Q3 2026 13F · SEC CIK 2001434

Burford Brothers, Inc.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $274.1M
Reported positions: 185
Top holdings a year, 3 yrs: +16.3%
Assets under management: $440.2M

Burford Brothers, Inc. is a wealth manager that reported 185 positions worth $274.1M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Apple Inc (AAPL, 8.8%), Capital Group Core Equity Et (CGUS, 6.0%), Berkshire Hathaway Inc Del (BRK-B, 4.2%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 18.4% for the S&P 500.

Burford Brothers, Inc. holdings largest 50 of 185 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Burford Brothers, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	8.8%	7.7%	72,623	-0.3%	$24.2M
CGUSCapital Group Core Equity Et	6.0%	6.0%	370,276	+0.0%	$16.5M
BRK-BBerkshire Hathaway Inc Del	4.2%	4.4%	23,331	-1.6%	$11.6M
MSFTMicrosoft Corp	3.9%	2.9%	20,847	-0.2%	$10.7M
CGGRCapital Group Growth ETF	3.7%	3.6%	211,057	+1.0%	$10.0M
VNLAJanus Detroit Str Tr	3.2%	4.0%	180,134	-19.8%	$8.7M
TSLATesla Inc	2.9%	3.5%	22,422	-0.4%	$8.0M
XOMExxonmobil Holdings Corp	2.5%	—	41,845	—	$6.8M
CGGOCapital Group Gbl Growth Eqt	2.4%	2.6%	164,988	+0.1%	$6.6M
AMZNAmazon Com Inc	2.2%	2.1%	23,701	-0.3%	$5.9M
TEVATeva Pharmaceutical Inds Ltd Shs	2.1%	—	146,355	—	$5.8M
METAMeta Platforms Inc	1.8%	1.2%	6,930	+17.3%	$5.0M
GOOGAlphabet Inc	1.6%	1.7%	13,180	-0.0%	$4.5M
JPMJpmorgan Chase & Co	1.6%	1.6%	13,143	+0.4%	$4.3M
NVDANvidia Corporation	1.4%	1.0%	17,098	+31.0%	$3.9M
GEVGe Vernova Inc	1.3%	1.7%	3,648	-6.3%	$3.5M
GEGe Aerospace	1.3%	1.6%	11,018	-8.0%	$3.4M
FSLRFirst Solar Inc	1.2%	1.7%	19,186	-0.2%	$3.4M
CATCaterpillar Inc	1.2%	1.6%	4,128	+0.1%	$3.3M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.1%	3,886	-0.2%	$3.0M
ABBVAbbvie Inc	1.0%	1.0%	10,781	+0.1%	$2.8M
CGBLCapital Group Core Balanced	1.0%	1.0%	74,229	+1.2%	$2.7M
VSTVistra Corp	1.0%	1.1%	19,280	-0.7%	$2.7M
WMTWalmart Inc	0.9%	1.0%	24,059	+0.6%	$2.5M
JNJJohnson & Johnson	0.9%	0.9%	9,287	+0.8%	$2.5M
CGXUCapital Group Intl Focus Eqt	0.8%	0.8%	65,567	-0.1%	$2.2M
MOAltria Group Inc	0.8%	0.9%	32,762	-0.4%	$2.2M
ASMLAsml Hldg NV	0.8%	0.9%	1,214	+0.3%	$2.2M
KOCoca Cola Co	0.8%	0.7%	24,271	+0.0%	$2.1M
TXNTexas Instrs Inc	0.7%	0.8%	7,278	-0.2%	$2.0M
CGDVCapital Group Dividend Value	0.7%	0.8%	41,496	-1.2%	$2.0M
PGProcter & Gamble Co	0.7%	0.7%	13,588	+0.5%	$2.0M
SHVIshares Tr	0.7%	0.5%	17,551	+46.7%	$1.9M
CVXChevron Corporation	0.7%	0.6%	9,163	-1.7%	$1.9M
OHIOmega Healthcare Invs Inc	0.6%	0.6%	34,066	-7.7%	$1.6M
APHAmphenol Corp	0.6%	0.5%	18,592	+166.1%	$1.6M
ETPCEnergy Transfer L P	0.6%	0.6%	78,351	-2.8%	$1.5M
BMYBristol-Myers Squibb Co	0.6%	0.5%	24,575	+4.8%	$1.5M
ASAAsa Gold and Precious Mtls Lmt Shs	0.6%	0.5%	27,210	+0.0%	$1.5M
ABEVAmbev SA	0.5%	—	501,254	—	$1.5M
NNNNnn REIT Inc	0.5%	0.5%	34,895	+29.3%	$1.4M
DMLPDorchester Minerals	0.5%	0.5%	50,638	-2.2%	$1.4M
MPLXMplx LP	0.5%	0.5%	24,913	+0.2%	$1.4M
AMGNAmgen Inc	0.5%	—	3,270	—	$1.4M
COINCoinbase Global Inc	0.5%	—	7,351	—	$1.4M
TSMTaiwan Semiconductor Manufac	0.5%	0.5%	2,955	-1.0%	$1.3M
TROWPrice T Rowe Group Inc	0.5%	—	12,848	—	$1.3M
FRMIFermi Inc	0.5%	1.0%	313,930	+6.6%	$1.3M
MTDRMatador Resources Co.	0.5%	0.5%	25,329	-0.0%	$1.3M
TGTTarget Corp	0.5%	—	8,255	—	$1.3M

What Burford Brothers, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$274.1M	185
Q2 2026	$272.5M	182
Q1 2026	$243.9M	172
Q4 2025	$242.2M	173
Q3 2025	$233.9M	167
Q2 2025	$217.9M	161
Q1 2025	$206.0M	158
Q4 2024	$203.7M	156
Q3 2024	$191.8M	157
Q2 2024	$172.0M	151
Q1 2024	$152.4M	149
Q4 2023	$141.5M	150

Questions about Burford Brothers, Inc.'s portfolio

What stocks does Burford Brothers, Inc. own?

Burford Brothers, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 185 positions worth $274.1M. The largest are Apple Inc (AAPL) at 8.8%, Capital Group Core Equity Et (CGUS) at 6.0%, Berkshire Hathaway Inc Del (BRK-B) at 4.2%, Microsoft Corp (MSFT) at 3.9% and Capital Group Growth ETF (CGGR) at 3.7%.

What did Burford Brothers, Inc. buy last quarter?

In Q3 2026, Burford Brothers, Inc. added Amphenol Corp (APH) (+166.1% shares), Ishares Tr (SHV) (+46.7% shares) and Nvidia Corporation (NVDA) (+31.0% shares), compared with its Q2 2026 filing.

What did Burford Brothers, Inc. sell last quarter?

In Q3 2026, Burford Brothers, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Teva Pharmaceutical Inds Ltd (TEVA), cut from its top 50 Consolidated Edison Inc (ED), cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 Progressive Corp (PGR), Janus Detroit Str Tr (VNLA) (-19.8% shares), Ge Aerospace (GE) (-8.0% shares) and Omega Healthcare Invs Inc (OHI) (-7.7% shares), compared with its Q2 2026 filing.

How has Burford Brothers, Inc.'s portfolio performed?

A portfolio copying Burford Brothers, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +14.0% against +20.1%.

When is Burford Brothers, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Burford Brothers, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Burford Brothers, Inc. manage?

Burford Brothers, Inc. reported $440.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $274.1M.