Burling Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $3.38M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $3.14M | 0.5% |
| REINSURANCE GROUP OF AMERICA INC | $3.12M | 0.5% |
| Merck & Co., Inc. | $3.04M | 0.5% |
| Zoetis Inc. | $2.83M | 0.4% |
| VANGUARD DIVIDEND APPRECIATION ETF | $2.75M | 0.4% |
| VANGUARD FTSE EMERGING MARKETS ETF | $2.73M | 0.4% |
| SUNCOR ENERGY INC NEW COM | $2.70M | 0.4% |
| FTAI Aviation Ltd | $2.66M | 0.4% |
| Intercontinental Exchange, Inc. | $2.49M | 0.4% |
| American Tower Corp | $2.43M | 0.4% |
| ISHARES CORE MSCI EAFE ETF | $2.41M | 0.4% |
| ASTRAZENECA PLC ORD | $2.37M | 0.4% |
| Union Pacific Corp | $2.30M | 0.4% |
| ORACLE CORP | $2.28M | 0.4% |
| CISCO SYSTEMS, INC. | $2.24M | 0.3% |
| CHURCH & DWIGHT CO INC /DE | $2.14M | 0.3% |
| O REILLY AUTOMOTIVE INC | $2.13M | 0.3% |
| TYLER TECHNOLOGIES, INC. | $2.12M | 0.3% |
| VANGUARD ULTRA-SHORT TREASURY ETF | $2.04M | 0.3% |
| MCDONALD'S CORP | $1.93M | 0.3% |
| Mondelez International, Inc. | $1.91M | 0.3% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.88M | 0.3% |
| ISHARES RUSSELL 1000 VALUE ETF | $1.86M | 0.3% |
| Parker-Hannifin Corp | $1.81M | 0.3% |
| ISHARES TREASURY FLOATING RATE BOND ETF | $1.70M | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $1.70M | 0.3% |
| SHERWIN WILLIAMS CO | $1.57M | 0.2% |
| CHEVRON CORP | $1.53M | 0.2% |
| AUTOZONE INC | $1.50M | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $1.44M | 0.2% |
| Booking Holdings Inc | $1.42M | 0.2% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | $1.30M | 0.2% |
| Walt Disney Co | $1.24M | 0.2% |
| ONEOK Inc | $1.21M | 0.2% |
| PEPSICO INC | $1.19M | 0.2% |
| MICROCHIP TECHNOLOGY INC | $1.18M | 0.2% |
| SPDR S&P MIDCAP 400 ETF TRUST | $1.17M | 0.2% |
| Cloudflare, Inc. | $1.15M | 0.2% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $1.11M | 0.2% |
| CARDINAL HEALTH INC | $1.08M | 0.2% |
| VANGUARD LARGE-CAP ETF | $1.07M | 0.2% |
| CARRIER GLOBAL Corp | $1.04M | 0.2% |
| ADVANCED MICRO DEVICES INC | $1.03M | 0.2% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $997.8K | 0.2% |
| ECOLAB INC. | $991.8K | 0.2% |
| ISHARES RUSSELL MIDCAP ETF | $956.3K | 0.1% |
| Iron Mountain Inc | $934.7K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $923.0K | 0.1% |
| MARTIN MARIETTA MATERIALS INC | $894.1K | 0.1% |