Burns Wealth Management, Inc.
RIA/Wealth
Burns Wealth Management, Inc. is a RIA/Wealth based in Oklahoma City, OK led by John Forrest Burns, reporting $5.3B in AUM as of Q3 2025 with 49% ETF concentration.
CEOJohn Forrest Burns
- Portfolio Value
- $3.1B
- Positions
- 517
- Top Holding
- AAPL at 3.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Burns Wealth Management, Inc.'s portfolio (22.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $120.8M | 3.94% | -$1.5M Sold | 0.00% 474.4K shares | |
Software - Infrastructure Technology | $106.0M | 3.46% | +$3.2M Bought | 0.00% 204.7K shares | |
ETF ETF | $66.3M | 2.16% | -$9.1K Sold | — 355.5K shares | |
ETF ETF | $64.3M | 2.10% | +$8.4M Bought | — 338.9K shares | |
Internet Content & Information Communication Services | $63.2M | 2.06% | -$414.0K Sold | 0.00% 259.4K shares | |
ETF ETF | $55.9M | 1.82% | -$1.3M Sold | — 267.7K shares | |
Specialty Retail Consumer Cyclical | $55.5M | 1.81% | -$45.9K Sold | 0.00% 252.7K shares | |
ETF ETF | $51.5M | 1.68% | +$6.5M Bought | — 1.6M shares | |
Semiconductors Technology | $50.7M | 1.65% | +$899.3K Bought | 0.00% 271.5K shares | |
Insurance - Diversified Financial Services | $47.4M | 1.55% | -$550.0K Sold | 0.00% 94.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Burns Wealth Management, Inc.'s latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Burns Wealth Management, Inc.
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