Burrus Financial Services
Latest statistics and disclosures from Burrus Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VXUS, VTI, BNDX, VFVA, and represent 88.56% of Burrus Financial Services's stock portfolio.
- Added to shares of these 8 stocks: BND (+$45M), BNDX (+$7.2M), VXUS, VFVA, MSFT, BRK.B, AAPL, SLV.
- Started 4 new stock positions in SLV, BRK.B, AAPL, MSFT.
- Reduced shares in these 8 stocks: VB (-$53M), VTI (-$13M), VOO, , NVDA, FBTC, MDU, BP.
- Sold out of its positions in FBTC, MDU, NVDA, VGSH, VOO.
- Burrus Financial Services was a net seller of stock by $-9.0M.
- Burrus Financial Services has $219M in assets under management (AUM), dropping by 24.23%.
- Central Index Key (CIK): 0001573947
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Portfolio Holdings for Burrus Financial Services
Burrus Financial Services holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 36.4 | $80M | +132% | 1.1M | 73.64 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 14.6 | $32M | +8% | 413k | 77.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.1 | $29M | -31% | 89k | 320.82 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 12.3 | $27M | +36% | 558k | 48.05 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 12.2 | $27M | +9% | 199k | 134.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 10.2 | $22M | -70% | 85k | 261.98 |
|
| Microsoft Corporation (MSFT) | 0.3 | $757k | NEW | 2.0k | 370.23 |
|
| BP Sponsored Adr (BP) | 0.3 | $725k | -17% | 15k | 47.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $554k | NEW | 1.2k | 479.33 |
|
| Apple (AAPL) | 0.2 | $352k | NEW | 1.4k | 253.67 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $274k | NEW | 4.0k | 68.14 |
|
Past Filings by Burrus Financial Services
SEC 13F filings are viewable for Burrus Financial Services going back to 2025
- Burrus Financial Services 2026 Q1 filed April 23, 2026
- Burrus Financial Services 2025 Q4 filed Jan. 30, 2026
- Burrus Financial Services 2025 Q3 filed Oct. 28, 2025