Burkett Financial Services
$320M 13F equity value
282 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Burkett Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | Schwab US Large Cap Growth ETF | 1,615,100 | $55M | 17.1% |
| SCHD | Schwab US Dividend Equity ETF | 1,708,472 | $54M | 17.0% |
| DBEF | MSCI EAFA Hedged Dollar ETF | 490,036 | $27M | 8.4% |
| VEA | Vanguard FTSE Developed Markets ETF | 373,697 | $27M | 8.3% |
| JEMA | JP Morgan Active Emerging Market | 347,312 | $22M | 6.9% |
| CPSL | Calamos S&P Structured ALT ETF (Blended) | 759,599 | $21M | 6.6% |
| EAGL | Eagle Capital Select Equity ETF | 647,552 | $21M | 6.5% |
| IJH | iShares S&P 400 Mid Index | 259,966 | $20M | 6.3% |
| IJR | iShares S&P 600 Small Cap Index | 80,495 | $12M | 3.7% |
| LOAR | Loar Holdings Inc | 118,000 | $10M | 3.0% |
Track Burkett Financial Services's 13F portfolio: $320M in reported holdings, 282 positions. Top holdings and quarterly changes on SentiSense.
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