Burney Co/
The Burney Company is a registered investment adviser based in Reston, Virginia, founded in 1974. The firm provides comprehensive investment management, wealth management, tax planning, estate planning, and retirement planning services to individuals, families, and institutional clients. Burney also offers outsourced CIO solutions and its own factor-based ETF. As of 2025, the firm employs about 42–46 people and has a tradition rooted in fiduciary advice and a structured investment philosophy designed to improve investor outcomes.
Investment Strategy
Burney Company employs a structured investment process with a focus on disciplined stock selection and portfolio management. The firm uses quantitative models and fundamental analysis to make investment decisions tailored to client needs, offering both discretionary investment management for individuals and families and outsourced CIO solutions for institutions. Burney manages diversified portfolios and manages the Burney U.S. Factor Rotation ETF, emphasizing factors such as value, momentum, and quality to drive results over the long term.
Latest 13F Filing Activity
Burney Co/ filed their most recent 13F report on Sep 30, 2025 disclosing 581 equity positions with a total 13F market value of $3B. The fund increased holdings in Apple Inc., Lam Research Corp., Alphabet Inc. among other positions. Burney Co/ reduced exposure to Vertex Pharmaceuticals Inc., Capital One Finl Corp., Centene Corp. Del among others.
Top Holdings
Equity Positions (581)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.51% | $110.3M | 433,308 | $40.82 | $254.63 | +$25.1M |
V VGIT | VANGUARD SCOTTSDALE FDS | 2.42% | $76.0M | 1,265,288 | $58.89 | $60.03 | +$2.7M |
M MSFT | MICROSOFT CORP | 2.36% | $74.2M | 143,299 | $178.11 | $517.95 | +$11.4M |
| ALPHABET INC | 1.95% | $61.5M | 252,829 | $107.39 | $243.10 | +$18.8M | |
N NVDA | NVIDIA CORPORATION | 1.84% | $57.7M | 309,366 | $60.01 | $186.58 | +$8.0M |
Industry Allocation
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