Burrus Financial Services, Inc. 13F Holdings · Q2 2026
Burrus Financial Services, Inc. reported 11 securities worth $230.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BND (34.59%), VXUS (15.05%), VTI (14.04%). Among its top 25 positions this quarter: 3 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $79.7M | 34.59% | 1.1M | Added |
| 2 | VXUS | VANGUARD STAR FDS | $34.7M | 15.05% | 405,599 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $32.3M | 14.04% | 87,378 | Trimmed |
| 4 | VFVA | VANGUARD WELLINGTON FD | $28.9M | 12.57% | 195,002 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $27.1M | 11.77% | 559,901 | Added |
| 6 | VB | VANGUARD INDEX FDS | $25.3M | 10.97% | 83,316 | Trimmed |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $762,154 | 0.33% | 1,523 | Added |
| 8 | MSFT | MICROSOFT CORP | $625,224 | 0.27% | 1,676 | Trimmed |
| 9 | BP | BP PLC | $438,453 | 0.19% | 11,867 | Trimmed |
| 10 | AAPL | APPLE INC | $300,159 | 0.13% | 1,037 | Trimmed |
| 11 | SLV | ISHARES SILVER TR | $214,949 | 0.09% | 4,020 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR