account_balance
Investment manager · 13F filer · SEC CIK 1762716
Burkett Financial Services, LLC
Reported value$331Mas of Sep 30, 2026
Positions376 125 new, 13 sold out
Top 10 weight81.4%SCHG alone is 18%
FiledOct 11 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab US Large Cap Growth ETF
17.6%
SCHDSchwab US Dividend Equity ETF
16.6%
DBEFMSCI EAFE Hedged Dollar ETF
8.0%
VEAVanguard FTSE Developed Markets ETF
8.0%
EAGLEagle Capital Select Equity ETF
6.6%
JEMAJP Morgan Active Emerging Market
6.6%
CPSLCalamos S&P Structured ALT ETF (Blended)
6.6%
IJHiShares S&P 400 Mid Index
5.8%Added +2%
IJRiShares S&P 600 Small Cap Index
3.4%Added +4%
LOARLoar Holdings Inc.
2.2%
AAPLApple Inc.
1.5%
MSFT1.3%SCHGSchwab US Large Cap Growth ETF
17.6%
SCHDSchwab US Dividend Equity ETF
16.6%
DBEFMSCI EAFE Hedged Dollar ETF
8.0%
VEAVanguard FTSE Developed Markets ETF
8.0%
EAGLEagle Capital Select Equity ETF
6.6%
JEMAJP Morgan Active Emerging Market
6.6%
CPSLCalamos S&P Structured ALT ETF (Blended)
6.6%
IJH5.8%
IJR3.4%
LOARMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab US Large Cap Growth ETF 17.6% Held
SCHD Schwab US Dividend Equity ETF 16.6% Held
DBEF MSCI EAFE Hedged Dollar ETF 8.0% Held
VEA Vanguard FTSE Developed Markets ETF 8.0% Held
EAGL Eagle Capital Select Equity ETF 6.6% Held
JEMA JP Morgan Active Emerging Market 6.6% Held
CPSL Calamos S&P Structured ALT ETF (Blended) 6.6% Held
IJH iShares S&P 400 Mid Index 5.8% Added +2%
IJR iShares S&P 600 Small Cap Index 3.4% Added +4%
LOAR Loar Holdings Inc. 2.2% HeldAAPL Apple Inc. 1.5% Added +8%MSFT Microsoft Corp 1.3% Added +26%What changed
Biggest moves since Jun 30, 2026
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