BURRUS FINANCIAL SERVICES, INC.
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 230,347
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 11 | 230,347 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q1 2026 | 4/22/2026 | 11 | 218,485 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q4 2025 | 1/30/2026 | 12 | 175,871 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q3 2025 | 10/28/2025 | 10 | 217,967 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q2 2025 | 9/24/2025 | 10 | 208,955 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q1 2025 | 9/24/2025 | 10 | 196,684 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q4 2024 | 9/24/2025 | 10 | 194,628 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q3 2024 | 9/24/2025 | 10 | 201,848 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q2 2024 | 9/24/2025 | 9 | 195,991 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q1 2024 | 9/24/2025 | 10 | 195,213 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q4 2023 | 9/24/2025 | 9 | 189,381 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q3 2023 | 9/24/2025 | 9 | 175,975 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q2 2023 | 9/24/2025 | 7 | 181,783 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q1 2023 | 9/24/2025 | 9 | 175,023 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q4 2022 | 9/24/2025 | 10 | 172,621 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q3 2022 | 9/24/2025 | 9 | 162,372 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q2 2022 | 9/24/2025 | 9 | 174,267 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
| Q1 2022 | 9/24/2025 | 11 | 195,778 | 13F-HR | BURRUS FINANCIAL SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.125 K | 0.9% | 0 | 263 | -263 |
| ETFs | 228.2 K | 99.1% | 12.13 K | 0 | 12.13 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
230,347
Holdings
11
QoQ value change ($000)
11,862
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.