BURRUS FINANCIAL SERVICES, INC.
13F Reported Value
ⓘ$230.3M
Holdings
11
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BURRUS FINANCIAL SERVICES, INC. disclosed 11 positions worth $230.3M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (99.0% of disclosed assets). All figures are sourced directly from BURRUS FINANCIAL SERVICES, INC.’s Form 13F-HR filing with the SEC under CIK 1573947.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/burrus-financial-services-inc-1573947
AUM History
13fpro.ai/research/fund/burrus-financial-services-inc-1573947
Top Equity Holdings by Value
13fpro.ai/research/fund/burrus-financial-services-inc-1573947
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$79.7M1,085,432 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$34.7M405,599 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$32.3M87,378 shVANGUARD WELLINGTON FD - US VALUE FACTR
—Quality
$28.9M195,002 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$27.1M559,901 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$25.3M83,316 sh- 73.6
Quality
$762.2K1,523 sh - 79.7
Quality
$625.2K1,676 sh - —
Quality
$438.5K11,867 sh - 76.3
Quality
$300.2K1,037 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $79.7M | 1,085,432 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $34.7M | 405,599 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $32.3M | 87,378 |
| VANGUARD WELLINGTON FD - US VALUE FACTR | — | $28.9M | 195,002 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $27.1M | 559,901 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $25.3M | 83,316 |
| 73.6 | $762.2K | 1,523 | |
| 79.7 | $625.2K | 1,676 | |
| — | $438.5K | 11,867 | |
| 76.3 | $300.2K | 1,037 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BURRUS FINANCIAL SERVICES, INC.'s 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Other
$228.0M
Financials
$977,103
Technology
$925,383
Energy
$438,453
Full Holdings — BURRUS FINANCIAL SERVICES, INC. (Q2 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $79.7M | 34.6% | +1% | — |
| 2 | — | VANGUARD STAR FDS - VG TL INTL STK F | $34.7M | 15.1% | -2% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $32.3M | 14.0% | -2% | — |
| 4 | — | VANGUARD WELLINGTON FD - US VALUE FACTR | $28.9M | 12.6% | -2% | — |
| 5 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $27.1M | 11.8% | +0% | — |
| 6 | — | VANGUARD INDEX FDS - SMALL CP ETF | $25.3M | 11.0% | -2% | — |
| 7 | BERKSHIRE HATHAWAY INC | $762,154 | 0.3% | +32% | 73.6 | |
| 8 | MICROSOFT CORP | $625,224 | 0.3% | -18% | 79.7 | |
| 9 | BP PLC | $438,453 | 0.2% | -23% | — | |
| 10 | Apple Inc. | $300,159 | 0.1% | -25% | 76.3 | |
| 11 | iShares Silver Trust | $214,949 | 0.1% | +0% | — |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for BURRUS FINANCIAL SERVICES, INC. including:
Track BURRUS FINANCIAL SERVICES, INC.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for BURRUS FINANCIAL SERVICES, INC. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: BURRUS FINANCIAL SERVICES, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For BURRUS FINANCIAL SERVICES, INC. (SEC CIK: 1573947), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BURRUS FINANCIAL SERVICES, INC.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.