Burney Co/ ETF holdings
Reston, VA
Reported $1.3B in 65 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
65
Change from prior quarter
+18.9%
With price moves
ETFs as a share of its 13F
35.7%
of $3.7B
Top 10 of 65 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BRES | Burney U.S. Equity Select ETF | $664.8M | 24,699,277 | +827,308 shares |
| BRNY | Burney U.S. Factor Rotation ETF | $431.4M | 7,412,016 | +448,743 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $89.8M | 1,522,975 | +150,549 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $39.1M | 1,049,563 | +81,928 shares |
| VOO | Vanguard S&P 500 ETF | $21.6M | 31,379 | +213 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $10.7M | 139,339 | −5,778 shares |
| IVV | iShares Core S&P 500 ETF | $7.1M | 9,472 | +107 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $5.6M | 117,090 | −2,271 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $5.6M | 46,951 | −876 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $4.0M | 68,016 | +5,185 shares |
55 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000940445. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Burney Co/ own?
Burney Co/ reported 65 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was BRES, at $664.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.