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BURRUS FINANCIAL SERVICES, INC. — 13F Holdings & Portfolio

CIK 1573947 · latest 13F-HR filed 2026-07-20

Backtest portfolio

BURRUS FINANCIAL SERVICES, INC. manages $230.3M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BND (34.59%), VXUS (15.05%), VTI (14.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 5, and trimmed 4.

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.

Filer Information
Address
2455 E PARLEYS WAY SUITE 115
SALT LAKE CITY, UT 84109
Phone
(801) 532-0505
Filing Manager
BURRUS FINANCIAL SERVICES, INC.
SALT LAKE CITY, UT
Signatory
Ammon Winsor
Chief Compliance Officer
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AUM

$230.3M

Long-equity book

Holdings

11

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+0 / −0 / ↑5 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.7M +12.8%
  • VANGUARD INDEX FDS$2.9M +13.1%
  • VANGUARD STAR FDS$2.9M +9.0%
  • VANGUARD WELLINGTON FD$2.2M +8.3%
  • BERKSHIRE HATHAWAY INC DEL$208.1K +37.5%
Show all 5 →

Top Trims

  • BP PLC-$286.1K -39.5%
  • MICROSOFT CORP-$131.9K -17.4%
  • ISHARES SILVER TR-$59.0K -21.5%
  • APPLE INC-$51.7K -14.7%
Show all 4 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 $79.7M 34.59% 1,085,432 SH
2 VANGUARD STAR FDS VXUS 921909768 $34.7M 15.05% 405,599 SH
3 VANGUARD INDEX FDS VTI 922908769 $32.3M 14.04% 87,378 SH
4 VANGUARD WELLINGTON FD VFVA 921935805 $28.9M 12.57% 195,002 SH
5 VANGUARD CHARLOTTE FDS BNDX 92203J407 $27.1M 11.77% 559,901 SH
6 VANGUARD INDEX FDS VB 922908751 $25.3M 10.97% 83,316 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $762.2K 0.33% 1,523 SH
8 MICROSOFT CORP MSFT 594918104 $625.2K 0.27% 1,676 SH
9 BP PLC BP 055622104 $438.5K 0.19% 11,867 SH
10 APPLE INC AAPL 037833100 $300.2K 0.13% 1,037 SH
11 ISHARES SILVER TR SLV 46428Q109 $214.9K 0.09% 4,020 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $230.3M 11 0001573947-26-000003
2026-03-31 2026-04-23 $218.5M 11 0001573947-26-000002
2025-12-31 2026-01-30 $175.9M 12 0001573947-26-000001