Burton Enright Welch

Q3 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$932,451
Net value change ($000)
+80,932 (9.5%)
New positions
43
Sold out positions
7
Turnover %
19.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFA INVT DIMENSIONS GROUP IN 52,232 NEW
DFA INVT DIMENSIONS GROUP IN 19,005 NEW
DFAC 8,316 4.7%
SPY 7,919 424.6%
DFGX 7,014 NEW
DFA INVT DIMENSIONS GROUP IN 3,833 NEW
DFA INVT DIMENSIONS GROUP IN 3,806 NEW
DFIC 3,523 7.6%
AVDV 3,393 5.9%
VBIL 3,360 70.3%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -49,866 -100.0%
DFAR -19,631 -100.0%
DCOR -3,876 -100.0%
BNDX -3,764 -6.6%
DFSV -3,464 -100.0%
AVUV -3,343 -5.3%
VCRB -1,059 -3.7%
TSLA -638 -24.1%
XOM -497 -100.0%
VGK -359 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type