BURLING WEALTH PARTNERS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054946
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$683.4M
Holdings
180
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BURLING WEALTH PARTNERS, LLC disclosed 180 positions worth $683.4M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.5% of the equity portfolio, followed by $AMZN and $NVDA. During the quarter the fund opened 13 new positions and exited 11 — including a new stake in $ARMK. The portfolio is most concentrated in Other (28.8% 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
Concentrating
$AAPL5.5% weight
Held 7 quarters
$AMZN4.4% weight
Held 7 quarters
$NVDA4.3% weight
Held 7 quarters
$GOOG3.9% weight
Held 7 quarters
$MSFT3.9% weight
Held 7 quarters
$AMZN6 quarters accumulating
$NVDA6 quarters accumulating
VANGUARD S&P 500 ETF - ETF
6 quarters accumulating
$META6 quarters accumulating
$BRK-A6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$37.7M130,429 sh - 68.7#300
Quality
$30.0M125,705 sh - 85.9#5
Quality
$29.3M146,435 sh - 78.2
Quality
$26.9M75,177 sh - 79.8
Quality
$26.5M71,131 sh VANGUARD MORNINGSTAR MID-CAP ETF - ETF
—Quality
$21.5M267,337 sh- 70.7
Quality
$20.7M63,141 sh - 78.2
Quality
$19.8M56,098 sh ISHARES CORE S&P SMALL CAP ETF - ETF
—Quality
$19.7M132,558 shVANGUARD MORNINGSTAR SMALL-CAP ETF - ETF
—Quality
$18.9M62,242 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $37.7M | 130,429 |
| AMAZON COM INC$AMZN | 68.7#300 | $30.0M | 125,705 |
| NVIDIA CORP$NVDA | 85.9#5 | $29.3M | 146,435 |
| Alphabet Inc.$GOOG | 78.2 | $26.9M | 75,177 |
| MICROSOFT CORP$MSFT | 79.8 | $26.5M | 71,131 |
| VANGUARD MORNINGSTAR MID-CAP ETF - ETF | — | $21.5M | 267,337 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $20.7M | 63,141 |
 Alphabet Inc.$GOOGL | 78.2 | $19.8M | 56,098 |
| ISHARES CORE S&P SMALL CAP ETF - ETF | — | $19.7M | 132,558 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | — | $18.9M | 62,242 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BURLING WEALTH PARTNERS, LLC's 180 positions.
Showing top 10 of 180 holdings.
Sector Allocation
Other
$197.0M
Technology
$196.1M
Financials
$78.1M
Consumer Discretionary
$54.7M
Healthcare
$51.4M
Industrials
$42.9M
Utilities
$15.7M
Energy
$12.7M
Top Holdings — BURLING WEALTH PARTNERS, LLC (Q2 2026)
Top 150 of 180 disclosed positions (by reported value) 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. | $37.7M | 5.5% | +0% | 76.4 |
| 2 | $AMZN | AMAZON COM INC | $30.0M | 4.4% | +1% | 68.7 |
| 3 | $NVDA | NVIDIA CORP | $29.3M | 4.3% | +1% | 85.9 |
| 4 | $GOOG | Alphabet Inc. | $26.9M | 3.9% | -1% | 78.2 |
| 5 | $MSFT | MICROSOFT CORP | $26.5M | 3.9% | -0% | 79.8 |
| 6 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | $21.5M | 3.1% | +315% | — |
| 7 | $JPM | JPMORGAN CHASE & CO | $20.7M | 3.0% | +0% | 70.7 |
| 8 | $GOOGL | Alphabet Inc. | $19.8M | 2.9% | -0% | 78.2 |
| 9 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $19.7M | 2.9% | +2% | — |
| 10 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | $18.9M | 2.8% | +4% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $18.8M | 2.8% | +0% | — |
| 12 | — | VANGUARD S&P 500 ETF - ETF | $16.4M | 2.4% | +38% | — |
| 13 |  $LLY | ELI LILLY & Co | $15.8M | 2.3% | +0% | 87.5 |
| 14 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $13.8M | 2.0% | +4% | — |
| 15 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $12.7M | 1.9% | +25% | — |
| 16 |  $ABBV | AbbVie Inc. | $12.4M | 1.8% | -1% | 72.6 |
| 17 | $META | Meta Platforms, Inc. | $12.2M | 1.8% | +2% | 79.6 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.3M | 1.7% | +2% | 73.8 |
| 19 |  $MA | Mastercard Inc | $10.6M | 1.6% | -0% | 85.1 |
| 20 |  $BX | Blackstone Inc. | $9.5M | 1.4% | -3% | 74.4 |
| 21 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $9.0M | 1.3% | +21% | — |
| 22 |  $RTX | RTX Corp | $8.9M | 1.3% | +2% | 73.2 |
| 23 | — | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF | $8.7M | 1.3% | +34% | — |
| 24 | — | ISHARES RUSSELL 2000 ETF - ETF | $8.7M | 1.3% | +1% | — |
| 25 |  $NEE | NEXTERA ENERGY INC | $8.0M | 1.2% | +3% | 64.6 |
| 26 |  $TJX | TJX COMPANIES INC /DE/ | $7.3M | 1.1% | +0% | 68.7 |
| 27 |  $ABT | ABBOTT LABORATORIES | $7.0M | 1.0% | -6% | 65.5 |
| 28 |  $WM | WASTE MANAGEMENT INC | $6.7M | 1.0% | +1% | 67.6 |
| 29 | — | ISHARES CORE S&P 500 ETF - ETF | $6.4M | 0.9% | +9% | — |
| 30 |  $PLD | Prologis, Inc. | $6.1M | 0.9% | +4% | 68.3 |
| 31 |  $ETN | Eaton Corp plc | $6.1M | 0.9% | +6% | — |
| 32 |  $XOM.R34088 | EXXON MOBIL CORP | $5.4M | 0.8% | +1% | 57.9 |
| 33 |  $LIN | LINDE PLC | $5.2M | 0.8% | +5% | — |
| 34 |  $SYK | STRYKER CORP | $5.0M | 0.7% | +11% | 72.1 |
| 35 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $4.9M | 0.7% | +14% | 72.6 |
| 36 |  $APH | AMPHENOL CORP /DE/ | $4.8M | 0.7% | +576% | 79.3 |
| 37 |  $SARO | StandardAero, Inc. | $4.6M | 0.7% | +5% | 59.5 |
| 38 |  $JNJ | JOHNSON & JOHNSON | $4.3M | 0.6% | -2% | 69 |
| 39 |  $SU | SUNCOR ENERGY INC | $4.1M | 0.6% | +3% | — |
| 40 |  $TMUS | T-Mobile US, Inc. | $3.9M | 0.6% | -0% | 69.1 |
| 41 |  $ITW | ILLINOIS TOOL WORKS INC | $3.9M | 0.6% | -10% | 63.6 |
| 42 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $3.9M | 0.6% | +29% | 73.3 |
| 43 |  $DHR | DANAHER CORP /DE/ | $3.7M | 0.6% | -14% | 64.8 |
| 44 |  $ARMK | Aramark | $3.7M | 0.6% | NEW | 47.1 |
| 45 |  $HON | HONEYWELL INTERNATIONAL INC | $3.7M | 0.5% | -51% | 65 |
| 46 |  $HONA | Honeywell Aerospace Inc. | $3.6M | 0.5% | NEW | — |
| 47 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $3.6M | 0.5% | +300% | — |
| 48 |  $PG | PROCTER & GAMBLE Co | $3.6M | 0.5% | -5% | 64.6 |
| 49 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.6M | 0.5% | +5% | 67.4 |
| 50 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $3.5M | 0.5% | +2% | 66.8 |
| 51 |  $FTAI | FTAI Aviation Ltd. | $3.5M | 0.5% | -2% | — |
| 52 |  $MRK | Merck & Co., Inc. | $3.4M | 0.5% | -3% | 59.9 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.2M | 0.5% | +2% | 66.2 |
| 54 |  $NDAQ | NASDAQ, INC. | $3.2M | 0.5% | +1% | 76.7 |
| 55 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 0.5% | -1% | 70.3 |
| 56 |  $MDLZ | Mondelez International, Inc. | $3.2M | 0.5% | +7% | 56.4 |
| 57 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $3.1M | 0.5% | +9% | — |
| 58 |  $V | VISA INC. | $3.0M | 0.4% | +0% | 82.9 |
| 59 |  $CME | CME GROUP INC. | $2.9M | 0.4% | -4% | 69.5 |
| 60 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $2.9M | 0.4% | -3% | — |
| 61 |  $IVZ | Invesco Ltd. | $2.7M | 0.4% | NEW | — |
| 62 | — | ISHARES CORE MSCI EAFE ETF - ETF | $2.7M | 0.4% | +1% | — |
| 63 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.4% | -7% | 79.8 |
| 64 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $2.6M | 0.4% | -1% | 58.1 |
| 65 | — | VANGUARD MORNINGSTAR LARGE-CAP ET - ETF | $2.5M | 0.4% | +1% | — |
| 66 |  $UNP | UNION PACIFIC CORP | $2.5M | 0.4% | -1% | 69.7 |
| 67 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $2.4M | 0.3% | -16% | 66.2 |
| 68 |  $AZN | ASTRAZENECA PLC | $2.4M | 0.3% | -1% | — |
| 69 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $2.3M | 0.3% | +12% | — |
| 70 |  $MRVL | Marvell Technology, Inc. | $2.2M | 0.3% | -3% | 76.5 |
| 71 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $2.2M | 0.3% | +1% | — |
| 72 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $2.1M | 0.3% | +0% | — |
| 73 |  $PH | Parker-Hannifin Corp | $2.0M | 0.3% | -0% | 65.8 |
| 74 |  $DELL | Dell Technologies Inc. | $1.9M | 0.3% | -0% | 71.2 |
| 75 |  $TYL | TYLER TECHNOLOGIES INC | $1.8M | 0.3% | +1% | 64.3 |
| 76 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.8M | 0.3% | -4% | 66.3 |
| 77 |  $GS | GOLDMAN SACHS GROUP INC | $1.8M | 0.3% | -1% | 73.5 |
| 78 |  $VRT | Vertiv Holdings Co | $1.7M | 0.3% | -3% | 81 |
| 79 |  $MCD | MCDONALDS CORP | $1.6M | 0.2% | -1% | 69 |
| 80 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.6M | 0.2% | +2% | 52.9 |
| 81 | — | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF - ETF | $1.6M | 0.2% | NEW | — |
| 82 |  $CVX | CHEVRON CORP | $1.5M | 0.2% | -1% | 62.8 |
| 83 |  $ICE | Intercontinental Exchange, Inc. | $1.5M | 0.2% | -7% | 73.7 |
| 84 | — | ISHARES TREASURY FLOATING RATE BOND ETF - ETF | $1.5M | 0.2% | -24% | — |
| 85 |  $NET | Cloudflare, Inc. | $1.4M | 0.2% | +0% | 56.4 |
| 86 |  $OKE | ONEOK INC /NEW/ | $1.4M | 0.2% | -0% | 71.7 |
| 87 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.4M | 0.2% | +0% | — |
| 88 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $1.3M | 0.2% | -8% | — |
| 89 |  $IRM | IRON MOUNTAIN INC | $1.3M | 0.2% | -2% | 62.9 |
| 90 |  $SHW | SHERWIN WILLIAMS CO | $1.3M | 0.2% | -5% | 61.3 |
| 91 |  $CARR | CARRIER GLOBAL Corp | $1.3M | 0.2% | +0% | 56.6 |
| 92 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -0% | — |
| 93 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $1.2M | 0.2% | +9% | — |
| 94 |  $ORCL | ORACLE CORP | $1.2M | 0.2% | -17% | 66.2 |
| 95 |  $CAH | CARDINAL HEALTH INC | $1.1M | 0.2% | -0% | 62.4 |
| 96 |  $ANET | Arista Networks, Inc. | $1.1M | 0.2% | +0% | 81.9 |
| 97 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $1.0M | 0.1% | +0% | — |
| 98 | — | VANGUARD EXTENDED MARKET ETF - ETF | $1.0M | 0.1% | -1% | — |
| 99 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $955,648 | 0.1% | +0% | — |
| 100 |  $ECL | ECOLAB INC. | $945,324 | 0.1% | -5% | 63.3 |
| 101 |  $CAT | CATERPILLAR INC | $906,230 | 0.1% | +1% | 66.5 |
| 102 |  $PEP | PEPSICO INC | $870,351 | 0.1% | -7% | 63.4 |
| 103 |  $DIS | Walt Disney Co | $862,593 | 0.1% | -7% | 60.1 |
| 104 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $852,441 | 0.1% | +909% | — |
| 105 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $832,163 | 0.1% | +56% | — |
| 106 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $821,822 | 0.1% | +2% | — |
| 107 |  $MLM | MARTIN MARIETTA MATERIALS INC | $806,803 | 0.1% | +1% | 62.9 |
| 108 |  $WEC | WEC ENERGY GROUP, INC. | $800,925 | 0.1% | +0% | 60.1 |
| 109 |  $PANW | Palo Alto Networks Inc | $795,259 | 0.1% | +0% | 65.5 |
| 110 |  $ADI | ANALOG DEVICES INC | $742,708 | 0.1% | +1% | 79.2 |
| 111 |  $KO | COCA COLA CO | $741,833 | 0.1% | +2% | 69.5 |
| 112 |  $HD | HOME DEPOT, INC. | $698,659 | 0.1% | -84% | 60.3 |
| 113 |  $AVGO | Broadcom Inc. | $688,396 | 0.1% | +12% | 84.5 |
| 114 |  $LOW | LOWES COMPANIES INC | $668,967 | 0.1% | -13% | 60.8 |
| 115 | $META | Meta Platforms, Inc. | $659,119 | 0.1% | +0% | 79.6 |
| 116 |  $DKS | DICK'S SPORTING GOODS, INC. | $608,985 | 0.1% | -8% | 63 |
| 117 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $608,651 | 0.1% | -2% | 65.1 |
| 118 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $584,634 | 0.1% | +5% | — |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $576,762 | 0.1% | -7% | 70 |
| 120 |  $ROP | ROPER TECHNOLOGIES INC | $566,803 | 0.1% | -5% | 71.9 |
| 121 |  $AMGN | AMGEN INC | $558,027 | 0.1% | +5% | 79.2 |
| 122 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $556,551 | 0.1% | +54% | — |
| 123 |  $GLD | SPDR GOLD TRUST | $547,044 | 0.1% | +0% | — |
| 124 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $536,801 | 0.1% | +0% | — |
| 125 |  $MS | MORGAN STANLEY | $533,261 | 0.1% | +0% | 75.8 |
| 126 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $516,991 | 0.1% | NEW | — |
| 127 |  $SCHW | SCHWAB CHARLES CORP | $515,697 | 0.1% | +0% | 79.4 |
| 128 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $504,200 | 0.1% | NEW | — |
| 129 |  $WMT | Walmart Inc. | $486,470 | 0.1% | -7% | 60.2 |
| 130 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $484,176 | 0.1% | -0% | 67.5 |
| 131 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $473,524 | 0.1% | +7% | — |
| 132 |  $SBUX | STARBUCKS CORP | $469,972 | 0.1% | -19% | 58.2 |
| 133 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $467,050 | 0.1% | +0% | — |
| 134 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $466,106 | 0.1% | -7% | 64.4 |
| 135 |  $TEL | TE Connectivity plc | $462,493 | 0.1% | -25% | — |
| 136 |  $BN | BROOKFIELD Corp /ON/ | $460,526 | 0.1% | -2% | — |
| 137 |  $NFLX | NETFLIX INC | $443,965 | 0.1% | -19% | 78.8 |
| 138 |  $HWM | Howmet Aerospace Inc. | $434,747 | 0.1% | +0% | 73.9 |
| 139 |  $AZO | AUTOZONE INC | $428,256 | 0.1% | -19% | 66.2 |
| 140 |  $TXN | TEXAS INSTRUMENTS INC | $427,730 | 0.1% | +8% | 73.4 |
| 141 |  $VICI | VICI PROPERTIES INC. | $427,349 | 0.1% | -18% | 65.8 |
| 142 | — | ISHARES MSCI EAFE ETF - ETF | $415,416 | 0.1% | +0% | — |
| 143 |  $QCOM | QUALCOMM INC/DE | $414,484 | 0.1% | -6% | 70.5 |
| 144 |  $FAST | FASTENAL CO | $405,661 | 0.1% | +0% | 66.9 |
| 145 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $398,792 | 0.1% | +12% | — |
| 146 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $392,412 | 0.1% | -80% | — |
| 147 | — | SCHWAB SHORT-TERM US TREASURY ETF - ETF | $376,584 | 0.1% | NEW | — |
| 148 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | $361,937 | 0.1% | +17% | — |
| 149 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $360,074 | 0.1% | +0% | — |
| 150 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $359,346 | 0.1% | +0% | — |
New Positions (13)
$ARMK Aramark$3.7M$HONA Honeywell Aerospace Inc.$3.6M VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF - ETF$1.6M
VANGUARD RUSSELL 1000 GROWTH ETF - ETF$516,991
SCHWAB US DIVIDEND EQUITY ETF - ETF$504,200
SCHWAB SHORT-TERM US TREASURY ETF - ETF$376,584
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$327,026
$TSLA Tesla, Inc.$242,686
$LRCX LAM RESEARCH CORP$230,098 STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF - ETF$223,458
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ETF$212,746
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF$211,943
$ASML ASML HOLDING NV$210,881Exited Positions (11)
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
VANGUARD 0-3 MONTH TREASURY BILL ETF
$INTU INTUIT INC.
$ZTS Zoetis Inc. VANGUARD ULTRA-SHORT TREASURY ETF
SCHWAB MUNICIPAL BOND ETF
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$CSX CSX CORP VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
$ADBE ADOBE INC. ISHARES TIPS BOND ETF
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