BURRUS FINANCIAL SERVICES, INC.

Q4 2025 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$175,871
Net value change ($000)
-42,096 (-19.3%)
New positions
5
Sold out positions
3
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VB 2,981 13.6%
BNDX 1,806 7.2%
VOO 469 NEW
VGSH 424 NEW
VXUS 386 1.1%
BP 361 65.5%
NVDA 273 NEW
FBTC 227 NEW
MDU 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -35,582 -46.9%
VTI -7,770 -25.9%
VFVA -3,894 -15.0%
MSFT -1,055 -100.0%
BRK-B -571 -100.0%
AAPL -352 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type