Filed: 9/24/2025ACC: 0001085146-25-005762
📋 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 $175.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$175.98M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
TOTAL BND MRKT$73.49M41.8%
TOTAL STK MKT$68.21M38.8%
US VALUE FACTR$32.01M18.2%
COM$1.31M0.7%
SPONSORED ADR$600.6K0.3%
CL B NEW$353.9K0.2%
Portfolio Concentration
Top 3$173.71M98.7%
4–10$2.27M1.3%
Top 3 weight
98.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.72M
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
1.72M
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
SOLEShares1.05M
TypeSH
Market value$73.49M
41.76%
Sole
0.00
Shared
0.00
None
1.05M
VANGUARD INDEX FDS
SOLEShares321.12K
TypeSH
Market value$68.21M
38.76%
Sole
0.00
Shared
0.00
None
321.12K
VANGUARD WELLINGTON FD
SOLEShares319.85K
TypeSH
Market value$32.01M
18.19%
Sole
0.00
Shared
0.00
None
319.85K
MICROSOFT CORP
SOLEShares2.01K
TypeSH
Market value$634.7K
0.36%
Sole
0.00
Shared
0.00
None
2.01K
BP PLC
SOLEShares15.51K
TypeSH
Market value$600.6K
0.34%
Sole
0.00
Shared
0.00
None
15.51K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$353.9K
0.20%
Sole
0.00
Shared
0.00
None
1.01K
APPLE INC
SOLEShares1.37K
TypeSH
Market value$234.7K
0.13%
Sole
0.00
Shared
0.00
None
1.37K
APA CORPORATION
SOLEShares5.62K
TypeSH
Market value$231.2K
0.13%
Sole
0.00
Shared
0.00
None
5.62K
OCCIDENTAL PETE CORP
SOLEShares3.29K
TypeSH
Market value$213.5K
0.12%
Sole
0.00
Shared
0.00
None
3.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.05M | SH | $73.49M 41.76% | 0.00 | 0.00 | 1.05M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 321.12K | SH | $68.21M 38.76% | 0.00 | 0.00 | 321.12K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 319.85K | SH | $32.01M 18.19% | 0.00 | 0.00 | 319.85K |
MICROSOFT CORPSOLE | COM | 2.01K | SH | $634.7K 0.36% | 0.00 | 0.00 | 2.01K |
BP PLCSOLE | SPONSORED ADR | 15.51K | SH | $600.6K 0.34% | 0.00 | 0.00 | 15.51K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $353.9K 0.20% | 0.00 | 0.00 | 1.01K |
APPLE INCSOLE | COM | 1.37K | SH | $234.7K 0.13% | 0.00 | 0.00 | 1.37K |
APA CORPORATIONSOLE | COM | 5.62K | SH | $231.2K 0.13% | 0.00 | 0.00 | 5.62K |
OCCIDENTAL PETE CORPSOLE | COM | 3.29K | SH | $213.5K 0.12% | 0.00 | 0.00 | 3.29K |