Burton Enright Welch

CIK

2105919

Location

WALNUT CREEK, CA

Portfolio Value

Small $851,517,838

Diversification

Highly concentrated

Filing Date

Global Rank

#2,790 / 8,794 ▼ 170 · as of Jun 2026

Top Industry

Oil & Gas Integrated 13.9%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

88 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

43.7%

+0.6 pts

Top 5

81.1%

−1.1 pts

Top 10

87.0%

−1.2 pts

HHI

2,528

Highly concentrated−14

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.5%	$753,821,657	28
Technology	3.6%	$30,265,969	16
Healthcare	1.6%	$13,818,701	8
Energy	1.6%	$13,628,122	2
Financial Services	1.4%	$12,018,572	12
Industrials	1.2%	$10,187,095	8
Consumer Cyclical	0.9%	$7,680,283	5
Communication Services	0.8%	$7,185,918	4
Consumer Defensive	0.3%	$2,658,109	4
Utilities	0.0%	$253,412	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+485,906	9,027,127	$372,083,386
BNDX	Vanguard Total International Bond ETF	+153,267	1,174,634	$56,887,524
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+141,463	819,483	$51,881,980
CGXU	Capital Group International Focus Equity ETF	+97,268	445,713	$15,430,584
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+23,304	72,073	$5,454,305
CGCB	Capital Group Core Bond ETF	+15,158	102,090	$2,756,537
NVDA	Nvidia Corp	+13,881	30,449	$6,092,540
VFMF	Vanguard U.S. Multifactor ETF	+10,186	30,543	$3,094,311
VCRM	Vanguard Core Tax-Exempt Bond ETF	+7,842	44,733	$3,422,519
VTEC	Vanguard California Tax-Exempt Bond ETF	+6,636	26,470	$2,662,882
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+4,925	5,891	$486,714
EDV	Vanguard World Funds Extended Duration ETF	+2,315	2,646	$316,249
VB	Vanguard Morningstar Small-Cap ETF	+2,279	8,014	$3,493,820
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,810	66,667	$9,697,598
FTNT	Fortinet, Inc.	+1,127	4,264	$655,035
AAPL	Apple Inc.	+885	33,722	$9,757,797
WFC	Wells Fargo & Company/Mn	+604	7,601	$628,146
SPY	Spdr S&P 500 ETF Trust	+539	2,498	$1,865,431
AMZN	Amazon Com Inc	+447	13,140	$3,131,787
ACSG	American Century Small Cap Growth Insights ETF	+430	1,765,241	$194,539,257
META	Meta Platforms, Inc.	+400	2,456	$1,383,440
INTC	Intel Corp	+225	14,349	$2,003,550
IBM	International Business Machines Corp	+166	1,190	$334,639
GLD	Spdr Gold Trust	+120	633	$233,184
BA	Boeing Co	+109	1,896	$410,427
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGIE	Capital Group International Equity ETF	−5,609	142,416	$5,238,060
VEU	Vanguard FTSE All-World Ex-US ETF	−3,847	99,981	$8,804,133
BIV	Vanguard Intermediate-Term Bond ETF	−1,693	16,005	$974,662
VIG	Vanguard Dividend Appreciation ETF	−1,585	15,157	$1,461,589
CVX	Chevron Corp	−1,419	79,217	$13,131,009
WMT	Walmart Inc.	−947	3,889	$440,468
T	At&T Inc.	−825	10,849	$224,574
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−741	80,157	$5,793,747
JPM	Jpmorgan Chase & Co	−731	2,713	$888,046
GOOGL	Alphabet Inc.	−638	14,586	$5,184,338
LLY	ELI LILLY & Co	−554	1,977	$2,371,273
XOM	ExxonMobil Holdings Corp	−517	3,636	$497,113
MRK	Merck & Co., Inc.	−402	1,782	$228,987
BAC	Bank Of America Corp /De/	−347	53,573	$3,052,589
V	Visa Inc.	−339	3,797	$1,302,712
AMAT	Applied Materials Inc /De	−329	759	$548,757
CDNS	Cadence Design Systems Inc	−321	2,225	$835,087
MCK	Mckesson Corp	−312	11,745	$8,874,522
VEA	Vanguard FTSE Developed Markets ETF	−263	16,179	$1,152,753
AXP	American Express Co	−260	1,261	$426,533
PG	PROCTER & GAMBLE Co	−226	3,035	$445,052
HD	Home Depot, Inc.	−225	2,004	$706,770
JNJ	Johnson & Johnson	−219	3,518	$893,466
WSM	Williams Sonoma Inc	−201	3,612	$841,957
PEP	Pepsico Inc	−180	3,115	$421,771
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	986	$572,777
BNDW	Vanguard Total World Bond ETF	7,138	$415,431
MU	Micron Technology Inc	333	$384,378
IVZ	Invesco Ltd.	12,265	$323,673
MS	Morgan Stanley	1,100	$229,944
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	2,745	$263,931
C	Citigroup Inc	1,868	$211,849
TT	Trane Technologies plc	492	$205,036
CERS	Cerus Corp	11,056	$20,121
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $851,517,838 total · filing declares 146 positions · $851,518,797 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	9,027,127	+485,906	$372,083,386	+19.0%	43.70%
ACSG	American Century Small Cap Growth Insights ETF	Added	1,765,241	+430	$194,539,257	+10.4%	22.85%
BNDX	Vanguard Total International Bond ETF	Added	1,174,634	+153,267	$56,887,524	+15.9%	6.68%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	819,483	+141,463	$51,881,980	+22.4%	6.09%
CGXU	Capital Group International Focus Equity ETF	Added	445,713	+97,268	$15,430,584	+50.2%	1.81%
CVX	Chevron Corp Energy	Reduced	79,217	-1,419	$13,131,009	−21.3%	1.54%
AAPL	Apple Inc. Technology	Added	33,722	+885	$9,757,797	+17.1%	1.15%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	66,667	+1,810	$9,697,598	—	1.14%
MCK	Mckesson Corp Healthcare	Reduced	11,745	-312	$8,874,522	−14.9%	1.04%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	99,981	-3,847	$8,804,133	+4.1%	1.03%
NVDA	Nvidia Corp Technology	Added	30,449	+13,881	$6,092,540	+110.9%	0.72%
LECO	Lincoln Electric Holdings Inc Industrials	Held	22,764	0	$6,044,069	+6.6%	0.71%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	80,157	-741	$5,793,747	+16.8%	0.68%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	72,073	+23,304	$5,454,305	+47.8%	0.64%
CGIE	Capital Group International Equity ETF	Reduced	142,416	-5,609	$5,238,060	+4.6%	0.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,586	-638	$5,184,338	+18.6%	0.61%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,014	+2,279	$3,493,820	+29.4%	0.41%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	44,733	+7,842	$3,422,519	+22.7%	0.40%
AVGO	Broadcom Inc. Technology	Added	8,923	+93	$3,370,663	+23.3%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,140	+447	$3,131,787	+18.5%	0.37%
MSFT	Microsoft Corp Technology	Reduced	8,319	-110	$3,103,153	−0.5%	0.36%
VFMF	Vanguard U.S. Multifactor ETF	Added	30,543	+10,186	$3,094,311	+50.3%	0.36%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	53,573	-347	$3,052,589	+16.1%	0.36%
CGCB	Capital Group Core Bond ETF	Added	102,090	+15,158	$2,756,537	+18.7%	0.32%
VTEC	Vanguard California Tax-Exempt Bond ETF	Added	26,470	+6,636	$2,662,882	+35.5%	0.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,287	+98	$2,644,312	+14.9%	0.31%
CNOB	ConnectOne Bancorp, Inc. Financial Services	Added	77,504	+79	$2,591,733	+25.0%	0.30%
LLY	ELI LILLY & Co Healthcare	Reduced	1,977	-554	$2,371,273	+1.9%	0.28%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	72,196	-39	$2,154,675	+16.0%	0.25%
INTC	Intel Corp Technology	Added	14,349	+225	$2,003,550	+221.4%	0.24%
SPY	Spdr S&P 500 ETF Trust	Added	2,498	+539	$1,865,431	+46.4%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,235	+42	$1,618,761	+5.8%	0.19%
CAT	Caterpillar Inc Industrials	Reduced	1,496	-176	$1,593,090	+34.5%	0.19%
		Held	6,360	0	$1,565,895	+19.6%	0.18%
VIG	Vanguard Dividend Appreciation ETF	Reduced	15,157	-1,585	$1,461,589	−1.6%	0.17%
META	Meta Platforms, Inc. Communication Services	Added	2,456	+400	$1,383,440	+17.6%	0.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,444	-100	$1,350,818	−12.2%	0.16%
V	Visa Inc. Financial Services	Reduced	3,797	-339	$1,302,712	+4.2%	0.15%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	16,179	-263	$1,152,753	+9.4%	0.14%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	16,005	-1,693	$974,662	−11.0%	0.11%
JNJ	Johnson & Johnson Healthcare	Reduced	3,518	-219	$893,466	−2.2%	0.10%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,713	-731	$888,046	−12.3%	0.10%
VXUS	Vanguard Total International Stock ETF	Reduced	10,239	-43	$875,332	+10.4%	0.10%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	3,612	-201	$841,957	+21.1%	0.10%
CDNS	Cadence Design Systems Inc Technology	Reduced	2,225	-321	$835,087	+18.0%	0.10%
CSCO	Cisco Systems, Inc. Technology	Added	6,123	+11	$719,207	+51.7%	0.08%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,004	-225	$706,770	−3.6%	0.08%
EXPD	Expeditors International Of Washington Inc Industrials	Added	4,211	+3	$686,308	+13.9%	0.08%
ORCL	Oracle Corp Technology	Added	4,596	+37	$673,543	+0.4%	0.08%
FTNT	Fortinet, Inc. Technology	Added	4,264	+1,127	$655,035	+155.5%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.