Burrus Financial Services, Inc.
- SEC CIK
- 0001573947
- Latest filing
- Jul 20, 2026
The latest 13F from Burrus Financial Services, Inc. covers Q2 2026 (filed Jul 20, 2026): 11 long positions worth $230.3M. The top 10 holdings make up 99.9% of the portfolio, and the largest is Vanguard Total Bond Market ETF at 34.6%. Livermore has 18 filings on Form 13F from this institution, going back to Q1 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 3
- Est. +$712.7K
- Reduced
- 7
- Est. −$2.79M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Total Bond Market ETF92193783534.6%$79.7M
- Vanguard Star FDS92190976815.1%$34.7M
- Vanguard Morningstar Total Stock Market ETF92290876914.0%$32.3M
- Vanguard Wellington FD92193580512.6%$28.9M
- Vanguard Total International Bond ETF92203J40711.8%$27.1M
Share of portfolio
Top 5 holdings and the other 6 positions, by share of portfolio value
- Vanguard Total Bond Market ETF34.6%
- Vanguard Star FDS15.1%
- Vanguard Morningstar Total Stock Market ETF14.0%
- Vanguard Wellington FD12.6%
- Vanguard Total International Bond ETF11.8%
- Other 6 positions12.0%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Total Bond Market ETF921937835+$453.3KAdded
- BRK.BBerkshire Hathaway Inc
- Vanguard Total International Bond ETF92203J407+$75.7KAdded
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Morningstar Total Stock Market ETF922908769−$713.4KReduced
- Vanguard Star FDS921909768−$597.7KReduced
- Vanguard Morningstar Small-Cap ETF922908751−$588.5KReduced
- Vanguard Wellington FD921935805−$515.5KReduced
- MSFTMicrosoft Corp
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $230.3M
- +$11.9M (+5.4%) vs. prior quarter
- Positions
- 11
- 0 vs. prior quarter
- Top 10 concentration
- 99.9%
- Top 10 as share of value
- Turnover
- 0.3%
- Q2 2026, one quarter
- Average holding period
- 14.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2022), so positions held before then are understated.
13F filings by quarter
18 quarters, going back to Q1 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $230.3M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 20, 2026 | 11 | $230.3M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 23, 2026 | 11 | $218.5M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 30, 2026 | 12 | $175.9M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Total International Bond ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 28, 2025 | 10 | $218.0M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Sep 24, 2025 | 10 | $209.0M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Sep 24, 2025 | 10 | $196.7M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Sep 24, 2025 | 10 | $194.6M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Sep 24, 2025 | 10 | $201.8M | Vanguard Total Bond Market ETFVanguard Star FDSVanguard Morningstar Total Stock Market ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Sep 24, 2025 | 9 | $196.0M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Star FDS | vs. Q1 2024 | SEC |
| Q1 2024 | Sep 24, 2025 | 10 | $195.2M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Star FDS | vs. Q4 2023 | SEC |
| Q4 2023 | Sep 24, 2025 | 9 | $189.4M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Star FDS | vs. Q3 2023 | SEC |
| Q3 2023 | Sep 24, 2025 | 9 | $176.0M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Wellington FD | vs. Q2 2023 | SEC |
| Q2 2023 | Sep 24, 2025 | 7 | $181.8M | Vanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Wellington FD | vs. Q1 2023 | SEC |
| Q1 2023 | Sep 24, 2025 | 9 | $175.0M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Wellington FD | vs. Q4 2022 | SEC |
| Q4 2022 | Sep 24, 2025 | 10 | $172.6M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Wellington FD | vs. Q3 2022 | SEC |
| Q3 2022 | Sep 24, 2025 | 9 | $162.4M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Star FDS | vs. Q2 2022 | SEC |
| Q2 2022 | Sep 24, 2025 | 9 | $174.3M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Star FDS | vs. Q1 2022 | SEC |
| Q1 2022 | Sep 24, 2025 | 11 | $195.8M | Vanguard Total Bond Market ETFVanguard Morningstar Total Stock Market ETFVanguard Star FDS | – | SEC |