Warburton Capital Management, LLC
Q1 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
49
- Value ($000)
$138
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002054795
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $74.23K | 54 % | 2,250,125 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $29.07K | 21 % | 1,109,670 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $5.06K | 4 % | 99,742 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $2.67K | 2 % | 80,482 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $2.03K | 2 % | 24,100 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $1.70K | 1 % | 27,801 | ||
WMB WILLIAMS COS INC | COM | 969457100 | $1.61K | 1 % | 27,031 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.56K | 1 % | 2,798 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $1.53K | 1 % | 64,248 | ||
AAPL APPLE INC | COM | 037833100 | $1.45K | 1 % | 6,537 |
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