James J. Burns & Company, LLC — 13F holdings

James J. Burns & Company, LLC reported 166 holdings worth $937M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. VV VANGUARD INDEX FDS — $169M (18.0%)
  2. SPY SPDR S&P 500 ETF TR — $95.9M (10.2%)
  3. AFIX ALLSPRING EXCHANGE TRADED FU — $52.0M (5.6%)
  4. VXUS VANGUARD STAR FDS — $50.1M (5.4%)
  5. AGG ISHARES TR — $48.4M (5.2%)
  6. VXF VANGUARD INDEX FDS — $48.0M (5.1%)
  7. AAPL APPLE INC — $39.0M (4.2%)
  8. AFSM FIRST TR EXCHNG TRADED FD VI — $22.1M (2.4%)
  9. MOAT VANECK ETF TRUST — $21.3M (2.3%)
  10. IEFA ISHARES TR — $20.7M (2.2%)