Burling Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| HONEYWELL INTERNATIONAL INC | $6.44M | 1.0% |
| WASTE MANAGEMENT INC | $6.32M | 1.0% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $6.09M | 0.9% |
| INTUIT INC. | $6.00M | 0.9% |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $5.92M | 0.9% |
| DANAHER CORP /DE | $5.50M | 0.9% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $5.46M | 0.8% |
| Prologis Inc | $5.04M | 0.8% |
| ISHARES CORE S&P 500 ETF | $4.97M | 0.8% |
| T-Mobile US, Inc.TMUS | $4.50M | 0.7% |
| EXXON MOBIL CORP | $4.44M | 0.7% |
| ROPER TECHNOLOGIES INC | $4.40M | 0.7% |
| STRYKER CORP | $4.39M | 0.7% |
| CME Group Inc | $4.28M | 0.7% |
| HOME DEPOT, INC. | $4.19M | 0.7% |
| PROCTER & GAMBLE Co | $4.14M | 0.6% |
| Ares Management Corporation | $4.11M | 0.6% |
| ILLINOIS TOOL WORKS INC | $4.04M | 0.6% |
| MARSH & MCLENNAN COMPANIES, INC. | $3.74M | 0.6% |
| Veralto Corp | $3.74M | 0.6% |
| NASDAQ, Inc. | $3.69M | 0.6% |
| JOHNSON & JOHNSON | $3.65M | 0.6% |
| Eaton Corp plc | $3.60M | 0.6% |
| LINDE PLC | $3.47M | 0.5% |
| ISHARES RUSSELL 1000 GROWTH ETF | $3.42M | 0.5% |