BURRUS FINANCIAL SERVICES, INC.
CIK 1573947 · View on SEC EDGAR ↗
- Portfolio value
- $230.3M
- Positions
- 11
- As of
- June 30, 2026
#5,989 of 9,443 by 13F value · top 63.4%
Portfolio value QoQ: +5.4% 13F does not disclose cash
- Top 10 holdings weight
- 99.91%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 4.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.32% Est. buys $712,661 · sells $2,785,088
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 68.8% still held
- New positions
- 0
- Increased
- 3
- Decreased
- 7
- Closed
- 5
On this page
Sector breakdown
Technology
0.4%
Energy
0.2%
Other/Unmapped
99.4%
Full portfolio 11 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $79,681,459 | 34.59% | 1,085,432 | $204,139 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $34,674,183 | 15.05% | 405,599 | $2,859,756 | Down ×1 | ||
| VTI | $32,330,829 | 14.04% | 87,378 | $3,679,946 | Down ×2 | ||
| VFVA | $28,943,952 | 12.57% | 195,002 | $2,227,131 | Down ×1 | ||
| BNDX Vanguard Total International Bond ETF | $27,116,344 | 11.77% | 559,901 | $288,030 | Up ×2 | ||
| VB | $25,259,792 | 10.97% | 83,316 | $2,924,328 | Down ×2 | ||
| BRKB | $762,154 | 0.33% | 1,523 | $208,054 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $625,224 | 0.27% | 1,676 | $-131,906 | Down ×1 | ||
| BP BP p.l.c. Common Stock | $438,453 | 0.19% | 11,867 | $-286,111 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $300,159 | 0.13% | 1,037 | $-51,688 | Down ×1 | ||
| SLV | $214,949 | 0.09% | 4,020 | $-58,975 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MSFT | Dec. 31, 2025 | 2,038 | $1,055,118 | -0.3% |
| BRKB | Dec. 31, 2025 | 1,136 | $571,265 | No longer tracked |
| VOO | March 31, 2026 | 1,818 | $469,327 | No longer tracked |
| VGSH | March 31, 2026 | 5,720 | $423,655 | |
| AAPL | Dec. 31, 2025 | 1,385 | $352,365 | 13.3% |
| NVDA | March 31, 2026 | 1,057 | $272,744 | 24.4% |
| FBTC | March 31, 2026 | 4,692 | $226,701 | No longer tracked |
| MDU | March 31, 2026 | 4,207 | $203,297 | -2.0% |