Burkett Financial Services, LLC has filed its 13F form on November 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Million distributed in 226 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $53M, Schwab Strategic Tr Us Dividen with a value of $45.6M, Vanguard Ftse Developed Market with a value of $23.8M, Xtrackers Msci Eafe Hedged Equ with a value of $23.3M, and Ishares Msci Emerging Markets with a value of $17.8M.
Examining the 13F form we can see an decrease of $277B in the current position value, from $278B to 238M.
Burkett Financial Services, LLC is based out at Rock Hill, SC
Below you can find more details about Burkett Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
ETFs: $212 Million
Technology: $8.99 Million
Financial Services: $3.57 Million
Communication Services: $3.49 Million
Consumer Cyclical: $2.23 Million
Utilities: $1.98 Million
Consumer Defensive: $1.86 Million
Healthcare: $1.72 Million
Other: $1.77 Million
Stock Holdings Table Market Cap. of $200 Billions or more
