account_balance

Investment manager · 13F filer · SEC CIK 2079815

Burk Holdings LLC

Reported value$289Mas of Sep 30, 2026
Positions955 345 new, 30 sold out
Top 10 weight53.3%DFIC alone is 9%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
DFIC Dimensional ETF Trust 9.0% Added +5%
DUHP Dfa Invt Dimensions Group In 7.3% Added +7%
DFLV Dimensional ETF Trust 5.6% Added +2%
DFAS Dimensional ETF Trust 5.3% Added +4%
AVUV American Centy ETF Tr 5.1% Added +6%
DFCF Dimensional ETF Trust 4.9% Added +23%
DFUV Dimensional ETF Trust 4.8% Added +10%
DFEM Dimensional ETF Trust 4.6% Added +4%
DFUS Dimensional ETF Trust 3.5% Added +15%
AVDE American Centy ETF Tr 3.1% Held
DFGR Dimensional ETF Trust 2.9% Added +7%
DFSD Dimensional ETF Trust 2.8% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • VBK $54.4K
  • JPST $50K
  • JTEK $36.6K
  • CFG $13.6K
arrow_upwardAdded
  • IVW +5228%
  • VOO +102%
  • DFCF +23%
  • AVDV +22%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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