BURRUS FINANCIAL SERVICES, INC. — 13F Holdings & Portfolio
CIK 1573947 · latest 13F-HR filed 2026-04-23
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$218.5M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-04-23
+4 / −5 / ↑3 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$39.3M +97.6%
- VANGUARD INDEX FDS$6.4M +29.0%
- VANGUARD WELLINGTON FD$4.6M +21.0%
Top Trims
- VANGUARD STAR FDS-$5.2M -14.1%
- VANGUARD INDEX FDS-$2.5M -10.1%
- BP PLC-$187.4K -20.5%
New Positions
- MICROSOFT CORP$757.1K
- BERKSHIRE HATHAWAY INC DEL$554.1K
- APPLE INC$351.8K
- ISHARES SILVER TR$273.9K
Exited Positions
- VANGUARD INDEX FDS$469.3K
- VANGUARD SCOTTSDALE FDS$423.7K
- NVIDIA CORPORATION$272.7K
- FIDELITY WISE ORIGIN BITCOIN$226.7K
- MDU RES GROUP INC$203.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | BND | 921937835 | $79.5M | 36.38% | 1,079,257 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $31.8M | 14.56% | 412,590 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $28.7M | 13.11% | 89,306 | SH |
| 4 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $26.8M | 12.28% | 558,338 | SH |
| 5 | VANGUARD WELLINGTON FD | VFVA | 921935805 | $26.7M | 12.23% | 198,475 | SH |
| 6 | VANGUARD INDEX FDS | VB | 922908751 | $22.3M | 10.22% | 85,257 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $757.1K | 0.35% | 2,045 | SH |
| 8 | BP PLC | BP | 055622104 | $724.6K | 0.33% | 15,416 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $554.1K | 0.25% | 1,156 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $351.8K | 0.16% | 1,387 | SH |
| 11 | ISHARES SILVER TR | SLV | 46428Q109 | $273.9K | 0.13% | 4,020 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $218.5M | 11 | 0001573947-26-000002 |
| 2025-12-31 | 2026-01-30 | $175.9M | 12 | 0001573947-26-000001 |