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Portfolio (Quarterly) Guide ↗

Warburton Capital Management, LLC

· CIK 0002054795
13F Portfolio $246M AUM 75 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 36 Added 11 Reduced 8 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 2,055,556.0 $91.2M 37.09% +24K +1.2% $44.36 +3.1%
2 DFAX DIMENSIONAL ETF TRUST 1,297,654.0 $47.8M 19.44% +61K +4.9% $36.84 +4.8%
3 DFUS DIMENSIONAL ETF TRUST 367,506.0 $30.1M 12.25% +146K +66.0% $81.94 +2.6%
4 DUHP DIMENSIONAL ETF TRUST 256,447.0 $10.7M 4.35% +44K +21.0% $41.73 +1.8%
5 DFSV DIMENSIONAL ETF TRUST 127,403.0 $4.9M 2.01% +60K +88.1% $38.78 +4.3%
6 DFAR DIMENSIONAL ETF TRUST 180,576.0 $4.7M 1.92% +21K +13.0% $26.16 -1.2%
7 DFIC DIMENSIONAL ETF TRUST 118,772.0 $4.4M 1.80% +839.0 +0.7% $37.26 +6.0%
8 DFAI DIMENSIONAL ETF TRUST 101,006.0 $4.2M 1.69% +58K +132.9% $41.25 +5.2%
9 DFAW DIMENSIONAL ETF TRUST 40,371.0 $3.3M 1.36% +2K +5.6% $82.78 +3.5%
10 AAPL APPLE INC Technology 10,069.0 $2.9M 1.19% +687.0 +7.3% $289.30 +10.6%
11 DFEM DIMENSIONAL ETF TRUST 58,475.0 $2.4M 0.97% +2K +2.7% $40.63 +0.9%
12 DFNM DIMENSIONAL ETF TRUST 44,170.0 $2.1M 0.87% +801.0 +1.9% $48.31 -2.2%
13 MSFT MICROSOFT CORP Technology 5,584.0 $2.1M 0.85% +1K +25.6% $372.85 +34.0%
14 GOOGL ALPHABET INC Communication Services 4,337.0 $1.5M 0.63% +38.0 +0.9% $357.16 -5.2%
15 AMZN AMAZON COM INC Consumer Cyclical 6,463.0 $1.5M 0.63% +418.0 +6.9% $238.28 +8.5%
16 GOOG ALPHABET INC 4,120.0 $1.5M 0.59% +28.0 +0.7% $353.16
17 MU MICRON TECHNOLOGY INC Technology 1,139.0 $1.3M 0.53% +49.0 +4.5% $1153.64 -11.9%
18 DFAU DIMENSIONAL ETF TRUST 21,816.0 $1.1M 0.46% +914.0 +4.4% $51.66 +3.1%
19 BAC BANK AMERICA CORP Financial Services 16,973.0 $967K 0.39% +138.0 +0.8% $56.97 +10.0%
20 DFSD DIMENSIONAL ETF TRUST 15,057.0 $718K 0.29% +389.0 +2.6% $47.69 -1.0%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.0%
Financial Services 18.0%
Communication Services 7.9%
Consumer Cyclical 7.1%
Industrials 4.8%
Healthcare 4.7%
Energy 4.4%
Consumer Defensive 2.0%