Burton Enright Welch
Burton Enright Welch reported 136 stocks worth $852M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are Dimensional ETF Trust (20.7%), AVUV (7.4%) and AVDV (6.7%). Compared with Q1 2026, the fund opened new positions in AMD, added to AVUV, BNDX and DFIC, trimmed AVDV, AVDE and AVEM and sold out of VUG, NFLX and C.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $176M | 20.7% | 4M | +233K (+6%) | 8 of 8 | |
| 2 |  AVUV American Centy ETF TR | $63.4M | 7.4% | 508K | +20K (+4%) | 8 of 8 | |
| 3 |  AVDV Avantis International Small Cap Value ETF | $57.1M | 6.7% | 554K | −2,941 (−1%) | 8 of 8 | |
| 4 |  BNDX Vanguard Total | $56.9M | 6.7% | 1.2M | +153K (+15%) | 5 of 8 | |
| 5 | DIMENSIONAL ETF TRUST | $49.9M | 5.9% | 1.2M | +82K (+7%) | 8 of 8 | |
| 6 |  DFIC Dimensional Intern Core | $46.1M | 5.4% | 1.2M | +96K (+8%) | 8 of 8 | |
| 7 |  DFEM Dimensional ETF Trust | $43.6M | 5.1% | 1.1M | +42K (+4%) | 8 of 8 | |
| 8 |  AVUS Avantis U.s. Equity ETF | $34M | 4.0% | 266K | No change | 8 of 8 | |
| 9 |  VCRB Vanguard Malvern Fds | $28.6M | 3.4% | 371K | +78K (+27%) | 8 of 8 | |
| 10 |  VTIP Vanguard Shrt Inf Prot | $21.2M | 2.5% | 423K | +56K (+15%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Burton Enright Welch 13F FAQ
What does Burton Enright Welch own?
Burton Enright Welch reported 136 stocks worth $852M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are Dimensional ETF Trust (20.7%), AVUV (7.4%) and AVDV (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Burton Enright Welch buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 57 added to, 56 trimmed and 5 sold out. New positions include AMD. It sold all of VUG, NFLX and C.
When will Burton Enright Welch file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Burton Enright Welch's portfolio worth?
The Q2 2026 filing reports $852M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.