Burkett Financial Services, Llc

13F Filings History

Latest 13F report
Q3 2025 - Nov 24, 2025
Value $
$290M
Signature - Title
P Kevin Smily - Owner / Compliance Officer
Location
Rock Hill, SC
Summary
This page shows a list of all the recent 13F filings made by Burkett Financial Services, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Burkett Financial Services, Llc reported 221 stock holdings with total value $290M as of Q3 2025. Top holdings included SCHG, SCHD, VEA, DBEF, and EAGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 221 $290M +$3.81M -$4.99M -$1.18M SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 11/24/2025, 11:41 AM
Q2 2025 224 $278M +$19.3M -$1.99M +$17.3M SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 7/1/2025, 02:57 PM
Q1 2025 251 $245M +$6.76M -$1.93M +$4.83M SCHD, SCHG, DBEF, VEA, EAGL 13F-HR 4/11/2025, 10:31 AM
Q4 2024 218 $245M +$73.7M -$710K +$73M SCHG, SCHD, DBEF, VEA, EAGL 13F-HR 1/6/2025, 11:40 AM
Q3 2024 212 $242M +$38.1M -$2.86M +$35.2M SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 10/8/2024, 02:32 PM
Q2 2024 194 $195M +$2.42M -$3.68M -$1.26M SCHG, SCHD, DBEF, VEA, EEMV 13F-HR 7/10/2024, 04:37 PM
Q1 2024 197 $194M +$16.6M -$4.27M +$12.3M SCHG, SCHD, DBEF, VEA, EEMV 13F-HR 4/1/2024, 03:03 PM
Q4 2023 194 $180M $0 $0 SCHG, SCHD, DBEF, VEA, EEMV 13F-HR 2/12/2024, 03:35 PM