Burrus Financial Services, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$218.5M
Q ending 2026-03-31
Prior quarter
$175.9M
Q ending 2025-12-31
Change
+24.2% QoQ · +11.1% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $79.5M | 1.1M |
| Vanguard Star Fds | VXUS | Shares | $31.8M | 413K |
| Vanguard Index Fds | VTI | Shares | $28.7M | 89K |
| Vanguard Charlotte Fds | BNDX | Shares | $26.8M | 558K |
| Vanguard Wellington Fd | VFVA | Shares | $26.7M | 198K |
| Vanguard Index Fds | VB | Shares | $22.3M | 85K |
| Microsoft Corp | MSFT | Shares | $757K | 2K |
| Bp Plc | BP | Shares | $725K | 15K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $554K | 1K |
| Apple Inc | AAPL | Shares | $352K | 1K |
| Ishares Silver Tr | SLV | Shares | $274K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.