BURRUS FINANCIAL SERVICES, INC.

CIK 0001573947 · SALT LAKE CITY, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

BURRUS FINANCIAL SERVICES, INC. reported 11 positions worth $230.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: BND (34.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$230.3M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.9%
Est. Net Flow (Q)
2026 Q2
10 / 11 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BNDVANGUARD BD INDEX FDSSH$79.7M34.59%1,085,432
2VXUSVANGUARD STAR FDSSH$34.7M15.05%405,599
3VTIVANGUARD INDEX FDSSH$32.3M14.04%87,378
4VFVAVANGUARD WELLINGTON FDSH$28.9M12.57%195,002
5BNDXVANGUARD CHARLOTTE FDSSH$27.1M11.77%559,901
6VBVANGUARD INDEX FDSSH$25.3M10.97%83,316
7BRK-BBERKSHIRE HATHAWAY INC DELSH$762.2K0.33%1,523
8MSFTMICROSOFT CORPSH$625.2K0.27%1,676
9BPBP PLCSH$438.5K0.19%11,867
10AAPLAPPLE INCSH$300.2K0.13%1,037

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BURRUS FINANCIAL SERVICES, INC. hold as of Q2 2026?

BURRUS FINANCIAL SERVICES, INC. reported 11 positions worth $230.3M in its Q2 2026 13F filing. Largest positions: BND (34.6%), VXUS (15.1%), VTI (14.0%), VFVA (12.6%) and BNDX (11.8%).

What did BURRUS FINANCIAL SERVICES, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BURRUS FINANCIAL SERVICES, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.