Burford Brothers, Inc.

CIK 0002001434 • 7 13F filings • Apr 30, 2025 – Oct 21, 2026

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Filer information

Filed by: Burford Brothers, Inc., Compliance Consultant
Address: 7001 PRESTON RD. STE. 405, DALLAS, TX, 75205
Phone: 512-881-2528
AUM: $242.2M

AUM over time

$274.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $274.5M186 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$329K	0.1%	3,327 SH	New
ABBVIE INC	COM	$2.8M	1.0%Prev: 1.1%	10,781 SH	Increased+150 SH
AIR PRODUCTS AND CHEMICALS I	COM	$246K	0.1%	884 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.4%Prev: 0.4%	3,373 SH	Increased-101 SH
ALPHABET INC	CAP STK CL C	$4.5M	1.6%Prev: 1.3%	13,180 SH	Increased+405 SH
ALTRIA GROUP INC	COM	$2.2M	0.8%Prev: 1.2%	32,762 SH	Decreased-8,434 SH
AMAZON COM INC	COM	$5.9M	2.2%Prev: 2.2%	23,701 SH	Increased+621 SH
AMBEV SA	SPONSORED ADR	$1.5M	0.5%Prev: 0.5%	501,254 SH	Increased-37,857 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$269K	0.1%	6,065 SH	New
AMERICAN EXPRESS CO	COM	$1.2M	0.4%Prev: 0.5%	3,970 SH	Decreased+197 SH
AMGEN INC	COM	$1.4M	0.5%Prev: 0.4%	3,270 SH	Increased+103 SH
AMPHENOL CORP	CL A	$1.6M	0.6%	18,592 SH	New
APPLE INC	COM	$24.2M	8.8%Prev: 7.8%	72,623 SH	Increased+1,223 SH
APPLIED MATLS INC	COM	$360K	0.1%	704 SH	New
ARISTA NETWORKS INC	COM SHS	$829K	0.3%Prev: 0.2%	4,072 SH	Increased+693 SH
ASA GOLD AND PRECIOUS MTLS L	SHS	$1.5M	0.6%Prev: 0.5%	27,210 SH	Increased
ASML HLDG NV	N Y REGISTRY SHS	$2.2M	0.8%	1,214 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$447K	0.2%Prev: 0.2%	1,734 SH	Decreased+12 SH
BARRICK MNG CORP	COM SHS	$223K	0.1%	5,487 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.6M	4.2%Prev: 5.0%	23,331 SH	Decreased+92 SH
BEST BUY INC	COM	$739K	0.3%	8,379 SH	New
BHP BILLITON LIMITED	SPONSORED ADS	$1.1M	0.4%	12,728 SH	New
BLACKROCK INC	COM	$853K	0.3%Prev: 0.4%	806 SH	Decreased+21 SH
BLACKROCK MUNIASSETS FD INC	COM	$296K	0.1%Prev: 0.1%	30,980 SH	Increased+13,480 SH
BLOCK H & R INC	COM	$737K	0.3%	18,030 SH	New
BP PLC	SPONSORED ADR	$587K	0.2%Prev: 0.2%	13,352 SH	Increased
BRINKER INTL INC	COM	$513K	0.2%Prev: 0.1%	2,652 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.6%Prev: 0.1%	24,575 SH	Increased+17,851 SH
BROADCOM INC	COM	$696K	0.3%Prev: 0.2%	1,981 SH	Increased+683 SH
BROOKFIELD RENEWABLE ENERGY	PARTNERSHIP UNIT	$323K	0.1%	11,472 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$2.7M	1.0%Prev: 0.6%	74,229 SH	Increased+33,578 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$16.5M	6.0%	370,276 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$2.0M	0.7%	41,496 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$6.6M	2.4%	164,988 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$10.0M	3.6%	211,057 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$2.2M	0.8%	65,567 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$222K	0.1%Prev: 0.1%	10,483 SH	Decreased
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$264K	0.1%	10,196 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$244K	0.1%	9,490 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$463K	0.2%Prev: 0.3%	18,351 SH	Decreased-8,573 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.2M	0.4%Prev: 0.4%	46,006 SH	Increased+12,670 SH
CARDINAL HEALTH INC	COM	$222K	0.1%	998 SH	New
CATERPILLAR INC	COM	$3.3M	1.2%Prev: 0.8%	4,128 SH	Increased+195 SH
CF INDUSTRIES HOLD	COM	$1.1M	0.4%	9,487 SH	New
CHEGG INC	COM	$49K	0.0%Prev: 0.0%	67,087 SH	Increased+41,289 SH
CHEVRON CORPORATION	COM	$1.9M	0.7%	9,163 SH	New
CHUBB LIMITED	COM	$798K	0.3%Prev: 0.3%	2,454 SH	Increased+19 SH
CISCO SYS INC	COM	$609K	0.2%Prev: 0.5%	5,657 SH	Decreased-11,919 SH
COCA COLA CO	COM	$2.1M	0.8%Prev: 0.7%	24,271 SH	Increased+139 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$597K	0.2%	10,399 SH	New
COINBASE GLOBAL INC	COM CL A	$1.4M	0.5%Prev: 1.0%	7,351 SH	Decreased+407 SH
COMCAST CORP NEW	CL A	$326K	0.1%	14,964 SH	New
CONOCOPHILLIPS	COM	$441K	0.2%Prev: 0.2%	3,522 SH	Increased-1,042 SH
CONSOLIDATED EDISON INC	COM	$337K	0.1%Prev: 0.1%	3,293 SH	Increased+130 SH
COSTCO WHOLESALE CORPORATION	COM	$380K	0.1%	417 SH	New
DEERE & CO	COM	$299K	0.1%Prev: 0.1%	445 SH	Increased-21 SH
DISNEY WALT CO	COM	$360K	0.1%Prev: 0.2%	3,436 SH	Decreased-645 SH
DORCHESTER MINERALS L P	COM UNIT	$1.4M	0.5%	50,638 SH	New
EATON VANCE TAX MNGED BUY WR	COM	$192K	0.1%Prev: 0.1%	12,500 SH	Increased
EATON VANCE TAX-MANAGED BUY-	COM	$197K	0.1%Prev: 0.1%	13,200 SH	Increased
EATON VANCE TAX-MANAGED DIVE	COM	$301K	0.1%Prev: 0.1%	21,400 SH	Decreased
EDISON INTL	COM	$720K	0.3%	13,392 SH	New
ENBRIDGE INC	COM	$223K	0.1%Prev: 0.1%	4,789 SH	Decreased
ENERGY TRANSFER L P	COM UT LTD PTN	$1.5M	0.6%Prev: 0.6%	78,351 SH	Increased-2,804 SH
ENTERPRISE PRODS PARTNERS L	COM	$378K	0.1%Prev: 0.4%	10,609 SH	Decreased-22,586 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$6.8M	2.5%	41,845 SH	New
FERMI INC	COM	$1.3M	0.5%	313,930 SH	New
FIRST SOLAR INC	COM	$3.4M	1.2%Prev: 1.8%	19,186 SH	Decreased+154 SH
FIRSTENERGY CORP	COM	$288K	0.1%Prev: 0.1%	6,638 SH	Decreased-609 SH
FORD MTR CO	COM	$734K	0.3%Prev: 0.3%	60,903 SH	Increased+1,663 SH
FRANKLIN MUN OPPORTUNITIES T	SH BEN INT	$276K	0.1%	30,200 SH	New
GE AEROSPACE	COM NEW	$3.4M	1.3%Prev: 1.5%	11,018 SH	Decreased-687 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$527K	0.2%Prev: 0.3%	8,057 SH	Decreased-558 SH
GE VERNOVA INC	COM	$3.5M	1.3%Prev: 1.0%	3,648 SH	Increased-157 SH
GENERAL MTRS CO	COM	$449K	0.2%Prev: 0.2%	5,832 SH	Decreased-2,564 SH
GOLDMAN SACHS ETF TR	ULTR SHOR BD ETF	$685K	0.2%	13,567 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$316K	0.1%Prev: 0.1%	8,548 SH	Decreased+2,165 SH
GRAYSCALE COINDESK CRYPTO	USD SHS	$208K	0.1%	5,429 SH	New
HALLIBURTON CO	COM	$233K	0.1%	7,319 SH	New
HOME DEPOT INC	COM	$723K	0.3%Prev: 0.5%	2,542 SH	Decreased-111 SH
HOWMET AEROSPACE INC	COM	$575K	0.2%Prev: 0.2%	2,544 SH	Increased-6 SH
INTERCONTINENTAL EXCHANGE IN	COM	$368K	0.1%Prev: 0.2%	2,420 SH	Decreased+8 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.5%Prev: 0.6%	5,833 SH	Decreased+759 SH
INTUITIVE SURGICAL INC	COM NEW	$280K	0.1%Prev: 0.1%	688 SH	Decreased+10 SH
INVESCO MUN OPPORTUNIT TR	COM	$407K	0.1%	48,690 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$301K	0.1%Prev: 0.1%	52,470 SH	Increased+18,000 SH
INVESCO QQQ TR	UNIT SER 1	$373K	0.1%Prev: 0.1%	504 SH	Increased+73 SH
INVESCO TR INVT GRADE MUNS	COM	$402K	0.1%Prev: 0.1%	46,421 SH	Increased+18,796 SH
ISHARES INC	CORE MSCI EMKT	$290K	0.1%Prev: 0.2%	3,579 SH	Decreased-4,667 SH
ISHARES INC	MSCI JAPAN ETF	$257K	0.1%	2,635 SH	New
ISHARES SILVER TR	ISHARES	$201K	0.1%Prev: 0.1%	3,692 SH	Decreased-4,158 SH
ISHARES TR	1 3 YR TREAS BD	$545K	0.2%	6,709 SH	New
ISHARES TR	20 YR TR BD ETF	$859K	0.3%Prev: 0.5%	11,039 SH	Decreased-811 SH
ISHARES TR	RUSSELL 2000 ETF	$251K	0.1%Prev: 0.1%	903 SH	Decreased-398 SH
ISHARES TR	TRUST ISHARE 0-1	$1.9M	0.7%	17,551 SH	New
ISHARES U S ETF TR	SHOR DURA BD ETF	$282K	0.1%	5,654 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$220K	0.1%Prev: 0.1%	3,587 SH	Increased
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$8.7M	3.2%Prev: 3.8%	180,134 SH	Decreased-1,796 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.0M	0.4%Prev: 0.1%	20,170 SH	Increased+15,726 SH
JOHNSON & JOHNSON	COM	$2.5M	0.9%Prev: 0.7%	9,287 SH	Increased+327 SH
JPMORGAN CHASE & CO	COM	$4.3M	1.6%	13,143 SH	New
KT CORP	SPONSORED ADR	$1.3M	0.5%	67,977 SH	New
LAUDER ESTEE COS INC	CL A	$290K	0.1%Prev: 0.1%	3,123 SH	Increased+8 SH
LOCKHEED MARTIN CORP	COM	$212K	0.1%	417 SH	New
MATADOR RES CO	COM	$1.3M	0.5%Prev: 0.5%	25,329 SH	Increased-1,354 SH
MCDONALDS CORP	COM	$794K	0.3%Prev: 0.4%	3,437 SH	Decreased+37 SH
MERCK & CO INC	COM	$322K	0.1%	2,214 SH	New
META PLATFORMS INC	CL A	$5.0M	1.8%Prev: 1.8%	6,930 SH	Increased+1,353 SH
MICROSOFT CORP	COM	$10.7M	3.9%Prev: 4.4%	20,847 SH	Increased+975 SH
MONDELEZ INTL INC	CL A	$224K	0.1%Prev: 0.1%	3,874 SH	Decreased+88 SH
MORGAN STANLEY EMERGING MKTS	COM	$257K	0.1%	48,860 SH	New
MPLX LP	COM UNIT REP LTD	$1.4M	0.5%Prev: 0.4%	24,913 SH	Increased+7,673 SH
MUELLER INDS INC	COM	$924K	0.3%Prev: 0.1%	15,239 SH	Increased+12,368 SH
NETEASE COM INC	SPONSORED ADS	$249K	0.1%	2,058 SH	New
NEXPOINT DIVERSIFIED REL ET	COM NEW	$69K	0.0%Prev: 0.0%	13,161 SH	Decreased-17,712 SH
NEXPOINT RESIDENTIAL TR INC	COM	$479K	0.2%Prev: 0.3%	24,559 SH	Decreased+490 SH
NNN REIT INC	COM	$1.4M	0.5%	34,895 SH	New
NOKIA CORP	SPONSORED ADR	$223K	0.1%Prev: 0.0%	21,950 SH	Increased+1,850 SH
NOVO-NORDISK A S	ADR	$371K	0.1%Prev: 0.2%	9,794 SH	Decreased-287 SH
NUCOR CORP	COM	$258K	0.1%	1,105 SH	New
NUVEEN AMT FREE MUN CR INC F	COM	$401K	0.1%Prev: 0.1%	37,778 SH	Increased+15,048 SH
NUVEEN FLOATING RATE INCOME	COM	$97K	0.0%Prev: 0.0%	13,070 SH	Decreased
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$341K	0.1%	31,480 SH	New
NVIDIA CORPORATION	COM	$3.9M	1.4%Prev: 0.9%	17,098 SH	Increased+5,897 SH
OMEGA HEALTHCARE INVS INC	COM	$1.6M	0.6%Prev: 0.7%	34,066 SH	Decreased-3,669 SH
PALANTIR TECHNOLOGIES INC	CL A	$815K	0.3%Prev: 0.3%	4,358 SH	Decreased-126 SH
PALO ALTO NETWORKS INC	CALL	$397K	0.1%	1,000 SH	New
PEPSICO INC	COM	$350K	0.1%Prev: 0.2%	2,762 SH	Decreased-682 SH
PFIZER INC	COM	$284K	0.1%Prev: 0.1%	9,971 SH	Increased-58 SH
PHILIP MORRIS INTL INC	COM	$1.1M	0.4%Prev: 0.4%	5,769 SH	Increased+27 SH
PHILLIPS 66	COM	$1.1M	0.4%Prev: 0.2%	4,180 SH	Increased+59 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$321K	0.1%	3,197 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$306K	0.1%Prev: 0.1%	6,149 SH	Decreased
PIMCO INCOME STRATEGY FD II	COM	$254K	0.1%	40,760 SH	New
PRICE T ROWE GROUP INC	COM	$1.3M	0.5%	12,848 SH	New
PROCTER & GAMBLE CO	COM	$2.0M	0.7%	13,588 SH	New
PROGRESSIVE CORP	COM	$1.3M	0.5%	6,129 SH	New
PULTE GROUP INC	COM	$279K	0.1%Prev: 0.1%	2,400 SH	Decreased-88 SH
RALPH LAUREN CORP	CL A	$364K	0.1%Prev: 0.1%	1,026 SH	Increased+11 SH
REPUBLIC SVCS INC	COM	$408K	0.1%Prev: 0.2%	1,944 SH	Decreased+59 SH
RIO TINTO PLC	SPONSORED ADR	$229K	0.1%Prev: 0.4%	2,432 SH	Decreased-13,072 SH
RTX CORPORATION	COM	$1.0M	0.4%Prev: 0.4%	5,518 SH	Increased-60 SH
S&P GLOBAL INC	COM	$303K	0.1%Prev: 0.2%	768 SH	Decreased-27 SH
SABINE RTY TR	UNIT BEN INT	$692K	0.3%Prev: 0.3%	10,000 SH	Decreased-142 SH
SALESFORCE INC	COM	$787K	0.3%Prev: 0.4%	3,427 SH	Decreased-317 SH
SANOFI SA	SPONSORED ADR	$1.2M	0.4%Prev: 0.4%	28,953 SH	Increased+10,750 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$475K	0.2%Prev: 0.2%	15,084 SH	Increased+631 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$330K	0.1%	10,131 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$658K	0.2%	3,904 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$558K	0.2%	5,126 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.2M	0.4%	19,368 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$662K	0.2%	12,400 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$810K	0.3%	4,851 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$492K	0.2%	10,107 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$541K	0.2%	13,224 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$824K	0.3%	10,223 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$663K	0.2%	5,978 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$832K	0.3%	4,248 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$651K	0.2%	16,494 SH	New
SHERWIN WILLIAMS CO	COM	$252K	0.1%Prev: 0.1%	780 SH	Decreased+7 SH
SIBANYE STILLWATER LTD	SPONSORED ADR	$306K	0.1%	30,000 SH	New
SMITH A O CORP	COM	$732K	0.3%	12,989 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$753K	0.3%	4,994 SH	New
SPDR GOLD TR	GOLD SHS	$583K	0.2%Prev: 0.3%	1,530 SH	Decreased-534 SH
STARBUCKS CORP	COM	$713K	0.3%Prev: 0.3%	7,591 SH	Increased+124 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	1.1%	3,886 SH	New
STEEL DYNAMICS INC	COM	$788K	0.3%	3,554 SH	New
T1 ENERGY INC	COM NEW	$58K	0.0%	14,950 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.3M	0.5%	2,955 SH	New
TARGET CORP	COM	$1.3M	0.5%Prev: 0.3%	8,255 SH	Increased+577 SH
TESLA INC	COM	$8.0M	2.9%Prev: 4.2%	22,422 SH	Decreased+78 SH
TEVA PHARMACEUTICAL INDS LTD	SHS	$5.8M	2.1%	146,355 SH	New
TEXAS INSTRS INC	COM	$2.0M	0.7%Prev: 0.6%	7,278 SH	Increased-85 SH
TYSON FOODS INC	CL A	$640K	0.2%Prev: 0.3%	12,663 SH	Decreased+831 SH
UGI CORP NEW	COM	$1.1M	0.4%	29,814 SH	New
UNION PAC CORP	COM	$511K	0.2%Prev: 0.2%	1,879 SH	Increased+42 SH
UNITED STS COMMODITY INDEX F	COMM IDX FND	$382K	0.1%Prev: 0.1%	3,493 SH	Increased-32 SH
UNITEDHEALTH GROUP INC	COM	$1.0M	0.4%Prev: 0.4%	2,754 SH	Increased-69 SH
VANGUARD INDEX FDS	MRNGSTR TTL STK	$216K	0.1%	577 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$714K	0.3%Prev: 0.2%	1,019 SH	Increased+116 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$286K	0.1%Prev: 0.2%	3,293 SH	Decreased-2,445 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$292K	0.1%	925 SH	New
VERIZON COMMUNICATIONS INC	COM	$465K	0.2%Prev: 0.9%	10,131 SH	Decreased-35,933 SH
VISA INC	COM CL A	$960K	0.3%Prev: 0.4%	2,670 SH	Decreased-142 SH
VISTRA CORP	COM	$2.7M	1.0%Prev: 1.6%	19,280 SH	Decreased+155 SH
WALMART INC	COM	$2.5M	0.9%Prev: 1.0%	24,059 SH	Increased+229 SH

Sold (vs prior filing)

ABBOTT LABS — $1.6M
AIR PRODS & CHEMS INC — $241K
ASML HOLDING N V — $1.1M
BANK OZK LITTLE ROCK ARK — $667K
BHP GROUP LTD — $675K
BLACK HILLS CORP — $1.0M
BLACKROCK MUNIVEST FD II INC — $280K
BROOKFIELD RENEWABLE PARTNER — $296K
BUCKLE INC — $953K
CAPITAL GROUP CORE EQUITY ET — $13.6M
CAPITAL GROUP DIVIDEND VALUE — $1.4M
CAPITAL GROUP GBL GROWTH EQT — $5.4M
CAPITAL GROUP GROWTH ETF — $8.2M
CAPITAL GROUP INTL FOCUS EQT — $1.9M
CHEVRON CORP NEW — $2.1M
COMMERCIAL METALS CO — $270K
COSTCO WHSL CORP NEW — $548K
ETHAN ALLEN INTERIORS INC — $667K
EXXON MOBIL CORP — $4.7M
GENERAL DYNAMICS CORP — $1.2M
… and 36 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0002001434-26-000001	$242.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0002001434-26-000009	$274.5M	View
Oct 23, 2025	Q3 2025