StockDriftsStockDriftsTop 50 Burton Enright Welch Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.72% | 3.98M | $176.4M | +6.21%(+232.53K) | $29.07(+58.39%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.44% | 508.0K | $63.4M | +4.18%(+20.39K) | $77.73(+64.87%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 6.71% | 554.4K | $57.1M | -0.53%(-2.94K) | $52.88(+109.98%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.68% | 1.17M | $56.9M | +15.01%(+153.27K) | $49.06(-2.78%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.86% | 1.19M | $49.9M | +7.32%(+81.55K) | $28.19(+51.02%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.42% | 1.24M | $46.1M | +8.45%(+96.46K) | $25.92(+51.68%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.12% | 1.07M | $43.6M | +4.03%(+41.56K) | $25.26(+59.96%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.99% | 265.6K | $34.0M | +0.01%(+35) | $75.39(+75.61%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.36% | 370.5K | $28.6M | +26.59%(+77.84K) | $77.37(-1.72%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.49% | 422.7K | $21.2M | +15.18%(+55.71K) | $48.75(+1.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.11% | +56.54% | — | — | +51.09% |
| Top 20 Holdings Unweighted | +16.48% | +58.05% | — | — | +50.57% |
Burton Enright Welch reports $851.52M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (20.7%), AVUV (7.4%) and AVDV (6.7%). The top 20 holdings account for 82.23% of reported assets. Its disclosed equity book has returned +56.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burton Enright Welch’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2105919). View Burton Enright Welch’s 13F filings on SEC