account_balance
Investment manager · 13F filer · SEC CIK 940445
Burney Co
Reported value$3.66Bas of Sep 30, 2026
Positions609 60 new, 56 sold out
Top 10 weight47.2%BRES alone is 18%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRESEa Series Trust
18.0%
BRNYEa Series Trust
11.9%Added +2%
AAPLApple Inc.
3.4%
NVDANVIDIA Corp
2.6%Added +2%
VGITVanguard Scottsdale FDS
2.5%+7%
GOOGLAlphabet Inc.
2.3%
MSFTMicrosoft Corp
2.0%+71%
LRCXLam Research Corp
1.8%
ANETArista Networks, Inc.
1.5%−4%
DFICDimensional ETF Trust
1.2%+11%
AMZNAmazon.com Inc
1.2%
EXPEExpedia Group, Inc.
1.1%
BRESEa Series Trust
18.0%
BRNYEa Series Trust
11.9%+2%
AAPLApple Inc.
3.4%
NVDA2.6%VGITVanguard Scottsdale FDS
2.5%
GOOGLAlphabet Inc.
2.3%
MSFT2.0%LRCXANET1.5%DFIC
AMZNEXPEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRES Ea Series Trust 18.0% Held
BRNY Ea Series Trust 11.9% Added +2%
AAPL Apple Inc. 3.4% HeldNVDA NVIDIA Corp 2.6% Added +2%VGIT Vanguard Scottsdale FDS 2.5% Added +7%
GOOGL Alphabet Inc. 2.3% HeldMSFT Microsoft Corp 2.0% Added +71%LRCX Lam Research Corp 1.8% Trimmed −5%ANET Arista Networks, Inc. 1.5% Trimmed −4%DFIC Dimensional ETF Trust 1.2% Added +11%
AMZN Amazon.com Inc 1.2% Added +24%EXPE Expedia Group, Inc. 1.1% Added +5%What changed
Biggest moves since Jun 30, 2026
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