Burrus Financial Services, Inc. Portfolio Holdings

Burrus Financial Services, Inc.

  • $218 Billion
  • Q3 2025

Burrus Financial Services, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $75.8B, Vanguard Star Fd Vanguard Tota with a value of $36.6B, Vanguard Total Stock Market Et with a value of $30B, Vanguard Wellington Fd U S Val with a value of $26B, and Vanguard Total International B with a value of $25.2B.

Examining the 13F form we can see an increase of $9.01B in the current position value, from $209B to 218B.

Burrus Financial Services, Inc. is based out at Salt Lake City, UT

Below you can find more details about Burrus Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $218 Billion
ETFs: $215 Billion
Technology: $1.41 Billion
Financial Services: $571 Million
Energy: $551 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.8 Billion 34.78% of portfolio
1,019,289
Q3 2025 Added 0.36%
$0
$36.6 Billion 16.81% of portfolio
498,906
Q3 2025 Reduced 0.8%
$0
$30 Billion 13.75% of portfolio
91,335
Q3 2025 Reduced 1.01%
$0
$26 Billion 11.91% of portfolio
203,636
Q3 2025 Added 0.68%
$0
$25.2 Billion 11.56% of portfolio
509,516
Q3 2025 Added 0.32%
$0
$21.9 Billion 10.02% of portfolio
85,922
Q3 2025 Added 1.77%
$3.78T
$1.06 Billion 0.48% of portfolio
2,038
Q3 2025 Added 0.2%
$662B
$571 Million 0.26% of portfolio
1,136
Q3 2024 Added 12.48%
$112B
$551 Million 0.25% of portfolio
16,001
Q3 2025 Added 3.05%
$4.3T
$352 Million 0.16% of portfolio
1,385
Q3 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $218 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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