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Burling Wealth Partners

Latest statistics and disclosures from Burling Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, AMZN, NVDA, GOOGL, and represent 21.47% of Burling Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SHV (+$5.6M), VBIL, SARO, CDNS, VEA, MPWR, VOO, BRK.B, SGOV, META.
Started 5 new stock positions in TSM, VBK, CDNS, SHV, MPWR.
Reduced shares in these 10 stocks: , ARES, VLTO, ROP, AZN, VO, BKNG, INTU, BX, GOOGL.
Sold out of its positions in AMP, ARES, ARCC, ADP, BKNG, EQIX, SUB, CRM, XLY, SOLS. VLTO, ZG, ACN.
Burling Wealth Partners was a net buyer of stock by $670k.
Burling Wealth Partners has $618M in assets under management (AUM), dropping by -3.94%.
Central Index Key (CIK): 0002054946

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Portfolio Holdings for Burling Wealth Partners

Burling Wealth Partners holds 177 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.3	$33M		130k	253.79	View chart
Microsoft Corp Stock (MSFT)	4.3	$27M		72k	370.17	View chart
Amazon Stock (AMZN)	4.2	$26M		125k	208.27	View chart
Nvidia Corporation Stock (NVDA)	4.1	$25M	+2%	146k	174.40	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.5	$22M	-4%	76k	287.56	View chart
Jpmorgan Chase & Co Stock (JPM)	3.0	$19M	-2%	63k	294.16	View chart
Vanguard Mid-cap Etf Etf (VO)	3.0	$19M	-7%	64k	287.18	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	2.6	$16M		25k	650.35	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.6	$16M		130k	124.31	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.6	$16M		56k	286.86	View chart
Vanguard Small-cap Etf Etf (VB)	2.5	$16M		60k	261.92	View chart
Meta Platforms Inc Cl A Stock (META)	2.0	$12M	+12%	21k	572.14	View chart
Eli Lilly & Co Stock (LLY)	1.9	$12M		13k	919.77	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.9	$11M		36k	320.81	View chart
Abbvie Stock (ABBV)	1.7	$11M		50k	217.49	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$11M	+22%	22k	479.20	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$10M	+23%	17k	597.56	View chart
Mastercard Incorporated Cl A Stock (MA)	1.7	$10M		21k	499.66	View chart
Blackstone Stock (BX)	1.5	$9.6M	-10%	83k	114.99	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.5	$9.1M	+45%	142k	64.08	View chart
Rtx Corporation Stock (RTX)	1.4	$8.9M	+4%	46k	192.90	View chart
Abbott Laboratories Stock (ABT)	1.4	$8.5M	-5%	82k	102.67	View chart
Nextera Energy Stock (NEE)	1.3	$8.2M	+2%	88k	92.88	View chart
Tjx Cos Stock (TJX)	1.2	$7.6M	+4%	48k	159.70	View chart
Honeywell Intl Stock (HON)	1.2	$7.5M		33k	226.03	View chart
Ishares Russell 2000 Etf Etf (IWM)	1.1	$7.1M	-10%	29k	248.00	View chart
Waste Mgmt Inc Del Stock (WM)	1.1	$6.8M	+3%	30k	229.79	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	1.1	$6.7M	+19%	89k	75.10	View chart
Exxon Mobil Corp Stock (XOM)	1.1	$6.6M	+4%	39k	169.66	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	1.1	$6.5M	+10%	217k	30.07	View chart
Prologis Reit (PLD)	0.9	$5.7M	+9%	43k	132.18	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.9	$5.6M	NEW	51k	110.39	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$5.1M	+8%	7.9k	653.24	View chart
T-mobile Us Stock (TMUS)	0.8	$5.0M	+6%	24k	210.03	View chart
Suncor Energy Stock (SU)	0.8	$4.9M	+22%	75k	66.11	View chart
Eaton Corp Stock (ETN)	0.8	$4.8M	+18%	13k	357.67	View chart
Stryker Corporation Stock (SYK)	0.8	$4.7M	+15%	14k	328.60	View chart
Linde Stock (LIN)	0.8	$4.7M	+17%	9.5k	495.78	View chart
Danaher Corp Del Stock (DHR)	0.7	$4.3M	-5%	23k	189.60	View chart
Johnson & Johnson Stock (JNJ)	0.7	$4.2M	-3%	17k	244.44	View chart
Illinois Tool Wks Stock (ITW)	0.7	$4.2M	-2%	16k	260.29	View chart
Home Depot Stock (HD)	0.7	$4.1M	+3%	13k	328.88	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.7	$4.0M	+471%	53k	75.65	View chart
Cme Group Stock (CME)	0.7	$4.0M	-12%	14k	295.35	View chart
Standardaero Stock (SARO)	0.6	$3.8M	+544%	148k	25.83	View chart
Procter & Gamble Stock (PG)	0.6	$3.7M	-11%	26k	144.44	View chart
Nasdaq Stock (NDAQ)	0.6	$3.4M	+6%	40k	84.89	View chart
Oreilly Automotive Stock (ORLY)	0.6	$3.4M	+57%	37k	92.31	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$3.4M	-7%	3.4k	996.45	View chart
Reinsurance Group Amer Stock (RGA)	0.5	$3.3M	+6%	16k	204.16	View chart
Ftai Aviation Stock (FTAI)	0.5	$3.3M		13k	245.00	View chart
Merck & Co Stock (MRK)	0.5	$3.2M	-6%	27k	120.29	View chart
Cadence Design System Stock (CDNS)	0.5	$3.2M	NEW	12k	277.87	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$3.1M		7.2k	426.38	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.5	$3.0M	-14%	17k	173.45	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.5	$2.9M	+43%	51k	57.64	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$2.7M		13k	215.07	View chart
Visa Inc Com Cl A Stock (V)	0.4	$2.6M	-9%	8.8k	302.25	View chart
Intuit Stock (INTU)	0.4	$2.6M	-34%	5.9k	432.38	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$2.6M	-7%	47k	54.05	View chart
Astrazeneca Plc Ord Adr (AZN)	0.4	$2.5M	-51%	13k	197.22	View chart
Church & Dwight Stock (CHD)	0.4	$2.5M	+3%	27k	93.32	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$2.5M		27k	90.53	View chart
Monolithic Pwr Sys Stock (MPWR)	0.4	$2.4M	NEW	2.2k	1093.35	View chart
Zoetis Inc Cl A Stock (ZTS)	0.4	$2.3M	-13%	19k	118.21	View chart
Union Pac Corp Stock (UNP)	0.4	$2.3M	-5%	9.4k	242.62	View chart
Vanguard Large-cap Etf Etf (VV)	0.4	$2.2M	+114%	7.3k	298.87	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.4	$2.2M	+16%	28k	79.27	View chart
Cisco Sys Stock (CSCO)	0.3	$2.1M	-5%	28k	77.59	View chart
Intercontinental Exchange Stock (ICE)	0.3	$2.1M	-13%	13k	157.28	View chart
Tyler Technologies Stock (TYL)	0.3	$2.1M	+30%	6.1k	342.38	View chart
American Tower Corp Reit (AMT)	0.3	$2.0M	-17%	11k	172.58	View chart
Chevron Corporation Stock (CVX)	0.3	$1.9M	-6%	9.4k	206.90	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$1.9M	+335%	19k	100.66	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.3	$1.9M	+12%	38k	50.63	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.9M	-3%	6.1k	310.77	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.9M		8.8k	213.66	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$1.8M	+23%	27k	67.53	View chart
Parker-hannifin Corp Stock (PH)	0.3	$1.8M	-2%	2.0k	895.24	View chart
Goldman Sachs Group Stock (GS)	0.2	$1.5M	-8%	1.8k	845.99	View chart
Oracle Corp Stock (ORCL)	0.2	$1.5M	-15%	9.9k	147.11	View chart
Oneok Stock (OKE)	0.2	$1.4M	-4%	16k	90.39	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.4M	+61%	28k	49.89	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.2	$1.3M	-35%	18k	75.66	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.2	$1.3M		5.2k	250.58	View chart
Sherwin Williams Stock (SHW)	0.2	$1.3M	-17%	4.0k	320.55	View chart
Cloudflare Inc Cl A Stock (NET)	0.2	$1.2M		5.8k	206.34	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.2M		1.9k	616.76	View chart
Microchip Technology Stock (MCHP)	0.2	$1.1M	-6%	17k	64.61	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$1.1M		5.8k	191.92	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$1.1M	-14%	20k	56.68	View chart
Iron Mtn Inc Del Reit (IRM)	0.2	$1.1M	-5%	11k	102.14	View chart
Pepsico Stock (PEP)	0.2	$1.1M	-16%	6.9k	155.29	View chart
Cardinal Health Stock (CAH)	0.2	$1.0M	-7%	4.8k	211.31	View chart
Advanced Micro Devices Stock (AMD)	0.2	$993k		4.9k	203.43	View chart
Carrier Global Corporation Stock (CARR)	0.2	$981k	-11%	17k	56.31	View chart
Ecolab Stock (ECL)	0.2	$945k	-5%	3.6k	266.02	View chart
Disney Walt Stock (DIS)	0.2	$933k	-10%	9.7k	96.38	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$921k	-4%	9.5k	97.23	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$846k		4.1k	205.80	View chart
Lowes Cos Stock (LOW)	0.1	$824k	-4%	3.5k	236.28	View chart
Martin Marietta Matls Stock (MLM)	0.1	$819k	-3%	1.4k	588.68	View chart
Wec Energy Group Stock (WEC)	0.1	$794k	-14%	6.9k	115.77	View chart
Arista Networks Stock (ANET)	0.1	$788k		6.4k	122.78	View chart
Marvell Technology Stock (MRVL)	0.1	$754k		7.6k	99.05	View chart
Netflix Stock (NFLX)	0.1	$734k		7.6k	96.15	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$726k	-20%	4.4k	164.13	View chart
Coca Cola Stock (KO)	0.1	$682k		9.0k	76.05	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$665k		5.0k	132.90	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$663k	+40%	8.5k	78.41	View chart
Spdr Gold Shares Etf (GLD)	0.1	$639k		1.5k	430.29	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$639k		3.1k	209.02	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$630k	+12%	1.1k	577.18	View chart
Roper Technologies Stock (ROP)	0.1	$626k	-82%	1.8k	353.86	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$609k	-5%	1.2k	491.53	View chart
Caterpillar Stock (CAT)	0.1	$599k		845.00	708.46	View chart
L3harris Technologies Stock (LHX)	0.1	$597k	-14%	1.7k	345.15	View chart
Analog Devices Stock (ADI)	0.1	$588k	-12%	1.8k	318.14	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$581k	-10%	2.9k	198.29	View chart
Walmart Stock (WMT)	0.1	$572k	-12%	4.6k	124.28	View chart
Autozone Stock (AZO)	0.1	$557k	-62%	165.00	3377.78	View chart
Vici Pptys Reit (VICI)	0.1	$537k	-31%	20k	27.32	View chart
International Business Machs Stock (IBM)	0.1	$533k	-29%	2.2k	242.39	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$525k	-20%	5.6k	93.98	View chart
Amgen Stock (AMGN)	0.1	$518k		1.5k	351.85	View chart
Starbucks Corp Stock (SBUX)	0.1	$511k	-18%	5.7k	89.59	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$506k	-13%	4.0k	126.35	View chart
Broadcom Stock (AVGO)	0.1	$501k	-10%	1.6k	309.48	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$498k	+15%	2.3k	217.25	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$487k		5.6k	86.64	View chart
Mettler Toledo International Stock (MTD)	0.1	$479k		380.00	1261.20	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$478k	+12%	19k	24.75	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$448k	-2%	11k	40.47	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$445k		8.5k	52.56	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$430k		8.7k	49.37	View chart
Blackrock Stock (BLK)	0.1	$430k	-11%	447.00	961.71	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$429k	+11%	981.00	436.79	View chart
Morgan Stanley Stock (MS)	0.1	$420k	-4%	2.6k	164.57	View chart
Fastenal Stock (FAST)	0.1	$392k	-3%	8.4k	46.40	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$388k		4.0k	97.13	View chart
Palo Alto Networks Stock (PANW)	0.1	$373k	+3%	2.3k	160.32	View chart
Howmet Aerospace Stock (HWM)	0.1	$373k		1.6k	230.46	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$363k	-6%	4.7k	77.08	View chart
Chubb Ltd Switz Stock (CB)	0.1	$351k	-13%	1.1k	325.93	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.1	$322k		13k	25.48	View chart
American Express Stock (AXP)	0.1	$318k		1.1k	302.48	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$318k	+6%	2.0k	157.23	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$314k		12k	25.64	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$314k		1.9k	161.73	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$311k		2.2k	141.42	View chart
Qualcomm Stock (QCOM)	0.0	$307k	-11%	2.4k	128.78	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$299k		4.3k	69.75	View chart
S&p Global Stock (SPGI)	0.0	$290k	-56%	681.00	425.34	View chart
Deere & Co Stock (DE)	0.0	$290k		514.00	563.30	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$289k	-60%	1.8k	162.48	View chart
Transdigm Group Stock (TDG)	0.0	$287k	-23%	248.00	1158.96	View chart
Cheniere Energy Stock (LNG)	0.0	$284k	-6%	1.0k	283.76	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$278k		750.00	370.68	View chart
Csx Corp Stock (CSX)	0.0	$276k	-12%	6.7k	41.05	View chart
Intuitive Surgical Stock (ISRG)	0.0	$276k	-29%	598.00	460.99	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$267k		950.00	281.07	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$267k		1.8k	146.61	View chart
Ishares Gold Trust Etf (IAU)	0.0	$265k		3.0k	88.16	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$258k	+17%	5.3k	48.32	View chart
Texas Instrs Stock (TXN)	0.0	$258k	-12%	1.3k	194.14	View chart
American Elec Pwr Stock (AEP)	0.0	$244k		1.9k	131.08	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$243k	-25%	2.4k	101.14	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$237k		1.6k	144.71	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.0	$229k		9.2k	24.73	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$227k		2.6k	88.70	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.0	$222k		2.3k	94.75	View chart
Cintas Corp Stock (CTAS)	0.0	$221k	-12%	1.3k	169.14	View chart
Rockwell Automation Stock (ROK)	0.0	$215k		600.00	358.88	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$208k	NEW	614.00	337.95	View chart
Adobe Stock (ADBE)	0.0	$204k	-6%	840.00	243.08	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$203k	NEW	670.00	302.25	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$201k		1.8k	110.37	View chart

Past Filings by Burling Wealth Partners

SEC 13F filings are viewable for Burling Wealth Partners going back to 2025

Burling Wealth Partners 2026 Q1 filed May 8, 2026
Burling Wealth Partners 2025 Q4 filed Feb. 6, 2026
Burling Wealth Partners 2025 Q3 filed Nov. 7, 2025
Burling Wealth Partners 2025 Q2 filed Aug. 8, 2025
Burling Wealth Partners 2025 Q1 filed May 2, 2025

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