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CIK: 0001573947
Total reported value
$230.3M
$230.3M
12 檔
65.7%
The Q4 2025 SEC filing reveals that Burrus Financial Services, Inc. held a total portfolio value of $230.3M, covering 12 public equity positions.
Burrus Financial Services, Inc. executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 22.87% | -1.79% | -54.44% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 21.06% | +0.49% | -23.46% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 15.35% | -0.51% | -19.86% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 14.12% | +0.75% | +234.62% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.62% | +0.93% | +43.12% | |
| 6 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 12.55% | +0.34% | -10.62% | |
| 7 | BP | Bp Plc-spons Adr | Stock-Energy | 0.52% | -0.14% | +17.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.24% | — | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | — | |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.13% | — | — | |
| 12 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +4.3% | -23.46% | Trim |
| 2 | VB | Vanguard Small-cap ETF | +4.1% | +234.62% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +3.8% | -19.86% | Trim |
| 4 | VFVA | Vanguard U.s. Value Factor | +0.6% | -10.62% | Trim |
| 5 | BP | Bp Plc-spons Adr | +0.3% | +17.26% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | +43.12% | Add |
| 7 | BND | Vanguard Total Bond Market | -11.9% | -54.44% | Trim |
| 8 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 10 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 11 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | EXIT | Sold out |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 15 | MDU | Mdu Resources Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Burrus Financial Services, Inc. reported a total U.S. public equity portfolio value of $230.3M across 12 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, BNDX) accounted for 65.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOO
市值: $469.3K
Top Position Liquidated / Trimmed
MSFT
前期市值: $1.1M
During Q4 2025, Burrus Financial Services, Inc.'s top holdings by market value included BND (22.9%)、VXUS (21.1%)、BNDX (15.3%). The largest single position, BND, represented 22.9% of total portfolio value.
In Q4 2025, Burrus Financial Services, Inc. made 15 total portfolio adjustments, initiating 5 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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