BURKETT FINANCIAL SERVICES, LLC — 13F holdings

BURKETT FINANCIAL SERVICES, LLC reported 376 holdings worth $331M in its 13F filing for Q3 2026, filed October 1, 2026.

Largest positions

1. SCHG SCHWAB STRATEGIC TR — $58.2M (17.6%)
2. SCHD SCHWAB STRATEGIC TR — $55.1M (16.6%)
3. DBEF DBX ETF TR — $26.5M (8.0%)
4. VEA VANGUARD TAX-MANAGED FDS — $26.4M (8.0%)
5. EAGL 2023 ETF SERIES TRUST — $22.0M (6.6%)
6. JEMA J P MORGAN EXCHANGE TRADED F — $21.9M (6.6%)
7. CPSL CALAMOS ETF TR — $21.8M (6.6%)
8. IJH ISHARES TR — $19.2M (5.8%)
9. IJR ISHARES TR — $11.4M (3.4%)
10. LOAR LOAR HOLDINGS INC — $7.26M (2.2%)