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CIK: 0001573947
Total reported value
$221.7M
$221.7M
11 檔
91.4%
During the Q2 2026 filing period, Burrus Financial Services, Inc. (CIK: 0001573947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $221.7M across 11 reported positions.
In Q2 2026, Burrus Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 34.59% | +1.31% | +0.57% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.05% | +0.12% | -1.69% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.04% | -0.44% | -2.16% | |
| 4 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 12.57% | -0.88% | -1.75% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.77% | +0.59% | +0.28% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 10.97% | -0.91% | -2.28% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.01% | +31.75% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | +0.12% | -18.04% | |
| 9 | BP | Bp Plc-spons Adr | Stock-Energy | 0.19% | +0.05% | -23.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.03% | -25.23% | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 0.09% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | -2.16% | Trim |
| 2 | VB | Vanguard Small-cap ETF | +0.8% | -2.28% | Trim |
| 3 | VXUS | Vanguard Total Intl Stock | +0.5% | -1.69% | Trim |
| 4 | VFVA | Vanguard U.s. Value Factor | +0.3% | -1.75% | Trim |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +31.75% | Add |
| 6 | AAPL | Apple Inc | 0% | -25.23% | Trim |
| 7 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | -0.1% | -18.04% | Trim |
| 9 | BP | Bp Plc-spons Adr | -0.1% | -23.02% | Trim |
| 10 | BNDX | Vanguard Total Intl Bond ETF | -0.5% | +0.28% | Add |
| 11 | BND | Vanguard Total Bond Market | -1.8% | +0.57% | Add |
According to official SEC Form 13F filings, Burrus Financial Services, Inc. reported a total U.S. public equity portfolio value of $221.7M across 11 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, VTI) accounted for 91.4% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
VXUS
前期市值: $31.8M
During Q2 2026, Burrus Financial Services, Inc.'s top holdings by market value included BND (34.6%)、VXUS (15.1%)、VTI (14.0%). The largest single position, BND, represented 34.6% of total portfolio value.
In Q2 2026, Burrus Financial Services, Inc. made 10 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 7 holdings, and fully liquidating 0 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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