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Portfolio (Quarterly) Guide ↗

Burk Holdings LLC

· CIK 0002079815
13F Portfolio $271M AUM 648 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 645 New
Page 4 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PCLG FUNDVANTAGE TR 15,445.0 $336K 0.12% NEW $21.75 +6.5%
62 SHM SPDR SERIES TRUST 7,002.0 $336K 0.12% NEW $47.97 -0.9%
63 JCI JOHNSON CONTROLS INTERNATION Industrials 2,237.0 $327K 0.12% NEW $146.10 -0.8%
64 JMOM J P MORGAN EXCHANGE TRADED F 3,770.0 $322K 0.12% NEW $85.46 -2.7%
65 OKE ONEOK INC NEW Energy 3,500.0 $304K 0.11% NEW $86.94 +9.8%
66 SCHZ SCHWAB STRATEGIC TR 12,911.0 $299K 0.11% NEW $23.13 -2.0%
67 VTV VANGUARD INDEX FDS 1,339.0 $292K 0.11% NEW $217.95 +3.9%
68 GOOG ALPHABET INC 751.0 $265K 0.10% NEW $353.33
69 BAC BANK OF AMER CORP Financial Services 4,365.0 $249K 0.09% NEW $56.98 +10.0%
70 IVV ISHARES TR 306.0 $229K 0.09% NEW $748.89 +3.3%
71 EOS EATON VANCE ENHANCED EQUITY Financial Services 10,274.0 $226K 0.08% NEW $22.04 -1.9%
72 AVSF AMERICAN CENTY ETF TR 4,674.0 $218K 0.08% NEW $46.57 -1.0%
73 QQQ INVESCO QQQ TR Financial Services 292.0 $215K 0.08% NEW $737.16 -2.5%
74 JCPB J P MORGAN EXCHANGE TRADED F 4,442.0 $209K 0.08% NEW $46.94 -2.1%
75 SCHA SCHWAB STRATEGIC TR 5,650.0 $204K 0.07% NEW $36.13 -4.4%
76 DIA STATE STR SPDR DOW JONES IND Financial Services 385.0 $201K 0.07% NEW $522.39 +2.2%
77 PKW INVESCO EXCHANGE TRADED FD T 1,400.0 $198K 0.07% NEW $141.66 +8.4%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 691.0 $194K 0.07% NEW $281.21 -16.5%
79 FNDX SCHWAB STRATEGIC TR 6,186.0 $192K 0.07% NEW $31.10 +5.0%
80 AVLC AMERICAN CENTY ETF TR 1,918.0 $173K 0.06% NEW $89.96 +2.3%
Page 4 of 33  ·  645 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.1%
Financial Services 16.4%
Consumer Cyclical 8.3%
Energy 6.4%
Healthcare 6.1%
Communication Services 5.5%
Industrials 5.3%
Consumer Defensive 2.5%
Utilities 2.2%
Real Estate 1.1%