Back to investors
BURK HOLDINGS LLC
BURK HOLDINGS LLC
Latest filing: 2026-06-30
BURK HOLDINGS LLC runs BURK HOLDINGS LLC and currently holds 644 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $270.51M. Their top holdings are DFIC, DUHP, DFLV, DFAS, AVUV. The top five represent 33.3% of reported portfolio weight. BURK HOLDINGS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 45 existing positions. They trimmed 28 positions. Their current best-performing preview position is MU with returns of +241.66%.
Sign in to enable email alerts for this investor.
Showper page
644 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFIC DIMENSIONAL ETF TRUST | 9.08% | $27.60 | $39.39 | +42.72% | Added +5.75% |
 DUHP DIMENSIONAL ETF TRUST | 7.25% | $35.83 | $42.39 | +18.31% | Added +20.77% |
 DFLV DIMENSIONAL ETF TRUST | 5.81% | $31.54 | $42.02 | +33.23% | Added +8.19% |
 DFAS DIMENSIONAL ETF TRUST | 5.74% | $66.45 | $83.03 | +24.95% | Added +6.44% |
 AVUV AMERICAN CENTY ETF TR | 5.40% | $98.70 | $126.43 | +28.10% | Added +8.68% |
 DFEM DIMENSIONAL ETF TRUST | 4.83% | $27.25 | $39.90 | +46.42% | Added +0.86% |
 DFUV DIMENSIONAL ETF TRUST | 4.70% | $41.77 | $57.42 | +37.47% | Added +1.66% |
 DFCF DIMENSIONAL ETF TRUST | 4.45% | $42.08 | $41.48 | -1.43% | Added +17.64% |
 AVDE AMERICAN CENTY ETF TR | 3.32% | $65.34 | $94.24 | +44.22% | Added +13.34% |
 DFUS DIMENSIONAL ETF TRUST | 3.21% | $65.41 | $83.66 | +27.89% | Added +6.03% |
Showing 1-10 of 644