BURKETT FINANCIAL SERVICES, LLC - Portfolio Stock Holdings
BURKETT FINANCIAL SERVICES, LLC disclosed 365 stock positions in a recent SEC 13F filing. $329,601,326 of stock holdings were filed, with the largest holdings including SCHG, SCHD, and DBEF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $572,592,627 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
365Est. Stock Holding Value:
$329,601,326Top Stock Holdings By Sector
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Portfolio Stock Holdings - BURKETT FINANCIAL SERVICES, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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