Burton Enright Welch - Q42025 Holdings

Burton Enright Welch holds 128 stocks with a total portfolio value of $ 710.46M as of Q42025. In Q42025, Burton Enright Welch added 2 new positions, increased stakes in 74 stocks, reduced 42 holdings, and fully exited 4 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 20.50% of the total portfolio.