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Burkett Financial Services - Q2 2026 13F Filings

BU

Burkett Financial Services, LLC

CIK: 0001762716
Address: South Carolina Rock Hill 128 East Main Street Ste., 201
$319.58 M
Portfolio Value
263
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. JEMA Jpmorgan Activebuilders Emer
+$22.13 M
2. CPSL Calm Lad S&P 500 Str A P Etf
+$538,548.88
3. VO Vanguard Mid-Cap Etf
+$441,123.37
4. VUG Vanguard Growth Etf
+$404,916.36
5. VGIT Vanguard Intermediate-Term Treasury Etf
+$224,360.3

Top Sells

Q2 2026
1. EEMV Ishares Msci Emerging Markets Min Vol Factor Etf
−$21.73 M
2. SCHG Schwab Us Large-Cap Growth Etf
−$589,763.64
3. LOAR Loar Holdings
−$564,270
4. SCHD Schwab Us Dividend Equity Etf
−$459,382.94
5. VEA Vanguard Ftse Developed Markets Etf
−$324,900.25

Asset Allocation

Stocks/ETFs
+9.53%
$319.04 M 99.83%
Options
$0 0.00%
Debt
$0 0.00%
Other
+1.33%
$538,758 0.17%

Sector Allocation (Stocks)

Burkett Financial Services Q2 2026 Filing Summary

Burkett Financial Services, LLC filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 319.58 M reflecting a +9.52% change from the prior quarter, spanning 263 assets. The top 10 holdings comprised 84.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 34 new positions and 21 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Burkett Financial Services’s Q2 2026 Filing

Burkett Financial Services submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Burkett Financial Services reported a managed portfolio value of 319.58 M, consisting of 266 individual positions.

This page displays the raw filing documents. To see which stocks Burkett Financial Services bought or sold during Q2 2026, please visit Burkett Financial Services's Portfolio Analysis page.