Warburton Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Warburton Capital Management, LLC held in its portfolio 61 assets valued at $177,074 (i.e. $177.07K).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($80.52K), DIMENSIONAL ETF TRUST ($36.27K), and DIMENSIONAL ETF TRUST ($8.61K).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Warburton Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2033971 | 80524 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1108241 | 36272 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 116105 | 8611 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 157100 | 5974 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 117769 | 4058 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 122880 | 2814 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 36244 | 2681 | WORLD EQUITY ETF |
| MICROSOFT CORP | 5062 | 2448 | COM |
| NVIDIA CORPORATION | 12528 | 2336 | COM |
| APPLE INC | 8565 | 2328 | COM |
| PALANTIR TECHNOLOGIES INC | 12602 | 2240 | CL A |
| DIMENSIONAL ETF TRUST | 43055 | 2073 | NATL MUN BD ETF |
| SPDR S&P 500 ETF TR | 2801 | 1910 | TR UNIT |
| DIMENSIONAL ETF TRUST | 56847 | 1880 | EMERGING MKTS CO |
| BERKSHIRE HATHAWAY INC DEL | 2753 | 1383 | CL B NEW |
| ALPHABET INC | 4237 | 1326 | CAP STK CL A |
| AMAZON COM INC | 5593 | 1290 | COM |
| ALPHABET INC | 4057 | 1273 | CAP STK CL C |
| BANK AMERICA CORP | 16239 | 893 | COM |
| DIMENSIONAL ETF TRUST | 23799 | 782 | US SMALL CAP VAL |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754 | CL A |
| META PLATFORMS INC | 1005 | 663 | CL A |
| WILLIAMS COS INC | 10413 | 625 | COM |
| WALMART INC | 5397 | 601 | COM |
| EXXON MOBIL CORP | 4930 | 593 | COM |
| DIMENSIONAL ETF TRUST | 11523 | 539 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 10881 | 521 | SHORT DURATION F |
| JPMORGAN CHASE & CO. | 1539 | 495 | COM |
| DIMENSIONAL ETF TRUST | 11065 | 480 | US SUSTAINABILTY |
| ELI LILLY & CO | 399 | 428 | COM |
| VANGUARD INDEX FDS | 652 | 409 | S&P 500 ETF SHS |
| CISCO SYS INC | 5206 | 401 | COM |
| BROADCOM INC | 1154 | 399 | COM |
| DIMENSIONAL ETF TRUST | 8369 | 389 | US MKTWIDE VALUE |
| TESLA INC | 820 | 368 | COM |
| INTERNATIONAL BUSINESS MACHS | 1227 | 363 | COM |
| ISHARES TR | 2420 | 342 | MSCI ACWI ETF |
| AMPHENOL CORP NEW | 2444 | 330 | CL A |
| ONEOK INC NEW | 4388 | 322 | COM |
| HOME DEPOT INC | 913 | 314 | COM |
| VISA INC | 876 | 307 | COM CL A |
| KRATOS DEFENSE & SEC SOLUTIO | 3861 | 293 | COM NEW |
| VANGUARD INDEX FDS | 576 | 280 | GROWTH ETF |
| COMMERCE BANCSHARES INC | 5204 | 272 | COM |
| MASTERCARD INCORPORATED | 441 | 251 | CL A |
| MICRON TECHNOLOGY INC | 866 | 247 | COM |
| AMERICAN EXPRESS CO | 651 | 240 | COM |
| INVESCO QQQ TR | 385 | 236 | UNIT SER 1 |
| CSX CORP | 6492 | 235 | COM |
| VANGUARD INDEX FDS | 702 | 235 | TOTAL STK MKT |
| VERIZON COMMUNICATIONS INC | 5775 | 235 | COM |
| KLA CORP | 187 | 227 | COM NEW |
| ISHARES TR | 2272 | 218 | RUS MID CAP ETF |
| JOHNSON & JOHNSON | 1057 | 218 | COM |
| ORACLE CORP | 1121 | 218 | COM |
| AT&T INC | 8725 | 216 | COM |
| GILEAD SCIENCES INC | 1726 | 211 | COM |
| ABBVIE INC | 895 | 204 | COM |
| UNION PAC CORP | 884 | 204 | COM |
| OUTDOOR HOLDING CO | 50000 | 85 | COM |
| NEXTPLAT CORP | 20000 | 10 | COM NEW |
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