Burrus Financial Services, Inc. Portfolio Stock Holdings
Burrus Financial Services, Inc. disclosed 11 stock positions valued at approximately $230.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD STAR FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $230.3M
Holdings by Sector
Burrus Financial Services, Inc. Portfolio Holdings in Q2 2026
11 holdings in the latest reporting period.
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| 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 |