Burton Enright Welch - Portfolio Stock Holdings
Burton Enright Welch disclosed 174 stock positions in a recent SEC 13F filing. $932,449,188 of stock holdings were filed, with the largest holdings including DFAC, AVDV, and AVUV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,553,063,539 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
174Est. Stock Holding Value:
$932,449,188Top Stock Holdings By Sector
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Portfolio Stock Holdings - Burton Enright Welch
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