BURRUS FINANCIAL SERVICES, INC.

Q2 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$230,347
Net value change ($000)
+11,862 (5.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 3,680 12.8%
VB 2,925 13.1%
VXUS 2,860 9.0%
VFVA 2,227 8.3%
BNDX 288 1.1%
BRK-B 208 37.5%
BND 204 0.3%
Top Reduces (Value $000, Stocks/ETFs)
BP -287 -39.6%
MSFT -132 -17.4%
SLV -59 -21.5%
AAPL -52 -14.8%
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