13F Filings History of BURR FINANCIAL SERVICES, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$133,672,822
Signature - Title
Brent Burr - Chief Compliance Officer
Location
Pleasant Hill, CA
Summary
This page shows a list of all the recent 13F filings made by BURR FINANCIAL SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BURR FINANCIAL SERVICES, LLC reported 26 stock holdings with total value $133,672,822 as of Q4 2025. Top holdings included NVDA, AVGO, PLTR, AMZN, and META.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $133,672,822 +$1,321,449 -$2,182,077 -$860,628 NVDA, AVGO, PLTR, AMZN, META 13F-HR 03 Feb 2026, 16:39
Q3 2025 28 $134,634,109 +$16,792,972 -$14,612,143 +$2,180,829 NVDA, PLTR, AVGO, META, AMZN 13F-HR 17 Oct 2025, 14:09
Q2 2025 30 $118,881,038 +$21,451,623 -$76,565,137 -$55,113,514 NVDA, META, AMZN, PLTR, AVGO 13F-HR 09 Jul 2025, 10:17
Q1 2025 35 $127,488,092 +$7,048,522 -$6,527,169 +$521,353 NVDA, PLTR, META, AMZN, PANW 13F-HR 08 Apr 2025, 16:17
Q4 2024 30 $148,185,514 +$31,573,409 -$31,101,384 +$472,025 NVDA, TSLA, PLTR, AMZN, META 13F-HR 17 Jan 2025, 16:49
Q3 2024 27 $141,191,826 +$11,319,124 -$12,521,002 -$1,201,878 NVDA, TSLA, AMZN, META, PANW 13F-HR 25 Oct 2024, 14:51
Q2 2024 29 $143,223,799 +$64,856,111 -$27,336,775 +$37,519,336 NVDA, AMZN, META, AMAT, PANW 13F-HR 22 Jul 2024, 16:25
Q1 2024 33 $126,465,676 +$1,219,071 -$303,136 +$915,935 NVDA, GE, AMZN, META, AMAT 13F-HR 10 May 2024, 13:03
Q4 2023 34 $41,265,928 $0 $0 $0 PANW, MSFT, AMD, SNPS, MPWR 13F-HR 21 May 2024, 13:44