Burrus Financial Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Burrus Financial Services, Inc. disclosed 11 stock positions valued at approximately $230.35M as of quarter-end June 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD STAR FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $230.35M
Holdings by Sector
Burrus Financial Services, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 34.59% | 1,085,432 | +6,175 | +0.57% | $79,681,459 |
| VANGUARD STAR FDS | VXUS | Other | 15.05% | 405,599 | -6,991 | -1.69% | $34,674,183 |
| VANGUARD INDEX FDS | VTI | Other | 14.04% | 87,378 | -1,928 | -2.16% | $32,330,829 |
| VANGUARD WELLINGTON FD | VFVA | Other | 12.57% | 195,002 | -3,473 | -1.75% | $28,943,952 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 11.77% | 559,901 | +1,563 | +0.28% | $27,116,344 |
| VANGUARD INDEX FDS | VB | Other | 10.97% | 83,316 | -1,941 | -2.28% | $25,259,792 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 1,523 | +367 | +31.75% | $762,154 |
| MICROSOFT CORP | MSFT | Technology | 0.27% | 1,676 | -369 | -18.04% | $625,224 |
| BP PLC | BP | Energy | 0.19% | 11,867 | -3,549 | -23.02% | $438,453 |
| APPLE INC | AAPL | Technology | 0.13% | 1,037 | -350 | -25.23% | $300,159 |
| ISHARES SILVER TR | SLV | Other | 0.09% | 4,020 | - | - | $214,949 |
Showing 11 of 11 holdings in the latest reporting period.