Burrus Financial Services, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Burrus Financial Services, Inc. reported 11 stock positions worth $230.3 million. Its top holding was Vanguard Total Bond Market (BND) at 34.6% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 15.1%) and VG Morningstar TS MKT ETF-US (VTI, 14.0%). Compared with Q1 2026, it added to 3 and reduced 7. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +32%) and the biggest sale BP PLC-Spons ADR (BP, shares −23%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001573947
Portfolio Value
$230.3M (Q2 2026)
SEC Filing
0001573947-26-000003 ↗ filed Jul 20, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $195.2M Q1 2024 Q2 2024: $196.0M Q2 2024 Q3 2024: $201.8M Q3 2024 Q4 2024: $194.6M Q4 2024 Q1 2025: $196.7M Q1 2025 Q2 2025: $209.0M Q2 2025 Q3 2025: $218.0M Q3 2025 Q4 2025: $175.9M Q4 2025 Q1 2026: $218.5M Q1 2026 Q2 2026: $230.3M $230.3M Q2 2026

Holdings 11 stocks · $230.3M
BND Vanguard Total Bond Market 34.59% 1,085,432 $79.7M Add +0.6%
VXUS Vanguard Total Intl Stock 15.05% 405,599 $34.7M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 14.04% 87,378 $32.3M Reduce -2.2%
VFVA Vanguard U.S. Value Factor 12.57% 195,002 $28.9M Reduce -1.8%
BNDX Vanguard Total Intl Bond ETF 11.77% 559,901 $27.1M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 10.97% 83,316 $25.3M Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 1,523 $762K Add +31.8%
MSFT Microsoft Corp. 0.27% 1,676 $625K Reduce -18.0%
BP BP PLC-Spons ADR 0.19% 11,867 $438K Reduce -23.0%
AAPL Apple Inc. 0.13% 1,037 $300K Reduce -25.2%
SLV iShares Silver Trust 0.09% 4,020 $215K No change

Portfolio Sells Q1 2026 → Q2 2026
BP BP PLC-Spons ADR Reduce -23.0% 0.19% −0.14
MSFT Microsoft Corp. Reduce -18.0% 0.27% −0.08
AAPL Apple Inc. Reduce -25.2% 0.13% −0.03
VFVA Vanguard U.S. Value Factor Reduce -1.8% 12.57% +0.34
VXUS Vanguard Total Intl Stock Reduce -1.7% 15.05% +0.49
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.3% 10.97% +0.74
VTI VG Morningstar TS MKT ETF-US Reduce -2.2% 14.04% +0.92

Portfolio Buys Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Add +31.8% 0.33% +0.08
BNDX Vanguard Total Intl Bond ETF Add +0.3% 11.77% −0.51
BND Vanguard Total Bond Market Add +0.6% 34.59% −1.78

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$230.3MBND, VXUS, VTI, VFVA, BNDX
Q1 2026 11$218.5MBND, VXUS, VTI, BNDX, VFVA
Q4 2025 12$175.9MBND, VXUS, BNDX, VB, VTI
Q3 2025 10$218.0MBND, VXUS, VTI, VFVA, BNDX
Q2 2025 10$209.0MBND, VXUS, VTI, BNDX, VFVA
Q1 2025 10$196.7MBND, VXUS, VTI, BNDX, VFVA
Q4 2024 10$194.6MBND, VXUS, VTI, BNDX, VFVA
Q3 2024 10$201.8MBND, VXUS, VTI, BNDX, VFVA
Q2 2024 9$196.0MBND, VTI, VXUS, VFVA, BNDX
Q1 2024 10$195.2MBND, VTI, VXUS, VFVA, BNDX