Warburton Capital Management, LLC

Est. AUM

$205.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$82.5M	2031981	40.24%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$44.3M	1236646	21.59%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$16.4M	221320	8.00%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$8.1M	212017	3.94%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.4M	117933	2.14%	SOLE
6	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.0M	159795	1.93%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.9M	38224	1.44%	SOLE
8	NVIDIA CORPORATION	COM	$2.8M	15181	1.36%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.5M	67723	1.20%	SOLE
10	APPLE INC	COM	$2.4M	9382	1.19%	SOLE
11	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.1M	43369	1.02%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.1M	56933	1.02%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2801	0.93%	SOLE
14	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.8M	43361	0.86%	SOLE
15	MICROSOFT CORP	COM	$1.7M	4447	0.81%	SOLE
16	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	12588	0.80%	SOLE
17	AMAZON COM INC	COM	$1.4M	6045	0.69%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2838	0.67%	SOLE
19	ALPHABET INC	CAP STK CL A	$1.4M	4299	0.67%	SOLE
20	ALPHABET INC	CAP STK CL C	$1.3M	4092	0.63%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$984K	20902	0.48%	SOLE
22	BANK AMERICA CORP	COM	$887K	16835	0.43%	SOLE
23	EXXON MOBIL CORP	COM	$837K	5403	0.41%	SOLE
24	META PLATFORMS INC	CL A	$810K	1290	0.40%	SOLE
25	WALMART INC	COM	$727K	5631	0.35%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL A	$727K	1	0.35%	SOLE
27	DIMENSIONAL ETF TRUST	SHORT DURATION F	$704K	14668	0.34%	SOLE
28	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$598K	11784	0.29%	SOLE
29	JPMORGAN CHASE & CO	COM	$538K	1736	0.26%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$497K	796	0.24%	SOLE
31	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$477K	11091	0.23%	SOLE
32	BROADCOM INC	COM	$460K	1298	0.22%	SOLE
33	MICRON TECHNOLOGY INC	COM	$459K	1090	0.22%	SOLE
34	WILLIAMS COS INC	COM	$457K	6286	0.22%	SOLE
35	CISCO SYS INC	COM	$446K	5363	0.22%	SOLE
36	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$421K	8399	0.21%	SOLE
37	ELI LILLY & CO	COM	$417K	437	0.20%	SOLE
38	HOME DEPOT INC	COM	$374K	1103	0.18%	SOLE
39	KLA CORP	COM NEW	$354K	205	0.17%	SOLE
40	AMPHENOL CORP	CL A	$345K	2511	0.17%	SOLE
41	JOHNSON & JOHNSON	COM	$301K	1249	0.15%	SOLE
42	VERIZON COMMUNICATIONS INC	COM	$300K	6291	0.15%	SOLE
43	ISHARES TR	MSCI ACWI ETF	$300K	2074	0.15%	SOLE
44	LAM RESEARCH CORP	COM NEW	$294K	1137	0.14%	SOLE
45	CSX CORP	COM	$289K	6814	0.14%	SOLE
46	TESLA INC	COM	$276K	801	0.13%	SOLE
47	INTERNATIONAL BUSINESS MACHS	COM	$272K	1151	0.13%	SOLE
48	COMMERCE BANCSHARES INC	COM	$267K	5221	0.13%	SOLE
49	GILEAD SCIENCES INC	COM	$267K	1884	0.13%	SOLE
50	WESTERN DIGITAL CORP	COM	$267K	793	0.13%	SOLE

1–50 of 68

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.