Filed: 9/24/2025ACC: 0001085146-25-005760
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $175.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$175.02M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
TOTAL BND MRKT$73.24M41.8%
TOTAL STK MKT$70.06M40.0%
US VALUE FACTR$29.63M16.9%
COM$1.21M0.7%
SPONSORED ADR$571.0K0.3%
CL B NEW$312.0K0.2%
Portfolio Concentration
Top 3$172.93M98.8%
4–10$2.09M1.2%
Top 3 weight
98.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings9
Rows:
VANGUARD BD INDEX FDS
SOLEShares992.04K
TypeSH
Market value$73.24M
41.85%
Sole
0.00
Shared
0.00
None
992.04K
VANGUARD INDEX FDS
SOLEShares343.28K
TypeSH
Market value$70.06M
40.03%
Sole
0.00
Shared
0.00
None
343.28K
VANGUARD WELLINGTON FD
SOLEShares305.51K
TypeSH
Market value$29.63M
16.93%
Sole
0.00
Shared
0.00
None
305.51K
MICROSOFT CORP
SOLEShares2K
TypeSH
Market value$577.2K
0.33%
Sole
0.00
Shared
0.00
None
2K
BP PLC
SOLEShares15.05K
TypeSH
Market value$571.0K
0.33%
Sole
0.00
Shared
0.00
None
15.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$312.0K
0.18%
Sole
0.00
Shared
0.00
None
1.01K
APPLE INC
SOLEShares1.37K
TypeSH
Market value$225.5K
0.13%
Sole
0.00
Shared
0.00
None
1.37K
OCCIDENTAL PETE CORP
SOLEShares3.28K
TypeSH
Market value$204.6K
0.12%
Sole
0.00
Shared
0.00
None
3.28K
APA CORPORATION
SOLEShares5.55K
TypeSH
Market value$200.1K
0.11%
Sole
0.00
Shared
0.00
None
5.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 992.04K | SH | $73.24M 41.85% | 0.00 | 0.00 | 992.04K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 343.28K | SH | $70.06M 40.03% | 0.00 | 0.00 | 343.28K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 305.51K | SH | $29.63M 16.93% | 0.00 | 0.00 | 305.51K |
MICROSOFT CORPSOLE | COM | 2K | SH | $577.2K 0.33% | 0.00 | 0.00 | 2K |
BP PLCSOLE | SPONSORED ADR | 15.05K | SH | $571.0K 0.33% | 0.00 | 0.00 | 15.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $312.0K 0.18% | 0.00 | 0.00 | 1.01K |
APPLE INCSOLE | COM | 1.37K | SH | $225.5K 0.13% | 0.00 | 0.00 | 1.37K |
OCCIDENTAL PETE CORPSOLE | COM | 3.28K | SH | $204.6K 0.12% | 0.00 | 0.00 | 3.28K |
APA CORPORATIONSOLE | COM | 5.55K | SH | $200.1K 0.11% | 0.00 | 0.00 | 5.55K |