Institutions / Burling Wealth Partners, LLC
Burling Wealth Partners, LLC
CIK 2054946 · Institution · as of Dec 31, 2025
Portfolio value
$643.65M
Positions
185
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 185 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $35.13M | 5.5% |
| Microsoft Corp | $34.70M | 5.4% |
| Amazon.com Inc | $28.48M | 4.4% |
| NVIDIA Corp | $26.52M | 4.1% |
| Alphabet Inc. | $25.03M | 3.9% |
| JPMORGAN CHASE & CO | $20.83M | 3.2% |
| Vanguard Mid-Cap ETF | $20.20M | 3.1% |
| Alphabet Inc. | $17.49M | 2.7% |
| State Str SPDR S&P 500 ETF Tr Tr Unit | $16.79M | 2.6% |
| Vanguard Small-Cap ETF | $15.68M | 2.4% |
| iShares Core S&P Small Cap ETF | $15.55M | 2.4% |
| Blackstone Inc | $14.37M | 2.2% |
| ELI LILLY & Co | $14.27M | 2.2% |
| Meta Platforms Inc | $12.56M | 2.0% |
| Vanguard Total Stock Market ETF | $11.90M | 1.8% |
| Mastercard Inc | $11.66M | 1.8% |
| AbbVie Inc. | $11.41M | 1.8% |
| Abbott Laboratories | $10.96M | 1.7% |
| Warren E. Buffett | $9.16M | 1.4% |
| Vanguard S&P 500 ETF | $8.80M | 1.4% |
| RTX Corp | $8.11M | 1.3% |
| iShares Russell 2000 ETF | $7.83M | 1.2% |
| TJX Cos Inc/The | $7.03M | 1.1% |
| Nextera Energy Inc | $6.91M | 1.1% |
| Salesforce Inc | $6.69M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.