Burton Enright Welch

Q1 2023 13F Holdings Report, Stock Holdings

Signature - Title
Ben Peters - Lead Advisor & CCO
Location
Walnut Creek, CA
Holdings as of
31 Mar 2023
Value $
$262,286,585
Num holdings
66
Filing time
09 Mar 2026, 13:44:13 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFAC, AVDV, AVUS, AVUV, and CVX.
Previous filing
Q4 2022 - 09 Mar 2026
Next filing
Q2 2023 - 09 Mar 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q1 compared to 2022 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ben Peters Lead Advisor & CCO Walnut Creek, California 27 Feb 2026