Burrus Financial Services, Inc. holds a concentrated book of 11 reported positions worth $230.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they trimmed Vanguard Total Intl Stock. Their largest long position is Vanguard Total Bond Market at 35% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +17.0%, a 3.4-point gap that is the cost of the ~20-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Burrus Financial Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Burrus Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Narodna banka Slovenska | 2 / 11 | $3.3B |
| GuidedMoney, LLC | 8 / 11 | $172.3M |
| AEGON USA Investment Management, LLC | 2 / 11 | $104.6M |
| Shade Tree Advisors LLC | 4 / 11 | $118.3M |
| Stuart Investment Advisors, Inc. | 5 / 11 | $166.2M |
| H&H International Investment, LLC | 3 / 11 | $12.7B |
| Prospera Capital Management, LLC | 8 / 11 | $212.4M |
| Hoffman, Alan N Investment Management | 2 / 11 | $106.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Burrus Financial Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $79.7M | 1.09M | 34.6% | ▲+0.6% Added · +6K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $34.7M | 405.6K | 15.1% | ▼−1.7% Reduced · −7K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $32.3M | 87.4K | 14.0% | ▼−2.1% Reduced · −2K sh | |
| 4 | Vanguard Wellington FD US VALUE FACTR | $28.9M | 195.0K | 12.6% | ▼−1.7% Reduced · −3K sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $27.1M | 559.9K | 11.8% | ▲+0.3% Added · +2K sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $25.3M | 83.3K | 11.0% | ▼−2.3% Reduced · −2K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $762K | 1.5K | 0.3% | ▲+32% Added · +367 sh | |
| 8 | Microsoft Corp COM | $625K | 1.7K | 0.3% | ▼−18% Reduced · −369 sh | |
| 9 | BP PLC SPONSORED ADR | $438K | 11.9K | 0.2% | ▼−23% Reduced · −4K sh | |
| 10 | Apple Inc COM | $300K | 1.0K | 0.1% | ▼−25% Reduced · −350 sh | |
| 11 | Ishares Silver TR ISHARES | $215K | 4.0K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1573947/holdings"
Use Arkolith to show BURRUS FINANCIAL SERVICES, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 11 | $230.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 11 | $218.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 12 | $175.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 10 | $218.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 24, 2025 | 86d | 10 | $209.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Sep 24, 2025 | 177d | 10 | $196.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Sep 24, 2025 | 267d | 10 | $194.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Sep 24, 2025 | 359d | 10 | $201.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.