Burton Enright Welch Portfolio Analysis: Q2 2026 Investment Activity

As of June 30, 2026, the investment strategy of Burton Enright Welch continues to evolve within a substantial portfolio valued at $840 million.

The investor's largest position remains concentrated in Dimensional ETF Trust (DFAC), holding over 3.97 million shares representing approximately 20.7% of the total portfolio value, with a significant increase in holdings during this quarter.

Besides Dimensional ETFs, which dominate several top positions, Vanguard funds also play a crucial role. The holding in Vanguard Wellington Fund (VTES) saw an 83.78% jump in shares purchased this quarter, while the Vanguard Charlotte Growth Shares ETF (BNDX) increased by 15.01%. These changes are detailed within their respective holdings data.

New positions added during this quarter include Capital Group International Focus Equity ETF (CGXU) and Capital Grp Fixed Income ETF T (CGMU). CGXU, representing 1.8% of the portfolio, experienced a 27.91% increase in shares purchased. Similarly, CGMU saw a substantial 32.98% jump in its share count.

The investor also made notable purchases directly into specific stocks and ETFs this quarter. Dimensional ETF TR (DUHP) increased by 7.49%, adding to the existing allocation of 5.86%. The Technology sector gained a new significant position with NVIDIA Corporation (NVDA), which now accounts for 0.72% of the portfolio, purchased entirely this quarter.

Conversely, there were divestments from American Century ETFs during Q2. This includes exiting or reducing positions in AVUV and AVEM. The holding in AVUV decreased by 4.18%, while AVEM saw a reduction of 6.87%. Other Dimensional holdings like DFIC also increased slightly.

Overall, Burton Enright Welch's portfolio allocation as of June 30, 2026, shows significant exposure to ETFs and funds with minimal direct stock investment outside the new Technology position in NVDA. The bulk of the portfolio remains invested in 'Unknown' sectors according to the provided breakdown.