CIK 1762716
BURKETT FINANCIAL SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
238
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 238
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | Schwab US Large Cap Growth ETF | 1.6M | $1M+ | SH |
| SCHD | Schwab US Dividend Equity ETF | 1.7M | $1M+ | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 386K | $1M+ | SH |
| DBEF | MSCI EAFA Hedged Dollar ETF | 500K | $1M+ | SH |
| EAGL | Eagle Capital Select Equity ETF | 648K | $1M+ | SH |
| CPSL | Calamos S&P Structured ALT ETF (Blended) | 720K | $1M+ | SH |
| EEMV | iShares MSCI Min Vol Emerging Markets ETF | 288K | $1M+ | SH |
| IJH | iShares S&P 400 Mid Index | 261K | $1M+ | SH |
| IJR | iShares S&P 600 Small Cap Index | 83K | $1M+ | SH |
| LOAR | Loar Holdings Inc | 125K | $1M+ | SH |
| VGIT | Vanguard Intermediate Treasury ETF | 88K | $1M+ | SH |
| AAPL | Apple Inc | 14K | $1M+ | SH |
| MSFT | Microsoft Corp | 7K | $1M+ | SH |
| SCHM | Schwab Mid Cap Blend ETF | 88K | $1M+ | SH |
| IVW | iShares S&P 500 Growth | 15K | $1M+ | SH |
| SCHF | Schwab International Equity ETF | 75K | $1M+ | SH |
| T | AT&T Corp Com | 72K | $1M+ | SH |
| IVE | iShares S&P 500 Value | 8K | $1M+ | SH |
| VYM | Vanguard High Dividend Yield ETF | 10K | $1M+ | SH |
| DUK | Duke Energy Corp | 12K | $1M+ | SH |
| CPSD | Calamos S&P 500 Structured ALT ETF (December) | 52K | $1M+ | SH |
| SCHB | Schwab US Total Stock Market ETF | 44K | $1M+ | SH |
| AMZN | Amazon Com Inc | 5K | $1M+ | SH |
| HEFA | IShares Currency Hedged MSCI EAFE ETF | 27K | $1M+ | SH |
| WMT | Wal-Mart Stores Inc | 9K | $1M+ | SH |
| BAC | Bank Of America Com | 18K | $1M+ | SH |
| NVDA | Nvidia Corp | 5K | $500K+ | SH |
| SSB | South Street Corporation | 9K | $500K+ | SH |
| JPM | J P Morgan & Co Inc | 3K | $500K+ | SH |
| VT | Vanguard Total World Stock ETF | 6K | $500K+ | SH |
| SCHV | Schwab US Large Cap Value ETF | 25K | $500K+ | SH |
| AMGN | Amgen Inc | 2K | $500K+ | SH |
| VUG | Vanguard Large Cap Growth ETF | 1K | $500K+ | SH |
| SCHA | Schwab Small Cap Blend ETF | 22K | $500K+ | SH |
| JNJ | Johnson & Johnson | 3K | $500K+ | SH |
| VO | Vanguard Mid-Cap Blend ETF | 2K | $500K+ | SH |
| QQQ | PowerShares QQQ - Nasdaq-100 | 818 | $500K+ | SH |
| TSLA | Tesla Inc | 1K | $100K–$500K | SH |
| LOW | Lowes Cos Inc | 2K | $100K–$500K | SH |
| WBD | Warner Brothers Discovery | 14K | $100K–$500K | SH |
| KO | Coca-Cola Company | 6K | $100K–$500K | SH |
| NFLX | Netflix Inc | 3K | $100K–$500K | SH |
| BRK.B | Berkshire Hathaway Inc B | 563 | $100K–$500K | SH |
| ORCL | Oracle Corporation | 1K | $100K–$500K | SH |
| LLY | Lilly Eli & Co | 232 | $100K–$500K | SH |
| XOM | Exxon Mobil Corporation | 2K | $100K–$500K | SH |
| VWO | Vanguard Emerging Market | 4K | $100K–$500K | SH |
| CRM | Salesforce Com | 847 | $100K–$500K | SH |
| GOOGL | Alphabet Inc Class A | 713 | $100K–$500K | SH |
| META | Meta Platforms Inc Class A | 329 | $100K–$500K | SH |