Burr Financial Services, LLC
Burr Financial Services, LLC is an SEC-registered investment adviser headquartered in Pleasant Hill, California. The firm manages portfolios for individual investors, including both high-net-worth and retail clients, and was incorporated in California. As of mid-2025, Burr Financial Services manages over $150 million in assets across more than 300 client accounts, emphasizing personal wealth management and investment advisory. The firm employs a small team of three professionals focused on tailored asset management solutions for individuals.
Investment Strategy
Burr Financial Services, LLC primarily manages discretionary portfolios for individual and high-net-worth individual clients. The firm's strategy emphasizes diversified investments in publicly traded securities, with a focus on growth and technology sectors as evidenced by substantial holdings in companies like NVIDIA, Amazon, and Meta. Portfolio activity includes both adding new equity positions and rebalancing holdings to adapt to market trends. The firm maintains a client-centric approach, offering personalized investment strategies designed to meet specific client goals while managing risk and seeking long-term capital appreciation.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 29.40% | $39.6M | 212,178 | $105.27 | $186.58 | +$14.9M |
P PLTR | PALANTIR TECHNOLOGIES INC | 9.55% | $12.9M | 70,518 | $75.73 | $182.42 | +$2.9M |
A AVGO | BROADCOM INC | 9.09% | $12.2M | 37,076 | $228.79 | $329.91 | +$2.6M |
M META | META PLATFORMS INC | 8.35% | $11.2M | 15,311 | $406.45 | $734.38 | -$70.6K |
A AMZN | AMAZON COM INC | 8.11% | $10.9M | 49,729 | $162.00 | $219.57 | +$850.8K |