StockDriftsStockDriftsTop 11 Burrus Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 35.9% | 1.13M | $79.6M | +4.54%(+49.29K) | $75.42(-5.38%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 15.17% | 395.9K | $33.6M | -2.39%(-9.70K) | $57.83(+44.86%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 13.6% | 80.6K | $30.2M | -7.78%(-6.80K) | $255.62(+48.03%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 12.36% | 584.6K | $27.4M | +4.41%(+24.66K) | $48.62(-2.88%) | 2026-09-30 | |
| VFVA | VANGUARD WELLINGTON FD | 11.69% | 172.0K | $25.9M | -11.79%(-22.98K) | $103.30(+52.50%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 10.06% | 78.4K | $22.3M | -5.94%(-4.95K) | $247.71(+16.50%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 0.39% | 1.7K | $861K | +0.18%(+3) | $321.71(+61.97%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 0.34% | 1.5K | $758K | +0.00%(+0) | $372.36(+46.89%) | 2026-09-30 | |
| BP | BP PLC | 0.24% | 12.0K | $528K | +1.15%(+136) | $29.78(+68.08%) | 2026-09-30 | |
| AAPL | APPLE INC | 0.16% | 1.0K | $346K | +0.10%(+1) | $176.41(+97.39%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.40% | +30.93% | — | — | +19.90% |
| Top 20 Holdings Unweighted | +11.50% | +38.60% | — | — | +30.95% |
Burrus Financial Services INC reports $221.72M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are BND (35.9%), VXUS (15.2%) and VTI (13.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +30.93% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burrus Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1573947). View Burrus Financial Services INC’s 13F filings on SEC