SEC Form 13F

James J. Burns & Company, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$923,529,611
Positions163

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVVLARGE CAP ETF$166,765,079484,908
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$88,083,213117,953
ALLSPRING EXCHANGE TRADED FUAFIXBROAD MARKET COR$52,260,2262,107,718
VANGUARD INDEX FDSVXFEXTEND MKT ETF$50,423,264204,797
VANGUARD STAR FDSVXUSVG TL INTL STK F$49,489,501578,892
ISHARES TRAGGCORE US AGGBD ET$46,352,176468,298
APPLE INCAAPLCOM$34,002,266117,508
FIRST TR EXCHNG TRADED FD VIAFSMACTV FCTR SMCP$22,913,398557,503
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$20,392,644704,165
VANECK ETF TRUSTMOATMRNGSTR WDE MOAT$20,231,793194,610

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page