Burrus Financial Services, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Burrus Financial Services, Inc. reported 12 stock positions worth $175.9 million. Its top holding was Vanguard Total Bond Market (BND) at 22.9% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 21.1%) and Vanguard Total Intl Bond ETF (BNDX, 15.4%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 3 and reduced 4. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +235%) and the biggest sale Vanguard Total Bond Market (BND, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001573947
- Portfolio Value
- $175.9M (Q4 2025)
- SEC Filing
- 0001573947-26-000001 ↗ filed Jan 30, 2026
Holdings Value
Holdings 12 stocks · $175.9M
| BND Vanguard Total Bond Market | 22.87% | 464,371 | $40.2M | Reduce -54.4% |
| VXUS Vanguard Total Intl Stock | 21.06% | 381,848 | $37.0M | Reduce -23.5% |
| BNDX Vanguard Total Intl Bond ETF | 15.35% | 408,330 | $27.0M | Reduce -19.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 14.12% | 287,513 | $24.8M | Add +234.6% |
| VTI VG Morningstar TS MKT ETF-US | 12.62% | 130,722 | $22.2M | Add +43.1% |
| VFVA Vanguard U.S. Value Factor | 12.55% | 182,000 | $22.1M | Reduce -10.6% |
| BP BP PLC-Spons ADR | 0.52% | 18,763 | $912K | Add +17.3% |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,818 | $469K | New |
| VGSH Vanguard Short-Term Treasury | 0.24% | 5,720 | $424K | New |
| NVDA Nvidia Corp. | 0.16% | 1,057 | $273K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.13% | 4,692 | $227K | New |
| MDU Mdu Resources Group Inc. | 0.12% | 4,207 | $203K | New |
Portfolio Sells Q3 2025 → Q4 2025
| BND Vanguard Total Bond Market | Reduce -54.4% | 22.87% | −11.91 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.26 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.16 |
| VFVA Vanguard U.S. Value Factor | Reduce -10.6% | 12.55% | +0.64 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -19.9% | 15.35% | +3.79 |
| VXUS Vanguard Total Intl Stock | Reduce -23.5% | 21.06% | +4.24 |
Portfolio Buys Q3 2025 → Q4 2025
| VB Vanguard Most SM-Cap ETF-Usd | Add +234.6% | 14.12% | +4.09 |
| VOO Vanguard S&P 500 ETF | New | 0.27% | +0.27 |
| BP BP PLC-Spons ADR | Add +17.3% | 0.52% | +0.27 |
| VGSH Vanguard Short-Term Treasury | New | 0.24% | +0.24 |
| NVDA Nvidia Corp. | New | 0.16% | +0.16 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.13% | +0.13 |
| MDU Mdu Resources Group Inc. | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +43.1% | 12.62% | −1.13 |
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 |