§ 13F · FUND PROFILE
James J. Burns & Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $613.1T (13F)Positions · 156Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$724.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 501K | $157.6T | 21.8% | NEW |
| 2 | VXUS | VANGUARD STAR FDS | 574K | $43.3T | 6.0% | NEW |
| 3 | VXF | VANGUARD INDEX FDS | 201K | $42.0T | 5.8% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 58K | $39.8T | 5.5% | NEW |
| 5 | AAPL | APPLE INC | 117K | $31.9T | 4.4% | NEW |
| 6 | AGG | ISHARES TR | 256K | $25.5T | 3.5% | NEW |
| 7 | SCHG | SCHWAB STRATEGIC TR | 599K | $19.5T | 2.7% | NEW |
| 8 | SCHB | SCHWAB STRATEGIC TR | 718K | $18.8T | 2.6% | NEW |
| 9 | MOAT | VANECK ETF TRUST | 173K | $17.9T | 2.5% | NEW |
| 10 | AFSM | FIRST TR EXCHNG TRADED FD VI | 526K | $17.3T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JAMES SIGNAL
AC read
James J. Burns & Company, LLC is a Other fund managing $613094.0 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed