Burton Enright Welch 13F Portfolio Q4 2025

Latest Portfolio Value

$710.46 M

12/31/2025

Total Holdings

12/31/2025

Latest Report Date

Q4 2025

12/31/2025

Top 10 Concentration

66.79%

Burton Enright Welch (CIK: 0002105919) is a financial institution headquartered at 1850 Mt Diablo Blvd Ste 335, , Walnut Creek, California 94596-4476. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $710,459,501, comprising 128 distinct securities. Over its filing history, it has submitted 1 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Stocks/ETFs

$709.99 M 0.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$464,625 0.00%

Name	Shares	Market Value	Weight	Change
Dimensional U.S. Core Equity 2 ETF ETF-DFAC	3.68 M	$145.63 M	20.50%	▲ 3,678,371
Avantis International Small Cap Value ETF ETF-AVDV	567,497	$53.33 M	7.51%	▲ 567,497
Avantis U.S. Small Cap Value ETF ETF-AVUV	473,099	$48.25 M	6.79%	▲ 473,099
Vanguard Total International Bond ETF ETF-BNDX	954,414	$46.12 M	6.49%	▲ 954,414
Dimensional US High Profitability ETF ETF-DUHP	1.08 M	$41.05 M	5.78%	▲ 1,079,349
Dimensional International Core Equity 2 ETF ETF-DFIC	1.11 M	$38.31 M	5.39%	▲ 1,111,853
Dimensional Emerging Markets Core Equity 2 ETF ETF-DFEM	1.03 M	$34.18 M	4.81%	▲ 1,033,237
Avantis U.S. Equity ETF ETF-AVUS	251,058	$28.06 M	3.95%	▲ 251,058
Vanguard Core Bond ETF ETF-VCRB	264,826	$20.63 M	2.90%	▲ 264,826
Avantis International Equity ETF ETF-AVDE	226,482	$18.64 M	2.62%	▲ 226,482

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Burton Enright Welch's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Burton Enright Welch each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 1 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Burton Enright Welch Quarterly 13F Statistics

Discover detailed insights into Burton Enright Welch’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Burton Enright Welch's All 13F Filings

This section lists all SEC Form 13F filings submitted by Burton Enright Welch. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Burton Enright Welch 13F Filings, Portfolio & Analysis

Burton Enright Welch — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Burton Enright Welch's Portfolio

Burton Enright Welch Quarterly 13F Statistics

Burton Enright Welch's All 13F Filings

Insider Trading Activity (SEC Form 4)