13F Filings History of BURKETT FINANCIAL SERVICES, LLC

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$293,035,227
Signature - Title
P Kevin Smiley, CPA, CFP - CCO
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 233 stock holdings with total value $293,035,227 as of Q4 2025. Top holdings included SCHG, SCHD, VEA, DBEF, and EAGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 233 $293,035,227 +$4,983,518 -$5,409,053 -$425,535 SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 05 Jan 2026, 09:13
Q3 2025 221 $290,166,332 +$3,812,740 -$4,988,165 -$1,175,425 SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 24 Nov 2025, 11:41
Q2 2025 224 $277,730,394 +$19,319,965 -$1,988,837 +$17,331,128 SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 01 Jul 2025, 14:57
Q1 2025 251 $245,455,551 +$6,760,789 -$1,929,612 +$4,831,177 SCHD, SCHG, DBEF, VEA, EAGL 13F-HR 11 Apr 2025, 10:31
Q4 2024 218 $244,593,973 +$73,732,511 -$709,962 +$73,022,549 SCHG, SCHD, DBEF, VEA, EAGL 13F-HR 06 Jan 2025, 11:40
Q3 2024 212 $241,968,253 +$38,102,794 -$2,862,362 +$35,240,432 SCHG, SCHD, VEA, DBEF, EAGL 13F-HR 08 Oct 2024, 14:32
Q2 2024 194 $194,888,658 +$2,422,820 -$3,678,239 -$1,255,419 SCHG, SCHD, DBEF, VEA, EEMV 13F-HR 10 Jul 2024, 16:37
Q1 2024 197 $193,975,149 +$16,588,852 -$4,266,704 +$12,322,148 SCHG, SCHD, DBEF, VEA, EEMV 13F-HR 01 Apr 2024, 15:03
Q4 2023 194 $179,550,318 $0 $0 $0 SCHG, SCHD, DBEF, VEA, EEMV 13F-HR 12 Feb 2024, 15:35