BURR FINANCIAL SERVICES, LLC

RIA/Wealth

BURR FINANCIAL SERVICES, LLC is a RIA/Wealth based in Pleasant Hill, CA led by Brent Gaylon Burr, managing $134.6M across 28 long positions as of Q3 2025 with 80% Technology concentration, 89% concentrated in top 10 holdings, 29% allocation to NVDA, and 80% technology allocation.

OwnerBrent Gaylon Burr

Portfolio Value: $134.6M
Positions: 28
Top Holding: NVDA at 29.4%
Last Reported: Q3 2025

Address367 Civic Drive, Suite 2, Pleasant Hill, CA, 94523, United States

Top Holdings

Largest long holdings in BURR FINANCIAL SERVICES, LLC's portfolio (89% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$39.6M	29.40%	+$10.4M Bought	0.00% 212.2K shares	Q4 2023 Held for 1y 11m
2 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$12.9M	9.55%	-$483.4K Sold	0.00% 70.5K shares	Q4 2024 Held for 11 months
3 Broadcom Inc. AVGO	Semiconductors Technology	$12.2M	9.09%	+$696.4K Bought	0.00% 37.1K shares	Q4 2024 Held for 11 months
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$11.2M	8.35%	-$13.2K Sold	0.00% 15.3K shares	Q4 2023 Held for 1y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$10.9M	8.11%	+$842.5K Bought	0.00% 49.7K shares	Q4 2023 Held for 1y 11m
6 Palo Alto Networks, Inc. PANW	Software - Infrastructure Technology	$8.3M	6.17%	-$498.9K Sold	0.01% 40.8K shares	Q4 2023 Held for 1y 11m
7 Uber Technologies UBER	Software - Application Technology	$7.0M	5.18%	+$74.6K Bought	0.00% 71.2K shares	Q1 2025 Held for 8 months
8 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$6.6M	4.91%	+$1.3M Bought	— 23.7K shares	Q1 2025 Held for 8 months
9 Applied Materials AMAT	Semiconductors Technology	$5.8M	4.30%	-$25.0K Sold	0.00% 28.3K shares	Q4 2023 Held for 1y 11m
10 CrowdStrike Holdings, Inc. CRWD	Software - Infrastructure Technology	$5.3M	3.97%	+$583.1K Bought	0.00% 10.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BURR FINANCIAL SERVICES, LLC's latest filing

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Market Value

$134.6M

Prior: $118.9M

Q/Q Change

+13.25%

+$15.8M

Net Flows % of MV

+1.3%

Turnover Ratio

11.66%

New Purchases

0 stocks

Added To

11 stocks

+$16.4M

Sold Out Of

4 stocks

$8.6M

Reduced Holdings

9 stocks

-$6.0M

Increased Positions

Position	Shares Δ	Change
1 SoundHound AI, Inc. SOUN	+294.02%	18.2K → 71.6K +$859.7K
2 Microsoft MSFT	+84.04%	3.0K → 5.4K +$1.3M
3 UnitedHealth Group UNH	+45.21%	940.0 → 1.4K +$146.8K
4 Nvidia NVDA	+35.56%	156.5K → 212.2K +$10.4M
5 Advanced Micro Devices AMD	+32.02%	2.8K → 3.6K +$143.2K

Decreased Positions

Position	Shares Δ	Change
1 Netflix NFLX	Sold	3.3K → 0 −$4.4M
2 Monolithic Power Systems MPWR	Sold	4.7K → 0 −$3.4M
3 Tesla, Inc. TSLA	Sold	1.4K → 0 −$456.8K
4 Adobe ADBE	Sold	1.1K → 0 −$420.5K
5 Marvell Technology, Inc. MRVL	-84.29%	37.1K → 5.8K −$2.6M