Burris Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing was signed by Ammon Winsor, the Chief Compliance Officer for the firm, and was dated October 22, 2026.
The report lists a total of 11 equity securities held by the firm during the reporting period. The filing indicates that the firm holds no beneficial ownership of these positions, as all holdings are listed as "SOLE" voting rights with no shared ownership or dispositive rights.
The top holdings disclosed in the filing include:
- BP PLC Sponsored ADR: 12,003 shares
- Apple Inc.: 1,038 shares
- Berkshire Hathaway Inc. Class B: 1,523 shares
- Microsoft Corp.: 1,679 shares
The filing also includes several exchange-traded funds (ETFs) and index funds, such as the iShares Silver Trust, Vanguard Total Bond Market ETF, and various Vanguard index funds tracking broad market indices and international stocks.
