Burrus Financial Services 13F Portfolio Q4 2025

Burrus Financial Services, Inc. (CIK: 0001573947) is a financial institution headquartered at 2455 E Parleys Way Suite 115, , Salt Lake City, Utah 84109. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $175,871,387, comprising 12 distinct securities. Over its filing history, it has submitted 16 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. VB Vanguard Small-Cap ETF

+$17.41 M

2. VTI Vanguard Total Stock Market ETF

+$6.69 M

3. VOO Vanguard S&P 500 ETF

+$469,327

4. VGSH Vanguard Short-Term Treasury ETF

+$423,655

5. NVDA NVIDIA Corporation

+$272,744

Top Sells

Q4 2025

1. BND Vanguard Total Bond Market ETF

−$48.06 M

2. VXUS Vanguard Total International Stock ETF

−$11.35 M

3. BNDX Vanguard Total International Bond ETF

−$6.69 M

4. VFVA Vanguard U.S. Value Factor ETF

−$2.62 M

5. MSFT Microsoft Corporation

−$1.06 M

Stocks/ETFs

-19.31%

$175.87 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Bond Market ETF ETF-BND	464,371	$40.22 M	22.87%	▼ 554,918	Reduce -54.4%
Vanguard Total International Stock ETF ETF-VXUS	381,848	$37.03 M	21.06%	▼ 117,058	Reduce -23.5%
Vanguard Total International Bond ETF ETF-BNDX	408,330	$27 M	15.35%	▼ 101,186	Reduce -19.9%
Vanguard Small-Cap ETF ETF-VB	287,513	$24.83 M	14.12%	▲ 201,591	Add 234.6%
Vanguard Total Stock Market ETF ETF-VTI	130,722	$22.2 M	12.62%	▲ 39,387	Add 43.1%
Vanguard U.S. Value Factor ETF ETF-VFVA	182,000	$22.07 M	12.55%	▼ 21,636	Reduce -10.6%
BP p.l.c. BP	18,763	$911,967	0.52%	▲ 2,762	Add 17.3%
Vanguard S&P 500 ETF ETF-VOO	1,818	$469,327	0.27%	▲ 1,818	New Buy
Vanguard Short-Term Treasury ETF ETF-VGSH	5,720	$423,655	0.24%	▲ 5,720	New Buy
NVIDIA Corporation NVDA	1,057	$272,744	0.16%	▲ 1,057	New Buy

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Burrus Financial Services, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Burrus Financial Services, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 16 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Burrus Financial Services, Inc. Quarterly 13F Statistics

Discover detailed insights into Burrus Financial Services, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Burrus Financial Services, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Burrus Financial Services, Inc.. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Burrus Financial Services, Inc. 13F Filings, Portfolio & Analysis

Burrus Financial Services, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Burrus Financial Services, Inc.'s Portfolio

Burrus Financial Services, Inc. Quarterly 13F Statistics

Burrus Financial Services, Inc.'s All 13F Filings