Institutional filer · SEC 13F · Q3 2025
BURKETT FINANCIAL SERVICES, LLC
The reported 13F portfolio of BURKETT FINANCIAL SERVICES, LLC (CIK 1762716) - top holdings, how concentrated the book is, and what changed last quarter.
- $290.2M
- Reported book
- 226
- Positions
- #152
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, BURKETT FINANCIAL SERVICES, LLC ranks #152 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $290.2M across 226 positions, a concentrated portfolio led by a few core positions.
- $290.2M
- reported 13F value
- 226
- disclosed positions
- 18.3%
- in Schwab US Large Cap Gr
- #152
- of 360 filers
Top-5 share 57.1% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, BURKETT FINANCIAL SERVICES, LLC ranks #152 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where BURKETT FINANCIAL SERVICES, LLC sits by disclosed position count
BURKETT FINANCIAL SERVICES, LLC reports 226 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
BURKETT FINANCIAL SERVICES, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
226 104th of 360 higher than 256 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
BURKETT FINANCIAL SERVICES, LLC reports a book ($0.29B) spread across 226 disclosed positions -- more than the 103-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1762716 · Q3 2025 $290M book
BOOK-MID · POS-MID · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #152/360
- POS-MID 226 names
- CONC-DOM 57% top-5
- LEAD-DOM 18.3% Schwab US Large Cap…
- PHOTO-FINISH Wellington Shields &…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Wellington Shields & Co., LLC
Read with: Ownership concentration guide - BURKETT FINANCIAL SERVICES, LLC's top-five positions weigh 57% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · BURKETT FINANCIAL SERVICES, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$290.2M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Latest Quarter Trades · Q3 2025
New positions (200)
Frequently Asked Questions
- How big is BURKETT FINANCIAL SERVICES, LLC's 13F portfolio?
- BURKETT FINANCIAL SERVICES, LLC reports $290.2M of long US-equity positions across 226 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does BURKETT FINANCIAL SERVICES, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, BURKETT FINANCIAL SERVICES, LLC ranks #152 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is BURKETT FINANCIAL SERVICES, LLC's largest position?
- BURKETT FINANCIAL SERVICES, LLC's largest reported position is Schwab US Large Cap Growth ETF at $53.0M, about 18.3% of its reported book as of Q3 2025.
- What did BURKETT FINANCIAL SERVICES, LLC trade last quarter?
- In its Q3 2025 filing, BURKETT FINANCIAL SERVICES, LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for BURKETT FINANCIAL SERVICES, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($290.2M here).
Similar holding count
Nearest filers by number of disclosed positions (226 here).
Using this filing
- The rankings sort every tracked filer the same way BURKETT FINANCIAL SERVICES, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Wellington Shields & Co., LLC reported the nearest book value ($298.3M) this quarter, a useful scale comparison for BURKETT FINANCIAL SERVICES, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.