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Ammon Winsor

Burrus Financial Services, Inc.

Assets Managed
$218.485M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
24.23%(2Q avg: 2.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Burrus Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Burrus Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 218.485M in assets, with a quarterly growth rate of 24.23% and a 2-quarter average growth rate of 2.46%. The portfolio is managed by Ammon Winsor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 132.42%
36.38%
$79.477M
1.079M shares@ $73.65 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 8.06%
14.57%
$31.814M
412,590 shares@ $77.11 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -31.68%
13.12%
$28.651M
89,306 shares@ $320.82 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 36.74%
12.28%
$26.828M
558,338 shares@ $48.06 avg price
VFVA
Vanguard U.s. Value Factor
Recent Activity
Increased 9.06%
12.23%
$26.717M
198,475 shares@ $134.62 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -70.34%
10.23%
$22.335M
85,257 shares@ $261.98 avg price
MSFT
Microsoft Corp
Recent Activity
New Position
0.35%
$757,130
2,045 shares@ $370.24 avg price
BP
Bp Plc-spons Adr
Recent Activity
Decreased -17.83%
0.34%
$724,564
15,416 shares@ $47.01 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
New Position
0.26%
$554,100
1,156 shares@ $479.33 avg price
AAPL
Apple Inc
Recent Activity
New Position
0.17%
$351,847
1,387 shares@ $253.68 avg price

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