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Cindi Hill

Warburton Capital Management, Llc

Assets Managed
$205.053M
Holdings
68
Last Quarter
2026 - Q1
Filed Date
2mo 22d ago
Growth Rate
15.81%(2Q avg: 11.2%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Warburton Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Warburton Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 205.053M in assets, with a quarterly growth rate of 15.81% and a 2-quarter average growth rate of 11.2%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.09%
40.25%
$82.518M
2.032M shares@ $40.61 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 11.59%
21.6%
$44.271M
1.237M shares@ $35.8 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 90.63%
8%
$16.404M
221,320 shares@ $74.12 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 34.96%
3.94%
$8.075M
212,017 shares@ $38.09 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 0.14%
2.15%
$4.39M
117,933 shares@ $37.23 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 30.05%
1.94%
$3.964M
159,795 shares@ $24.81 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 5.47%
1.44%
$2.948M
38,224 shares@ $77.13 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 21.18%
1.37%
$2.791M
15,181 shares@ $183.85 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 184.57%
1.21%
$2.461M
67,723 shares@ $36.34 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.54%
1.2%
$2.443M
9,382 shares@ $260.4 avg price

1-10 of 68