Burton Enright Welch Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$710.5M
Holdings
128
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHXSCHWAB STRATEGIC TR | 15,842 | $426K | 0.06% | |
| 102 | MCDMCDONALDS CORP | 1,362 | $416K | 0.06% | |
| 103 | ABBVABBVIE INC | 1,763 | $402K | 0.06% | |
| 104 | BABOEING CO | 1,851 | $401K | 0.06% | |
| 105 | IBMINTERNATIONAL BUSINESS MACHS | 1,323 | $392K | 0.06% | |
| 106 | AQLTISHARES TR | 4,323 | $386K | 0.05% | |
| 107 | AVSEAMERICAN CENTY ETF TR | 5,900 | $383K | 0.05% | |
| 108 | NDQINVESCO QQQ TR | 603 | $370K | 0.05% | |
| 109 | DFISDIMENSIONAL ETF TRUST | 10,332 | $340K | 0.05% | |
| 110 | AMATAPPLIED MATLS INC | 1,303 | $334K | 0.05% | |
| 111 | SCHFSCHWAB STRATEGIC TR | 12,143 | $291K | 0.04% | |
| 112 | TAT&T INC | 11,685 | $290K | 0.04% | |
| 113 | SCHASCHWAB STRATEGIC TR | 9,903 | $282K | 0.04% | |
| 114 | VGTVANGUARD WORLD FD | 363 | $273K | 0.04% | |
| 115 | GEVGE VERNOVA INC | 413 | $269K | 0.04% | |
| 116 | GSGOLDMAN SACHS GROUP INC | 290 | $254K | 0.04% | |
| 117 | AMGNAMGEN INC | 775 | $253K | 0.04% | |
| 118 | GQ9SPDR GOLD TR | 610 | $241K | 0.03% | |
| 119 | DOCUDOCUSIGN INC | 3,519 | $240K | 0.03% | |
| 120 | NFLXNETFLIX INC | 2,476 | $232K | 0.03% | |
| 121 | BLKBLACKROCK INC | 203 | $217K | 0.03% | |
| 122 | LMTLOCKHEED MARTIN CORP | 444 | $214K | 0.03% | |
| 123 | INTUINTUIT | 322 | $213K | 0.03% | |
| 124 | SCHWSCHWAB CHARLES CORP | 2,140 | $213K | 0.03% | |
| 125 | EVRGEVERGY INC | 2,912 | $211K | 0.03% | |
| 126 | AMDADVANCED MICRO DEVICES INC | 955 | $204K | 0.03% | |
| 127 | LOWLOWES COS INC | 833 | $200K | 0.03% | |
| 128 | CERSCERUS CORP | 11,056 | $22K | 0.00% |
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