Burton Enright Welch 13F Holdings · Q2 2026
Burton Enright Welch reported 136 securities worth $851.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (20.72%), AVUV (7.44%), AVDV (6.71%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $176.4M | 20.72% | 4.0M | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $63.4M | 7.44% | 507,991 | Added |
| 3 | AVDV | AMERICAN CENTY ETF TR | $57.1M | 6.71% | 554,449 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $56.9M | 6.68% | 1.2M | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $49.9M | 5.86% | 1.2M | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $46.1M | 5.42% | 1.2M | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $43.6M | 5.12% | 1.1M | Added |
| 8 | AVUS | AMERICAN CENTY ETF TR | $34.0M | 3.99% | 265,570 | Added |
| 9 | VCRB | VANGUARD MALVERN FDS | $28.6M | 3.36% | 370,543 | Added |
| 10 | VTIP | VANGUARD MALVERN FDS | $21.2M | 2.49% | 422,683 | Added |
| 11 | AVDE | AMERICAN CENTY ETF TR | $19.6M | 2.31% | 220,226 | Trimmed |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $19.6M | 2.31% | 750,411 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $16.5M | 1.94% | 171,345 | Trimmed |
| 14 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $15.4M | 1.81% | 445,713 | Added |
| 15 | CVX | CHEVRON CORPORATION | $13.1M | 1.54% | 79,217 | Trimmed |
| 16 | AAPL | APPLE INC | $9.8M | 1.15% | 33,722 | Added |
| 17 | MCK | MCKESSON CORP | $8.9M | 1.04% | 11,745 | Trimmed |
| 18 | VGK | VANGUARD INTL EQUITY INDEX F | $7.8M | 0.91% | 87,560 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $6.1M | 0.72% | 30,449 | Added |
| 20 | LECO | LINCOLN ELEC HLDGS INC | $6.0M | 0.71% | 22,764 | Hold |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | $5.8M | 0.68% | 80,157 | Trimmed |
| 22 | CGIE | CAPITAL GROUP INTERNATIONAL | $5.2M | 0.62% | 142,416 | Trimmed |
| 23 | VBIL | VANGUARD INSTL INDEX FD | $4.8M | 0.56% | 63,128 | Added |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $4.6M | 0.54% | 114,926 | Trimmed |
| 25 | DFAT | DIMENSIONAL ETF TRUST | $4.2M | 0.50% | 60,666 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR