Warburton Capital Management, LLC - Portfolio overview

Warburton Capital Management, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 40.24%
2. DFAX - DIMENSIONAL ETF TRUST, 21.59%
3. DFUS - DIMENSIONAL ETF TRUST, 8.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.