BURLING WEALTH PARTNERS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054946
Institutional-grade research for retail investors
13F Reported Value
ⓘ$618.3M
Holdings
177
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BURLING WEALTH PARTNERS, LLC disclosed 177 positions worth $618.3M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.3% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 5 new positions and exited 13 and a full exit from $CRM. The portfolio is most concentrated in Other (27.5% of disclosed assets). All figures are sourced directly from BURLING WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 2054946.
AI Fund Analysis
Diversifying
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$33.0M130,018 sh - 83.7#15
Quality
$26.5M71,455 sh - 74.6#152
Quality
$26.0M124,957 sh - 90.2
Quality
$25.4M145,493 sh - 80.2
Quality
$21.9M76,214 sh - 35.6
Quality
$18.6M63,068 sh VANGUARD MID-CAP ETF
—Quality
$18.5M64,389 sh- —
Quality
$16.3M25,042 sh ISHARES CORE S&P SMALL CAP ETF
—Quality
$16.1M129,831 sh- 80.2
Quality
$16.1M56,109 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $33.0M | 130,018 |
 MICROSOFT CORP$MSFT | 83.7#15 | $26.5M | 71,455 |
 AMAZON COM INC$AMZN | 74.6#152 | $26.0M | 124,957 |
 NVIDIA CORP$NVDA | 90.2 | $25.4M | 145,493 |
 Alphabet Inc.$GOOG | 80.2 | $21.9M | 76,214 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $18.6M | 63,068 |
| VANGUARD MID-CAP ETF | — | $18.5M | 64,389 |
 SPDR S&P 500 ETF TRUST$SPY | — | $16.3M | 25,042 |
| ISHARES CORE S&P SMALL CAP ETF | — | $16.1M | 129,831 |
 Alphabet Inc.$GOOGL | 80.2 | $16.1M | 56,109 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BURLING WEALTH PARTNERS, LLC's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$170.2M
Technology
$167.2M
Financials
$74.0M
Consumer Discretionary
$51.4M
Healthcare
$49.3M
Industrials
$39.8M
Utilities
$16.1M
Energy
$15.2M
Full Holdings — BURLING WEALTH PARTNERS, LLC (Q1 2026)
All 177 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $33.0M | 5.3% | +1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $26.5M | 4.3% | -0% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $26.0M | 4.2% | +1% | 74.6 |
| 4 | $NVDA | NVIDIA CORP | $25.4M | 4.1% | +2% | 90.2 |
| 5 | $GOOG | Alphabet Inc. | $21.9M | 3.5% | -5% | 80.2 |
| 6 | $JPM | JPMORGAN CHASE & CO | $18.6M | 3.0% | -2% | 35.6 |
| 7 | — | VANGUARD MID-CAP ETF | $18.5M | 3.0% | -8% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $16.3M | 2.6% | +2% | — |
| 9 | — | ISHARES CORE S&P SMALL CAP ETF | $16.1M | 2.6% | +0% | — |
| 10 | $GOOGL | Alphabet Inc. | $16.1M | 2.6% | +1% | 80.2 |
| 11 | — | VANGUARD SMALL-CAP ETF | $15.6M | 2.5% | -2% | — |
| 12 |  $META | Meta Platforms, Inc. | $12.2M | 2.0% | +12% | 80.9 |
| 13 |  $LLY | ELI LILLY & Co | $12.1M | 1.9% | -1% | 89.3 |
| 14 | — | VANGUARD TOTAL STOCK MARKET ETF | $11.4M | 1.9% | +0% | — |
| 15 |  $ABBV | AbbVie Inc. | $10.8M | 1.7% | -1% | 59.3 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.7M | 1.7% | +22% | 64.5 |
| 17 | — | VANGUARD S&P 500 ETF | $10.4M | 1.7% | +24% | — |
| 18 |  $MA | Mastercard Inc | $10.3M | 1.7% | +1% | 81.7 |
| 19 |  $BX | Blackstone Inc. | $9.6M | 1.6% | -11% | 68 |
| 20 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $9.1M | 1.5% | +46% | — |
| 21 |  $RTX | RTX Corp | $8.9M | 1.4% | +4% | 70 |
| 22 |  $ABT | ABBOTT LABORATORIES | $8.5M | 1.4% | -6% | 67 |
| 23 |  $NEE | NEXTERA ENERGY INC | $8.2M | 1.3% | +2% | 71.7 |
| 24 |  $TJX | TJX COMPANIES INC /DE/ | $7.6M | 1.2% | +4% | 70.7 |
| 25 |  $HON | HONEYWELL INTERNATIONAL INC | $7.5M | 1.2% | +1% | 65.7 |
| 26 | — | ISHARES RUSSELL 2000 ETF | $7.1M | 1.1% | -10% | — |
| 27 |  $WM | WASTE MANAGEMENT INC | $6.8M | 1.1% | +3% | 70.7 |
| 28 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.7M | 1.1% | +20% | — |
| 29 |  $XOM | EXXON MOBIL CORP | $6.6M | 1.1% | +5% | 61.8 |
| 30 | — | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $6.5M | 1.1% | +10% | — |
| 31 |  $PLD | Prologis, Inc. | $5.7M | 0.9% | +10% | 67.5 |
| 32 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $5.6M | 0.9% | NEW | — |
| 33 | — | ISHARES CORE S&P 500 ETF | $5.1M | 0.8% | +8% | — |
| 34 |  $TMUS | T-Mobile US, Inc. | $5.0M | 0.8% | +7% | 72.7 |
| 35 |  $SU | SUNCOR ENERGY INC | $4.9M | 0.8% | +23% | — |
| 36 |  $ETN | Eaton Corp plc | $4.8M | 0.8% | +19% | — |
| 37 |  $SYK | STRYKER CORP | $4.7M | 0.8% | +15% | 69.8 |
| 38 |  $LIN | LINDE PLC | $4.7M | 0.8% | +17% | — |
| 39 |  $DHR | DANAHER CORP /DE/ | $4.3M | 0.7% | -5% | 63.9 |
| 40 |  $JNJ | JOHNSON & JOHNSON | $4.2M | 0.7% | -3% | 72.8 |
| 41 |  $ITW | ILLINOIS TOOL WORKS INC | $4.2M | 0.7% | -2% | 71.2 |
| 42 |  $HD | HOME DEPOT, INC. | $4.1M | 0.7% | +3% | 69.2 |
| 43 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF | $4.0M | 0.7% | +472% | — |
| 44 |  $CME | CME GROUP INC. | $4.0M | 0.7% | -13% | 74.5 |
| 45 |  $SARO | StandardAero, Inc. | $3.8M | 0.6% | +544% | 67.4 |
| 46 |  $PG | PROCTER & GAMBLE Co | $3.7M | 0.6% | -11% | 72.9 |
| 47 |  $NDAQ | NASDAQ, INC. | $3.4M | 0.6% | +6% | 78.5 |
| 48 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.4M | 0.6% | +58% | 72.7 |
| 49 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.5% | -8% | 67 |
| 50 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $3.3M | 0.5% | +7% | 53.3 |
| 51 |  $FTAI | FTAI Aviation Ltd. | $3.3M | 0.5% | -1% | — |
| 52 |  $MRK | Merck & Co., Inc. | $3.2M | 0.5% | -7% | 70.9 |
| 53 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3.2M | 0.5% | NEW | 74.4 |
| 54 | — | ISHARES RUSSELL 1000 GROWTH ETF | $3.1M | 0.5% | +0% | — |
| 55 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3.0M | 0.5% | -14% | 71.5 |
| 56 |  $MDLZ | Mondelez International, Inc. | $2.9M | 0.5% | +44% | 53.9 |
| 57 | — | VANGUARD DIVIDEND APPRECIATION ETF | $2.7M | 0.4% | +0% | — |
| 58 |  $V | VISA INC. | $2.6M | 0.4% | -9% | 83.5 |
| 59 |  $INTU | INTUIT INC. | $2.6M | 0.4% | -35% | 82 |
| 60 | — | VANGUARD FTSE EMERGING MARKETS ETF | $2.6M | 0.4% | -7% | — |
| 61 |  $AZN | ASTRAZENECA PLC | $2.5M | 0.4% | -51% | — |
| 62 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $2.5M | 0.4% | +4% | 65.3 |
| 63 | — | ISHARES CORE MSCI EAFE ETF | $2.5M | 0.4% | +1% | — |
| 64 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $2.4M | 0.4% | NEW | 76.3 |
| 65 |  $ZTS | Zoetis Inc. | $2.3M | 0.4% | -14% | 72.6 |
| 66 |  $UNP | UNION PACIFIC CORP | $2.3M | 0.4% | -6% | 74 |
| 67 | — | VANGUARD LARGE-CAP ETF | $2.2M | 0.3% | +114% | — |
| 68 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2.2M | 0.3% | +17% | — |
| 69 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.3% | -5% | 72.3 |
| 70 |  $ICE | Intercontinental Exchange, Inc. | $2.1M | 0.3% | -13% | 73.8 |
| 71 |  $TYL | TYLER TECHNOLOGIES INC | $2.1M | 0.3% | +30% | 69.3 |
| 72 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.0M | 0.3% | -18% | 69.8 |
| 73 |  $CVX | CHEVRON CORP | $1.9M | 0.3% | -7% | 54.7 |
| 74 | — | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.9M | 0.3% | +335% | — |
| 75 | — | ISHARES TREASURY FLOATING RATE BOND ETF | $1.9M | 0.3% | +12% | — |
| 76 |  $MCD | MCDONALDS CORP | $1.9M | 0.3% | -3% | 73.9 |
| 77 | — | ISHARES RUSSELL 1000 VALUE ETF | $1.9M | 0.3% | +0% | — |
| 78 | — | ISHARES CORE S&P MID-CAP ETF | $1.8M | 0.3% | +24% | — |
| 79 |  $PH | Parker-Hannifin Corp | $1.8M | 0.3% | -2% | 73.8 |
| 80 |  $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.2% | -8% | — |
| 81 |  $ORCL | ORACLE CORP | $1.5M | 0.2% | -15% | 67.2 |
| 82 |  $OKE | ONEOK INC /NEW/ | $1.4M | 0.2% | -4% | 72 |
| 83 | — | VANGUARD TAX-EXEMPT BOND ETF | $1.4M | 0.2% | +62% | — |
| 84 | — | VANGUARD ULTRA-SHORT TREASURY ETF | $1.3M | 0.2% | -35% | — |
| 85 |  $VRT | Vertiv Holdings Co | $1.3M | 0.2% | +0% | 82.7 |
| 86 |  $SHW | SHERWIN WILLIAMS CO | $1.3M | 0.2% | -18% | 65.3 |
| 87 |  $NET | Cloudflare, Inc. | $1.2M | 0.2% | +0% | 52.6 |
| 88 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.2M | 0.2% | +0% | — |
| 89 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.1M | 0.2% | -6% | 40 |
| 90 |  $IVZ | Invesco Ltd. | $1.1M | 0.2% | +0% | — |
| 91 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $1.1M | 0.2% | -14% | — |
| 92 |  $IRM | IRON MOUNTAIN INC | $1.1M | 0.2% | -5% | 50.7 |
| 93 |  $PEP | PEPSICO INC | $1.1M | 0.2% | -16% | 62.7 |
| 94 |  $CAH | CARDINAL HEALTH INC | $1.0M | 0.2% | -8% | 58.6 |
| 95 |  $AMD | ADVANCED MICRO DEVICES INC | $993,349 | 0.2% | +2% | 78.8 |
| 96 |  $CARR | CARRIER GLOBAL Corp | $981,202 | 0.2% | -12% | 61.5 |
| 97 |  $ECL | ECOLAB INC. | $945,169 | 0.1% | -6% | 64.3 |
| 98 |  $DIS | Walt Disney Co | $933,344 | 0.1% | -11% | 68.9 |
| 99 | — | ISHARES RUSSELL MIDCAP ETF | $921,060 | 0.1% | -5% | — |
| 100 | — | VANGUARD EXTENDED MARKET ETF | $845,838 | 0.1% | +0% | — |
| 101 |  $LOW | LOWES COMPANIES INC | $824,381 | 0.1% | -5% | 63.5 |
| 102 |  $MLM | MARTIN MARIETTA MATERIALS INC | $818,854 | 0.1% | -3% | 67.6 |
| 103 |  $WEC | WEC ENERGY GROUP, INC. | $794,066 | 0.1% | -15% | 67 |
| 104 |  $ANET | Arista Networks, Inc. | $788,125 | 0.1% | +0% | 86 |
| 105 |  $MRVL | Marvell Technology, Inc. | $753,479 | 0.1% | +0% | 77.3 |
| 106 |  $NFLX | NETFLIX INC | $734,201 | 0.1% | +0% | 86.7 |
| 107 |  $DELL | Dell Technologies Inc. | $726,111 | 0.1% | -21% | 76 |
| 108 |  $KO | COCA COLA CO | $681,560 | 0.1% | +0% | 74 |
| 109 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $665,297 | 0.1% | +0% | — |
| 110 | $META | Meta Platforms, Inc. | $662,565 | 0.1% | +40% | 80.9 |
| 111 |  $GLD | SPDR GOLD TRUST | $638,981 | 0.1% | +0% | — |
| 112 |  $TEL | TE Connectivity plc | $638,556 | 0.1% | +0% | — |
| 113 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $630,281 | 0.1% | +12% | — |
| 114 |  $ROP | ROPER TECHNOLOGIES INC | $626,332 | 0.1% | -82% | 72.2 |
| 115 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $609,006 | 0.1% | -6% | 63.7 |
| 116 |  $CAT | CATERPILLAR INC | $598,649 | 0.1% | +0% | 67.8 |
| 117 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $596,764 | 0.1% | -14% | 66.5 |
| 118 |  $ADI | ANALOG DEVICES INC | $587,605 | 0.1% | -12% | 76.2 |
| 119 |  $DKS | DICK'S SPORTING GOODS, INC. | $580,791 | 0.1% | -10% | 67.9 |
| 120 |  $WMT | Walmart Inc. | $572,205 | 0.1% | -12% | 63.2 |
| 121 |  $AZO | AUTOZONE INC | $557,334 | 0.1% | -63% | 66.5 |
| 122 |  $VICI | VICI PROPERTIES INC. | $536,565 | 0.1% | -31% | 76.2 |
| 123 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $533,258 | 0.1% | -29% | 66.7 |
| 124 |  $SCHW | SCHWAB CHARLES CORP | $525,066 | 0.1% | -21% | 77.2 |
| 125 |  $AMGN | AMGEN INC | $517,923 | 0.1% | -1% | 79.5 |
| 126 |  $SBUX | STARBUCKS CORP | $510,573 | 0.1% | -18% | 54.6 |
| 127 |  $APH | AMPHENOL CORP /DE/ | $505,526 | 0.1% | -13% | 80.5 |
| 128 |  $AVGO | Broadcom Inc. | $501,350 | 0.1% | -11% | 86.4 |
| 129 | — | VANGUARD SMALL CAP VALUE ETF | $497,503 | 0.1% | +15% | — |
| 130 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $487,114 | 0.1% | +0% | — |
| 131 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $479,256 | 0.1% | +0% | 68.8 |
| 132 | — | SCHWAB INTERNATIONAL EQUITY ETF | $477,972 | 0.1% | +13% | — |
| 133 |  $BN | BROOKFIELD Corp /ON/ | $448,084 | 0.1% | -3% | — |
| 134 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $445,446 | 0.1% | +0% | — |
| 135 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $430,111 | 0.1% | -1% | — |
| 136 |  $BLK | BlackRock, Inc. | $429,884 | 0.1% | -11% | 70.3 |
| 137 | — | VANGUARD GROWTH ETF | $428,491 | 0.1% | +12% | — |
| 138 |  $MS | MORGAN STANLEY | $419,818 | 0.1% | -5% | — |
| 139 |  $FAST | FASTENAL CO | $391,894 | 0.1% | -4% | 73.5 |
| 140 | — | ISHARES MSCI EAFE ETF | $388,423 | 0.1% | +0% | — |
| 141 |  $PANW | Palo Alto Networks Inc | $373,225 | 0.1% | +3% | 66.5 |
| 142 |  $HWM | Howmet Aerospace Inc. | $372,654 | 0.1% | +0% | 79.1 |
| 143 |  $OTIS | Otis Worldwide Corp | $362,816 | 0.1% | -7% | 60.3 |
| 144 |  $CB | Chubb Ltd | $351,027 | 0.1% | -13% | — |
| 145 | — | SCHWAB MUNICIPAL BOND ETF | $321,685 | 0.1% | +0% | — |
| 146 |  $AXP | AMERICAN EXPRESS CO | $317,906 | 0.1% | -0% | 73.2 |
| 147 |  $BDX | BECTON DICKINSON & CO | $317,605 | 0.1% | +7% | 50.7 |
| 148 | — | SCHWAB U.S. LARGE-CAP ETF | $314,218 | 0.1% | +0% | — |
| 149 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $313,756 | 0.1% | +0% | — |
| 150 | — | ISHARES ESG AWARE MSCI USA ETF | $311,124 | 0.1% | +0% | — |
| 151 |  $QCOM | QUALCOMM INC/DE | $306,883 | 0.1% | -12% | 81.9 |
| 152 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $299,437 | 0.1% | +0% | — |
| 153 |  $SPGI | S&P Global Inc. | $289,657 | 0.1% | -57% | 79.4 |
| 154 |  $DE | DEERE & CO | $289,536 | 0.1% | +0% | 57.4 |
| 155 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $288,889 | 0.1% | -60% | 77.6 |
| 156 |  $TDG | TransDigm Group INC | $287,422 | 0.1% | -24% | 75.4 |
| 157 |  $LNG | Cheniere Energy, Inc. | $284,044 | 0.1% | -7% | 48.4 |
| 158 | — | ISHARES RUSSELL 3000 ETF | $278,010 | 0.0% | +0% | — |
| 159 |  $CSX | CSX CORP | $275,815 | 0.0% | -13% | 66.4 |
| 160 |  $ISRG | INTUITIVE SURGICAL INC | $275,672 | 0.0% | -30% | 81.4 |
| 161 |  $CBOE | Cboe Global Markets, Inc. | $267,017 | 0.0% | +0% | 81.2 |
| 162 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $266,830 | 0.0% | +0% | — |
| 163 |  $IAU | ISHARES GOLD TRUST | $265,009 | 0.0% | +0% | — |
| 164 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $258,222 | 0.0% | +18% | — |
| 165 |  $TXN | TEXAS INSTRUMENTS INC | $257,818 | 0.0% | -13% | 70.4 |
| 166 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $244,202 | 0.0% | +0% | 75.4 |
| 167 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $242,635 | 0.0% | -25% | — |
| 168 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $236,746 | 0.0% | +0% | — |
| 169 | — | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $228,459 | 0.0% | +0% | — |
| 170 | — | VANGUARD REAL ESTATE ETF | $227,072 | 0.0% | +0% | — |
| 171 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $221,715 | 0.0% | +0% | — |
| 172 |  $CTAS | CINTAS CORP | $220,559 | 0.0% | -13% | 76.3 |
| 173 |  $ROK | ROCKWELL AUTOMATION, INC | $215,328 | 0.0% | +0% | 68.2 |
| 174 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $207,501 | 0.0% | NEW | — |
| 175 |  $ADBE | ADOBE INC. | $204,187 | 0.0% | -6% | 80.4 |
| 176 | — | VANGUARD SMALL-CAP GROWTH ETF | $202,508 | 0.0% | NEW | — |
| 177 | — | ISHARES TIPS BOND ETF | $201,103 | 0.0% | +0% | — |
New Positions (5)
Exited Positions (13)
$CRM Salesforce, Inc.
$ARES Ares Management Corp
$VLTO Veralto Corp
$BKNG Booking Holdings Inc.
$Z ZILLOW GROUP, INC.
$ACN Accenture plc
$AMP AMERIPRISE FINANCIAL INC ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$EQIX EQUINIX INC
$SOLS Solstice Advanced Materials Inc.
$ADP AUTOMATIC DATA PROCESSING INC STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
$ARCC ARES CAPITAL CORPBrowse Top Institutional Investors
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