Burton Enright Welch - Portfolio overview

Burton Enright Welch has 134 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 24.17%
2. AVDV - AMERICAN CENTY ETF TR, 9.25%
3. AVUV - AMERICAN CENTY ETF TR, 8.95%

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

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