Burton Enright Welch Top Holdings and 13F Report (2026) About Burton Enright WelchInvestment ActivityBurton Enright Welch has $735.55 million in total holdings as of March 31, 2026.Burton Enright Welch owns shares of 134 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.47% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Burton Enright Welch has purchased 128 new stocks and bought additional shares in 63 stocks.Burton Enright Welch sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $145,495,787Avantis International Small Cap Value ETF $55,660,998Avantis U.S. Small Cap Value ETF $53,865,293Vanguard Total International Bond ETF $49,076,687Dimensional US High Profitability ETF $40,929,059 Largest New Holdings this Quarter 14021T102 - CAPITAL GROUP INTERNATIONAL $577,141 Holding922908736 - Vanguard Growth ETF $295,532 Holding11133T103 - Broadridge Financial Solutions $273,129 Holding25434V401 - Dimensional U.S. Equity ETF $264,069 Holding58933Y105 - Merck & Co., Inc. $262,714 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 66,953 shares (about $3.22M)Dimensional U.S. Core Equity 2 ETF 65,731 shares (about $2.55M)VANGUARD MALVERN FDS 27,874 shares (about $2.16M)Avantis U.S. Equity ETF 14,477 shares (about $1.61M)Avantis U.S. Small Cap Value ETF 14,502 shares (about $1.60M) Largest Sales this Quarter Avantis International Small Cap Value ETF 10,107 shares (about $1.01M)Broadcom 2,354 shares (about $728.59K)Avantis Emerging Markets Equity ETF 7,910 shares (about $637.39K)Vanguard Short-Term Tax-Exempt Bond ETF 5,632 shares (about $569.62K)Apple 2,240 shares (about $568.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurton Enright Welch Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$145,495,787$2,554,306 â–²1.8%3,744,10219.8%ETFAVDVAvantis International Small Cap Value ETF$55,660,998$1,009,286 â–¼-1.8%557,3907.6%ETFAVUVAvantis U.S. Small Cap Value ETF$53,865,293$1,602,036 â–²3.1%487,6017.3%ETFBNDXVanguard Total International Bond ETF$49,076,687$3,217,092 â–²7.0%1,021,3676.7%ETFDUHPDimensional US High Profitability ETF$40,929,059$1,252,193 â–²3.2%1,113,4135.6%ETFDFICDimensional International Core Equity 2 ETF$40,576,066$1,071,940 â–²2.7%1,142,0235.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$35,642,726$55,591 â–¼-0.2%1,031,6284.8%ETFAVUSAvantis U.S. Equity ETF$29,522,174$1,609,552 â–²5.8%265,5354.0%ETFVANGUARD MALVERN FDS$22,649,109$2,156,889 â–²10.5%292,7003.1%CORE BD ETFAVDEAvantis International Equity ETF$19,017,821$196,914 â–¼-1.0%224,1612.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$18,330,198$1,072,077 â–²6.2%366,9712.5%ManufacturingCVXChevron$16,683,666$419,595 â–¼-2.5%80,6362.3%EnergyDFARDimensional US Real Estate ETF$16,510,456$547,213 â–²3.4%698,1172.2%ETFAVEMAvantis Emerging Markets Equity ETF$14,825,265$637,388 â–¼-4.1%183,9822.0%ETFMCKMcKesson$10,433,646$87,401 â–¼-0.8%12,0571.4%MedicalCGXUCapital Group International Focus Equity ETF$10,275,632$310,618 â–²3.1%348,4451.4%ETFAAPLApple$8,333,665$568,487 â–¼-6.4%32,8371.1%Computer and TechnologyVGKVanguard FTSE Europe ETF$7,506,365$169,805 â–¼-2.2%91,0641.0%ETFLECOLincoln Electric$5,670,058$498,160 â–²9.6%22,7640.8%IndustrialsCAPITAL GROUP INTERNATIONAL$5,006,218$300,525 â–²6.4%148,0250.7%SHSJQUAJPMorgan U.S. Quality Factor ETF$4,960,671$653,365 â–²15.2%80,8980.7%ETFDFAEDimensional Emerging Core Equity Market ETF$3,938,860$58,239 â–²1.5%116,3280.5%ETFDFATDimensional U.S. Targeted Value ETF$3,891,760$3,310 â–²0.1%62,3180.5%ETFDFAUDimensional US Core Equity Market ETF$3,887,900$52,384 â–²1.4%86,1680.5%ETFDIMENSIONAL ETF TRUST$3,576,754$323,928 â–²10.0%49,6220.5%US CORE EQUITY 1DFSVDimensional US Small Cap Value ETF$3,127,569$91,279 â–²3.0%89,2570.4%ETFMSFTMicrosoft$3,120,003$82,914 â–²2.7%8,4290.4%Computer and TechnologyVANGUARD INSTL INDEX FD$3,117,358$420,005 â–¼-11.9%41,2080.4%0-3 MO TREAS BILDISVDimensional International Small Cap Value ETF$3,027,409$151,568 â–²5.3%76,7600.4%ETFDFGRDimensional Global Real Estate ETF$2,950,275$10,446 â–¼-0.4%110,9960.4%ETFNVDANVIDIA$2,889,450$48,483 â–¼-1.7%16,5680.4%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$2,887,682$433,787 â–²17.7%70,2770.4%ETFAVGOBroadcom$2,732,974$728,587 â–¼-21.0%8,8300.4%Computer and TechnologyAMZNAmazon.com$2,643,572$119,964 â–²4.8%12,6930.4%Retail/WholesaleBACBank of America$2,628,582$168,674 â–¼-6.0%53,9200.4%FinanceDFAIDimensional International Core Equity Market ETF$2,449,458$3,390 â–²0.1%62,8710.3%ETFGOOGLAlphabet$2,402,866$198,705 â–²9.0%8,3560.3%Computer and TechnologyLLYEli Lilly and Company$2,328,202$77,269 â–¼-3.2%2,5310.3%MedicalTSLATesla$2,300,761$491,082 â–¼-17.6%6,1890.3%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$2,220,514$9,561 â–¼-0.4%3,7160.3%ETFIEURiShares Core MSCI Europe ETF$2,114,951$53,898 â–¼-2.5%30,0970.3%ETFIVViShares Core S&P 500 ETF$2,113,311$48,342 â–¼-2.2%3,2350.3%ETFQUALiShares MSCI USA Quality Factor ETF$2,112,212$238,995 â–²12.8%11,0120.3%ETFCNOBConnectOne Bancorp$2,072,668$59,885 â–¼-2.8%77,4250.3%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$2,058,907$569,620 â–¼-21.7%20,3570.3%ETFGOOGAlphabet$1,970,197$170,685 â–¼-8.0%6,8680.3%Computer and TechnologyVANGUARD CALIF TAX FREE FDS$1,965,153$308,931 â–²18.7%19,8340.3%TAX EXEMPT BD FDVANGUARD MUN BD FDS$1,607,936$194,567 â–²13.8%21,3960.2%CORE TAX EXEMPTCOSTCostco Wholesale$1,538,595$115,594 â–²8.1%1,5440.2%Retail/WholesaleBRK.BBerkshire Hathaway$1,530,086$14,855 â–²1.0%3,1930.2%FinanceVNQVanguard Real Estate ETF$1,485,016$53,664 â–¼-3.5%16,7420.2%ETFAVSUAvantis Responsible U.S. Equity ETF$1,431,632$52,561 â–²3.8%19,3660.2%ETFVANGUARD MALVERN FDS$1,423,679$686,507 â–²93.1%18,3490.2%CORE-PLUS BD ETFVXFVanguard Extended Market ETF$1,308,8880.0%6,3600.2%ETFSPYSPDR S&P 500 ETF Trust$1,273,924$67,630 â–¼-5.0%1,9590.2%FinanceVVisa$1,250,065$73,747 â–²6.3%4,1360.2%Business ServicesCATCaterpillar$1,184,546$22,671 â–²2.0%1,6720.2%IndustrialsCGMUCapital Group Municipal Income ETF$1,183,449$362,455 â–²44.1%43,5890.2%ETFVANGUARD MUN BD FDS$1,182,096$60,879 â–²5.4%15,4950.2%SHORT TAX EXEMPTMETAMeta Platforms$1,176,328$22,314 â–¼-1.9%2,0560.2%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$1,139,050$20,183 â–²1.8%43,3430.2%SHORT DURATION MDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,135,9320.0%26,8100.2%ETFAVSDAvantis Responsible International Equity ETF$1,119,065$658,993 â–²143.2%15,1950.2%ETFVEAVanguard FTSE Developed Markets ETF$1,053,576$25,567 â–¼-2.4%16,4420.1%ETFJPMJPMorgan Chase & Co.$1,013,200$121,502 â–²13.6%3,4440.1%FinanceDFCADimensional California Municipal Bond ETF$914,499$7,627 â–²0.8%18,3450.1%ETFJNJJohnson & Johnson$913,473$79,688 â–¼-8.0%3,7370.1%MedicalSCHBSchwab US Broad Market ETF$881,916$10,617 â–¼-1.2%35,1360.1%ETFVXUSVanguard Total International Stock ETF$792,865$3,701 â–²0.5%10,2820.1%ETFIJHiShares Core S&P Mid-Cap ETF$780,715$150,322 â–²23.8%11,5610.1%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$770,931$378,176 â–²96.3%11,5810.1%ETFIWFiShares Russell 1000 Growth ETF$759,441$18,336 â–²2.5%1,7810.1%ETFHDHome Depot$733,066$82,548 â–²12.7%2,2290.1%Retail/WholesaleCDNSCadence Design Systems$707,458$1,667 â–²0.2%2,5460.1%Computer and TechnologyXOMExxonMobil$704,547$99,923 â–²16.5%4,1530.1%EnergyWSMWilliams-Sonoma$695,225$43,212 â–¼-5.9%3,8130.1%Retail/WholesaleORCLOracle$670,731$14,124 â–¼-2.1%4,5590.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$659,177$62,081 â–²10.4%8,9510.1%ETFINTCIntel$623,278$26,875 â–¼-4.1%14,1240.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$608,558$10,043 â–²1.7%2,8480.1%ETFEXPDExpeditors International of Washington$602,712$14,323 â–¼-2.3%4,2080.1%TransportationWALMART INC$601,008$62,263 â–²11.6%4,8360.1%COMCAPITAL GROUP INTERNATIONAL$577,141$577,141 â–²New Holding17,4310.1%SHSVANGUARD INSTL INDEX FD$572,083$2,951 â–²0.5%7,5610.1%ULTRA-SHORT TREASYKStryker$561,787$5,256 â–¼-0.9%1,7100.1%MedicalADPAutomatic Data Processing$559,928$7,924 â–¼-1.4%2,7560.1%Computer and TechnologyWFCWells Fargo & Company$557,067$14,808 â–¼-2.6%6,9970.1%FinanceVWOVanguard FTSE Emerging Markets ETF$522,116$1,081 â–²0.2%9,6600.1%ETFPEPPepsiCo$511,754$39,449 â–¼-7.2%3,2950.1%Consumer StaplesDFSIDimensional International Sustainability Core 1 ETF$500,9140.0%11,8140.1%ETFSPROTT ASSET MANAGEMENT LP$498,6770.0%14,0710.1%PHYSICAL GOLD TRDFNMDimensional National Municipal Bond ETF$487,736$23,677 â–¼-4.6%10,1760.1%ETFCSCOCisco Systems$474,264$26,072 â–¼-5.2%6,1120.1%Computer and TechnologyPGProcter & Gamble$470,960$27,729 â–²6.3%3,2610.1%Consumer StaplesAXPAmerican Express$460,073$55,354 â–²13.7%1,5210.1%FinanceVUSBVanguard Ultra-Short Bond ETF$435,447$4,281 â–²1.0%8,7470.1%ETFVTIVanguard Total Stock Market ETF$430,6760.0%1,3420.1%ETFVTVanguard Total World Stock ETF$429,315$6,501 â–²1.5%3,1040.1%ETFMCDMcDonald's$425,246$1,865 â–²0.4%1,3680.1%Retail/WholesaleDISWalt Disney$405,360$3,277 â–²0.8%4,2060.1%Consumer DiscretionaryShowing largest 100 holdings. 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