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 U.s. Core Equity 2 (DFAC, 20.7%), Avantis US Small Cap Value ETF (AVUV, 7.4%), Avantis International Small Cap Value Et (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 U.s. Core Equity 2	20.7%	19.8%	3,976,632	+6.2%	$176.4M
AVUVAvantis US Small Cap Value ETF	7.4%	7.3%	507,991	+4.2%	$63.4M
AVDVAvantis International Small Cap Value Et	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
DFICDfa Dimensional Intl Core Equit	5.4%	5.5%	1,238,480	+8.4%	$46.1M
DFEMDimensional	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 ETF Trust	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 Corp New	1.5%	2.3%	79,217	-1.8%	$13.1M
AAPLApple Inc	1.1%	1.1%	33,722	+2.7%	$9.8M
MCKMckesson Corp Com	1.0%	1.4%	11,745	-2.6%	$8.9M
VGKVanguard Intl Equity Index F	0.9%	1.0%	87,560	-3.8%	$7.8M
NVDANvidia Corporation Com	0.7%	0.4%	30,449	+83.8%	$6.1M
LECOLincoln Electric Holdings 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 U.s. Targeted Value	0.5%	0.5%	60,666	-2.7%	$4.2M
DFAUDimensional US Core Equity Market ETF	0.5%	0.5%	79,505	-7.7%	$4.1M
DCORDimensional ETF Trust	0.5%	0.5%	47,278	-4.7%	$3.9M
DFSVDfa U.s. Small Cap Value ETF	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 Com	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 S&p 500 ETF	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 Com	0.3%	0.3%	6,287	+1.6%	$2.6M
CNOBConnectone Bancorp Inc	0.3%	0.3%	77,504	+0.1%	$2.6M
DFAIDimensional International Core Equity Ma	0.3%	0.3%	62,583	-0.5%	$2.6M
GOOGAlphabet Inc	0.3%	0.3%	6,995	+1.8%	$2.5M
QUALIshares Msci USA Quality Factor ETF	0.3%	0.3%	11,028	+0.1%	$2.4M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	3,223	-0.4%	$2.4M
LLYLilly Eli & Co	0.3%	0.3%	1,977	-21.9%	$2.4M
IEURIshares Core Msci Europe	0.3%	0.3%	28,911	-3.9%	$2.2M
INTCIntel Corp	0.2%	—	14,349	—	$2.0M
SPYSpdr S&p 500 ETF Tr	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.

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 and rebuilt each quarter on the day the filing became public. 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 U.s. Core Equity 2 (DFAC) at 20.7%, Avantis US Small Cap Value ETF (AVUV) at 7.4%, Avantis International Small Cap Value Et (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 Com (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 Whsl Corp New (COST), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), Lilly Eli & Co (LLY) (-21.9% shares), Alphabet Inc (GOOGL) (-9.2% shares) and Dimensional US Core Equity Market ETF (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.