Filed: 9/24/2025ACC: 0001085146-25-005761
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $181.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$181.78M
Total AUM (reported)
1.68M
Total Shares
Allocation by class
TOTAL STK MKT$75.93M41.8%
TOTAL BND MRKT$72.89M40.1%
US VALUE FACTR$31.12M17.1%
COM$948.7K0.5%
SPONSORED ADR$546.5K0.3%
CL B NEW$344.5K0.2%
Portfolio Concentration
Top 3$179.94M99.0%
4–10$1.84M1.0%
Top 3 weight
99.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.68M
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
1.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings7
Rows:
VANGUARD INDEX FDS
SOLEShares344.71K
TypeSH
Market value$75.93M
41.77%
Sole
0.00
Shared
0.00
None
344.71K
VANGUARD BD INDEX FDS
SOLEShares1M
TypeSH
Market value$72.89M
40.10%
Sole
0.00
Shared
0.00
None
1M
VANGUARD WELLINGTON FD
SOLEShares312.31K
TypeSH
Market value$31.12M
17.12%
Sole
0.00
Shared
0.00
None
312.31K
MICROSOFT CORP
SOLEShares2.01K
TypeSH
Market value$683.1K
0.38%
Sole
0.00
Shared
0.00
None
2.01K
BP PLC
SOLEShares15.49K
TypeSH
Market value$546.5K
0.30%
Sole
0.00
Shared
0.00
None
15.49K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$344.5K
0.19%
Sole
0.00
Shared
0.00
None
1.01K
APPLE INC
SOLEShares1.37K
TypeSH
Market value$265.6K
0.15%
Sole
0.00
Shared
0.00
None
1.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 344.71K | SH | $75.93M 41.77% | 0.00 | 0.00 | 344.71K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1M | SH | $72.89M 40.10% | 0.00 | 0.00 | 1M |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 312.31K | SH | $31.12M 17.12% | 0.00 | 0.00 | 312.31K |
MICROSOFT CORPSOLE | COM | 2.01K | SH | $683.1K 0.38% | 0.00 | 0.00 | 2.01K |
BP PLCSOLE | SPONSORED ADR | 15.49K | SH | $546.5K 0.30% | 0.00 | 0.00 | 15.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $344.5K 0.19% | 0.00 | 0.00 | 1.01K |
APPLE INCSOLE | COM | 1.37K | SH | $265.6K 0.15% | 0.00 | 0.00 | 1.37K |