Filed: 3/9/2026ACC: 0002105919-26-000005
📋 What this filing means
BURTON ENRIGHT WELCH filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $166.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$166.41M
Total AUM (reported)
4.59M
Total Shares
Allocation by class
COM$52.72M31.7%
US CORE EQUITY 2$44.45M26.7%
EMERGING MKTS CO$10.11M6.1%
US REAL ESTATE E$9.52M5.7%
INTL EQT ETF$8.67M5.2%
FTSE EUROPE ETF$6.64M4.0%
INTL CORE EQUITY$6.24M3.8%
Portfolio Concentration
Top 3$71.41M42.9%
4–10$47.47M28.5%
11–25$32.66M19.6%
Rest$14.87M8.9%
Top 3 weight
42.9%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 4.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
DIMENSIONAL ETF TRUST
SOLEShares1.91M
TypeSH
Market value$44.45M
26.71%
Sole
0.00
Shared
0.00
None
1.91M
CHEVRON CORP NEW
SOLEShares116.42K
TypeSH
Market value$16.85M
10.13%
Sole
0.00
Shared
0.00
None
116.42K
DIMENSIONAL ETF TRUST
SOLEShares429.49K
TypeSH
Market value$10.11M
6.07%
Sole
0.00
Shared
0.00
None
429.49K
DIMENSIONAL ETF TRUST
SOLEShares412.09K
TypeSH
Market value$9.52M
5.72%
Sole
0.00
Shared
0.00
None
412.09K
AMERICAN CENTY ETF TR
SOLEShares170.23K
TypeSH
Market value$8.67M
5.21%
Sole
0.00
Shared
0.00
None
170.23K
VANGUARD INTL EQUITY INDEX F
SOLEShares125.71K
TypeSH
Market value$6.64M
3.99%
Sole
0.00
Shared
0.00
None
125.71K
DIMENSIONAL ETF TRUST
SOLEShares290.06K
TypeSH
Market value$6.24M
3.75%
Sole
0.00
Shared
0.00
None
290.06K
AMERICAN CENTY ETF TR
SOLEShares92.52K
TypeSH
Market value$6.02M
3.62%
Sole
0.00
Shared
0.00
None
92.52K
AMAZON COM INC
SOLEShares48.88K
TypeSH
Market value$5.19M
3.12%
Sole
0.00
Shared
0.00
None
48.88K
MCKESSON CORP
SOLEShares15.89K
TypeSH
Market value$5.18M
3.12%
Sole
0.00
Shared
0.00
None
15.89K
APPLE INC
SOLEShares29.25K
TypeSH
Market value$4.00M
2.40%
Sole
0.00
Shared
0.00
None
29.25K
VANGUARD INDEX FDS
SOLEShares40.07K
TypeSH
Market value$3.65M
2.19%
Sole
0.00
Shared
0.00
None
40.07K
BK OF AMERICA CORP
SOLEShares103.10K
TypeSH
Market value$3.21M
1.93%
Sole
0.00
Shared
0.00
None
103.10K
DIMENSIONAL ETF TRUST
SOLEShares116.92K
TypeSH
Market value$3.09M
1.86%
Sole
0.00
Shared
0.00
None
116.92K
LINCOLN ELEC HLDGS INC
SOLEShares23.26K
TypeSH
Market value$2.87M
1.72%
Sole
0.00
Shared
0.00
None
23.26K
FIRST LONG IS CORP
SOLEShares160.45K
TypeSH
Market value$2.81M
1.69%
Sole
0.00
Shared
0.00
None
160.45K
ISHARES TR
SOLEShares48.06K
TypeSH
Market value$2.16M
1.30%
Sole
0.00
Shared
0.00
None
48.06K
DIMENSIONAL ETF TRUST
SOLEShares81.26K
TypeSH
Market value$1.88M
1.13%
Sole
0.00
Shared
0.00
None
81.26K
MICROSOFT CORP
SOLEShares6.71K
TypeSH
Market value$1.72M
1.04%
Sole
0.00
Shared
0.00
None
6.71K
CBIZ INC
SOLEShares41.61K
TypeSH
Market value$1.66M
1.00%
Sole
0.00
Shared
0.00
None
41.61K
AMERICAN CENTY ETF TR
SOLEShares25.30K
TypeSH
Market value$1.32M
0.79%
Sole
0.00
Shared
0.00
None
25.30K
VANGUARD TAX-MANAGED INTL FD
SOLEShares28.91K
TypeSH
Market value$1.18M
0.71%
Sole
0.00
Shared
0.00
None
28.91K
CADENCE DESIGN SYSTEM INC
SOLEShares7.62K
TypeSH
Market value$1.14M
0.69%
Sole
0.00
Shared
0.00
None
7.62K
SCHWAB STRATEGIC TR
SOLEShares22.74K
TypeSH
Market value$1.00M
0.60%
Sole
0.00
Shared
0.00
None
22.74K
VANGUARD BD INDEX FDS
SOLEShares12.70K
TypeSH
Market value$955.6K
0.57%
Sole
0.00
Shared
0.00
None
12.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.91M | SH | $44.45M 26.71% | 0.00 | 0.00 | 1.91M |
CHEVRON CORP NEWSOLE | COM | 116.42K | SH | $16.85M 10.13% | 0.00 | 0.00 | 116.42K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 429.49K | SH | $10.11M 6.07% | 0.00 | 0.00 | 429.49K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 412.09K | SH | $9.52M 5.72% | 0.00 | 0.00 | 412.09K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 170.23K | SH | $8.67M 5.21% | 0.00 | 0.00 | 170.23K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 125.71K | SH | $6.64M 3.99% | 0.00 | 0.00 | 125.71K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 290.06K | SH | $6.24M 3.75% | 0.00 | 0.00 | 290.06K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 92.52K | SH | $6.02M 3.62% | 0.00 | 0.00 | 92.52K |
AMAZON COM INCSOLE | COM | 48.88K | SH | $5.19M 3.12% | 0.00 | 0.00 | 48.88K |
MCKESSON CORPSOLE | COM | 15.89K | SH | $5.18M 3.12% | 0.00 | 0.00 | 15.89K |
APPLE INCSOLE | COM | 29.25K | SH | $4.00M 2.40% | 0.00 | 0.00 | 29.25K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 40.07K | SH | $3.65M 2.19% | 0.00 | 0.00 | 40.07K |
BK OF AMERICA CORPSOLE | COM | 103.10K | SH | $3.21M 1.93% | 0.00 | 0.00 | 103.10K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 116.92K | SH | $3.09M 1.86% | 0.00 | 0.00 | 116.92K |
LINCOLN ELEC HLDGS INCSOLE | COM | 23.26K | SH | $2.87M 1.72% | 0.00 | 0.00 | 23.26K |
FIRST LONG IS CORPSOLE | COM | 160.45K | SH | $2.81M 1.69% | 0.00 | 0.00 | 160.45K |
ISHARES TRSOLE | CORE MSCI EURO | 48.06K | SH | $2.16M 1.30% | 0.00 | 0.00 | 48.06K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 81.26K | SH | $1.88M 1.13% | 0.00 | 0.00 | 81.26K |
MICROSOFT CORPSOLE | COM | 6.71K | SH | $1.72M 1.04% | 0.00 | 0.00 | 6.71K |
CBIZ INCSOLE | COM | 41.61K | SH | $1.66M 1.00% | 0.00 | 0.00 | 41.61K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 25.30K | SH | $1.32M 0.79% | 0.00 | 0.00 | 25.30K |
VANGUARD TAX-MANAGED INTL FDSOLE | VAN FTSE DEV MKT | 28.91K | SH | $1.18M 0.71% | 0.00 | 0.00 | 28.91K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 7.62K | SH | $1.14M 0.69% | 0.00 | 0.00 | 7.62K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 22.74K | SH | $1.00M 0.60% | 0.00 | 0.00 | 22.74K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 12.70K | SH | $955.6K 0.57% | 0.00 | 0.00 | 12.70K |
Page 1 of 3