Burton Enright Welch
Sector Allocation
- Other88.4%$753.1M
- Technology4.3%$36.6M
- Energy1.6%$13.6M
- Financials1.4%$12.3M
- Consumer Staples1.4%$11.5M
- Industrials1.3%$10.9M
- Consumer Discretionary0.9%$7.7M
- Healthcare0.6%$4.9M
- Communication Services0.1%$618,118
- Utilities0.0%$253,413
AUM History
13fpro.ai/research/fund/burton-enright-welch-2105919
Conviction and streaks
Stable · top 10 = 67.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$176.4M
- AMERICAN$63.4M
- AMERICAN$57.1M
- VANGUARD$56.9M
- DIMENSIONAL$49.9M
- DIMENSIONAL$46.1M
- DIMENSIONAL$43.6M
- AMERICAN$34.0M
- VANGUARD$28.6M
- VANGUARD$21.2M
- AMERICAN$19.6M
- DIMENSIONAL$19.6M
- AMERICAN$16.5M
- CAPITAL$15.4M
CVX
$13.1MAAPL
$9.8MMCK
$8.9M- VANGUARD$7.8M
NVDA
$6.1MLECO
$6.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/burton-enright-welch-2105919
Burton Enright Welch 13F holdings — Q2 2026
$851.5M portfolio (+15.8% QoQ) · 136 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$176.4M
20.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
AMERICAN CENTY ETF TR - US SML CP VALU
$63.4M
7.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AMERICAN CENTY ETF TR - INTL SMCP VLU
$57.1M
6.7% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$56.9M
6.7% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US HIGH PROF ETF
$49.9M
5.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$46.1M
5.4% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$43.6M
5.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - US EQT ETF
$34.0M
4.0% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD MALVERN FDS - CORE BD ETF
$28.6M
3.4% of stocks
+27%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD MALVERN FDS - STRM INFPROIDX
$21.2M
2.5% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $176.4M | 20.7% | +6% | — | — | — | — | |
| 2 | AMERICAN CENTY ETF TR - US SML CP VALU | $63.4M | 7.4% | +4% | — | — | — | — | |
| 3 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $57.1M | 6.7% | -0.5% | — | — | — | — | |
| 4 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $56.9M | 6.7% | +15% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $49.9M | 5.9% | +7% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $46.1M | 5.4% | +8% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $43.6M | 5.1% | +4% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - US EQT ETF | $34.0M | 4.0% | +0.0% | — | — | — | — | |
| 9 | VANGUARD MALVERN FDS - CORE BD ETF | $28.6M | 3.4% | +27% | — | — | — | — | |
| 10 | VANGUARD MALVERN FDS - STRM INFPROIDX | $21.2M | 2.5% | +15% | — | — | — | — |
All holdings — Burton Enright Welch (Q2 2026)
136 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $19.6M | 2.3% | 220K | -2% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETFetf/fund | — | $19.6M | 2.3% | 750K | +7% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $16.5M | 1.9% | 171K | -7% | — | — | 13F |
| 14 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNITlp unit | — | $15.4M | 1.8% | 446K | +28% | — | — | 13F |
| 15 | CHEVRON CORP | Energy | $13.1M | 1.5% | 79K | -2% | 19+ qtrsTrimmed 2 qtrs in a row | 63.7 | 13F | |
| 16 | Apple Inc. | Technology | $9.8M | 1.1% | 34K | +3% | 19+ qtrs | 75.7 | 13F | |
| 17 | MCKESSON CORP | Consumer Staples | $8.9M | 1.0% | 12K | -3% | 19+ qtrs | 63.3 | 13F | |
| 18 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETFetf/fund | — | $7.8M | 0.9% | 88K | -4% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $6.1M | 0.7% | 30K | +84% | 19+ qtrs | 86.0 | 13F | |
| 20 | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $6.0M | 0.7% | 23K | — | 19+ qtrs | 61.4 | 13F | |
| 21 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $5.8M | 0.7% | 80K | -0.9% | — | — | 13F |
| 22 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $5.2M | 0.6% | 142K | -4% | — | — | 13F |
| 23 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $4.8M | 0.6% | 63K | +53% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $4.6M | 0.5% | 115K | -1% | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $4.2M | 0.5% | 61K | -3% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $4.1M | 0.5% | 80K | -8% | |||
| 27 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $3.9M | 0.5% | 47K | -5% | |||
| 28 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $3.5M | 0.4% | 89K | +0.0% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $3.4M | 0.4% | 8,923 | +1% | |||
| 30 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $3.1M | 0.4% | 67K | -4% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.1M | 0.4% | 13K | +4% | |||
| 32 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $3.1M | 0.4% | 108K | -3% | |||
| 33 | $MSFT | MICROSOFT CORP | Technology | $3.1M | 0.4% | 8,319 | -1% | |||
| 34 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $3.1M | 0.4% | 31K | +50% | |||
| 35 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $3.1M | 0.4% | 76K | -0.5% | |||
| 36 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.1M | 0.4% | 54K | -0.6% | |||
| 37 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.7M | 0.3% | 3,967 | +7% | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $2.7M | 0.3% | 7,591 | -9% | |||
| 39 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $2.7M | 0.3% | 26K | +33% | |||
| 40 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.6M | 0.3% | 6,287 | +2% | |||
| 41 | $CNOB | ConnectOne Bancorp, Inc. | Financials | $2.6M | 0.3% | 78K | +0.1% | |||
| 42 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $2.6M | 0.3% | 63K | -0.5% | |||
| 43 | $GOOG | Alphabet Inc. | Technology | $2.5M | 0.3% | 6,995 | +2% | |||
| 44 | — | ISHARES TR - MSCI USA QLT FCT | — | $2.4M | 0.3% | 11K | +0.1% | |||
| 45 | — | ISHARES TR - CORE S&P500 ETF | — | $2.4M | 0.3% | 3,223 | -0.4% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $2.4M | 0.3% | 1,977 | -22% | |||
| 47 | — | ISHARES TR - CORE MSCI EURO | — | $2.2M | 0.3% | 29K | -4% | |||
| 48 | $INTC | INTEL CORP | Technology | $2.0M | 0.2% | 14K | +2% | |||
| 49 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.9M | 0.2% | 2,498 | +28% | |||
| 50 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $1.8M | 0.2% | 23K | +9% | |||
| 51 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $1.8M | 0.2% | 23K | +23% | |||
| 52 | — | AMERICAN CENTY ETF TR - AVANTIS RESPON U | — | $1.7M | 0.2% | 19K | -1% | |||
| 53 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $1.6M | 0.2% | 21K | +38% | |||
| 54 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.6M | 0.2% | 3,235 | +1% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.2% | 1,496 | -11% | |||
| 56 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $1.6M | 0.2% | 58K | +33% | |||
| 57 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $1.6M | 0.2% | 6,360 | — | |||
| 58 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.5M | 0.2% | 15K | -9% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $1.4M | 0.2% | 2,456 | +19% | |||
| 60 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.2% | 1,444 | -6% | |||
| 61 | $V | VISA INC. | Financials | $1.3M | 0.1% | 3,797 | -8% | |||
| 62 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $1.2M | 0.1% | 25K | -6% | |||
| 63 | — | AMERICAN CENTY ETF TR - AVAN RE INTL ETF | — | $1.2M | 0.1% | 15K | -0.0% | |||
| 64 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | — | $1.2M | 0.1% | 44K | +2% | |||
| 65 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.2M | 0.1% | 16K | -2% | |||
| 66 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.0M | 0.1% | 35K | -0.1% | |||
| 67 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | — | $996K | 0.1% | 20K | +8% | |||
| 68 | — | AMERICAN CENTY ETF TR - AVA RES MAR ETF | — | $928K | 0.1% | 11K | -2% | |||
| 69 | $JNJ | JOHNSON & JOHNSON | Healthcare | $893K | 0.1% | 3,518 | -6% | |||
| 70 | $JPM | JPMORGAN CHASE & CO | Financials | $888K | 0.1% | 2,713 | -21% | |||
| 71 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $875K | 0.1% | 10K | -0.4% | |||
| 72 | — | ISHARES TR - RUS 1000 GRW ETF | — | $874K | 0.1% | 7,036 | +295% | |||
| 73 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $842K | 0.1% | 3,612 | -5% | |||
| 74 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $835K | 0.1% | 2,225 | -13% | |||
| 75 | — | ISHARES TR - CORE S&P MCP ETF | — | $721K | 0.1% | 9,345 | -19% | |||
| 76 | $CSCO | CISCO SYSTEMS, INC. | Technology | $719K | 0.1% | 6,123 | +0.2% | |||
| 77 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $707K | 0.1% | 2,004 | -10% | |||
| 78 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $686K | 0.1% | 4,211 | +0.1% | |||
| 79 | — | ISHARES TR - RUS 1000 VAL ETF | — | $679K | 0.1% | 2,801 | -2% | |||
| 80 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | — | $677K | 0.1% | 8,945 | +18% | |||
| 81 | $ORCL | ORACLE CORP | Technology | $674K | 0.1% | 4,596 | +0.8% | |||
| 82 | $FTNT | Fortinet, Inc. | Technology | $655K | 0.1% | 4,264 | +36% | |||
| 83 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $634K | 0.1% | 17K | — | |||
| 84 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $628K | 0.1% | 7,601 | +9% | |||
| 85 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $617K | 0.1% | 2,755 | -0.0% | |||
| 86 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $573K | 0.1% | 986 | New | |||
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $566K | 0.1% | 1,531 | +14% | |||
| 88 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $553K | 0.1% | 7,530 | -16% | |||
| 89 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $551K | 0.1% | 9,232 | -4% | |||
| 90 | $GE | GENERAL ELECTRIC CO | Industrials | $550K | 0.1% | 1,471 | +6% | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $549K | 0.1% | 759 | -30% | |||
| 92 | $SYK | STRYKER CORP | Healthcare | $546K | 0.1% | 1,734 | +1% | |||
| 93 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $533K | 0.1% | 12K | +0.0% | |||
| 94 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $509K | 0.1% | 11K | +3% | |||
| 95 | $DOV | DOVER Corp | Industrials | $501K | 0.1% | 3,189 | +3% | |||
| 96 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $497K | 0.1% | 3,636 | -12% | |||
| 97 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $487K | 0.1% | 5,891 | +510% | |||
| 98 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $462K | 0.1% | 16K | — | |||
| 99 | $GEV | GE Vernova Inc. | Industrials | $461K | 0.1% | 392 | +13% | |||
| 100 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $445K | 0.1% | 3,035 | -7% | |||
| 101 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $444K | 0.1% | 604 | -8% | |||
| 102 | $WMT | Walmart Inc. | Consumer Staples | $440K | 0.1% | 3,889 | -20% | |||
| 103 | $AXP | AMERICAN EXPRESS CO | Financials | $427K | 0.1% | 1,261 | -17% | |||
| 104 | $PHYS | Sprott Physical Gold Trust | Financials | $425K | 0.1% | 14K | — | |||
| 105 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $422K | 0.1% | 8,475 | -3% | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $422K | 0.1% | 3,115 | -5% | |||
| 107 | — | ISHARES TR - CORE MSCI EAFE | — | $418K | 0.1% | 4,323 | — | |||
| 108 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $415K | 0.1% | 7,138 | New | |||
| 109 | $BA | BOEING CO | Industrials | $410K | 0.1% | 1,896 | +6% | |||
| 110 | $DIS | Walt Disney Co | Communication Services | $394K | 0.1% | 4,089 | -3% | |||
| 111 | $MU | MICRON TECHNOLOGY INC | Technology | $384K | 0.1% | 333 | New | |||
| 112 | $TXN | TEXAS INSTRUMENTS INC | Technology | $366K | 0.0% | 1,227 | +6% | |||
| 113 | $ABBV | AbbVie Inc. | Healthcare | $365K | 0.0% | 1,452 | -7% | |||
| 114 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $362K | 0.0% | 10K | — | |||
| 115 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $358K | 0.0% | 9,903 | — | |||
| 116 | $MCD | MCDONALDS CORP | Consumer Discretionary | $356K | 0.0% | 1,315 | -4% | |||
| 117 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $335K | 0.0% | 1,190 | +16% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $324K | 0.0% | 12K | New | |||
| 119 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $319K | 0.0% | 12K | -0.1% | |||
| 120 | — | VANGUARD WORLD FD - INF TECH ETF | — | $316K | 0.0% | 2,646 | +699% | |||
| 121 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $303K | 0.0% | 3,700 | -0.6% | |||
| 122 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $299K | 0.0% | 752 | -9% | |||
| 123 | $GS | GOLDMAN SACHS GROUP INC | Financials | $296K | 0.0% | 293 | -25% | |||
| 124 | — | VANGUARD MALVERN FDS - SHOR DURA BD ETF | — | $275K | 0.0% | 3,596 | New | |||
| 125 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $262K | 0.0% | 6,217 | +1% | |||
| 126 | $EVRG | Evergy, Inc. | Utilities | $253K | 0.0% | 2,932 | +0.7% | |||
| 127 | $AMGN | AMGEN INC | Healthcare | $240K | 0.0% | 663 | +1% | |||
| 128 | $LMT | LOCKHEED MARTIN CORP | Industrials | $238K | 0.0% | 468 | +5% | |||
| 129 | $BLK | BlackRock, Inc. | Financials | $236K | 0.0% | 245 | +13% | |||
| 130 | $GLD | SPDR GOLD TRUST | Financials | $233K | 0.0% | 633 | +23% | |||
| 131 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $232K | 0.0% | 1,695 | +0.8% | |||
| 132 | $MS | MORGAN STANLEY | Financials | $230K | 0.0% | 1,100 | New | |||
| 133 | $MRK | Merck & Co., Inc. | Healthcare | $229K | 0.0% | 1,782 | -18% | |||
| 134 | $T | AT&T INC. | Communication Services | $225K | 0.0% | 11K | -7% | |||
| 135 | $FDX | FEDEX CORP | Industrials | $204K | 0.0% | 653 | +1% | |||
| 136 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $203K | 0.0% | 2,516 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 61 added to, 60 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$AMDADVANCED MICRO DEVICES INC$573K
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$415K
first bought this quarter
$MUMICRON TECHNOLOGY INC$384K
first bought this quarter
$IVZInvesco Ltd.$324K
first bought this quarter
- VANGUARD MALVERN FDS - SHOR DURA BD ETF$275K
first bought this quarter
$MSMORGAN STANLEY$230K
first bought this quarter
+1 more in the Excel export
Added to (61)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+6%
now $176.4M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+15%
now $56.9M
- VANGUARD MALVERN FDS - CORE BD ETF+27%
now $28.6M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+8%
now $46.1M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETF+7%
now $49.9M
- CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT+28%
now $15.4M
+55 more in the Excel export
Trimmed (60)
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT-7%
now $16.5M
$LLYELI LILLY & Co-22%
now $2.4M · held 15 qtrs, 4 trims in a row
- AMERICAN CENTY ETF TR - INTL EQT ETF-2%
now $19.6M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT-8%
now $4.1M
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF-4%
now $7.8M
- AMERICAN CENTY ETF TR - INTL SMCP VLU-0.5%
now $57.1M
+54 more in the Excel export
Holdings by quarter
Every 13F Burton Enright Welch has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Burton Enright Welch?
Q2 2026 13F filed with the SEC on Jul 17, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Burton Enright Welch's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+9.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2021 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Burton Enright Welch disclosed 136 positions worth $851.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $AMD. The portfolio is most concentrated in Other (88.4% of disclosed assets). All figures are sourced directly from Burton Enright Welch’s Form 13F-HR filing with the SEC under CIK 2105919.
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