James J. Burns & Company, LLC
Q3 2025 13F Holdings
- Locationmelville, NY
- Num holdings
159
- Value ($000)
$670,792
- Date Filed 10/20/2025
- Form type13F-HR
- CIK 0001949059
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $156.99M | 23 % | 509,938 | ||
V VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $41.25M | 6 % | 197,051 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $40.65M | 6 % | 553,423 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $32.79M | 5 % | 49,228 | ||
A APPLE INC | COM | 037833100 | $29.32M | 4 % | 115,153 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.52M | 3 % | 611,822 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $18.42M | 3 % | 716,488 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $17.31M | 3 % | 172,641 | ||
M VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $16.19M | 2 % | 163,336 | ||
S SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $15.54M | 2 % | 662,116 |
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