Burton Enright Welch
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 851,519
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 136 | 851,519 | 13F-HR | Burton Enright Welch |
| Q1 2026 | 5/1/2026 | 134 | 735,546 | 13F-HR | Burton Enright Welch |
| Q4 2025 | 2/13/2026 | 128 | 710,460 | 13F-HR | Burton Enright Welch |
| Q3 2025 | 3/9/2026 | 130 | 662,445 | 13F-HR | Burton Enright Welch |
| Q2 2025 | 3/9/2026 | 123 | 576,679 | 13F-HR | Burton Enright Welch |
| Q1 2025 | 3/9/2026 | 104 | 491,761 | 13F-HR | Burton Enright Welch |
| Q4 2024 | 3/9/2026 | 98 | 476,243 | 13F-HR | Burton Enright Welch |
| Q3 2024 | 3/9/2026 | 93 | 466,231 | 13F-HR | Burton Enright Welch |
| Q2 2024 | 3/9/2026 | 92 | 433,822 | 13F-HR | Burton Enright Welch |
| Q1 2024 | 3/9/2026 | 89 | 415,668 | 13F-HR | Burton Enright Welch |
| Q4 2023 | 3/9/2026 | 81 | 374,409 | 13F-HR | Burton Enright Welch |
| Q3 2023 | 3/9/2026 | 71 | 324,053 | 13F-HR | Burton Enright Welch |
| Q2 2023 | 3/9/2026 | 72 | 320,473 | 13F-HR | Burton Enright Welch |
| Q1 2023 | 3/9/2026 | 66 | 262,287 | 13F-HR | Burton Enright Welch |
| Q4 2022 | 3/9/2026 | 62 | 240,412 | 13F-HR | Burton Enright Welch |
| Q3 2022 | 3/9/2026 | 60 | 201,480 | 13F-HR | Burton Enright Welch |
| Q2 2022 | 3/9/2026 | 62 | 166,413 | 13F-HR | Burton Enright Welch |
| Q1 2022 | 3/9/2026 | 61 | 181,207 | 13F-HR | Burton Enright Welch |
| Q4 2021 | 3/9/2026 | 58 | 149,461 | 13F-HR | Burton Enright Welch |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118.7 K | 13.9% | 11.79 K | 0 | 11.79 K |
| ETFs | 732.8 K | 86.1% | 104.2 K | 0 | 104.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
851,519
Holdings
136
QoQ value change ($000)
115,973
(15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.