Burkett Financial Services, LLC ETF holdings
Rock Hill, SC
Reported $284.9M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$284.9M
ETFs held
71
Change from prior quarter
+9.4%
With price moves
ETFs as a share of its 13F
89.1%
of $319.6M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $54.7M | 1,615,100 | −17,428 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $54.2M | 1,708,472 | −14,487 shares |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $26.8M | 490,036 | −4,404 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $26.6M | 373,697 | −4,560 shares |
| JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | $22.2M | 347,312 | +346,467 shares |
| CPSL | Calamos Laddered S&P 500 Structured Alt Protection ETF | $21.2M | 759,599 | +19,289 shares |
| EAGL | Eagle Capital Select Equity ETF | $20.8M | 647,552 | No change |
| IJH | iShares Core S&P Mid-Cap ETF | $20.0M | 259,966 | +963 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.9M | 80,495 | −1,669 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $6.0M | 101,153 | +3,804 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001762716. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Burkett Financial Services, LLC own?
Burkett Financial Services, LLC reported 71 ETF positions worth $284.9M in its Form 13F for June 30, 2026. The largest was SCHG, at $54.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.