Burton Enright Welch holds a focused book of 136 stocks worth $851.5M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Avantis Intl S/C Value ETF. Their largest long position is Dimensional US Core Equity 2 at 21% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2105919/holdings"
Use Arkolith to show Burton Enright Welch's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +19.2%, a 11.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Burton Enright Welch's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Burton Enright Welch
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $74.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $90.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.5B |
| MORGAN STANLEY | 78 / 80 | $534.1B |
| JPMORGAN CHASE & CO | 76 / 80 | $489.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76 / 80 | $16.0B |
| Allworth Financial LP | 76 / 80 | $3.8B |
Ranked by how many of Burton Enright Welch's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $176.4M | 3.98M | 20.7% | ▲+6.2% Added · +233K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $63.4M | 508.0K | 7.4% | ▲+4.2% Added · +20K sh | |
| 3 | American Centy ETF TR INTL SMCP VLU | $57.1M | 554.4K | 6.7% | ▼−0.5% Reduced · −3K sh | |
| 4 | Vanguard Charlotte FDS TOTAL INT BD ETF | $56.9M | 1.17M | 6.7% | ▲+15% Added · +153K sh | |
| 5 | Dimensional ETF Trust US HIGH PROF ETF | $49.9M | 1.19M | 5.9% | ▲+7.3% Added · +82K sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $46.1M | 1.24M | 5.4% | ▲+8.4% Added · +96K sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS CO | $43.6M | 1.07M | 5.1% | ▲+4.0% Added · +42K sh | |
| 8 | American Centy ETF TR US EQT ETF | $34.0M | 265.6K | 4.0% | ▲~0% Added · +35 sh | |
| 9 | Vanguard Malvern FDS CORE BD ETF | $28.6M | 370.5K | 3.4% | ▲+27% Added · +78K sh | |
| 10 | Vanguard Malvern FDS STRM INFPROIDX | $21.2M | 422.7K | 2.5% | ▲+15% Added · +56K sh | |
| 11 | American Centy ETF TR INTL EQT ETF | $19.6M | 220.2K | 2.3% | ▼−1.8% Reduced · −4K sh | |
| 12 | Dimensional ETF Trust US REAL ESTA ETF | $19.6M | 750.4K | 2.3% | ▲+7.5% Added · +52K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $16.5M | 171.3K | 1.9% | ▼−6.9% Reduced · −13K sh | |
| 14 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $15.4M | 445.7K | 1.8% | ▲+28% Added · +97K sh | |
| 15 | Chevron Corporation COM | $13.1M | 79.2K | 1.5% | ▼−1.8% Reduced · −1K sh | |
| 16 | Apple Inc COM | $9.8M | 33.7K | 1.1% | ▲+2.7% Added · +885 sh | |
| 17 | McKesson Corp COM | $8.9M | 11.7K | 1.0% | ▼−2.6% Reduced · −312 sh | |
| 18 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $7.8M | 87.6K | 0.9% | ▼−3.8% Reduced · −4K sh | |
| 19 | Nvidia Corporation COM | $6.1M | 30.4K | 0.7% | ▲+84% Added · +14K sh | |
| 20 | Lincoln Elec Hldgs Inc COM | $6.0M | 22.8K | 0.7% | —Held | |
| 21 | J P Morgan Exchange Traded F US QUALTY FCTR | $5.8M | 80.2K | 0.7% | ▼−0.9% Reduced · −741 sh | |
| 22 | Capital Group International SHS | $5.2M | 142.4K | 0.6% | ▼−3.8% Reduced · −6K sh | |
| 23 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $4.8M | 63.1K | 0.6% | ▲+53% Added · +22K sh | |
| 24 | Dimensional ETF Trust EMGR CRE EQT MNG | $4.6M | 114.9K | 0.5% | ▼−1.2% Reduced · −1K sh | |
| 25 | Dimensional ETF Trust US TARGETED VLU | $4.2M | 60.7K | 0.5% | ▼−2.6% Reduced · −2K sh | |
| 26 | Dimensional ETF Trust US CORE EQT MKT | $4.1M | 79.5K | 0.5% | ▼−7.7% Reduced · −7K sh | |
| 27 | Dimensional ETF Trust US COR EQU 1 ETF | $3.9M | 47.3K | 0.5% | ▼−4.7% Reduced · −2K sh | |
| 28 | Dimensional ETF Trust US SMALL CAP ETF | $3.5M | 89.3K | 0.4% | ▲~0% Added · +38 sh | |
| 29 | Broadcom Inc COM | $3.4M | 8.9K | 0.4% | ▲+1.1% Added · +93 sh | |
| 30 | Dimensional ETF Trust US SUSTAINABILTY | $3.1M | 67.5K | 0.4% | ▼−4.0% Reduced · −3K sh | |
| 31 | Amazon Com Inc COM | $3.1M | 13.1K | 0.4% | ▲+3.5% Added · +447 sh | |
| 32 | Dimensional ETF Trust GLOBAL REAL EST | $3.1M | 107.6K | 0.4% | ▼−3.1% Reduced · −3K sh | |
| 33 | Microsoft Corp COM | $3.1M | 8.3K | 0.4% | ▼−1.3% Reduced · −110 sh | |
| 34 | Vanguard Wellington FD SHORT TRM TAX EX | $3.1M | 30.5K | 0.4% | ▲+50% Added · +10K sh | |
| 35 | Dimensional ETF Trust INTL SMALL CAP V | $3.1M | 76.4K | 0.4% | ▼−0.5% Reduced · −362 sh | |
| 36 | Bank Of Amer Corp COM | $3.1M | 53.6K | 0.4% | ▼−0.6% Reduced · −347 sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $2.7M | 4.0K | 0.3% | ▲+6.8% Added · +251 sh | |
| 38 | Alphabet Inc CAP STK CL A | $2.7M | 7.6K | 0.3% | ▼−9.2% Reduced · −765 sh | |
| 39 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $2.7M | 26.5K | 0.3% | ▲+33% Added · +7K sh | |
| 40 | Tesla Inc COM | $2.6M | 6.3K | 0.3% | ▲+1.6% Added · +98 sh | |
| 41 | Connectone Bancorp Inc COM | $2.6M | 77.5K | 0.3% | ▲+0.1% Added · +79 sh | |
| 42 | Dimensional ETF Trust INTL CORE EQT MK | $2.6M | 62.6K | 0.3% | ▼−0.5% Reduced · −288 sh | |
| 43 | Alphabet Inc CAP STK CL C | $2.5M | 7.0K | 0.3% | ▲+1.8% Added · +127 sh | |
| 44 | Ishares TR MSCI USA QLT FCT | $2.4M | 11.0K | 0.3% | ▲+0.1% Added · +16 sh | |
| 45 | Ishares TR CORE S&P500 ETF | $2.4M | 3.2K | 0.3% | ▼−0.4% Reduced · −12 sh | |
| 46 | Eli Lilly & Co COM | $2.4M | 2.0K | 0.3% | ▼−22% Reduced · −554 sh | |
| 47 | Ishares TR CORE MSCI EURO | $2.2M | 28.9K | 0.3% | ▼−3.9% Reduced · −1K sh | |
| 48 | Intel Corp COM | $2.0M | 14.3K | 0.2% | ▲+1.6% Added · +225 sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.5K | 0.2% | ▲+28% Added · +539 sh | |
| 50 | Vanguard Mun BD FDS CORE TAX EXEMPT | $1.8M | 23.3K | 0.2% | ▲+9.1% Added · +2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.