13F Insight
DOSSIER · 13F-HR · Q1 2026

BURRUS FINANCIAL SERVICES, INC.

BURRUS FINANCIAL SERVICES's asset manager based in Stamford, CT — $218M in tracked AUM across 11 positions as of Q1 2026.

BF
BURRUS FINANCIAL SERVICES·Stamford, CT·Asset Manager
CIK 0001573947 · last filed Mar 31, 2026
Total AUM
$218M
▲ 0.7%
vs prior
Holdings
11
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Burrus Financial Services, Inc. for the period ending September 30, 2025, here is a comprehensive financial analysis.

1. Portfolio Overview

Burrus Financial Services, Inc. has executed a drastic restructuring of its portfolio during the third quarter of 2025. The total portfolio value plummeted by 87.9%, declining from $208.95 million at the end of Q2 to $25.20 million at the end of Q3. This reduction is not solely attributable to ma...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$79M1.1M36.4%
02
VXUS
VANGUARD STAR FDS
$32M413K14.6%
03
VTI
VANGUARD INDEX FDS
$29M89K13.1%
04
BNDX
VANGUARD CHARLOTTE FDS
$27M558K12.3%
05
VFVA
VANGUARD WELLINGTON FD
$27M198K12.2%
06
VB
VANGUARD INDEX FDS
$22M85K10.2%
07
MSFT
MICROSOFT CORP
$757,1302K0.3%
08
BP
BP PLC
$724,56415K0.3%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$554,1001K0.3%
10
AAPL
APPLE INC
$351,8471K0.2%

Filing history

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