§ 13F · FUND PROFILE
BURRUS FINANCIAL SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 10Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 1.08M | $79M | 36.4% | +132% |
| 2 | VXUS | VANGUARD STAR FDS | 413K | $32M | 14.6% | +8% |
| 3 | VTI | VANGUARD INDEX FDS | 89K | $29M | 13.1% | −32% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 558K | $27M | 12.3% | +37% |
| 5 | VFVA | VANGUARD WELLINGTON FD | 198K | $27M | 12.2% | +9% |
| 6 | VB | VANGUARD INDEX FDS | 85K | $22M | 10.2% | −70% |
| 7 | MSFT | MICROSOFT CORP | 2K | $757K | 0.3% | NEW |
| 8 | BP | BP PLC | 15K | $725K | 0.3% | −18% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 1K | $554K | 0.3% | NEW |
| 10 | AAPL | APPLE INC | 1K | $352K | 0.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURRUS SIGNAL
AC read
BURRUS FINANCIAL SERVICES, INC. is a Other fund managing $218 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed