Warburton Capital Management, LLC Top Holdings and 13F Report (2025) About Warburton Capital Management, LLCInvestment ActivityWarburton Capital Management, LLC has $133.50 thousand in total holdings as of December 31, 2024.Warburton Capital Management, LLC owns shares of 40 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $78,267Dimensional World ex U.S. Core Equity 2 ETF $26,173DIMENSIONAL ETF TRUST $5,006Dimensional US High Profitability ETF $2,286PALANTIR TECHNOLOGIES INC $2,098 Sector AllocationMap of 500 Largest Holdings ofWarburton Capital Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$78,2672,262,70958.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$26,1731,052,84519.6%ETFDIMENSIONAL ETF TRUST$5,00698,9553.7%ULTRASHORT FIXEDDUHPDimensional US High Profitability ETF$2,28667,6541.7%ETFPALANTIR TECHNOLOGIES INC$2,09827,7441.6%CL ASPYSPDR S&P 500 ETF Trust$1,6392,7981.2%FinanceDIMENSIONAL ETF TRUST$1,37822,0651.0%WORLD EQUITY ETFAAPLApple$1,2935,1671.0%Computer and TechnologyWMBWilliams Companies$1,25823,2610.9%Oils/EnergyMSFTMicrosoft$1,1092,6330.8%Computer and TechnologyDFARDimensional US Real Estate ETF$1,09447,0280.8%ETFNVDANVIDIA$1,0247,6270.8%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$98738,2020.7%ETFBRK.BBerkshire Hathaway$9242,0390.7%FinanceBACBank of America$64814,7540.5%FinanceAMZNAmazon.com$6272,8590.5%Retail/WholesaleDFUSDimensional U.S. Equity ETF$5728,9730.4%ETFGOOGAlphabet$5292,7790.4%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$4719,8710.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$46117,6280.3%ETFGOOGLAlphabet$4382,3140.3%Computer and TechnologyXOMExxon Mobil$3943,6720.3%Oils/EnergyWMTWalmart$3674,0630.3%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$3438,4790.3%ETFDFUVDimensional US Marketwide Value ETF$3368,2310.3%ETFDFSUDimensional US Sustainability Core 1 ETF$3258,5970.2%ETFLUNRWIntuitive Machines$32040,5500.2%IndustrialsCBSHCommerce Bancshares$3034,8640.2%FinanceTSLATesla$2857060.2%Auto/Tires/TrucksACWIiShares MSCI ACWI ETF$2792,3810.2%ManufacturingFIZZNational Beverage$2776,5040.2%Consumer StaplesMETAMeta Platforms$2614470.2%Computer and TechnologyCSCOCisco Systems$2614,4130.2%Computer and TechnologyWYWeyerhaeuser$2278,0800.2%ConstructionIVViShares Core S&P 500 ETF$2163680.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$2154,5890.2%ETFNFLXNetflix$2072330.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2037020.2%ETFIWRiShares Russell Mid-Cap ETF$2002,2720.1%ETFQQQInvesco QQQ$2003930.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
