BURKETT FINANCIAL SERVICES, LLC - Portfolio Stock Holdings
BURKETT FINANCIAL SERVICES, LLC disclosed 267 stock positions in a recent SEC 13F filing. $318,388,526 of stock holdings were filed, with the largest holdings including SCHG, SCHD, and DBEF. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
267Est. Stock Holding Value:
$318,388,526Top Stock Holdings By Sector
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Portfolio Stock Holdings - BURKETT FINANCIAL SERVICES, LLC
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% of Portfolio
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