Burrus Financial Services, Inc. holds a concentrated book of 11 stocks worth $230.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Nvidia Corp and trimmed Vanguard Total Intl Stock. Their largest long position is Vanguard Total Bond Market at 35% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +15.0%, a 3.3-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Burrus Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 16 / 11 | $229.8B |
| MORGAN STANLEY | 16 / 11 | $215.9B |
| BANK OF AMERICA CORP /DE/ | 16 / 11 | $132.5B |
| ROYAL BANK OF CANADA | 16 / 11 | $58.3B |
| WELLS FARGO & COMPANY/MN | 16 / 11 | $50.0B |
| RAYMOND JAMES FINANCIAL INC | 16 / 11 | $43.7B |
| LPL Financial LLC | 16 / 11 | $28.5B |
| BANK OF MONTREAL /CAN/ | 16 / 11 | $25.2B |
Ranked by how many of Burrus Financial Services, Inc.'s top 11 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 11 | $230.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 11 | $218.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 12 | $175.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 10 | $218.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 24, 2025 | 10 | $209.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Sep 24, 2025 | 10 | $196.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Sep 24, 2025 | 10 | $194.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Sep 24, 2025 | 10 | $201.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.