Burrus Financial Services
$230M 13F equity value
11 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Burrus 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 |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 1,085,432 | $80M | 34.6% |
| VXUS | VANGUARD STAR FDS | 405,599 | $35M | 15.1% |
| VTI | VANGUARD INDEX FDS | 87,378 | $32M | 14.0% |
| VFVA | VANGUARD WELLINGTON FD | 195,002 | $29M | 12.6% |
| BNDX | VANGUARD CHARLOTTE FDS | 559,901 | $27M | 11.8% |
| VB | VANGUARD INDEX FDS | 83,316 | $25M | 11.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1,523 | $762,154 | 0.3% |
| MSFT | MICROSOFT CORP | 1,676 | $625,224 | 0.3% |
| BP | BP PLC | 11,867 | $438,453 | 0.2% |
| AAPL | APPLE INC | 1,037 | $300,159 | 0.1% |
Track Burrus Financial Services's 13F portfolio: $230M in reported holdings, 11 positions. Top holdings and quarterly changes on SentiSense.
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