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Capital Group Equity Etf Tr shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Capital Group Equity Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity Etf Tr held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity Etf Tr by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 7.5k 28.84

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for Burns Wealth Management

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Merit Financial Group
Captrust Financial Advisors
Cetera Investment Advisers
Kestra Advisory Services
Advisor Group Holdings
Assetmark
Sei Investments
Ergawealth Advisors
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Kestra Investment Management

View all funds holding Capital Group Equity Etf Tr