Warburton Capital Management, LLC

Q3 2025 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    61

  • Value ($000)

    $166

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0002054795
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$78.68K
47 %

2,035,282

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$32.65K
20 %

1,034,934

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$6.64K
4 %

91,365

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$5.61K
3 %

147,270

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$3.86K
2 %

117,183

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$2.82K
2 %

15,256

M
MSFT

MICROSOFT CORP

COM
594918104
$2.50K
2 %

4,802

D
DFAW

DIMENSIONAL ETF TRUST

WORLD EQUITY ETF
25434V617
$2.49K
2 %

34,599

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$2.43K
2 %

101,711

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$2.20K
1 %

11,770

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