Burton Enright Welch
CIK 2105919
13F filing for Q2 2026・No. 2,853
- Holdings
- US$851.52M
- Quarter change
- +US$115.97M
- Entries
- 146
- Net bought (estimate)
- +US$46.16M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 62
- Added 59
- Corporate actions 0
- Unchanged 8
Largest holdings
136 stocks worth US$851.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 3,976,632 | US$176.4M | 20.72% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 507,991 | US$63.38M | 7.44% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Cut | 554,449 | US$57.14M | 6.71% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 1,174,634 | US$56.89M | 6.68% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 1,194,965 | US$49.87M | 5.86% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 1,238,480 | US$46.15M | 5.42% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 1,073,188 | US$43.61M | 5.12% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 265,570 | US$34.01M | 3.99% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 370,543 | US$28.62M | 3.36% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 422,683 | US$21.23M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.