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 (2026-03-31), the institution manages a portfolio valued at $735.55 M, comprising 134 distinct securities. Over its filing history, it has submitted 18 Form 13F reports.

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

Q1 2026 — Top-10 concentration: 67.0%. Quarterly turnover: 1.1%. ▲ 11 new, +63 added, −49 reduced, ×5 exited.

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%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity 2 Etf ETF-DFAC	3.74 M	$145.5 M	19.78%	▲ 65,731	Add 1.8%
Avantis International Small Cap Value Etf ETF-AVDV	557,390	$55.66 M	7.57%	▼ 10,107	Reduce -1.8%
Avantis Us Small Cap Value Etf ETF-AVUV	487,601	$53.87 M	7.32%	▲ 14,502	Add 3.1%
Vanguard Total International Bond Etf ETF-BNDX	1.02 M	$49.08 M	6.67%	▲ 66,953	Add 7.0%
Dimensional Us High Profitability Etf ETF-DUHP	1.11 M	$40.93 M	5.56%	▲ 34,064	Add 3.2%
Dimensional International Core Equity 2 Etf ETF-DFIC	1.14 M	$40.58 M	5.52%	▲ 30,170	Add 2.7%
Dimensional Emerging Markets Core Equity 2 Etf ETF-DFEM	1.03 M	$35.64 M	4.85%	▼ 1,609	Reduce -0.2%
Avantis Us Equity Etf ETF-AVUS	265,535	$29.52 M	4.01%	▲ 14,477	Add 5.8%
Vanguard Core Bond Etf ETF-VCRB	292,700	$22.65 M	3.08%	▲ 27,874	Add 10.5%
Avantis International Equity Etf ETF-AVDE	224,161	$19.02 M	2.59%	▼ 2,321	Reduce -1.0%

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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 18 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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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.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Burton Enright Welch's All 13F Filings

This section lists all SEC Form 13F filings submitted by Burton Enright Welch.

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 (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

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)