Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Burk Holdings LLC (CIK 2079815) reported $270.5M across 640 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFIC ($24.6M, 9.08%), DUHP ($19.6M, 7.25%), DFLV ($15.7M, 5.81%), DFAS ($15.5M, 5.74%), AVUV ($14.6M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $24.6M | 9.08% | 659,347 | Added |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $19.6M | 7.25% | 470,037 | Added |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $15.7M | 5.81% | 397,202 | Added |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $15.5M | 5.74% | 188,591 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $14.6M | 5.40% | 117,087 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $13.1M | 4.83% | 321,627 | Added |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $12.7M | 4.70% | 230,951 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $12.1M | 4.45% | 285,493 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $9.0M | 3.32% | 100,644 | Added |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $8.7M | 3.21% | 105,854 | Added |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $8.3M | 3.08% | 287,421 | Added |
| 12 | DFSD | DIMENSIONAL ETF TRUST | $7.6M | 2.80% | 158,862 | Added |
| 13 | AVLV | AMERICAN CENTY ETF TR | $7.4M | 2.73% | 80,870 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $5.9M | 2.19% | 84,639 | Trimmed |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $5.8M | 2.15% | 150,184 | Trimmed |
| 16 | AVEM | AMERICAN CENTY ETF TR | $5.7M | 2.12% | 59,531 | Added |
| 17 | DISV | DIMENSIONAL ETF TRUST | $5.5M | 2.05% | 137,883 | Added |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $5.0M | 1.85% | 92,852 | Added |
| 19 | DFAR | DIMENSIONAL ETF TRUST | $4.3M | 1.58% | 163,133 | Added |
| 20 | DFAE | DIMENSIONAL ETF TRUST | $4.2M | 1.55% | 104,370 | Added |
| 21 | AVUS | AMERICAN CENTY ETF TR | $3.7M | 1.37% | 28,966 | Added |
| 22 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $3.5M | 1.30% | 155,379 | Added |
| 23 | AVRE | AMERICAN CENTY ETF TR | $3.3M | 1.21% | 69,350 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $2.8M | 1.05% | 4,900 | Trimmed |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.8M | 1.03% | 57,487 | Added |
Source: SEC Form 13F filings · as of 2026-06-30