Burrus Financial Services, Inc. Portfolio Holdings

Burrus Financial Services, Inc.

  • $209 Billion
  • Q2 2025

Burrus Financial Services, Inc. has filed its 13F form on September 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 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 $74.8B, Vanguard Star Fd Vanguard Tota with a value of $34.7B, Vanguard Total Stock Market Et with a value of $28B, Vanguard Total International B with a value of $25.1B, and Vanguard Wellington Fd U S Val with a value of $23.9B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $197B to 209B.

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 $209 Billion
ETFs: $207 Billion
Technology: $1.3 Billion
Financial Services: $552 Million
Energy: $465 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.8 Billion 35.78% of portfolio
1,015,613
Q2 2025 Added 0.54%
$0
$34.7 Billion 16.63% of portfolio
502,916
Q2 2025 Added 2.14%
$0
$28 Billion 13.42% of portfolio
92,265
Q2 2025 Added 2.35%
$0
$25.1 Billion 12.03% of portfolio
507,916
Q2 2025 Added 1.3%
$0
$23.9 Billion 11.45% of portfolio
202,255
Q2 2025 Added 3.37%
$0
$20 Billion 9.58% of portfolio
84,427
Q2 2025 Added 3.12%
$3.83T
$1.01 Billion 0.48% of portfolio
2,034
Q2 2025 Added 0.15%
$644B
$552 Million 0.26% of portfolio
1,136
Q3 2024 Added 12.48%
$105B
$465 Million 0.22% of portfolio
15,527
Q2 2025 Added 1.4%
$4.12T
$284 Million 0.14% of portfolio
1,384
Q2 2025 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $209 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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