Burton Enright Welch 13F Filing for Q1 2026

Top Buys

Q1 2026

1. BNDX Vanguard Total International Bond Etf

+$3.22 M

2. DFAC Dimensional Us Core Equity 2 Etf

+$2.55 M

3. VCRB Vanguard Core Bond Etf

+$2.16 M

4. AVUS Avantis Us Equity Etf

+$1.61 M

5. AVUV Avantis Us Small Cap Value Etf

+$1.6 M

Top Sells

Q1 2026

1. AVDV Avantis International Small Cap Value Etf

−$1.01 M

2. AVGO Broadcom

−$728,586.73

3. AVEM Avantis Emerging Markets Equity Etf

−$637,387.6

4. VTES Vanguard Short-Term Tax Exempt Bond Etf

−$569,620.49

5. AAPL Apple

−$568,487.06

Stocks/ETFs

+3.53%

$735.05 M 99.93%

Options

$0 0.00%

Debt

$0 0.00%

Other

+7.33%

$498,677 0.07%

Burton Enright Welch filed its 13F report for Q1 2026 on May 02, 2026. The portfolio totaled 735.55 M reflecting a +3.53% change from the prior quarter, spanning 134 assets. The top 10 holdings comprised 67.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 5 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Burton Enright Welch’s Q1 2026 Filing

Burton Enright Welch submitted their Form 13F-HR for the Q1 2026 period on 05/02/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Burton Enright Welch reported a managed portfolio value of 735.55 M, consisting of 143 individual positions.

This page displays the raw filing documents. To see which stocks Burton Enright Welch bought or sold during Q1 2026, please visit Burton Enright Welch's Portfolio Analysis page.

Burton Enright Welch - Q1 2026 13F Filings