Managers / Q4 2025 · view latest →
Burton Enright Welch
CIK 0002105919 · 1850 MT DIABLO BLVD STE 335, WALNUT CREEK, CA, 94596-4476 · 925-932-8010
Reported Value
$710M
Q4 2025
Positions
128
Filings on Record
18
2019–present window
Filed
Feb 13, 2026
original filing
Summary
Burton Enright Welch reported $710M in U.S.-listed holdings across 128 positions for Q4 2025.
The portfolio is heavily concentrated: DFAC alone accounts for 20.5% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 87.1% · $619M
- Common Stock · 12.8% · $91M
- Closed-End Fund · 0.1% · $464,625
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.