BURKETT FINANCIAL SERVICES, LLC
All 13F Filings
- Location
- Rock Hill, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 291,812
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/1/2026 | 251 | 291,812 | 13F-HR | BURKETT FINANCIAL SERVICES, LLC |
| Q4 2025 | 1/5/2026 | 238 | 293,035 | 13F-HR | BURKETT FINANCIAL SERVICES, LLC |
| Q3 2025 | 11/24/2025 | 226 | 290,166 | 13F-HR | BURKETT FINANCIAL SERVICES, LLC |
| Q2 2025 | 7/1/2025 | 224 | 277,730 | 13F-HR | BURKETT FINANCIAL SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.88 K | 10.9% | 0 | 261.2 K | -261.2 K |
| ETFs | 259.9 K | 89.1% | 259.9 K | 0 | 259.9 K |
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Fund Snapshot
Q1 2026
Latest filed
4/1/2026
Total value ($000)
291,812
Holdings
251
QoQ value change ($000)
-1,223
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.