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, VFVA, BNDX, and represent 88.02% of Burrus Financial Services's stock portfolio.
  • Added to shares of these 3 stocks: BND, BRK.B, BNDX.
  • Reduced shares in these 7 stocks: VTI, VXUS, VB, VFVA, MSFT, BP, AAPL.
  • Burrus Financial Services was a net seller of stock by $-2.1M.
  • Burrus Financial Services has $230M in assets under management (AUM), dropping by 5.43%.
  • 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 June 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) 34.6 $80M 1.1M 73.41
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.1 $35M 406k 85.49
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Vanguard Index Fds Total Stk Mkt (VTI) 14.0 $32M -2% 87k 370.01
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Vanguard Wellington Us Value Factr (VFVA) 12.6 $29M 195k 148.43
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 11.8 $27M 560k 48.43
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Vanguard Index Fds Small Cp Etf (VB) 11.0 $25M -2% 83k 303.18
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $762k +31% 1.5k 500.43
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Microsoft Corporation (MSFT) 0.3 $625k -18% 1.7k 373.05
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BP Sponsored Adr (BP) 0.2 $439k -23% 12k 36.95
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Apple (AAPL) 0.1 $300k -25% 1.0k 289.45
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Ishares Silver Tr Ishares (SLV) 0.1 $215k 4.0k 53.47
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Past Filings by Burrus Financial Services

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