Burkett Financial Services, LLC Portfolio Holdings

Burkett Financial Services, LLC has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $239 Million distributed in 238 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 $51.6M, Schwab Strategic Tr Us Dividen with a value of $47M, Xtrackers Msci Eafe Hedged Equ with a value of $24.1M, Vanguard Ftse Developed Market with a value of $23.7M, and Ishares Msci Emerging Markets with a value of $18.8M.

Examining the 13F form we can see an increase of $1.24M in the current position value, from $238M to 239M. Also it can be appreciated an additional of 24 stocks purchases and 1 closed positions.

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.