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Burling Wealth Partners, LLC

All holdings · as of Dec 31, 2025

185 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$475.9K5,6220.1%
Intuitive Surgical Inc$483.1K8530.1%
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$483.7K8,8320.1%
CATERPILLAR INC$484.1K8450.1%
AMGEN INC$486.1K1,4850.1%
BROOKFIELD CORP CL A LTD VT SH$523.7K11,4120.1%
Mettler-Toledo International Inc$529.8K3800.1%
BlackRock, Inc.$539.5K5040.1%
ANALOG DEVICES INC$572.0K2,1090.1%
Walmart Inc.$584.4K5,2450.1%
STARBUCKS CORP$585.5K6,9530.1%
SPDR GOLD SHARES$588.5K1,4850.1%
L3HARRIS TECHNOLOGIES, INC. /DE$592.1K2,0170.1%
INVESCO QQQ TRUST SERIES I$597.1K9720.1%
COCA COLA CO$623.8K8,9230.1%
AMPHENOL CORP /DE$624.1K4,6180.1%
Broadcom Inc.$626.8K1,8110.1%
Marvell Technology, Inc.$644.2K7,5810.1%
Dick's Sporting Goods Inc$645.2K3,2590.1%
StandardAero, Inc.SAROCommon Stock$658.1K22,9480.1%
TE Connectivity PLC$695.0K3,0550.1%
Dell Technologies Inc.$701.0K5,5690.1%
SCHWAB CHARLES CORP$703.3K7,0390.1%
VANGUARD 0-3 MONTH TREASURY BILL ETF$705.3K9,3500.1%
Netflix Inc$716.0K7,6360.1%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$720.7K5,0060.1%
THERMO FISHER SCIENTIFIC INC.$760.8K1,3130.1%
VICI PROPERTIES INC.$800.5K28,4660.1%
S&P Global Inc.$827.3K1,5830.1%
Arista Networks, Inc.ANETCommon Stock$841.1K6,4190.1%
Vertiv Holdings Co$847.0K5,2280.1%
WEC ENERGY GROUP, INC.$850.2K8,0620.1%
VANGUARD EXTENDED MARKET ETF$859.5K4,1100.1%
LOWES COMPANIES INC$883.1K3,6620.1%
VANGUARD TAX-EXEMPT BOND ETF$883.8K17,5740.1%
MARTIN MARIETTA MATERIALS INC$894.1K1,4360.1%
INTERNATIONAL BUSINESS MACHINES CORP$923.0K3,1160.1%
Iron Mountain Inc$934.7K11,2680.1%
ISHARES RUSSELL MIDCAP ETF$956.3K9,9340.1%
ECOLAB INC.$991.8K3,7780.2%
BROADRIDGE FINANCIAL SOLUTIONS INC$997.8K4,4710.2%
ADVANCED MICRO DEVICES INC$1.03M4,8090.2%
CARRIER GLOBAL Corp$1.04M19,7650.2%
VANGUARD LARGE-CAP ETF$1.07M3,4110.2%
CARDINAL HEALTH INC$1.08M5,2460.2%
INVESCO S&P 500 EQUAL WEIGHT ETF$1.11M5,7790.2%
Cloudflare, Inc.$1.15M5,8310.2%
SPDR S&P MIDCAP 400 ETF TRUST$1.17M1,9410.2%
MICROCHIP TECHNOLOGY INC$1.18M18,5020.2%
PEPSICO INC$1.19M8,2810.2%
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