Burrus Financial Services, Inc. Top Holdings and 13F Report (2026) About Burrus Financial Services, Inc.Investment ActivityBurrus Financial Services, Inc. has $218.48 million in total holdings as of March 31, 2026.Burrus Financial Services, Inc. owns shares of 11 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 27.01% of the portfolio was purchased this quarter.About 31.14% of the portfolio was sold this quarter.This quarter, Burrus Financial Services, Inc. has purchased 12 new stocks and bought additional shares in 4 stocks.Burrus Financial Services, Inc. sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $79,477,320Vanguard Total International Stock ETF $31,814,427Vanguard Total Stock Market ETF $28,650,883Vanguard Total International Bond ETF $26,828,314Vanguard U.S. Value Factor $26,716,821 Largest New Holdings this Quarter 594918104 - Microsoft $757,130 Holding084670702 - Berkshire Hathaway $554,100 Holding037833100 - Apple $351,847 Holding46428Q109 - iShares Silver Trust $273,924 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 614,886 shares (about $45.28M)Vanguard Total International Bond ETF 150,008 shares (about $7.21M)Vanguard Total International Stock ETF 30,742 shares (about $2.37M)Vanguard U.S. Value Factor 16,475 shares (about $2.22M)Microsoft 2,045 shares (about $757.13K) Largest Sales this Quarter Vanguard Small-Cap ETF 202,256 shares (about $52.99M)Vanguard Total Stock Market ETF 41,416 shares (about $13.29M)BP 3,347 shares (about $157.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurrus Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$79,477,320$45,280,680 ▲132.4%1,079,25736.4%ETFVXUSVanguard Total International Stock ETF$31,814,427$2,370,487 ▲8.1%412,59014.6%ETFVTIVanguard Total Stock Market ETF$28,650,883$13,286,957 ▼-31.7%89,30613.1%ETFBNDXVanguard Total International Bond ETF$26,828,314$7,207,931 ▲36.7%558,33812.3%ETFVFVAVanguard U.S. Value Factor$26,716,821$2,217,708 ▲9.1%198,47512.2%ETFVBVanguard Small-Cap ETF$22,335,464$52,986,636 ▼-70.3%85,25710.2%ETFMSFTMicrosoft$757,130$757,130 ▲New Holding2,0450.3%Computer and TechnologyBPBP$724,564$157,312 ▼-17.8%15,4160.3%EnergyBRK.BBerkshire Hathaway$554,100$554,100 ▲New Holding1,1560.3%FinanceAAPLApple$351,847$351,847 ▲New Holding1,3870.2%Computer and TechnologySLViShares Silver Trust$273,924$273,924 ▲New Holding4,0200.1%ETFVOOVanguard S&P 500 ETF$0$469,327 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$423,655 ▼-100.0%00.0%ETFNVDANVIDIA$0$272,744 ▼-100.0%00.0%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$0$226,701 ▼-100.0%00.0%SHSMDUMDU Resources Group$0$203,297 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
