# EDGAR Filing Document

**Accession Number:** 0002105919
**File Stem:** 0002105919-26-000003
**Filing Date:** 2026-3
**Character Count:** 9378
**Document Hash:** 1dbf8f34ec3f98b6f6bb7c3fed6c29a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002105919-26-000003.hdr.sgml**: 20260309

**ACCESSION NUMBER**: 0002105919-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20211231

**FILED AS OF DATE**: 20260309

**DATE AS OF CHANGE**: 20260309

**EFFECTIVENESS DATE**: 20260309

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Burton Enright Welch
- **CENTRAL INDEX KEY:** 0002105919

**ORGANIZATION NAME:**
- **EIN:** 271702630
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26396
- **FILM NUMBER:** 26734206

**BUSINESS ADDRESS:**
- **STREET 1:** 1850 MT DIABLO BLVD STE 335
- **CITY:** WALNUT CREEK
- **STATE:** CA
- **ZIP:** 94596-4476
- **BUSINESS PHONE:** 925-932-8010

**MAIL ADDRESS:**
- **STREET 1:** 1850 MT DIABLO BLVD STE 335
- **CITY:** WALNUT CREEK
- **STATE:** CA
- **ZIP:** 94596-4476

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2021

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Burton Enright Welch<br>**Address:** 1850 MT DIABLO BLVD STE 335<br>WALNUT CREEK, CA 94596-4476

**Form 13F File Number:** 028-26396

**CRD Number (if applicable):** 000118376

**SEC File Number (if applicable):** 801-68890

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ben Peters<br>**Title:** Lead Advisor  CCO<br>**Phone:** 925-932-8010

**Signature, Place, and Date of Signing:**

/s/Ben Peters  WALNUT CREEK, CA  02-27-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $149460927

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AGENUS INC | COM NEW | 00847G705 |  | 144900 | 45000 | SH |  | SOLE |  | 0 | 0 | 45000 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 593893 | 205 | SH |  | SOLE |  | 0 | 0 | 205 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 546889 | 189 | SH |  | SOLE |  | 0 | 0 | 189 |
| AMAZON COM INC | COM | 023135106 |  | 8129121 | 2438 | SH |  | SOLE |  | 0 | 0 | 2438 |
| APPLE INC | COM | 037833100 |  | 5279216 | 29731 | SH |  | SOLE |  | 0 | 0 | 29731 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 636934 | 2583 | SH |  | SOLE |  | 0 | 0 | 2583 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 783978 | 2622 | SH |  | SOLE |  | 0 | 0 | 2622 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 |  | 992436 | 11233 | SH |  | SOLE |  | 0 | 0 | 11233 |
| BK OF AMERICA CORP | COM | 060505104 |  | 5071894 | 114001 | SH |  | SOLE |  | 0 | 0 | 114001 |
| BOEING CO | COM | 097023105 |  | 317683 | 1578 | SH |  | SOLE |  | 0 | 0 | 1578 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 1466202 | 7868 | SH |  | SOLE |  | 0 | 0 | 7868 |
| CATERPILLAR INC | COM | 149123101 |  | 320034 | 1548 | SH |  | SOLE |  | 0 | 0 | 1548 |
| CBIZ INC | COM | 124805102 |  | 1225590 | 31329 | SH |  | SOLE |  | 0 | 0 | 31329 |
| CHEVRON CORP NEW | COM | 166764100 |  | 14527333 | 123794 | SH |  | SOLE |  | 0 | 0 | 123794 |
| CISCO SYS INC | COM | 17275R102 |  | 349550 | 5516 | SH |  | SOLE |  | 0 | 0 | 5516 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 697136 | 1228 | SH |  | SOLE |  | 0 | 0 | 1228 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 6053953 | 221270 | SH |  | SOLE |  | 0 | 0 | 221270 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 4649835 | 157248 | SH |  | SOLE |  | 0 | 0 | 157248 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 786769 | 23841 | SH |  | SOLE |  | 0 | 0 | 23841 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 53336194 | 1841084 | SH |  | SOLE |  | 0 | 0 | 1841084 |
| DISNEY WALT CO | COM | 254687106 |  | 784671 | 5066 | SH |  | SOLE |  | 0 | 0 | 5066 |
| DOCUSIGN INC | COM | 256163106 |  | 564918 | 3709 | SH |  | SOLE |  | 0 | 0 | 3709 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 631566 | 4703 | SH |  | SOLE |  | 0 | 0 | 4703 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 255748 | 4180 | SH |  | SOLE |  | 0 | 0 | 4180 |
| FIRST LONG IS CORP | COM | 320734106 |  | 3464094 | 160449 | SH |  | SOLE |  | 0 | 0 | 160449 |
| HOME DEPOT INC | COM | 437076102 |  | 546840 | 1318 | SH |  | SOLE |  | 0 | 0 | 1318 |
| INTEL CORP | COM | 458140100 |  | 754253 | 14645 | SH |  | SOLE |  | 0 | 0 | 14645 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 207316 | 577 | SH |  | SOLE |  | 0 | 0 | 577 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 2897529 | 49820 | SH |  | SOLE |  | 0 | 0 | 49820 |
| ISHARES TR | EUROPE ETF | 464287861 |  | 402282 | 7396 | SH |  | SOLE |  | 0 | 0 | 7396 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 258980 | 1635 | SH |  | SOLE |  | 0 | 0 | 1635 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 3244351 | 23262 | SH |  | SOLE |  | 0 | 0 | 23262 |
| MCDONALDS CORP | COM | 580135101 |  | 362235 | 1351 | SH |  | SOLE |  | 0 | 0 | 1351 |
| MCKESSON CORP | COM | 58155Q103 |  | 3999989 | 16092 | SH |  | SOLE |  | 0 | 0 | 16092 |
| META PLATFORMS INC | CL A | 30303M102 |  | 488075 | 1580 | SH |  | SOLE |  | 0 | 0 | 1580 |
| MICROSOFT CORP | COM | 594918104 |  | 2235394 | 6647 | SH |  | SOLE |  | 0 | 0 | 6647 |
| NIKE INC | CL B | 654106103 |  | 400937 | 2406 | SH |  | SOLE |  | 0 | 0 | 2406 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 384403 | 1307 | SH |  | SOLE |  | 0 | 0 | 1307 |
| ORACLE CORP | COM | 68389X105 |  | 257880 | 2957 | SH |  | SOLE |  | 0 | 0 | 2957 |
| PEPSICO INC | COM | 713448108 |  | 537384 | 3094 | SH |  | SOLE |  | 0 | 0 | 3094 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 265631 | 1624 | SH |  | SOLE |  | 0 | 0 | 1624 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 751497 | 25371 | SH |  | SOLE |  | 0 | 0 | 25371 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1024494 | 26357 | SH |  | SOLE |  | 0 | 0 | 26357 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1566526 | 13862 | SH |  | SOLE |  | 0 | 0 | 13862 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 322134 | 3146 | SH |  | SOLE |  | 0 | 0 | 3146 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 661084 | 1392 | SH |  | SOLE |  | 0 | 0 | 1392 |
| STRYKER CORPORATION | COM | 863667101 |  | 363913 | 1361 | SH |  | SOLE |  | 0 | 0 | 1361 |
| TESLA INC | COM | 88160R101 |  | 759063 | 718 | SH |  | SOLE |  | 0 | 0 | 718 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 347431 | 2221 | SH |  | SOLE |  | 0 | 0 | 2221 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 203339 | 2516 | SH |  | SOLE |  | 0 | 0 | 2516 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1732971 | 20448 | SH |  | SOLE |  | 0 | 0 | 20448 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 418828 | 8385 | SH |  | SOLE |  | 0 | 0 | 8385 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 821018 | 3401 | SH |  | SOLE |  | 0 | 0 | 3401 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 8703779 | 127547 | SH |  | SOLE |  | 0 | 0 | 127547 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 1623716 | 31800 | SH |  | SOLE |  | 0 | 0 | 31800 |
| VISA INC | COM CL A | 92826C839 |  | 673101 | 3106 | SH |  | SOLE |  | 0 | 0 | 3106 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 216773 | 4518 | SH |  | SOLE |  | 0 | 0 | 4518 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 417244 | 2467 | SH |  | SOLE |  | 0 | 0 | 2467 |

---