Burrus Financial Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Burrus Financial Services, Inc. reported 10 stock positions worth $218.0 million. Its top holding was Vanguard Total Bond Market (BND) at 34.8% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 16.8%) and VG Morningstar TS MKT ETF-US (VTI, 13.8%). Compared with Q2 2025, it added to 7 and reduced 2. The biggest buy was Vanguard U.S. Value Factor (VFVA, shares +1%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001573947
- Portfolio Value
- $218.0M (Q3 2025)
- SEC Filing
- 0001573947-25-000002 ↗ filed Oct 28, 2025
Holdings Value
Holdings 10 stocks · $218.0M
| BND Vanguard Total Bond Market | 34.78% | 1,019,289 | $75.8M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 16.81% | 498,906 | $36.6M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 13.75% | 91,335 | $30.0M | Reduce -1.0% |
| VFVA Vanguard U.S. Value Factor | 11.91% | 203,636 | $26.0M | Add +0.7% |
| BNDX Vanguard Total Intl Bond ETF | 11.56% | 509,516 | $25.2M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.02% | 85,922 | $21.9M | Add +1.8% |
| MSFT Microsoft Corp. | 0.48% | 2,038 | $1.1M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,136 | $571K | No change |
| BP BP PLC-Spons ADR | 0.25% | 16,001 | $551K | Add +3.0% |
| AAPL Apple Inc. | 0.16% | 1,385 | $352K | Add +0.1% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| VFVA Vanguard U.S. Value Factor | Add +0.7% | 11.91% | +0.46 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.8% | 10.02% | +0.45 |
| BP BP PLC-Spons ADR | Add +3.0% | 0.25% | +0.03 |
| AAPL Apple Inc. | Add +0.1% | 0.16% | +0.03 |
| MSFT Microsoft Corp. | Add +0.2% | 0.48% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.3% | 11.56% | −0.47 |
| BND Vanguard Total Bond Market | Add +0.4% | 34.78% | −1.01 |
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 |