Burton Enright Welch holds a focused book of 136 reported positions worth $851.5M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-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 reported non-option book. Cloning the disclosed picks since 2026 would be +11% (+22.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +22.5%, a 11.2-point gap that is the cost of the ~17-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 each quarter's actual reporting lag, ~17 days for the latest filing, with 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
+4 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Burton Enright Welch
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Pandowealth. LLC | 9 / 80 | $116.3M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Swiss Re Ltd | 24 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Blackhill Capital Inc | 14 / 80 | $2.2B |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Burton Enright Welch: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.