Burrus Financial Services, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 24, 2025), Burrus Financial Services, Inc. reported 10 stock positions worth $209.0 million. Its top holding was Vanguard Total Bond Market (BND) at 35.8% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 16.6%) and VG Morningstar TS MKT ETF-US (VTI, 13.4%). Compared with Q1 2025, it added to 9. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +2%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001573947
- Portfolio Value
- $209.0M (Q2 2025)
- SEC Filing
- 0001085146-25-005769 ↗ filed Sep 24, 2025
Holdings Value
Holdings 10 stocks · $209.0M
| BND Vanguard Total Bond Market | 35.78% | 1,015,613 | $74.8M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 16.63% | 502,916 | $34.7M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 13.42% | 92,265 | $28.0M | Add +2.4% |
| BNDX Vanguard Total Intl Bond ETF | 12.03% | 507,916 | $25.1M | Add +1.3% |
| VFVA Vanguard U.S. Value Factor | 11.45% | 202,255 | $23.9M | Add +3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 9.58% | 84,427 | $20.0M | Add +3.1% |
| MSFT Microsoft Corp. | 0.48% | 2,034 | $1.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,136 | $552K | No change |
| BP BP PLC-Spons ADR | 0.22% | 15,527 | $465K | Add +1.4% |
| AAPL Apple Inc. | 0.14% | 1,384 | $284K | Add +0.3% |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| VXUS Vanguard Total Intl Stock | Add +2.1% | 16.63% | +1.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.4% | 13.42% | +0.82 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.1% | 9.58% | +0.34 |
| VFVA Vanguard U.S. Value Factor | Add +3.4% | 11.45% | +0.11 |
| MSFT Microsoft Corp. | Add +0.1% | 0.48% | +0.10 |
| AAPL Apple Inc. | Add +0.3% | 0.14% | −0.02 |
| BP BP PLC-Spons ADR | Add +1.4% | 0.22% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.3% | 12.03% | −0.41 |
| BND Vanguard Total Bond Market | Add +0.5% | 35.78% | −1.94 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $230.3M | BND, VXUS, VTI, VFVA, BNDX |
| Q1 2026 | 11 | $218.5M | BND, VXUS, VTI, BNDX, VFVA |
| Q4 2025 | 12 | $175.9M | BND, VXUS, BNDX, VB, VTI |
| Q3 2025 | 10 | $218.0M | BND, VXUS, VTI, VFVA, BNDX |
| Q2 2025 | 10 | $209.0M | BND, VXUS, VTI, BNDX, VFVA |
| Q1 2025 | 10 | $196.7M | BND, VXUS, VTI, BNDX, VFVA |
| Q4 2024 | 10 | $194.6M | BND, VXUS, VTI, BNDX, VFVA |
| Q3 2024 | 10 | $201.8M | BND, VXUS, VTI, BNDX, VFVA |
| Q2 2024 | 9 | $196.0M | BND, VTI, VXUS, VFVA, BNDX |
| Q1 2024 | 10 | $195.2M | BND, VTI, VXUS, VFVA, BNDX |