13F Filings History of Burton Enright Welch

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$710,459,501
Signature - Title
Ben Peters - Lead Advisor & CCO
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Burton Enright Welch. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Burton Enright Welch reported 128 stock holdings with total value $710,459,501 as of Q4 2025. Top holdings included DFAC, AVDV, AVUV, BNDX, and DUHP.

Notify me when Burton Enright Welch files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 128 $710,459,501 +$35,732,465 -$2,648,462 +$33,084,003 DFAC, AVDV, AVUV, BNDX, DUHP 13F-HR 13 Feb 2026, 17:22
Q3 2025 130 $662,445,254 +$51,112,789 -$7,308,101 +$43,804,688 DFAC, AVDV, AVUV, BNDX, DUHP 13F-HR 09 Mar 2026, 13:45
Q2 2025 123 $576,678,867 +$59,786,254 -$12,981,524 +$46,804,730 DFAC, AVDV, AVUV, DUHP, DFIC 13F-HR 09 Mar 2026, 13:45
Q1 2025 104 $491,761,492 +$21,789,597 -$3,868,851 +$17,920,746 DFAC, AVDV, AVUV, DUHP, DFEM 13F-HR 09 Mar 2026, 13:45
Q4 2024 98 $476,243,384 +$21,688,414 -$1,772,868 +$19,915,546 DFAC, AVUV, AVDV, DUHP, DFEM 13F-HR 09 Mar 2026, 13:45
Q3 2024 93 $466,230,797 +$12,620,897 -$3,957,179 +$8,663,718 DFAC, AVUV, AVDV, DUHP, DFEM 13F-HR 09 Mar 2026, 13:45
Q2 2024 92 $433,821,664 +$21,377,068 -$3,334,652 +$18,042,416 DFAC, AVUV, AVDV, DUHP, DFEM 13F-HR 09 Mar 2026, 13:45
Q1 2024 89 $415,667,742 +$23,980,275 -$9,599,017 +$14,381,258 DFAC, AVUV, AVDV, DUHP, DFEM 13F-HR 09 Mar 2026, 13:44
Q4 2023 81 $374,408,872 +$24,934,358 -$7,889,057 +$17,045,301 DFAC, AVUV, AVDV, DUHP, DFEM 13F-HR 09 Mar 2026, 13:44
Q3 2023 71 $324,052,921 +$14,882,731 -$3,975,900 +$10,906,831 DFAC, AVUV, AVDV, DUHP, DFIC 13F-HR 09 Mar 2026, 13:44
Q2 2023 72 $320,472,622 +$50,338,608 -$4,804,563 +$45,534,045 DFAC, AVUV, AVDV, DUHP, AVUS 13F-HR 09 Mar 2026, 13:44
Q1 2023 66 $262,286,585 +$14,551,859 -$2,682,681 +$11,869,178 DFAC, AVDV, AVUS, AVUV, CVX 13F-HR 09 Mar 2026, 13:44
Q4 2022 62 $240,411,526 +$26,817,600 -$8,658,197 +$18,159,403 DFAC, AVDV, CVX, AVUV, AVUS 13F-HR 09 Mar 2026, 13:43
Q3 2022 60 $201,480,456 +$58,824,057 -$13,957,834 +$44,866,223 DFAC, AVDV, CVX, AVUV, DFAR 13F-HR 09 Mar 2026, 13:43
Q2 2022 62 $166,413,071 +$31,940,421 -$14,467,342 +$17,473,079 DFAC, CVX, DFEM, DFAR, AVDE 13F-HR 09 Mar 2026, 13:43
Q1 2022 61 $181,207,205 +$38,333,381 -$5,356,842 +$32,976,539 DFAC, CVX, DFAR, AVDE, AMZN 13F-HR 09 Mar 2026, 13:43
Q4 2021 58 $149,460,927 $0 $0 $0 DFAC, CVX, VGK, AMZN, DFAE 13F-HR 09 Mar 2026, 13:43