% shares
CGXU Capital Group Intl Focus Eqt+27.9% shares
VCRB Vanguard Malvern Fds+26.6% shares
VTIP Vanguard Malvern Fds+15.2% shares
BNDX Vanguard Charlotte Fds+15.0% shares

Reduced

Left the top 50

COST Costco Wholesale Corporationwas 0.2%
BRK-B Berkshire Hathaway Inc Delwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$851.5M	136
Q1 2026	$735.5M	134
Q4 2025	$710.5M	128
Q3 2025	$662.4M	130

Questions about Burton Enright Welch's portfolio

What stocks does Burton Enright Welch own?

Burton Enright Welch's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 136 positions worth $851.5M. The largest are Dimensional ETF Trust (DFAC) at 20.7%, American Centy ETF Tr (AVUV) at 7.4%, American Centy ETF Tr (AVDV) at 6.7%, Vanguard Charlotte Fds (BNDX) at 6.7% and Dimensional ETF Trust (DUHP) at 5.9%.

What did Burton Enright Welch buy last quarter?

In Q2 2026, Burton Enright Welch added Nvidia Corporation (NVDA) (+83.8% shares), Vanguard Instl Index Fd (VBIL) (+53.2% shares) and Vanguard Wellington Fd (VTES) (+50.0% shares), compared with its Q1 2026 filing.

What did Burton Enright Welch sell last quarter?

In Q2 2026, Burton Enright Welch cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), Eli Lilly & Co (LLY) (-21.9% shares), Alphabet Inc (GOOGL) (-9.2% shares) and Dimensional ETF Trust (DFAU) (-7.7% shares), compared with its Q1 2026 filing.

When is Burton Enright Welch's next 13F filing due?

13F filings are due 45 days after each quarter ends. Burton Enright Welch's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Burton Enright Welch manage?

Burton Enright Welch reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $851.5M.