2026 Q2 Portfolio Activity
In 2026 Q2, BURRUS FINANCIAL SERVICES, INC. maintained a portfolio of 11 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 31.7%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
BND (34.6%)
Top 10 Concentration
99.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
BURRUS FINANCIAL SERVICES, INC. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 34.59% | 36.38% |
#1
Prev: #1
|
6.5 |
—
|
6,175 | 0.6% |
P
S
|
1,085,432 | $79,681,459 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 15.05% | 14.56% |
#2
Prev: #2
|
6.0 |
—
|
-6,991 | -1.7% |
P
S
|
405,599 | $34,674,183 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 14.04% | 13.11% |
#3
Prev: #3
|
5.5 |
—
|
-1,928 | -2.2% |
P
S
|
87,378 | $32,330,829 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VFVA
VANGUARD WELLIN...
|
ETF | 12.57% | 12.23% |
#4
1
Prev: #5
|
5.0 |
—
|
-3,473 | -1.7% |
P
S
|
195,002 | $28,943,952 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 11.77% | 12.28% |
#5
1
Prev: #4
|
5.0 |
—
|
1,563 | 0.3% |
P
S
|
559,901 | $27,116,344 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 10.97% | 10.22% |
#6
Prev: #6
|
4.5 |
—
|
-1,941 | -2.3% |
P
S
|
83,316 | $25,259,792 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.33% | 0.25% |
#7
2
Prev: #9
|
2.6 |
—
|
367 | 31.7% |
P
S
|
1,523 | $762,154 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.27% | 0.35% |
#8
1
Prev: #7
|
0.6 |
—
|
-369 | -18.0% |
P
S
|
1,676 | $625,224 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BP
BP PLC
|
Energy | 0.19% | 0.33% |
#9
1
Prev: #8
|
0.1 |
—
|
-3,549 | -23.0% |
P
S
|
11,867 | $438,453 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.13% | 0.16% |
#10
Prev: #10
|
0.1 |
—
|
-350 | -25.2% |
P
S
|
1,037 | $300,159 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.09% | 0.13% |
#11
Prev: #11
|
1.0 |
—
|
no change | no change |
P
S
|
4,020 | $214,949 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-11 of 11 holdings