Filed: 3/9/2026ACC: 0002105919-26-000017
📋 What this filing means
BURTON ENRIGHT WELCH filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $576.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$576.68M
Total AUM (reported)
11.65M
Total Shares
Allocation by class
US CORE EQUITY 2$120.40M20.9%
COM$72.01M12.5%
INTL SMCP VLU$43.88M7.6%
US SML CP VALU$39.34M6.8%
US HIGH PROFITAB$35.26M6.1%
INTL CORE EQUITY$30.68M5.3%
EMERGING MKTS CO$27.96M4.8%
Portfolio Concentration
Top 3$203.63M35.3%
4–10$173.15M30.0%
11–25$111.91M19.4%
Rest$87.99M15.3%
Top 3 weight
35.3%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 11.65M
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
11.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings123
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.36M
TypeSH
Market value$120.40M
20.88%
Sole
0.00
Shared
0.00
None
3.36M
AMERICAN CENTY ETF TR
SOLEShares553.54K
TypeSH
Market value$43.88M
7.61%
Sole
0.00
Shared
0.00
None
553.54K
AMERICAN CENTY ETF TR
SOLEShares431.86K
TypeSH
Market value$39.34M
6.82%
Sole
0.00
Shared
0.00
None
431.86K
DIMENSIONAL ETF TRUST
SOLEShares991.63K
TypeSH
Market value$35.26M
6.11%
Sole
0.00
Shared
0.00
None
991.63K
DIMENSIONAL ETF TRUST
SOLEShares986.93K
TypeSH
Market value$30.68M
5.32%
Sole
0.00
Shared
0.00
None
986.93K
DIMENSIONAL ETF TRUST
SOLEShares941.90K
TypeSH
Market value$27.96M
4.85%
Sole
0.00
Shared
0.00
None
941.90K
AMERICAN CENTY ETF TR
SOLEShares253.28K
TypeSH
Market value$25.54M
4.43%
Sole
0.00
Shared
0.00
None
253.28K
VANGUARD CHARLOTTE FDS
SOLEShares441.91K
TypeSH
Market value$21.88M
3.79%
Sole
0.00
Shared
0.00
None
441.91K
AMERICAN CENTY ETF TR
SOLEShares229.46K
TypeSH
Market value$16.98M
2.94%
Sole
0.00
Shared
0.00
None
229.46K
VANGUARD MALVERN FDS
SOLEShares295.48K
TypeSH
Market value$14.85M
2.58%
Sole
0.00
Shared
0.00
None
295.48K
VANGUARD MALVERN FDS
SOLEShares182.69K
TypeSH
Market value$14.17M
2.46%
Sole
0.00
Shared
0.00
None
182.69K
AMERICAN CENTY ETF TR
SOLEShares205.31K
TypeSH
Market value$14.07M
2.44%
Sole
0.00
Shared
0.00
None
205.31K
DIMENSIONAL ETF TRUST
SOLEShares595.19K
TypeSH
Market value$13.96M
2.42%
Sole
0.00
Shared
0.00
None
595.19K
CHEVRON CORP NEW
SOLEShares82.89K
TypeSH
Market value$11.87M
2.06%
Sole
0.00
Shared
0.00
None
82.89K
MCKESSON CORP
SOLEShares14.08K
TypeSH
Market value$10.32M
1.79%
Sole
0.00
Shared
0.00
None
14.08K
VANGUARD INTL EQUITY INDEX F
SOLEShares94.51K
TypeSH
Market value$7.32M
1.27%
Sole
0.00
Shared
0.00
None
94.51K
APPLE INC
SOLEShares34.60K
TypeSH
Market value$7.10M
1.23%
Sole
0.00
Shared
0.00
None
34.60K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares227.86K
TypeSH
Market value$6.18M
1.07%
Sole
0.00
Shared
0.00
None
227.86K
LINCOLN ELEC HLDGS INC
SOLEShares20.76K
TypeSH
Market value$4.30M
0.75%
Sole
0.00
Shared
0.00
None
20.76K
J P MORGAN EXCHANGE TRADED F
SOLEShares71.11K
TypeSH
Market value$4.27M
0.74%
Sole
0.00
Shared
0.00
None
71.11K
CAPITAL GROUP INTERNATIONAL
SOLEShares125.76K
TypeSH
Market value$4.14M
0.72%
Sole
0.00
Shared
0.00
None
125.76K
MICROSOFT CORP
SOLEShares7.56K
TypeSH
Market value$3.76M
0.65%
Sole
0.00
Shared
0.00
None
7.56K
DIMENSIONAL ETF TRUST
SOLEShares82.66K
TypeSH
Market value$3.50M
0.61%
Sole
0.00
Shared
0.00
None
82.66K
DIMENSIONAL ETF TRUST
SOLEShares120.24K
TypeSH
Market value$3.48M
0.60%
Sole
0.00
Shared
0.00
None
120.24K
BROADCOM INC
SOLEShares12.52K
TypeSH
Market value$3.45M
0.60%
Sole
0.00
Shared
0.00
None
12.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.36M | SH | $120.40M 20.88% | 0.00 | 0.00 | 3.36M |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 553.54K | SH | $43.88M 7.61% | 0.00 | 0.00 | 553.54K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 431.86K | SH | $39.34M 6.82% | 0.00 | 0.00 | 431.86K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 991.63K | SH | $35.26M 6.11% | 0.00 | 0.00 | 991.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 986.93K | SH | $30.68M 5.32% | 0.00 | 0.00 | 986.93K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 941.90K | SH | $27.96M 4.85% | 0.00 | 0.00 | 941.90K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 253.28K | SH | $25.54M 4.43% | 0.00 | 0.00 | 253.28K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 441.91K | SH | $21.88M 3.79% | 0.00 | 0.00 | 441.91K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 229.46K | SH | $16.98M 2.94% | 0.00 | 0.00 | 229.46K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 295.48K | SH | $14.85M 2.58% | 0.00 | 0.00 | 295.48K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 182.69K | SH | $14.17M 2.46% | 0.00 | 0.00 | 182.69K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 205.31K | SH | $14.07M 2.44% | 0.00 | 0.00 | 205.31K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 595.19K | SH | $13.96M 2.42% | 0.00 | 0.00 | 595.19K |
CHEVRON CORP NEWSOLE | COM | 82.89K | SH | $11.87M 2.06% | 0.00 | 0.00 | 82.89K |
MCKESSON CORPSOLE | COM | 14.08K | SH | $10.32M 1.79% | 0.00 | 0.00 | 14.08K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 94.51K | SH | $7.32M 1.27% | 0.00 | 0.00 | 94.51K |
APPLE INCSOLE | COM | 34.60K | SH | $7.10M 1.23% | 0.00 | 0.00 | 34.60K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 227.86K | SH | $6.18M 1.07% | 0.00 | 0.00 | 227.86K |
LINCOLN ELEC HLDGS INCSOLE | COM | 20.76K | SH | $4.30M 0.75% | 0.00 | 0.00 | 20.76K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 71.11K | SH | $4.27M 0.74% | 0.00 | 0.00 | 71.11K |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 125.76K | SH | $4.14M 0.72% | 0.00 | 0.00 | 125.76K |
MICROSOFT CORPSOLE | COM | 7.56K | SH | $3.76M 0.65% | 0.00 | 0.00 | 7.56K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 82.66K | SH | $3.50M 0.61% | 0.00 | 0.00 | 82.66K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 120.24K | SH | $3.48M 0.60% | 0.00 | 0.00 | 120.24K |
BROADCOM INCSOLE | COM | 12.52K | SH | $3.45M 0.60% | 0.00 | 0.00 | 12.52K |
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