SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Burk Holdings LLC

CIK 0002079815 · 5014 E 101ST ST, SUITE 200, TULSA, OK, 74137 · 9187277100

Reported Value
$124M
Q2 2025
Positions
56
Filings on Record
6
2019–present window
Filed
Aug 13, 2025
original filing

Summary

Burk Holdings LLC reported $124M in U.S.-listed holdings across 56 positions for Q2 2025.

Its largest position, Dimensional Etf, represents 10.6% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+61.3%
share of reported value
Largest Position
+10.6%
Dimensional Etf

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $124MQ2 ’25Q3 ’25: $187MQ3 ’25Q4 ’25: $210MQ4 ’25Q1 ’26: $233MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 94.0%Common Stock: 5.8%Closed-End Fund: 0.2%
  • ETP · 94.0% · $116M
  • Common Stock · 5.8% · $7M
  • Closed-End Fund · 0.2% · $271,186

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
DIMENSIONAL ETF TRUSTNEW+505.8K505.8K+$13M$13M
DUHPDIMENSIONAL ETF TRUSTNEW+284.5K284.5K+$10M$10M
DIMENSIONAL ETF TRUSTNEW+140.8K140.8K+$9M$9M
DIMENSIONAL ETF TRUSTNEW+252.2K252.2K+$8M$8M
DFUVDIMENSIONAL ETF TRUSTNEW+184.0K184.0K+$8M$8M
DIMENSIONAL ETF TRUSTNEW+257.1K257.1K+$7M$7M
AMERICAN CENTY ETF TRNEW+67.7K67.7K+$7M$7M
DFUSUSDDIMENSIONAL ETF TRUSTNEW+95.2K95.2K+$6M$6M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

23 positions
#IssuerClass% PortfolioValueShares
1DUHPDIMENSIONAL ETF TRUSTINTL CORE EQUITY · US HIGH PROFITAB · US SMALL CAP ETF · US LARGE CAP VAL · US MKTWIDE VALUE · EMERGING MKTS CO · US EQUITY MARKET · US TARGETED VLU · GLOBAL REAL EST · US SMALL CAP VAL · SHORT DURATION F · CORE FIXED INCOM · INTERNATNAL VAL · INTL SMALL CAP V · EMGR CRE EQT MNG · US REAL ESTATE E · INFLATION PROTE · NATL MUN BD ETF · US CORE EQUITY 2 · WORLD EX US CORE69.61%$86M2.50M
2AMERICAN CENTY ETF TRUS SML CP VALU · INTL EQT ETF · US LARGE CAP VLU · REAL ESTATE ETF · AVANTIS EMGMKT · US EQT ETF · INTL SMCP VLU · AVANTIS US SMALL18.01%$22M335.5K
3VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.66%$2M41.8K
4SCHWAB STRATEGIC TRUS LRG CAP ETF · US AGGREGATE B1.47%$2M79.0K
5NVDANVIDIA CORPORATIONCOM0.90%$1M8.3K
6AAPLAPPLE INCCOM0.89%$1M4.4K
7AMZNAMAZON COM INCCOM0.86%$1M4.9K
8SPDR S&P 500 ETF TRTR UNIT0.70%$860,9981.5K
9GLOBAL X FDSGLBL X MLP ETF0.61%$756,13515.3K
10BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.46%$573,3991.3K
11METAMETA PLATFORMS INCCL A0.37%$458,024782
12LLYELI LILLY & COCOM0.36%$449,304582
13VANGUARD MUN BD FDSTAX EXEMPT BD0.35%$429,1138.6K
14ISHARES TRCORE S&P US VLU0.35%$427,8584.6K
15EXMOCEXXON MOBIL CORPCOM0.34%$425,7624.0K
16MSFTMICROSOFT CORPCOM0.33%$402,111954
17OKEONEOK INC NEWCOM0.31%$388,7653.9K
18VANGUARD INDEX FDSREAL ESTATE ETF0.26%$323,1823.6K
19VANGUARD ADMIRAL FDS INC500 GRTH IDX F0.26%$315,643862
20EATON VANCE ENHANCED EQUITYCOM0.22%$271,18611.3K
21BACBANK AMERICA CORPCOM0.22%$268,7546.1K
22GOOGLALPHABET INCCAP STK CL A0.21%$261,3951.4K
23J P MORGAN EXCHANGE TRADED FUS VALUE FACTR0.21%$257,2996.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$233M679May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$210M78Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$187M72Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$124M56Aug 13, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.