BURKETT FINANCIAL SERVICES, LLC - Portfolio Stock Holdings
BURKETT FINANCIAL SERVICES, LLC disclosed 240 stock positions in a recent SEC 13F filing. $289,407,284 of stock holdings were filed, with the largest holdings including SCHD, SCHG, and DBEF. This filing represented positions held on March 31, 2026, and was filed on April 1, 2026.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:
March 31, 2026No. of Stocks:
240Est. Stock Holding Value:
$289,407,284Top 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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