BURRUS FINANCIAL SERVICES, INC.

Q1 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$218,485
Net value change ($000)
+42,614 (24.2%)
New positions
4
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 39,259 97.6%
VTI 6,449 29.0%
VFVA 4,642 21.0%
MSFT 757 NEW
BRK-B 554 NEW
AAPL 352 NEW
SLV 274 NEW
Top Reduces (Value $000, Stocks/ETFs)
VXUS -5,219 -14.1%
VB -2,496 -10.1%
VOO -469 -100.0%
VGSH -424 -100.0%
NVDA -273 -100.0%
FBTC -227 -100.0%
MDU -203 -100.0%
BP -187 -20.5%
BNDX -177 -0.7%
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