SEC Form 13F

BURKETT FINANCIAL SERVICES, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-03
Reported value$319,580,122
Positions263

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Schwab US Large Cap Growth ETFSCHGEquity$54,654,9951,615,100
Schwab US Dividend Equity ETFSCHDEquity$54,175,6671,708,472
MSCI EAFA Hedged Dollar ETFDBEFEquity$26,770,716490,036
Vanguard FTSE Developed Markets ETFVEAEquity$26,625,932373,697
JP Morgan Active Emerging MarketJEMAEquity$22,186,290347,312
Calamos S&P Structured ALT ETF (Blended)CPSLEquity$21,208,004759,599
Eagle Capital Select Equity ETFEAGLEquity$20,831,748647,552
iShares S&P 400 Mid IndexIJHEquity$20,046,028259,966
iShares S&P 600 Small Cap IndexIJREquity$11,938,23780,495
Loar Holdings IncLOAREquity$9,511,980118,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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