James J. Burns & Company, LLC
Q4 2025 13F Holdings
- Locationmelville, NY
- Num holdings
161
- Value ($000)
$724,713
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001949059
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $157.64M | 22 % | 500,774 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $43.28M | 6 % | 573,760 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $41.99M | 6 % | 200,791 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $39.81M | 6 % | 58,382 | ||
APPLE INC | COM | 037833100 | $31.91M | 4 % | 117,374 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $25.54M | 4 % | 255,659 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.54M | 3 % | 599,128 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $18.84M | 3 % | 718,097 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $17.91M | 3 % | 172,986 | ||
FIRST TR EXCHNG TRADED FD VI | ACTV FCTR SMCP | 33740F797 | $17.29M | 2 % | 525,829 |
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