Burkett Financial Services Q3 2026 Portfolio Changes: Key Purchases and Sales
Burkett Financial Services, LLC made notable adjustments to its portfolio in Q3 2026, including significant purchases and sales of various ETFs. The investor's holdings reflect strategic shifts in favor of certain sectors while reducing exposure in others.
During the third quarter of 2026, Burkett Financial Services, LLC made notable adjustments to its portfolio, as indicated by the changes in its holdings. The total portfolio value stood at $331,107,839, and the investor's activity included both strategic purchases and sales of various exchange-traded funds (ETFs).
Among the most significant observable purchases during Q3 2026, Burkett Financial Services increased its stake in several holdings. Notable buys included VYMI, VXUS, CPSL, JEMA, IJH, SCHG, IJH, SCHG, and others with substantial share increases.
Conversely, the investor reduced positions in several ETFs during the quarter. The most notable sales were observed in holdings like VGIT, SCHD, SCHF, and DBEF, indicating a strategic decision to divest from these assets.
These adjustments suggest a dynamic portfolio management approach by Burkett Financial Services, with the investor focusing on specific sectors and asset classes. The changes reflect a mix of tactical adjustments and strategic long-term positioning, as evidenced by the significant shifts in certain holdings.
For more detailed analysis of Burkett Financial Services' portfolio changes, refer to the full report on Burkett Financial Services. Investors can explore each stock's performance and details by visiting the respective links provided.
The portfolio's top holdings include SCHG, SCHD, DBEF, and others, which remain unchanged from the prior period.
Overall, Burkett Financial Services' Q3 2026 portfolio changes highlight a focused approach on certain sectors while strategically reducing exposure in others. The investor's holdings demonstrate a blend of tactical adjustments and long-term investment strategies, with a total portfolio value of $331,107,839 as of September 30, 2026.