James J. Burns & Company, LLC: summary

James J. Burns & Company, LLC reported 166 positions with a reported value of $936.95M in its 13F for Q3 2026. Compared with Q2 2026: 11 new positions, 8 exited.

Top positions

• VANGUARD MORNINGSTAR LARGE-CAP ETF
• STATE STREET SPDR S&P 500 ETF
• Allspring Broad Market Core Bond ETF
• VANGUARD TOTAL INTERNATIONAL STOCK ETF
• ISHARES CORE U.S. AGGREGATE BOND ETF
• VANGUARD INDEX FDS
• APPLE INC COM
• FIRST TR EXCHNG TRADED FD VI
• VANECK MORNINGSTAR WIDE MOAT ETF
• ISHARES CORE MSCI EAFE ETF