Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Warburton Capital Management, LLC (CIK 2054795) reported $245.9M across 74 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($91.2M, 37.09%), DFAX ($47.8M, 19.44%), DFUS ($30.1M, 12.25%), DUHP ($10.7M, 4.35%), DFSV ($4.9M, 2.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $91.2M | 37.09% | 2.1M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $47.8M | 19.44% | 1.3M | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $30.1M | 12.25% | 367,506 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $10.7M | 4.35% | 256,447 | Added |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $4.9M | 2.01% | 127,403 | Added |
| 6 | DFAR | DIMENSIONAL ETF TRUST | $4.7M | 1.92% | 180,576 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $4.4M | 1.80% | 118,772 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $4.2M | 1.69% | 101,006 | Added |
| 9 | DFAW | DIMENSIONAL ETF TRUST | $3.3M | 1.36% | 40,371 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.0M | 1.23% | 15,148 | Trimmed |
| 11 | AAPL | APPLE INC | $2.9M | 1.18% | 10,069 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $2.4M | 0.97% | 58,475 | Added |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $2.1M | 0.87% | 44,170 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.85% | 2,801 | Hold |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 0.85% | 5,584 | Added |
| 16 | AMZN | AMAZON COM INC | $1.5M | 0.63% | 6,463 | Added |
| 17 | GOOGL | ALPHABET INC | $1.5M | 0.63% | 4,337 | Added |
| 18 | GOOG | ALPHABET INC | $1.5M | 0.59% | 4,120 | Added |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $1.4M | 0.59% | 12,356 | Trimmed |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.58% | 2,846 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $1.3M | 0.53% | 1,139 | Added |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $1.1M | 0.46% | 21,816 | Added |
| 23 | BAC | BANK AMERICA CORP | $967,000 | 0.39% | 16,973 | Added |
| 24 | WMT | WALMART INC | $877,000 | 0.36% | 7,753 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,000 | 0.30% | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30