What does BURKETT FINANCIAL SERVICES, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BURKETT FINANCIAL SERVICES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Schwab US Dividend Equity ETF

$53M1.7M18.1%

Schwab US Large Cap Growth ETF

$48M1.6M16.3%

MSCI EAFA Hedged Dollar ETF

$24M494K8.4%

Vanguard FTSE Developed Markets ETF

$24M378K8.3%

Calamos S&P Structured ALT ETF (Blended)

$20M740K6.9%

Eagle Capital Select Equity ETF

$20M648K6.8%

iShares MSCI Min Vol Emerging Markets ETF

$19M290K6.4%

iShares S&P 400 Mid Index

$17M259K6.0%

iShares S&P 600 Small Cap Index

$10M82K3.5%

Loar Holdings Inc

$7M125K2.5%

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