Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
James J. Burns & Company, LLC (CIK 1949059) reported $737.0M across 155 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($147.0M, 19.94%), SPY ($46.3M, 6.28%), VXUS ($44.4M, 6.03%), AGG ($44.2M, 6.00%), VXF ($42.1M, 5.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $147.0M | 19.94% | 491,868 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $46.3M | 6.28% | 71,166 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $44.4M | 6.03% | 576,420 | Added |
| 4 | AGG | ISHARES TR | $44.2M | 6.00% | 445,648 | Added |
| 5 | VXF | VANGUARD INDEX FDS | $42.1M | 5.71% | 204,556 | Added |
| 6 | AAPL | APPLE INC | $29.9M | 4.06% | 117,827 | Added |
| 7 | AFSM | FIRST TR EXCHNG TRADED FD VI | $18.1M | 2.46% | 551,235 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $17.8M | 2.42% | 709,503 | Trimmed |
| 9 | MOAT | VANECK ETF TRUST | $17.7M | 2.40% | 182,613 | Added |
| 10 | SCHG | SCHWAB STRATEGIC TR | $17.4M | 2.36% | 597,523 | Trimmed |
| 11 | IEFA | ISHARES TR | $17.4M | 2.36% | 192,172 | Added |
| 12 | VO | VANGUARD INDEX FDS | $15.8M | 2.14% | 55,011 | Added |
| 13 | SCHZ | SCHWAB STRATEGIC TR | $15.4M | 2.09% | 664,104 | Trimmed |
| 14 | VB | VANGUARD INDEX FDS | $12.1M | 1.65% | 46,360 | Added |
| 15 | MGV | VANGUARD WORLD FD | $11.5M | 1.56% | 79,569 | Trimmed |
| 16 | SCHV | SCHWAB STRATEGIC TR | $11.5M | 1.55% | 375,735 | Trimmed |
| 17 | TSPA | T ROWE PRICE ETF INC | $11.4M | 1.55% | 279,461 | Trimmed |
| 18 | HSIC | SCHEIN HENRY INC | $11.3M | 1.54% | 153,777 | Added |
| 19 | SCHF | SCHWAB STRATEGIC TR | $9.4M | 1.28% | 381,286 | Trimmed |
| 20 | IXUS | ISHARES TR | $7.7M | 1.04% | 88,481 | Trimmed |
| 21 | SCHM | SCHWAB STRATEGIC TR | $7.5M | 1.02% | 243,089 | Trimmed |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $7.5M | 1.02% | 138,652 | Added |
| 23 | IWS | ISHARES TR | $7.0M | 0.96% | 48,330 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $6.2M | 0.84% | 21,403 | Trimmed |
| 25 | IVV | ISHARES TR | $5.8M | 0.78% | 8,842 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31