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Burns Wealth Management, Inc.Aggressive Growth

CIK: 0001576151 | OKLAHOMA CITY, OK

Q4 2025 vs Q1 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2026
13F-HR568$3.2B2026-04-28SEC ↗
Q4 2025
13F-HR548$3.2B2026-01-30SEC ↗
Q3 2025
13F-HR528$3.1B2025-10-27SEC ↗
Q2 2025
13F-HR492$2.8B2025-07-30SEC ↗
Q1 2025
13F-HR501$2.7B2025-05-09SEC ↗
Q4 2024
13F-HR500$2.7B2025-02-06SEC ↗
Q3 2024
13F-HR491$2.8B2024-10-31SEC ↗
Q2 2024
13F-HR484$2.7B2024-08-12SEC ↗
Q1 2024
13F-HR495$2.7B2024-05-10SEC ↗
Q4 2023
13F-HR477$2.5B2024-02-13SEC ↗
Q3 2023
13F-HR422$2.1B2023-11-08SEC ↗
Q2 2023
13F-HR428$2.2B2023-08-10SEC ↗
Q1 2023
13F-HR412$1.9B2023-05-02SEC ↗
Q4 2022
13F-HR419$1.9B2023-02-14SEC ↗
Q3 2022
13F-HR417$143.6M2022-11-08SEC ↗
Q2 2022
13F-HR419$122.4M2022-08-11SEC ↗
Q1 2022
13F-HR451$100.7M2022-05-12SEC ↗
Q4 2021
13F-HR472$107.4M2022-02-10SEC ↗
Q3 2021
13F-HR324$92.3M2021-11-04SEC ↗
Q2 2021
13F-HR444$93.0M2021-08-16SEC ↗
Q1 2021
13F-HR566$93.4M2021-05-06SEC ↗
Q4 2020
13F-HR370$60.6M2021-02-11SEC ↗
Q3 2020
13F-HR363$102.5M2020-11-13SEC ↗
Q2 2020
13F-HR324$47.7M2020-08-17SEC ↗
Q1 2020
13F-HR241$10.2M2020-05-15SEC ↗
Q4 2019
13F-HR266$14.8M2020-02-14SEC ↗
Q3 2019
13F-HR245$10.2M2019-11-13SEC ↗
Q2 2019
13F-HR227$10.6M2019-08-14SEC ↗
Q1 2019
13F-HR227$10.6M2019-05-08SEC ↗
Q4 2018
13F-HR213$9.6M2019-02-06SEC ↗
Q3 2018
13F-HR191$10.7M2018-11-05SEC ↗
Q2 2018
13F-HR185$10.2M2018-08-01SEC ↗
Q1 2018
13F-HR172$9.1M2018-05-09SEC ↗
Q4 2017
13F-HR181$7.0M2018-02-09SEC ↗
Q3 2017
13F-HR175$6.2M2017-11-08SEC ↗
Q2 2017
13F-HR154$3.4M2017-08-10SEC ↗
Q1 2017
13F-HR152$498.4K2017-04-26SEC ↗
Q4 2016
13F-HR169$8.4M2017-01-20SEC ↗
Q3 2016
13F-HR163$2.5M2016-11-14SEC ↗
Q2 2016
13F-HR156$11.4M2016-08-15SEC ↗
Q1 2016
13F-HR147$10.5M2016-04-19SEC ↗
Q4 2015
13F-HR133$201.2K2016-02-16SEC ↗
Q3 2015
13F-HR138$10.3M2015-11-06SEC ↗
Q2 2015
13F-HR103$3.0M2015-08-10SEC ↗
Q1 2015
13F-HR146$3.7M2015-05-11SEC ↗
Q4 2014
13F-HR145$7.5M2015-02-09SEC ↗
Q3 2014
13F-HR145$9.7M2014-11-12SEC ↗
Q2 2014
13F-HR143$2.8M2014-08-13SEC ↗
Q1 2014
13F-HR150$239.2K2014-05-14SEC ↗
Q4 2013
13F-HR134$220.6K2014-02-05SEC ↗
Q3 2013
13F-HR137$213.5K2013-11-14SEC ↗
Q2 2013
13F-HR138$1.0M2013-08-19SEC ↗