Burrus Financial Services
Latest statistics and disclosures from Burrus Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VXUS, BNDX, VB, VTI, and represent 86.02% of Burrus Financial Services's stock portfolio.
- Added to shares of these 8 stocks: VB (+$17M), VTI (+$6.7M), VOO, VGSH, NVDA, FBTC, MDU, BP.
- Started 5 new stock positions in NVDA, VGSH, MDU, VOO, FBTC.
- Reduced shares in these 7 stocks: BND (-$48M), VXUS (-$11M), BNDX (-$6.7M), VFVA, MSFT, BRK.B, AAPL.
- Sold out of its positions in AAPL, BRK.B, MSFT.
- Burrus Financial Services was a net seller of stock by $-45M.
- Burrus Financial Services has $176M in assets under management (AUM), dropping by -19.31%.
- Central Index Key (CIK): 0001573947
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Portfolio Holdings for Burrus Financial Services
Burrus Financial Services holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 22.9 | $40M | -54% | 464k | 86.61 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 21.1 | $37M | -23% | 382k | 96.98 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 15.4 | $27M | -19% | 408k | 66.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 14.1 | $25M | +234% | 288k | 86.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.6 | $22M | +43% | 131k | 169.84 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 12.6 | $22M | -10% | 182k | 121.29 |
|
| BP Sponsored Adr (BP) | 0.5 | $912k | +17% | 19k | 48.60 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $469k | NEW | 1.8k | 258.16 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $424k | NEW | 5.7k | 74.07 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $273k | NEW | 1.1k | 258.04 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $227k | NEW | 4.7k | 48.32 |
|
| MDU Resources (MDU) | 0.1 | $203k | NEW | 4.2k | 48.32 |
|
Past Filings by Burrus Financial Services
SEC 13F filings are viewable for Burrus Financial Services going back to 2025
- Burrus Financial Services 2025 Q4 filed Jan. 30, 2026
- Burrus Financial Services 2025 Q3 filed Oct. 28, 2025