BURKETT FINANCIAL SERVICES, LLC - Portfolio overview

BURKETT FINANCIAL SERVICES, LLC has 275 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SCHD - Schwab US Dividend Equity ETF, 18.03%
2. SCHG - Schwab US Large Cap Growth ETF, 16.22%
3. DBEF - MSCI EAFA Hedged Dollar ETF, 8.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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