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Burling Wealth Partners, LLC

All holdings · as of Dec 31, 2025

185 positions

CompanyClassValueShares% of portfolio
T-Mobile US, Inc.TMUSCommon Stock$4.50M22,1620.7%
ISHARES CORE S&P 500 ETF$4.97M7,2590.8%
Prologis Inc$5.04M39,4650.8%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND$5.46M74,2230.8%
DANAHER CORP /DE$5.50M24,0310.9%
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF$5.92M196,1510.9%
INTUIT INC.$6.00M9,0650.9%
VANGUARD FTSE DEVELOPED MARKETS ETF$6.09M97,5520.9%
WASTE MANAGEMENT INC$6.32M28,7571.0%
HONEYWELL INTERNATIONAL INC$6.44M33,0361.0%
Salesforce Inc$6.69M25,2551.0%
NEXTERA ENERGY INC$6.91M86,0601.1%
TJX Cos Inc/The$7.03M45,7801.1%
ISHARES RUSSELL 2000 ETF$7.83M31,8141.2%
RTX Corp$8.11M44,2101.3%
VANGUARD S&P 500 ETF$8.80M14,0281.4%
Warren E. Buffett$9.16M18,2301.4%
ABBOTT LABORATORIES$10.96M87,4601.7%
AbbVie Inc.$11.41M49,9201.8%
Mastercard Inc$11.66M20,4181.8%
VANGUARD TOTAL STOCK MARKET ETF$11.90M35,5051.8%
Meta Platforms Inc$12.56M19,0302.0%
ELI LILLY & Co$14.27M13,2812.2%
Blackstone Inc$14.37M93,2202.2%
ISHARES CORE S&P SMALL CAP ETF$15.55M129,4112.4%
VANGUARD SMALL-CAP ETF$15.68M60,7852.4%
STATE STR SPDR S&P 500 ETF TR TR UNIT$16.79M24,6212.6%
Alphabet Inc.$17.49M55,7302.7%
VANGUARD MID-CAP ETF$20.20M69,6183.1%
JPMORGAN CHASE & CO$20.83M64,6533.2%
Alphabet Inc.$25.03M79,9533.9%
NVIDIA Corp$26.52M142,2164.1%
Amazon.com Inc$28.48M123,4044.4%
MICROSOFT CORP$34.70M71,7495.4%
Apple Inc.$35.13M129,2335.5%
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