Burling Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ONEOK Inc | $1.21M | 0.2% |
| Walt Disney Co | $1.24M | 0.2% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | $1.30M | 0.2% |
| Booking Holdings Inc | $1.42M | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $1.44M | 0.2% |
| AUTOZONE INC | $1.50M | 0.2% |
| CHEVRON CORP | $1.53M | 0.2% |
| SHERWIN WILLIAMS CO | $1.57M | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $1.70M | 0.3% |
| ISHARES TREASURY FLOATING RATE BOND ETF | $1.70M | 0.3% |
| Parker-Hannifin Corp | $1.81M | 0.3% |
| ISHARES RUSSELL 1000 VALUE ETF | $1.86M | 0.3% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.88M | 0.3% |
| Mondelez International, Inc. | $1.91M | 0.3% |
| MCDONALD'S CORP | $1.93M | 0.3% |
| VANGUARD ULTRA-SHORT TREASURY ETF | $2.04M | 0.3% |
| TYLER TECHNOLOGIES, INC. | $2.12M | 0.3% |
| O REILLY AUTOMOTIVE INC | $2.13M | 0.3% |
| CHURCH & DWIGHT CO INC /DE | $2.14M | 0.3% |
| CISCO SYSTEMS, INC. | $2.24M | 0.3% |
| ORACLE CORP | $2.28M | 0.4% |
| Union Pacific Corp | $2.30M | 0.4% |
| ASTRAZENECA PLC ORD | $2.37M | 0.4% |
| ISHARES CORE MSCI EAFE ETF | $2.41M | 0.4% |
| American Tower Corp | $2.43M | 0.4% |
| Intercontinental Exchange, Inc. | $2.49M | 0.4% |
| FTAI Aviation Ltd | $2.66M | 0.4% |
| SUNCOR ENERGY INC NEW COM | $2.70M | 0.4% |
| VANGUARD FTSE EMERGING MARKETS ETF | $2.73M | 0.4% |
| VANGUARD DIVIDEND APPRECIATION ETF | $2.75M | 0.4% |
| Zoetis Inc. | $2.83M | 0.4% |
| Merck & Co., Inc. | $3.04M | 0.5% |
| REINSURANCE GROUP OF AMERICA INC | $3.12M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $3.14M | 0.5% |
| Visa Inc | $3.38M | 0.5% |
| ISHARES RUSSELL 1000 GROWTH ETF | $3.42M | 0.5% |
| LINDE PLC | $3.47M | 0.5% |
| Eaton Corp plc | $3.60M | 0.6% |
| JOHNSON & JOHNSON | $3.65M | 0.6% |
| NASDAQ, Inc. | $3.69M | 0.6% |
| Veralto Corp | $3.74M | 0.6% |
| MARSH & MCLENNAN COMPANIES, INC. | $3.74M | 0.6% |
| ILLINOIS TOOL WORKS INC | $4.04M | 0.6% |
| Ares Management Corporation | $4.11M | 0.6% |
| PROCTER & GAMBLE Co | $4.14M | 0.6% |
| HOME DEPOT, INC. | $4.19M | 0.7% |
| CME Group Inc | $4.28M | 0.7% |
| STRYKER CORP | $4.39M | 0.7% |
| ROPER TECHNOLOGIES INC | $4.40M | 0.7% |
| EXXON MOBIL CORP | $4.44M | 0.7% |