13F Filings History of James J. Burns & Company, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$724,712,688
Signature - Title
Jim Cullen - Filing Agent
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by James J. Burns & Company, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. James J. Burns & Company, LLC reported 161 stock holdings with total value $724,712,688 as of Q4 2025. Top holdings included VV, VXUS, VXF, SPY, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 161 $724,712,688 +$50,760,869 -$10,834,659 +$39,926,210 VV, VXUS, VXF, SPY, AAPL 13F-HR 23 Jan 2026, 11:50
Q3 2025 159 $670,792,279 +$18,066,576 -$7,702,596 +$10,363,980 VV, VXF, VXUS, SPY, AAPL 13F-HR 20 Oct 2025, 13:14
Q2 2025 156 $613,093,955 +$19,604,371 -$11,068,319 +$8,536,052 VV, VXUS, VXF, SPY, AAPL 13F-HR 15 Jul 2025, 13:19
Q1 2025 143 $558,334,812 +$13,006,040 -$10,401,792 +$2,604,248 VV, VXUS, VXF, AAPL, SPY 13F-HR 08 Apr 2025, 13:37
Q4 2024 147 $575,075,000 +$79,842,474 -$10,679,522 +$69,162,952 VV, VXF, VXUS, AAPL, SCHG 13F-HR 24 Jan 2025, 20:57
Q3 2024 141 $552,847,000 +$20,853,724 -$9,184,851 +$11,668,873 VV, VXF, VXUS, AAPL, SCHG 13F-HR 30 Oct 2024, 13:32
Q2 2024 129 $508,407,000 +$215,137,988 -$264,676 +$214,873,312 VV, VXF, VXUS, AAPL, SCHG 13F-HR 17 Jul 2024, 13:50
Q1 2024 85 $286,284,000 +$4,763,606 -$161,198,062 -$156,434,456 VV, VXF, VXUS, SCHG, SCHB 13F-HR 23 Apr 2024, 12:28
Q4 2023 120 $419,857,000 +$50,009,161 -$38,310,997 +$11,698,164 VV, VXF, VXUS, SCHG, SCHZ 13F-HR 13 Feb 2024, 10:03
Q3 2023 104 $372,310,000 +$6,858,503 -$12,942,564 -$6,084,061 VV, SCHD, VXF, VXUS, AGG 13F-HR 07 Nov 2023, 13:53
Q2 2023 113 $394,239,000 +$14,300,439 -$27,004,127 -$12,703,688 VV, SCHD, VXF, VXUS, AGG 13F-HR 27 Jul 2023, 11:16
Q1 2023 112 $387,926,000 +$136,693,648 -$4,790,883 +$131,902,765 VV, SCHD, VXF, VXUS, AGG 13F-HR 24 Apr 2023, 14:08
Q4 2022 79 $244,737,000 +$10,709,415 -$5,791,314 +$4,918,101 VV, SCHD, VXF, VXUS, AGG 13F-HR 02 Feb 2023, 12:54
Q3 2022 79 $225,143,000 $0 $0 $0 VV, SCHD, VXF, VXUS, AGG 13F-HR 01 Nov 2022, 12:24