BURRUS FINANCIAL SERVICES, INC. — 13F holdings

BURRUS FINANCIAL SERVICES, INC. reported 11 holdings worth $222M in its 13F filing for Q3 2026, filed October 22, 2026. That's down 3.7% from $230M in Q2 2026, when it reported 11 holdings. Its 10 largest positions make up 99.9% of the portfolio.

BURRUS FINANCIAL SERVICES, INC.'s largest positions in Q3 2026

  1. BND VANGUARD BD INDEX FDS — $79.6M (35.9%) · added 5%
  2. VXUS VANGUARD STAR FDS — $33.6M (15.2%) · cut 2%
  3. VTI VANGUARD INDEX FDS — $30.2M (13.6%) · cut 8%
  4. BNDX VANGUARD CHARLOTTE FDS — $27.4M (12.4%) · added 4%
  5. VFVA VANGUARD WELLINGTON FD — $25.9M (11.7%) · cut 12%
  6. VB VANGUARD INDEX FDS — $22.3M (10.1%) · cut 6%
  7. MSFT MICROSOFT CORP — $861K (0.4%) · unchanged
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $758K (0.3%) · unchanged
  9. BP BP PLC — $528K (0.2%) · added 1%
  10. AAPL APPLE INC — $346K (0.2%) · unchanged
  11. SLV ISHARES SILVER TR — $219K (0.1%) · unchanged

What BURRUS FINANCIAL SERVICES, INC. bought in Q3 2026

0 new positions and 3 positions added to.

  1. BND VANGUARD BD INDEX FDS — added, about $3.46M
  2. BNDX VANGUARD CHARLOTTE FDS — added, about $1.16M
  3. BP BP PLC — added, about $5.98K

What BURRUS FINANCIAL SERVICES, INC. sold in Q3 2026

0 positions sold out and 4 reduced.

  1. VFVA VANGUARD WELLINGTON FD — cut 12%, about $3.46M
  2. VTI VANGUARD INDEX FDS — cut 8%, about $2.54M
  3. VB VANGUARD INDEX FDS — cut 6%, about $1.41M
  4. VXUS VANGUARD STAR FDS — cut 2%, about $824K

BURRUS FINANCIAL SERVICES, INC. portfolio value by quarter

What does BURRUS FINANCIAL SERVICES, INC. own?

Its largest positions in Q3 2026 were BND, VXUS, VTI, BNDX, VFVA, out of 11 holdings worth $222M.

What did BURRUS FINANCIAL SERVICES, INC. buy last quarter?

In Q3 2026 it opened 0 new positions and added to 3; the largest buys were BND, BNDX, BP.

What did BURRUS FINANCIAL SERVICES, INC. sell last quarter?

In Q3 2026 it sold out of 0 positions and reduced 4.