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 88.72% of Burrus Financial Services's stock portfolio.
  • Added to shares of these 5 stocks: BND, BNDX, BP, MSFT, AAPL.
  • Reduced shares in these 4 stocks: VFVA, VTI, VB, VXUS.
  • Burrus Financial Services was a net seller of stock by $-3.6M.
  • Burrus Financial Services has $222M in assets under management (AUM), dropping by -3.74%.
  • 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 September 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) 35.9 $80M +4% 1.1M 70.15
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.2 $34M -2% 396k 84.96
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 13.6 $30M -7% 81k 374.23
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 12.4 $27M +4% 585k 46.87
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Vanguard Wellington Us Value Factr (VFVA) 11.7 $26M -11% 172k 150.69
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Vanguard Index Fds Mrngstr Sml Cap (VB) 10.1 $22M -5% 78k 284.54
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Microsoft Corporation (MSFT) 0.4 $861k 1.7k 512.96
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $758k 1.5k 497.99
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BP Sponsored Adr (BP) 0.2 $528k 12k 43.99
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Apple (AAPL) 0.2 $346k 1.0k 333.10
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Ishares Silver Tr Ishares (SLV) 0.1 $219k 4.0k 54.51
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Past Filings by Burrus Financial Services

SEC 13F filings are viewable for Burrus Financial Services going back to 2025