Burrus Financial Services, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Burrus Financial Services, Inc. reported 11 stock positions worth $218.5 million. Its top holding was Vanguard Total Bond Market (BND) at 36.4% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.6%) and VG Morningstar TS MKT ETF-US (VTI, 13.1%). Compared with Q4 2025, it opened 4 new positions, sold out of 5, added to 4 and reduced 3. The biggest buy was Vanguard Total Bond Market (BND, shares +132%) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001573947
- Portfolio Value
- $218.5M (Q1 2026)
- SEC Filing
- 0001573947-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 11 stocks · $218.5M
| BND Vanguard Total Bond Market | 36.38% | 1,079,257 | $79.5M | Add +132.4% |
| VXUS Vanguard Total Intl Stock | 14.56% | 412,590 | $31.8M | Add +8.1% |
| VTI VG Morningstar TS MKT ETF-US | 13.11% | 89,306 | $28.7M | Reduce -31.7% |
| BNDX Vanguard Total Intl Bond ETF | 12.28% | 558,338 | $26.8M | Add +36.7% |
| VFVA Vanguard U.S. Value Factor | 12.23% | 198,475 | $26.7M | Add +9.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.22% | 85,257 | $22.3M | Reduce -70.3% |
| MSFT Microsoft Corp. | 0.35% | 2,045 | $757K | New |
| BP BP PLC-Spons ADR | 0.33% | 15,416 | $725K | Reduce -17.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,156 | $554K | New |
| AAPL Apple Inc. | 0.16% | 1,387 | $352K | New |
| SLV iShares Silver Trust | 0.13% | 4,020 | $274K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -70.3% | 10.22% | −3.90 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.27 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.24 |
| BP BP PLC-Spons ADR | Reduce -17.8% | 0.33% | −0.19 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.16 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.13 |
| MDU Mdu Resources Group Inc. | Sold out | 0.00% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -31.7% | 13.11% | +0.49 |
Portfolio Buys Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Add +132.4% | 36.38% | +13.51 |
| MSFT Microsoft Corp. | New | 0.35% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.25% | +0.25 |
| AAPL Apple Inc. | New | 0.16% | +0.16 |
| SLV iShares Silver Trust | New | 0.13% | +0.13 |
| VFVA Vanguard U.S. Value Factor | Add +9.1% | 12.23% | −0.32 |
| BNDX Vanguard Total Intl Bond ETF | Add +36.7% | 12.28% | −3.08 |
| VXUS Vanguard Total Intl Stock | Add +8.1% | 14.56% | −6.50 |
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 |