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Portfolio (Quarterly) Guide ↗

BURKETT FINANCIAL SERVICES, LLC

· CIK 0001762716
13F Portfolio $293M AUM 238 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 1 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG Schwab US Large Cap Growth ETF 1,599,626.0 $52.2M 17.81% NEW $32.62 +5.4%
2 SCHD Schwab US Dividend Equity ETF 1,725,899.0 $47.3M 16.16% NEW $27.43 +19.7%
3 VEA Vanguard FTSE Developed Markets ETF 386,261.0 $24.1M 8.23% NEW $62.47 +12.8%
4 DBEF MSCI EAFA Hedged Dollar ETF 499,903.0 $24.1M 8.21% NEW $48.11 +9.7%
5 EAGL Eagle Capital Select Equity ETF 647,552.0 $21.0M 7.17% NEW $32.46 +1.2%
6 Calamos S&P Structured ALT ETF (Blended) 720,452.0 $19.6M 6.69% NEW $27.20
7 EEMV iShares MSCI Min Vol Emerging Markets ETF 287,720.0 $18.4M 6.29% NEW $64.04 +13.3%
8 IJH iShares S&P 400 Mid Index 261,021.0 $17.2M 5.88% NEW $66.00 +11.4%
9 IJR iShares S&P 600 Small Cap Index 82,545.0 $9.9M 3.38% NEW $120.18 +14.3%
10 LOAR Loar Holdings Inc Industrials 125,000.0 $8.5M 2.90% NEW $68.00 -8.3%
11 VGIT Vanguard Intermediate Treasury ETF 87,978.0 $5.3M 1.80% NEW $59.93 -2.0%
12 AAPL Apple Inc Technology 14,110.0 $3.8M 1.31% NEW $271.87 +13.6%
13 MSFT Microsoft Corp Technology 6,605.0 $3.2M 1.09% NEW $483.68 -13.5%
14 SCHM Schwab Mid Cap Blend ETF 87,537.0 $2.6M 0.90% NEW $30.07 +15.5%
15 IVW iShares S&P 500 Growth 14,906.0 $1.8M 0.63% NEW $123.26 +10.8%
16 SCHF Schwab International Equity ETF 75,468.0 $1.8M 0.62% NEW $24.04 +13.4%
17 T AT&T Corp Com Communication Services 72,262.0 $1.8M 0.61% NEW $24.84 +1.7%
18 IVE iShares S&P 500 Value 8,161.0 $1.7M 0.59% NEW $212.08 +7.5%
19 VYM Vanguard High Dividend Yield ETF 10,332.0 $1.5M 0.51% NEW $143.53 +10.6%
20 DUK Duke Energy Corp Utilities 12,049.0 $1.4M 0.48% NEW $117.21 +7.2%
Page 1 of 12  ·  238 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 27.3%
Technology 25.6%
Financial Services 12.2%
Communication Services 8.6%
Consumer Cyclical 6.4%
Healthcare 5.9%
Utilities 5.8%
Consumer Defensive 5.6%
Energy 1.9%
Basic Materials 0.7%