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BURRUS FINANCIAL SERVICES, INC.

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13F filer, CIK 1573947, SALT LAKE CITY, UT

BURRUS FINANCIAL SERVICES, INC. reported $230,347,498 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20. Its ten largest share positions make up 99.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573947-26-000003

Period
2026-06-30
Reported value
$230M
Holdings
11
Top 10 weight
99.91%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+6,175$453K
BRK-Badded+367$184K
BNDXadded+1,563$75.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-1,928-$713K
VXUSreduced-6,991-$598K
VBreduced-1,941-$588K
VFVAreduced-3,473-$515K
MSFTreduced-369-$138K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001573947-26-000003, largest first. % of portfolio is the value over $230,347,498, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983,753 shares; 2024Q4: 979,420 shares; 2025Q1: 1,010,153 shares; 2025Q2: 1,015,613 shares; 2025Q3: 1,019,289 shares; 2025Q4: 464,371 shares; 2026Q1: 1,079,257 shares; 2026Q2: 1,085,432 shares 1,085,432$79.7M34.59%+6,175Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,115 shares; 2024Q4: 465,600 shares; 2025Q1: 492,379 shares; 2025Q2: 502,916 shares; 2025Q3: 498,906 shares; 2025Q4: 381,848 shares; 2026Q1: 412,590 shares; 2026Q2: 405,599 shares 405,599$34.7M15.05%-6,991Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,664 shares; 2024Q4: 92,295 shares; 2025Q1: 90,146 shares; 2025Q2: 92,265 shares; 2025Q3: 91,335 shares; 2025Q4: 130,722 shares; 2026Q1: 89,306 shares; 2026Q2: 87,378 shares 87,378$32.3M14.04%-1,928Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,210 shares; 2024Q4: 199,026 shares; 2025Q1: 195,661 shares; 2025Q2: 202,255 shares; 2025Q3: 203,636 shares; 2025Q4: 182,000 shares; 2026Q1: 198,475 shares; 2026Q2: 195,002 shares 195,002$28.9M12.57%-3,473Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,388 shares; 2024Q4: 499,011 shares; 2025Q1: 501,418 shares; 2025Q2: 507,916 shares; 2025Q3: 509,516 shares; 2025Q4: 408,330 shares; 2026Q1: 558,338 shares; 2026Q2: 559,901 shares 559,901$27.1M11.77%+1,563Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,438 shares; 2024Q4: 82,377 shares; 2025Q1: 81,875 shares; 2025Q2: 84,427 shares; 2025Q3: 85,922 shares; 2025Q4: 287,513 shares; 2026Q1: 85,257 shares; 2026Q2: 83,316 shares 83,316$25.3M10.97%-1,941Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: not reported; 2026Q1: 1,156 shares; 2026Q2: 1,523 shares 1,523$762K0.33%+367Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 2,026 shares; 2025Q1: 2,031 shares; 2025Q2: 2,034 shares; 2025Q3: 2,038 shares; 2025Q4: not reported; 2026Q1: 2,045 shares; 2026Q2: 1,676 shares 1,676$625K0.27%-369Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,421 shares; 2024Q4: 15,673 shares; 2025Q1: 15,313 shares; 2025Q2: 15,527 shares; 2025Q3: 16,001 shares; 2025Q4: 18,763 shares; 2026Q1: 15,416 shares; 2026Q2: 11,867 shares 11,867$438K0.19%-3,549Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,379 shares; 2025Q1: 1,380 shares; 2025Q2: 1,384 shares; 2025Q3: 1,385 shares; 2025Q4: not reported; 2026Q1: 1,387 shares; 2026Q2: 1,037 shares 1,037$300K0.13%-350Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,020 shares; 2026Q2: 4,020 shares 4,020$215K0.09%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001573947-26-000003 base2026-07-20acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001573947-26-000003 Quarter ended 2026-06-302026-07-20acceptance time not in the bulk data set
13F-HR 0001573947-26-000002 Quarter ended 2026-03-312026-04-23acceptance time not in the bulk data set
13F-HR 0001573947-26-000001 Quarter ended 2025-12-312026-01-30acceptance time not in the bulk data set
13F-HR 0001573947-25-000002 Quarter ended 2025-09-302025-10-28acceptance time not in the bulk data set
13F-HR 0001085146-25-005758 Quarter ended 2022-09-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005756 Quarter ended 2022-03-312025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005767 Quarter ended 2024-12-312025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005759 Quarter ended 2022-12-312025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005763 Quarter ended 2023-12-312025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005765 Quarter ended 2024-06-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005760 Quarter ended 2023-03-312025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005762 Quarter ended 2023-09-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005761 Quarter ended 2023-06-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005764 Quarter ended 2024-03-312025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005766 Quarter ended 2024-09-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005769 Quarter ended 2025-06-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005757 Quarter ended 2022-06-302025-09-24acceptance time not in the bulk data set
13F-HR 0001085146-25-005768 Quarter ended 2025-03-312025-09-24acceptance time not in the bulk data set