Burton Enright Welch Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Burton Enright Welch disclosed 129 stock positions valued at approximately $851.52M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 129
- Portfolio Value
- $851.52M
Holdings by Sector
Burton Enright Welch Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 20.72% | 3,976,632 | +232,530 | +6.21% | $176,403,422 |
| AMERICAN CENTY ETF TR | AVUV | Other | 7.44% | 507,991 | +20,390 | +4.18% | $63,376,968 |
| AMERICAN CENTY ETF TR | AVDV | Other | 6.71% | 554,449 | -2,941 | -0.53% | $57,135,896 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 6.68% | 1,174,634 | +153,267 | +15.01% | $56,887,512 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 5.86% | 1,194,965 | +81,552 | +7.32% | $49,865,892 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.42% | 1,238,480 | +96,457 | +8.45% | $46,145,772 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.12% | 1,073,188 | +41,560 | +4.03% | $43,614,372 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.99% | 265,570 | +35 | +0.01% | $34,014,188 |
| VANGUARD MALVERN FDS | VCRB | Other | 3.36% | 370,543 | +77,843 | +26.59% | $28,618,006 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.49% | 422,683 | +55,712 | +15.18% | $21,231,340 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.31% | 220,226 | -3,935 | -1.76% | $19,644,204 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 2.31% | 750,411 | +52,294 | +7.49% | $19,630,761 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.94% | 171,345 | -12,637 | -6.87% | $16,533,042 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 1.81% | 445,713 | +97,268 | +27.91% | $15,430,780 |
| CHEVRON CORPORATION | CVX | Energy | 1.54% | 79,217 | -1,419 | -1.76% | $13,131,078 |
| APPLE INC | AAPL | Technology | 1.15% | 33,722 | +885 | +2.70% | $9,757,778 |
| MCKESSON CORP | MCK | Healthcare | 1.04% | 11,745 | -312 | -2.59% | $8,874,522 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.91% | 87,560 | -3,504 | -3.85% | $7,752,564 |
| NVIDIA CORPORATION | NVDA | Technology | 0.72% | 30,449 | +13,881 | +83.78% | $6,092,604 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 0.71% | 22,764 | - | - | $6,044,070 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.68% | 80,157 | -741 | -0.92% | $5,793,760 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 0.62% | 142,416 | -5,609 | -3.79% | $5,238,074 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.54% | 114,926 | -1,402 | -1.21% | $4,621,171 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.50% | 60,666 | -1,652 | -2.65% | $4,240,554 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.48% | 79,505 | -6,663 | -7.73% | $4,109,611 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.46% | 47,278 | -2,344 | -4.72% | $3,875,851 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.41% | 89,295 | +38 | +0.04% | $3,463,762 |
| BROADCOM INC | AVGO | Technology | 0.40% | 8,923 | +93 | +1.05% | $3,370,696 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.37% | 67,495 | -2,782 | -3.96% | $3,147,292 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 13,140 | +447 | +3.52% | $3,131,788 |
Showing 30 of 129 holdings in the latest reporting period.