Burrus Financial Services, Inc. has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 12 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 $40.2B, Vanguard Star Fd Vanguard Tota with a value of $37B, Vanguard Total International B with a value of $27B, Vanguard Small Cap ETF with a value of $24.8B, and Vanguard Total Stock Market Et with a value of $22.2B.

Examining the 13F form we can see an decrease of $42.1B in the current position value, from $218B to 176B.

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 $176 Billion
ETFs: $174 Billion
Energy: $912 Million
Technology: $273 Million
Industrials: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $176 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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