Burk Holdings LLC - Portfolio overview

Burk Holdings LLC has 673 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFIC - DIMENSIONAL ETF TRUST, 9.50%
2. DUHP - DIMENSIONAL ETF TRUST, 6.13%
3. DFLV - DIMENSIONAL ETF TRUST, 5.62%

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

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