Warburton Capital Management, LLC Purchases in Q3 2025

Warburton Capital Management, LLC

  • $166 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.1K
+ 16.78%
$67.01 - $72.84 $880K - $956K
91.4K $6.64M
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 9.96%
$35.76 - $37.93 $477K - $506K
147K $5.61M
DFAR
Dimensional ETF Tr Dimensional

ETFs
21.6K
+ 27.03%
$22.9 - $24.1 $496K - $522K
102K $2.43M
PLTR
Palantir Technologies Inc.

Technology
14
+ 0.09%
$130.68 - $186.97 $1.83K - $2.62K
15.3K $2.82M
AAPL
Apple Inc.

Technology
394
+ 5.27%
$202.38 - $256.87 $79.7K - $101K
7.87K $2.01M
Dimensional ETF Trust
3.72K
+ 12.03%
N/A
34.6K $2.49M
VUG
Vanguard Growth ETF

ETFs
558
New
$433.97 - $484.08 $242K - $270K
558 $269K
GOOGL
Alphabet Inc.

Communication Services
222
+ 5.45%
$174.36 - $254.72 $38.7K - $56.5K
4.3K $1.05M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.46K
+ 1.26%
$30.76 - $33.01 $44.8K - $48.1K
117K $3.86M
GOOG
Alphabet Inc.

Communication Services
155
+ 3.83%
$175.16 - $255.24 $27.1K - $39.6K
4.2K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
812
New
$215.01 - $273.02 $175K - $222K
812 $201K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
253
+ 65.71%
$567.77 - $614.76 $144K - $156K
638 $391K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.29K
+ 2.33%
$29.55 - $32.52 $38.1K - $42K
56.6K $1.83M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.83K
+ 26.3%
$29.2 - $32.74 $112K - $125K
18.4K $588K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
17
+ 0.45%
$43.07 - $91.37 $732 - $1.55K
3.8K $353K
MSFT
Microsoft Corp

Technology
108
+ 2.3%
$491.09 - $535.64 $53K - $57.8K
4.8K $2.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.62K
+ 19.84%
$47.86 - $48.43 $77.4K - $78.4K
9.77K $471K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 1.47%
$459.11 - $506.91 $18.4K - $20.3K
2.75K $1.37M
ORCL
Oracle Corp

Technology
85
+ 6.93%
$218.96 - $328.33 $18.6K - $27.9K
1.31K $378K
META
Meta Platforms, Inc.

Communication Services
77
+ 9.07%
$695.21 - $791.73 $53.5K - $61K
926 $664K
AAON
Aaon, Inc.

Industrials
5
+ 0.11%
$72.08 - $94.26 $360 - $471
4.62K $442K
ABBV
Abb Vie Inc.

Healthcare
39
+ 3.55%
$184.85 - $231.54 $7.21K - $9.03K
1.14K $278K
BAC
Bank Of America Corp

Financial Services
231
+ 1.47%
$44.92 - $52.42 $10.4K - $12.1K
16K $808K
AVGO
Broadcom Inc.

Technology
50
+ 4.97%
$264.74 - $369.57 $13.2K - $18.5K
1.06K $352K
APH
Amphenol Corp

Technology
28
+ 1.17%
$97.39 - $125.4 $2.73K - $3.51K
2.43K $302K
DFSU
Dimensional ETF Tr Dimen Us Su
525
+ 5.49%
N/A
10.1K $428K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
537
+ 2.42%
$47.18 - $48.17 $25.3K - $25.9K
22.7K $1.09M
DFAU
Dimensional ETF Tr

ETFs
327
+ 3.0%
$42.42 - $45.96 $13.9K - $15K
11.2K $514K
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 5.33%
$357.4 - $423.42 $17.2K - $20.3K
948 $376K
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 4.01%
$282.78 - $316.06 $15.6K - $17.4K
1.43K $442K
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.28%
$94.4 - $104.27 $1.42K - $1.56K
5.32K $542K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
37
+ 0.45%
$41.91 - $44.87 $1.55K - $1.66K
8.34K $373K
XOM
Exxon Mobil Corp

Energy
150
+ 3.25%
$105.83 - $117.22 $15.9K - $17.6K
4.76K $533K
VZ
Verizon Communications Inc

Communication Services
70
+ 1.27%
$40.84 - $45.06 $2.86K - $3.15K
5.59K $244K
MA
Mastercard Inc

Financial Services
6
+ 1.4%
$550.18 - $598.96 $3.3K - $3.59K
435 $249K
CSCO
Cisco Systems, Inc.

Technology
28
+ 0.56%
$66.2 - $71.79 $1.85K - $2.01K
5.03K $345K
T
At&T Inc.

Communication Services
100
+ 1.25%
$26.94 - $29.62 $2.69K - $2.96K
8.13K $223K
CSX
Csx Corp

Industrials
127
+ 1.99%
$32.05 - $36.52 $4.07K - $4.64K
6.5K $227K
V
Visa Inc.

Financial Services
8
+ 1.01%
$332.09 - $358.86 $2.66K - $2.87K
804 $279K
CBSH
Commerce Bancshares Inc

Financial Services
11
+ 0.22%
$58.61 - $66.11 $645 - $727
4.94K $293K
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Warburton Capital Management, LLC Portfolio

Follow Warburton Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warburton Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warburton Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email