BURKETT FINANCIAL SERVICES, LLC
•CIK: 1762716•Filing: Q4 2025
**BURKETT FINANCIAL SERVICES, LLC** manages $293M across a diversified portfolio of 233 positions. The strategy shows a notable emphasis on U.S. growth and dividend-focused equities, evidenced by top holdings in SCHG ($52.2M) and SCHD ($47.3M). Significant allocations are also directed toward international exposure via VEA ($24.1M) and DBEF ($24.1M). This structure suggests a core focus on established, dividend-paying, and growth-oriented global equity mandates.
Total AUM
$293.0M
QoQ Performance
+1.0%
Positions
233
Top 10 Concentration
82.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHD
VEA
DBEF
EAGL
CPSL
EEMV
IJH
SCHG17.8%
SCHD16.2%
VEA8.2%
DBEF8.2%
EAGL7.2%
CPSL6.7%
EEMV6.3%
IJH5.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.6%
Technology3.1%
Consumer1.1%
Financial0.8%
Communication0.7%
Healthcare0.6%
Utilities0.6%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
—
Blackstone Real Estate Income Trust Inc Cl D
SOLD
$110.5K
—
Cantor Equity Partners Inc
SOLD
$40.0K
+33 more exited positions
Changes from Q3 2025
NEW17 new positions
↑54 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023