Burrus Financial Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Burrus Financial Services, Inc. disclosed 11 stock positions valued at approximately $221.72M as of quarter-end September 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD STAR FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $221.72M
Holdings by Sector
Burrus Financial Services, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 35.90% | 1,134,725 | +49,293 | +4.54% | $79,601,240 |
| VANGUARD STAR FDS | VXUS | Other | 15.17% | 395,899 | -9,700 | -2.39% | $33,635,013 |
| VANGUARD INDEX FDS | VTI | Other | 13.60% | 80,582 | -6,796 | -7.78% | $30,155,902 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 12.36% | 584,566 | +24,665 | +4.41% | $27,398,153 |
| VANGUARD WELLINGTON FD | VFVA | Other | 11.69% | 172,021 | -22,981 | -11.79% | $25,921,285 |
| VANGUARD INDEX FDS | VB | Other | 10.06% | 78,365 | -4,951 | -5.94% | $22,298,168 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 1,679 | +3 | +0.18% | $861,254 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 1,523 | - | - | $758,437 |
| BP PLC | BP | Energy | 0.24% | 12,003 | +136 | +1.15% | $528,037 |
| APPLE INC | AAPL | Technology | 0.16% | 1,038 | +1 | +0.10% | $345,756 |
| ISHARES SILVER TR | SLV | Other | 0.10% | 4,020 | - | - | $219,131 |
Showing 11 of 11 holdings in the latest reporting period.