Burton Enright Welch

CIK 0002105919 • 19 13F filings • Feb 13, 2026 – Jul 17, 2026

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Filer information

Filed by: Burton Enright Welch, Lead Advisor & CCO
Address: 1850 MT DIABLO BLVD STE 335, WALNUT CREEK, CA, 94596-4476
Phone: 925-932-8010
AUM: $710.5M

AUM over time

$851.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $710.5M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$403K	0.1%Prev: 0.0%	1,763 SH	Increased+567 SH
ADVANCED MICRO DEVICES INC	COM	$205K	0.0%	955 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.3%Prev: 0.3%	7,665 SH	Increased+959 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.3%Prev: 0.3%	7,463 SH	Increased+568 SH
AMAZON COM INC	COM	$2.8M	0.4%Prev: 1.0%	12,117 SH	Decreased-8,966 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.8M	2.1%Prev: 2.5%	191,892 SH	Increased-8,344 SH
AMERICAN CENTY ETF TR	AVANTIS RESPON U	$1.4M	0.2%Prev: 0.1%	18,655 SH	Increased+8,623 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$847K	0.1%Prev: 0.0%	12,147 SH	Increased+7,943 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$18.6M	2.6%Prev: 2.6%	226,482 SH	Increased+24,780 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$53.3M	7.5%Prev: 7.4%	567,497 SH	Increased+23,891 SH
AMERICAN CENTY ETF TR	US EQT ETF	$28.1M	4.0%Prev: 4.8%	251,058 SH	Increased+12,809 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$48.2M	6.8%Prev: 8.2%	473,099 SH	Increased+70,110 SH
AMERICAN EXPRESS CO	COM	$495K	0.1%Prev: 0.1%	1,338 SH	Increased+175 SH
AMGEN INC	COM	$254K	0.0%	775 SH	New
APPLE INC	COM	$9.5M	1.3%Prev: 1.6%	35,077 SH	Increased+3,882 SH
APPLIED MATLS INC	COM	$335K	0.0%	1,303 SH	New
AT&T INC	COM	$290K	0.0%	11,685 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$719K	0.1%Prev: 0.2%	2,795 SH	Decreased+94 SH
BANK AMERICA CORP	COM	$3.2M	0.4%Prev: 0.6%	57,380 SH	Increased-10,790 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.2%Prev: 0.2%	3,162 SH	Increased+675 SH
BLACKROCK INC	COM	$217K	0.0%	203 SH	New
BOEING CO	COM	$402K	0.1%Prev: 0.1%	1,851 SH	Increased+158 SH
BROADCOM INC	COM	$3.9M	0.5%	11,184 SH	New
CADENCE DESIGN SYSTEM INC	COM	$794K	0.1%Prev: 0.2%	2,540 SH	Decreased-348 SH
CAPITAL GROUP INTERNATIONAL	SHS	$4.8M	0.7%Prev: 0.2%	139,139 SH	Increased+101,676 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$10.0M	1.4%Prev: 1.2%	337,912 SH	Increased+101,322 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$828K	0.1%Prev: 0.1%	30,239 SH	Increased+8,609 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$1.1M	0.2%Prev: 0.1%	42,575 SH	Increased+18,686 SH
CATERPILLAR INC	COM	$940K	0.1%Prev: 0.1%	1,640 SH	Increased+305 SH
CERUS CORP	COM	$23K	0.0%	11,056 SH	New
CHEVRON CORP NEW	COM	$12.6M	1.8%Prev: 2.5%	82,664 SH	Increased-356 SH
CISCO SYS INC	COM	$497K	0.1%Prev: 0.0%	6,448 SH	Increased+2,501 SH
CONNECTONE BANCORP INC	COM	$2.1M	0.3%	79,662 SH	New
COSTCO WHSL CORP NEW	COM	$1.2M	0.2%Prev: 0.3%	1,428 SH	Decreased+36 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$911K	0.1%Prev: 0.2%	18,192 SH	Decreased-335 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.1M	0.2%Prev: 0.2%	26,810 SH	Increased-1,837 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$34.2M	4.8%Prev: 5.8%	1,033,237 SH	Increased-27,640 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.7M	0.5%Prev: 0.6%	114,608 SH	Increased-4,328 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.9M	0.4%Prev: 0.6%	111,389 SH	Increased+2,636 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$506K	0.1%Prev: 0.0%	11,814 SH	Increased+4,628 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.4M	0.3%Prev: 0.4%	62,784 SH	Increased+3,647 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$38.3M	5.4%Prev: 5.1%	1,111,853 SH	Increased+173,460 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$340K	0.0%Prev: 0.1%	10,332 SH	Increased-639 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.8M	0.4%Prev: 0.3%	72,917 SH	Increased+20,967 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$514K	0.1%Prev: 0.1%	10,670 SH	Decreased-621 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$4.0M	0.6%Prev: 0.3%	85,007 SH	Increased+47,705 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$3.3M	0.5%	45,128 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$145.6M	20.5%Prev: 23.5%	3,678,371 SH	Increased+441,608 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$41.0M	5.8%Prev: 6.7%	1,079,349 SH	Increased+141,737 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$15.5M	2.2%Prev: 2.8%	674,979 SH	Increased+109,939 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.8M	0.4%Prev: 0.4%	86,652 SH	Increased+25,853 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.6M	0.4%Prev: 0.3%	59,720 SH	Increased+17,472 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.7M	0.5%	62,265 SH	New
DISNEY WALT CO	COM	$475K	0.1%Prev: 0.1%	4,172 SH	Decreased-232 SH
DOCUSIGN INC	COM	$241K	0.0%Prev: 0.1%	3,519 SH	Decreased+19 SH
ELI LILLY & CO	COM	$2.8M	0.4%Prev: 0.6%	2,615 SH	Increased-1,017 SH
EVERGY INC	COM	$211K	0.0%	2,912 SH	New
EXPEDITORS INTL WASH INC	COM	$642K	0.1%Prev: 0.1%	4,308 SH	Increased-96 SH
EXXON MOBIL CORP	COM	$429K	0.1%Prev: 0.1%	3,564 SH	Increased+604 SH
GE AEROSPACE	COM NEW	$501K	0.1%Prev: 0.0%	1,628 SH	Increased+423 SH
GE VERNOVA INC	COM	$270K	0.0%	413 SH	New
GOLDMAN SACHS GROUP INC	COM	$255K	0.0%	290 SH	New
HOME DEPOT INC	COM	$681K	0.1%Prev: 0.1%	1,978 SH	Increased+292 SH
INTEL CORP	COM	$544K	0.1%Prev: 0.1%	14,733 SH	Increased+1,142 SH
INTERNATIONAL BUSINESS MACHS	COM	$392K	0.1%Prev: 0.0%	1,323 SH	Increased+273 SH
INTUIT	COM	$213K	0.0%Prev: 0.0%	322 SH	Decreased-39 SH
INTUITIVE SURGICAL INC	COM NEW	$435K	0.1%Prev: 0.1%	768 SH	Increased+181 SH
INVESCO QQQ TR	UNIT SER 1	$371K	0.1%Prev: 0.1%	603 SH	Increased+102 SH
ISHARES TR	CORE MSCI EAFE	$387K	0.1%	4,323 SH	New
ISHARES TR	CORE MSCI EURO	$2.2M	0.3%Prev: 0.4%	30,864 SH	Increased-3,489 SH
ISHARES TR	CORE S&P MCP ETF	$616K	0.1%	9,335 SH	New
ISHARES TR	CORE S&P500 ETF	$2.3M	0.3%Prev: 0.2%	3,309 SH	Increased+1,846 SH
ISHARES TR	MSCI USA QLT FCT	$1.9M	0.3%	9,766 SH	New
ISHARES TR	RUS 1000 GRW ETF	$823K	0.1%Prev: 0.1%	1,738 SH	Increased+5 SH
ISHARES TR	RUS 1000 VAL ETF	$589K	0.1%Prev: 0.1%	2,801 SH	Increased
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$4.4M	0.6%Prev: 0.7%	70,243 SH	Increased+12,595 SH
JOHNSON & JOHNSON	COM	$841K	0.1%Prev: 0.1%	4,063 SH	Increased+1,122 SH
JPMORGAN CHASE & CO.	COM	$977K	0.1%Prev: 0.1%	3,031 SH	Increased+1,018 SH
LINCOLN ELEC HLDGS INC	COM	$5.0M	0.7%Prev: 0.9%	20,764 SH	Increased-2,498 SH
LOCKHEED MARTIN CORP	COM	$215K	0.0%	444 SH	New
LOWES COS INC	COM	$201K	0.0%	833 SH	New
MCDONALDS CORP	COM	$416K	0.1%Prev: 0.1%	1,362 SH	Increased+45 SH
MCKESSON CORP	COM	$10.0M	1.4%Prev: 1.7%	12,158 SH	Increased-2,118 SH
META PLATFORMS INC	CL A	$1.4M	0.2%Prev: 0.2%	2,095 SH	Increased+229 SH
MICROSOFT CORP	COM	$4.0M	0.6%Prev: 0.6%	8,205 SH	Increased+1,563 SH
NETFLIX INC	COM	$232K	0.0%	2,476 SH	New
NVIDIA CORPORATION	COM	$3.1M	0.4%Prev: 0.5%	16,846 SH	Increased+547 SH
ORACLE CORP	COM	$907K	0.1%Prev: 0.2%	4,655 SH	Increased+257 SH
PEPSICO INC	COM	$509K	0.1%Prev: 0.1%	3,549 SH	Decreased+137 SH
PROCTER AND GAMBLE CO	COM	$440K	0.1%Prev: 0.1%	3,069 SH	Increased+497 SH
SCHWAB CHARLES CORP	COM	$214K	0.0%	2,140 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$292K	0.0%	12,143 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$933K	0.1%Prev: 0.2%	35,559 SH	Increased-2,353 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$426K	0.1%	15,842 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$282K	0.0%Prev: 0.1%	9,903 SH	Increased-753 SH
SPDR GOLD TR	GOLD SHS	$242K	0.0%	610 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.2%Prev: 0.2%	2,063 SH	Increased+132 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$465K	0.1%	14,071 SH	New
STRYKER CORPORATION	COM	$607K	0.1%Prev: 0.1%	1,726 SH	Increased+248 SH
TESLA INC	COM	$3.4M	0.5%Prev: 0.2%	7,510 SH	Increased+5,082 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$429K	0.1%	966 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$601K	0.1%Prev: 0.3%	8,108 SH	Decreased-8,822 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$432K	0.1%Prev: 0.1%	8,661 SH	Increased+2,142 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$1.7M	0.2%Prev: 0.1%	16,716 SH	Increased+11,135 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$46.1M	6.5%	954,414 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.3M	0.2%	6,360 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	0.2%Prev: 0.4%	17,347 SH	Decreased-1,437 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	0.3%	3,732 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$450K	0.1%Prev: 0.1%	1,342 SH	Decreased-274 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.5M	0.5%	46,760 SH	New
VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$568K	0.1%	7,522 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$518K	0.1%	9,640 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.8M	1.1%Prev: 1.3%	93,124 SH	Increased-3,928 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$431K	0.1%Prev: 0.1%	3,057 SH	Increased+255 SH
VANGUARD MALVERN FDS	CORE BD ETF	$20.6M	2.9%Prev: 2.3%	264,826 SH	Increased+117,379 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$742K	0.1%Prev: 0.2%	9,501 SH	Decreased-1,245 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$17.1M	2.4%Prev: 2.7%	345,508 SH	Increased+82,255 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.4M	0.2%	18,807 SH	New
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$1.1M	0.2%	14,697 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$772K	0.1%	10,234 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.1%Prev: 0.1%	16,841 SH	Increased+6,116 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$2.6M	0.4%Prev: 0.7%	25,989 SH	Decreased-7,129 SH
VANGUARD WORLD FD	INF TECH ETF	$273K	0.0%Prev: 0.0%	363 SH	Increased+33 SH
VISA INC	COM CL A	$1.4M	0.2%Prev: 0.3%	3,892 SH	Increased+115 SH
WALMART INC	COM	$483K	0.1%	4,335 SH	New
WELLS FARGO CO NEW	COM	$669K	0.1%Prev: 0.1%	7,183 SH	Increased+1,125 SH
WILLIAMS SONOMA INC	COM	$723K	0.1%Prev: 0.2%	4,050 SH	Decreased-694 SH

Sold (vs prior filing)

BIOMARIN PHARMACEUTICAL INC — $242K
CBIZ INC — $390K
DIMENSIONAL ETF TRUST — $310K
FIRST LONG IS CORP — $1.9M
SPROTT PHYSICAL GOLD TR — $283K
VANGUARD SPECIALIZED FUNDS — $234K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0002105919-26-000002	$710.5M	View
Mar 9, 2026	Q4 2024	13F-HR	0002105919-26-000015	$476.2M	View
Mar 9, 2026	Q4 2023