Filed: 3/9/2026ACC: 0002105919-26-000013
📋 What this filing means
BURTON ENRIGHT WELCH filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $433.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$433.82M
Total AUM (reported)
9.85M
Total Shares
Allocation by class
US CORE EQUITY 2$102.31M23.6%
COM$61.91M14.3%
US SML CP VALU$36.05M8.3%
INTL SMCP VLU$34.44M7.9%
US HIGH PROFITAB$30.26M7.0%
EMERGING MKTS CO$24.76M5.7%
INTL CORE EQUITY$21.98M5.1%
Portfolio Concentration
Top 3$172.79M39.8%
4–10$134.32M31.0%
11–25$80.82M18.6%
Rest$45.90M10.6%
Top 3 weight
39.8%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 9.85M
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
9.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings92
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.17M
TypeSH
Market value$102.31M
23.58%
Sole
0.00
Shared
0.00
None
3.17M
AMERICAN CENTY ETF TR
SOLEShares401.76K
TypeSH
Market value$36.05M
8.31%
Sole
0.00
Shared
0.00
None
401.76K
AMERICAN CENTY ETF TR
SOLEShares530.27K
TypeSH
Market value$34.44M
7.94%
Sole
0.00
Shared
0.00
None
530.27K
DIMENSIONAL ETF TRUST
SOLEShares946.02K
TypeSH
Market value$30.26M
6.98%
Sole
0.00
Shared
0.00
None
946.02K
DIMENSIONAL ETF TRUST
SOLEShares926.14K
TypeSH
Market value$24.76M
5.71%
Sole
0.00
Shared
0.00
None
926.14K
DIMENSIONAL ETF TRUST
SOLEShares835.99K
TypeSH
Market value$21.98M
5.07%
Sole
0.00
Shared
0.00
None
835.99K
AMERICAN CENTY ETF TR
SOLEShares222.86K
TypeSH
Market value$20.10M
4.63%
Sole
0.00
Shared
0.00
None
222.86K
CHEVRON CORP NEW
SOLEShares83.71K
TypeSH
Market value$13.09M
3.02%
Sole
0.00
Shared
0.00
None
83.71K
DIMENSIONAL ETF TRUST
SOLEShares550.53K
TypeSH
Market value$12.17M
2.80%
Sole
0.00
Shared
0.00
None
550.53K
AMERICAN CENTY ETF TR
SOLEShares192.09K
TypeSH
Market value$11.96M
2.76%
Sole
0.00
Shared
0.00
None
192.09K
AMERICAN CENTY ETF TR
SOLEShares190.01K
TypeSH
Market value$11.61M
2.68%
Sole
0.00
Shared
0.00
None
190.01K
VANGUARD MALVERN FDS
SOLEShares222.95K
TypeSH
Market value$10.82M
2.49%
Sole
0.00
Shared
0.00
None
222.95K
MCKESSON CORP
SOLEShares14.72K
TypeSH
Market value$8.60M
1.98%
Sole
0.00
Shared
0.00
None
14.72K
APPLE INC
SOLEShares31.46K
TypeSH
Market value$6.63M
1.53%
Sole
0.00
Shared
0.00
None
31.46K
VANGUARD INTL EQUITY INDEX F
SOLEShares98.60K
TypeSH
Market value$6.58M
1.52%
Sole
0.00
Shared
0.00
None
98.60K
VANGUARD MALVERN FDS
SOLEShares73.21K
TypeSH
Market value$5.57M
1.28%
Sole
0.00
Shared
0.00
None
73.21K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares207.93K
TypeSH
Market value$5.35M
1.23%
Sole
0.00
Shared
0.00
None
207.93K
LINCOLN ELEC HLDGS INC
SOLEShares23.26K
TypeSH
Market value$4.39M
1.01%
Sole
0.00
Shared
0.00
None
23.26K
AMAZON COM INC
SOLEShares20.86K
TypeSH
Market value$4.03M
0.93%
Sole
0.00
Shared
0.00
None
20.86K
ELI LILLY & CO
SOLEShares3.63K
TypeSH
Market value$3.29M
0.76%
Sole
0.00
Shared
0.00
None
3.63K
DIMENSIONAL ETF TRUST
SOLEShares118.14K
TypeSH
Market value$3.06M
0.70%
Sole
0.00
Shared
0.00
None
118.14K
MICROSOFT CORP
SOLEShares6.64K
TypeSH
Market value$2.97M
0.68%
Sole
0.00
Shared
0.00
None
6.64K
BANK AMERICA CORP
SOLEShares72.59K
TypeSH
Market value$2.89M
0.67%
Sole
0.00
Shared
0.00
None
72.59K
DIMENSIONAL ETF TRUST
SOLEShares104.99K
TypeSH
Market value$2.62M
0.60%
Sole
0.00
Shared
0.00
None
104.99K
J P MORGAN EXCHANGE TRADED F
SOLEShares45.82K
TypeSH
Market value$2.43M
0.56%
Sole
0.00
Shared
0.00
None
45.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.17M | SH | $102.31M 23.58% | 0.00 | 0.00 | 3.17M |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 401.76K | SH | $36.05M 8.31% | 0.00 | 0.00 | 401.76K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 530.27K | SH | $34.44M 7.94% | 0.00 | 0.00 | 530.27K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 946.02K | SH | $30.26M 6.98% | 0.00 | 0.00 | 946.02K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 926.14K | SH | $24.76M 5.71% | 0.00 | 0.00 | 926.14K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 835.99K | SH | $21.98M 5.07% | 0.00 | 0.00 | 835.99K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 222.86K | SH | $20.10M 4.63% | 0.00 | 0.00 | 222.86K |
CHEVRON CORP NEWSOLE | COM | 83.71K | SH | $13.09M 3.02% | 0.00 | 0.00 | 83.71K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 550.53K | SH | $12.17M 2.80% | 0.00 | 0.00 | 550.53K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 192.09K | SH | $11.96M 2.76% | 0.00 | 0.00 | 192.09K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 190.01K | SH | $11.61M 2.68% | 0.00 | 0.00 | 190.01K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 222.95K | SH | $10.82M 2.49% | 0.00 | 0.00 | 222.95K |
MCKESSON CORPSOLE | COM | 14.72K | SH | $8.60M 1.98% | 0.00 | 0.00 | 14.72K |
APPLE INCSOLE | COM | 31.46K | SH | $6.63M 1.53% | 0.00 | 0.00 | 31.46K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 98.60K | SH | $6.58M 1.52% | 0.00 | 0.00 | 98.60K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 73.21K | SH | $5.57M 1.28% | 0.00 | 0.00 | 73.21K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 207.93K | SH | $5.35M 1.23% | 0.00 | 0.00 | 207.93K |
LINCOLN ELEC HLDGS INCSOLE | COM | 23.26K | SH | $4.39M 1.01% | 0.00 | 0.00 | 23.26K |
AMAZON COM INCSOLE | COM | 20.86K | SH | $4.03M 0.93% | 0.00 | 0.00 | 20.86K |
ELI LILLY & COSOLE | COM | 3.63K | SH | $3.29M 0.76% | 0.00 | 0.00 | 3.63K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 118.14K | SH | $3.06M 0.70% | 0.00 | 0.00 | 118.14K |
MICROSOFT CORPSOLE | COM | 6.64K | SH | $2.97M 0.68% | 0.00 | 0.00 | 6.64K |
BANK AMERICA CORPSOLE | COM | 72.59K | SH | $2.89M 0.67% | 0.00 | 0.00 | 72.59K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 104.99K | SH | $2.62M 0.60% | 0.00 | 0.00 | 104.99K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 45.82K | SH | $2.43M 0.56% | 0.00 | 0.00 | 45.82K |
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