BURRUS FINANCIAL SERVICES, INC. - Portfolio Stock Holdings
BURRUS FINANCIAL SERVICES, INC. disclosed 11 stock positions in a recent SEC 13F filing. $221,720,411 of stock holdings were filed, with the largest holdings including BND, VXUS, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $240,658,000 and has 5 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:
11Est. Stock Holding Value:
$221,720,411Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - BURRUS FINANCIAL SERVICES, INC.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...