Burrus Financial Services
Burrus Financial Services reported 11 stocks worth $222M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are BND (35.9%), VXUS (15.2%) and VTI (13.6%). Compared with Q2 2026, the fund added to BND, BNDX and MSFT and trimmed VXUS, VTI and VFVA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BND Vanguard BD Index Fds | $79.6M | 35.9% | 1.1M | +49K (+5%) | 8 of 8 | |
| 2 |  VXUS Vanguard Star Fds | $33.6M | 15.2% | 396K | −9,700 (−2%) | 8 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $30.2M | 13.6% | 81K | −6,796 (−8%) | 8 of 8 | |
| 4 |  BNDX Vanguard Total | $27.4M | 12.4% | 585K | +25K (+4%) | 8 of 8 | |
| 5 |  VFVA Vanguard U.s. Value Factor ETF | $25.9M | 11.7% | 172K | −23K (−12%) | 8 of 8 | |
| 6 |  VB Vanguard Index Fds | $22.3M | 10.1% | 78K | −4,951 (−6%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $861K | 0.4% | 1,679 | +3 (+0%) | 7 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $758K | 0.3% | 1,523 | No change | 7 of 8 | |
| 9 |  BP BP P L C F | $528K | 0.2% | 12K | +136 (+1%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $346K | 0.2% | 1,038 | No change | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Burrus Financial Services 13F FAQ
What does Burrus Financial Services own?
Burrus Financial Services reported 11 stocks worth $222M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are BND (35.9%), VXUS (15.2%) and VTI (13.6%). The table above lists every position in the filing (the top 10 without an account).
What did Burrus Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 4 added to, 4 trimmed and 0 sold out.
When will Burrus Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Burrus Financial Services's portfolio worth?
The Q3 2026 filing reports $222M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.