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CIK: 0001573947
Total reported value
$230.3M
$230.3M
11 檔
84.0%
In Q1 2026, Burrus Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $230.3M, distributed across 11 disclosed stock positions.
Burrus Financial Services, Inc. executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 5 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 36.38% | -1.79% | +132.41% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 14.56% | +0.49% | +8.05% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.11% | +0.93% | -31.68% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 12.28% | -0.51% | +36.74% | |
| 5 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 12.23% | +0.34% | +9.05% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 10.22% | +0.75% | -70.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.08% | — | |
| 8 | BP | Bp Plc-spons Adr | Stock-Energy | 0.33% | -0.14% | -17.84% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | +0.08% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.16% | -0.03% | — | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 0.13% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +13.5% | +132.41% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | -31.68% | Trim |
| 3 | BP | Bp Plc-spons Adr | -0.2% | -17.84% | Trim |
| 4 | VFVA | Vanguard U.s. Value Factor | -0.3% | +9.05% | Add |
| 5 | BNDX | Vanguard Total Intl Bond ETF | -3.1% | +36.74% | Add |
| 6 | VB | Vanguard Small-cap ETF | -3.9% | -70.35% | Trim |
| 7 | VXUS | Vanguard Total Intl Stock | -6.5% | +8.05% | Add |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 11 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 14 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 15 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
| 16 | MDU | Mdu Resources Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Burrus Financial Services, Inc. reported a total U.S. public equity portfolio value of $230.3M across 11 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, VTI) accounted for 84.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
MSFT
市值: $757.1K
Top Position Liquidated / Trimmed
VOO
前期市值: $469.3K
During Q1 2026, Burrus Financial Services, Inc.'s top holdings by market value included BND (36.4%)、VXUS (14.6%)、VTI (13.1%). The largest single position, BND, represented 36.4% of total portfolio value.
In Q1 2026, Burrus Financial Services, Inc. made 16 total portfolio adjustments, initiating 4 new buys, adding to 4 positions, trimming 3 holdings, and fully liquidating 5 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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