Burling Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TIPS BOND ETF | $200.3K | 0.0% |
| ARES CAPITAL CORPARCC | $208.1K | 0.0% |
| Cheniere Energy, Inc. | $208.8K | 0.0% |
| CANADIAN IMPERIAL BANK OF COMMERCE /CAN | $212.0K | 0.0% |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $212.9K | 0.0% |
| AMERICAN ELECTRIC POWER CO INC | $214.8K | 0.0% |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $216.6K | 0.0% |
| VANGUARD REAL ESTATE ETF | $226.5K | 0.0% |
| SCHWAB 1-5 YEAR CORPORATE BOND ETF | $230.1K | 0.0% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | $230.9K | 0.0% |
| Rockwell Automation Inc | $233.4K | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $237.2K | 0.0% |
| Cboe Global Markets Inc | $238.4K | 0.0% |
| DEERE & CO | $239.3K | 0.0% |
| ISHARES GOLD TRUST | $244.0K | 0.0% |
| Solstice Advanced Materials Inc. | $248.5K | 0.0% |
| Equinix Inc | $263.6K | 0.0% |
| TEXAS INSTRUMENTS INC | $263.7K | 0.0% |
| CSX CORP | $279.5K | 0.0% |
| CINTAS CORP | $280.8K | 0.0% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $281.7K | 0.0% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $288.6K | 0.0% |
| iShares MSCI UAE ETF | $289.2K | 0.0% |
| ISHARES RUSSELL 3000 ETF | $290.1K | 0.0% |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $300.9K | 0.0% |
| AMERIPRISE FINANCIAL INC | $306.5K | 0.0% |
| ADOBE INC. | $314.3K | 0.0% |
| SCHWAB MUNICIPAL BOND ETF | $325.2K | 0.1% |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $327.0K | 0.1% |
| ISHARES ESG AWARE MSCI USA ETF | $327.8K | 0.1% |
| SCHWAB U.S. LARGE-CAP ETF | $329.8K | 0.1% |
| Howmet Aerospace Inc. | $331.5K | 0.1% |
| Accenture plc | $335.9K | 0.1% |
| ZILLOW GROUP, INC. | $345.9K | 0.1% |
| Fastenal Co | $351.6K | 0.1% |
| Becton Dickinson & Co | $367.8K | 0.1% |
| ISHARES MSCI EAFE ETF | $384.0K | 0.1% |
| Chubb Ltd | $387.0K | 0.1% |
| AMERICAN EXPRESS CO | $390.3K | 0.1% |
| SCHWAB INTERNATIONAL EQUITY ETF | $412.5K | 0.1% |
| Palo Alto Networks Inc | $415.7K | 0.1% |
| VANGUARD SMALL CAP VALUE ETF | $421.5K | 0.1% |
| VANGUARD GROWTH ETF | $428.8K | 0.1% |
| TransDigm Group Inc. | $432.2K | 0.1% |
| Otis Worldwide Corp | $440.4K | 0.1% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | $445.8K | 0.1% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $448.2K | 0.1% |
| QUALCOMM INC/DE | $462.2K | 0.1% |
| VANGUARD SHORT-TERM BOND ETF | $474.4K | 0.1% |
| Morgan Stanley | $474.7K | 0.1% |