Burling Wealth Partners

Burling Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Burling Wealth Partners

Burling Wealth Partners holds 185 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.5 $35M 129k 271.86
Microsoft Corp Stock (MSFT) 5.4 $35M 72k 483.62
Amazon Stock (AMZN) 4.4 $29M 123k 230.82
Nvidia Corporation Stock (NVDA) 4.1 $27M 142k 186.50
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.9 $25M 80k 313.00
Jpmorgan Chase & Co Stock (JPM) 3.2 $21M 65k 322.22
Vanguard Mid-cap Etf Etf (VO) 3.1 $20M 70k 290.22
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.7 $18M 56k 313.80
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 2.6 $17M 25k 681.92
Vanguard Small-cap Etf Etf (VB) 2.4 $16M 61k 257.95
Ishares Core S&p Small Cap Etf Etf (IJR) 2.4 $16M 129k 120.18
Blackstone Stock (BX) 2.2 $14M 93k 154.14
Eli Lilly & Co Stock (LLY) 2.2 $14M 13k 1074.68
Meta Platforms Inc Cl A Stock (META) 2.0 $13M 19k 660.09
Vanguard Total Stock Market Etf Etf (VTI) 1.8 $12M 36k 335.27
Mastercard Incorporated Cl A Stock (MA) 1.8 $12M 20k 570.88
Abbvie Stock (ABBV) 1.8 $11M 50k 228.49
Abbott Labs Stock (ABT) 1.7 $11M 88k 125.29
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.4 $9.2M 18k 502.65
Vanguard S&p 500 Etf Etf (VOO) 1.4 $8.8M 14k 627.11
Rtx Corporation Stock (RTX) 1.3 $8.1M 44k 183.40
Ishares Russell 2000 Etf Etf (IWM) 1.2 $7.8M 32k 246.16
Tjx Cos Stock (TJX) 1.1 $7.0M 46k 153.61
Nextera Energy Stock (NEE) 1.1 $6.9M 86k 80.28
Salesforce Stock (CRM) 1.0 $6.7M 25k 264.91
Honeywell Intl Stock (HON) 1.0 $6.4M 33k 195.09
Waste Mgmt Inc Del Stock (WM) 1.0 $6.3M 29k 219.71
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.9 $6.1M 98k 62.47
Intuit Stock (INTU) 0.9 $6.0M 9.1k 662.42
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.9 $5.9M 196k 30.20
Danaher Corporation Stock (DHR) 0.9 $5.5M 24k 228.92
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.8 $5.5M 74k 73.56
Prologis Reit (PLD) 0.8 $5.0M 40k 127.66
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $5.0M 7.3k 684.98
T-mobile Us Stock (TMUS) 0.7 $4.5M 22k 203.04
Exxon Mobil Corp Stock (XOM) 0.7 $4.4M 37k 120.34
Roper Technologies Stock (ROP) 0.7 $4.4M 9.9k 445.13
Stryker Corporation Stock (SYK) 0.7 $4.4M 13k 351.48
Cme Group Stock (CME) 0.7 $4.3M 16k 273.08
Home Depot Stock (HD) 0.7 $4.2M 12k 344.09
Procter & Gamble Stock (PG) 0.6 $4.1M 29k 143.31
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.6 $4.1M 25k 161.63
Illinois Tool Wks Stock (ITW) 0.6 $4.0M 16k 246.30
Marsh & Mclennan Cos Stock 0.6 $3.7M 20k 185.52
Veralto Corp Stock (VLTO) 0.6 $3.7M 37k 99.78
Nasdaq Stock (NDAQ) 0.6 $3.7M 38k 97.13
Johnson & Johnson Stock (JNJ) 0.6 $3.7M 18k 206.95
Eaton Corp Stock (ETN) 0.6 $3.6M 11k 318.51
Linde Stock (LIN) 0.5 $3.5M 8.1k 426.41
Ishares Russell 1000 Growth Etf Etf (IWF) 0.5 $3.4M 7.2k 473.28
Visa Inc Com Cl A Stock (V) 0.5 $3.4M 9.7k 350.73
Costco Wholesale Corporation Stock (COST) 0.5 $3.1M 3.6k 862.34
Reinsurance Grp Of America Stock (RGA) 0.5 $3.1M 15k 203.46
Merck & Co Stock (MRK) 0.5 $3.0M 29k 105.26
Zoetis Inc Cl A Stock (ZTS) 0.4 $2.8M 23k 125.82
Vanguard Dividend Appreciation Etf Etf (VIG) 0.4 $2.7M 13k 219.77
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $2.7M 51k 53.76
Suncor Energy Stock (SU) 0.4 $2.7M 61k 44.36
Ftai Aviation Stock (FTAI) 0.4 $2.7M 14k 196.85
Intercontinental Exchange Stock (ICE) 0.4 $2.5M 15k 161.96
American Tower Corp Reit (AMT) 0.4 $2.4M 14k 175.57
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $2.4M 27k 89.46
Astrazeneca Plc Ord Adr (AZN) 0.4 $2.4M 26k 91.93
Union Pac Corp Stock (UNP) 0.4 $2.3M 10k 231.32
Oracle Corp Stock (ORCL) 0.4 $2.3M 12k 194.91
Cisco Sys Stock (CSCO) 0.3 $2.2M 29k 77.03
Church & Dwight Stock (CHD) 0.3 $2.1M 26k 83.85
Oreilly Automotive Stock (ORLY) 0.3 $2.1M 23k 91.21
Tyler Technologies Stock (TYL) 0.3 $2.1M 4.7k 453.95
Vanguard Ultra-short Treasury Etf Etf (VGUS) 0.3 $2.0M 27k 75.47
Mcdonalds Corp Stock (MCD) 0.3 $1.9M 6.3k 305.61
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $1.9M 36k 53.83
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $1.9M 24k 79.73
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $1.9M 8.8k 210.33
Parker-hannifin Corp Stock (PH) 0.3 $1.8M 2.1k 878.96
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.3 $1.7M 34k 50.46
Goldman Sachs Group Stock (GS) 0.3 $1.7M 1.9k 879.00
Sherwin Williams Stock (SHW) 0.2 $1.6M 4.8k 324.03
Chevron Corporation Stock (CVX) 0.2 $1.5M 10k 152.40
Autozone Stock (AZO) 0.2 $1.5M 442.00 3391.50
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $1.4M 22k 66.00
Booking Holdings Stock (BKNG) 0.2 $1.4M 265.00 5355.33
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $1.3M 23k 57.24
Disney Walt Stock (DIS) 0.2 $1.2M 11k 113.77
Oneok Stock (OKE) 0.2 $1.2M 17k 73.50
Pepsico Stock (PEP) 0.2 $1.2M 8.3k 143.52
Microchip Technology Stock (MCHP) 0.2 $1.2M 19k 63.72
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $1.2M 1.9k 603.28
Cloudflare Inc Cl A Stock (NET) 0.2 $1.1M 5.8k 197.15
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $1.1M 5.8k 191.56
Cardinal Health Stock (CAH) 0.2 $1.1M 5.2k 205.50
Vanguard Large-cap Etf Etf (VV) 0.2 $1.1M 3.4k 314.84
Carrier Global Corporation Stock (CARR) 0.2 $1.0M 20k 52.84
Advanced Micro Devices Stock (AMD) 0.2 $1.0M 4.8k 214.16
Broadridge Finl Solutions Stock (BR) 0.2 $998k 4.5k 223.17
Ecolab Stock (ECL) 0.2 $992k 3.8k 262.52
Ishares Russell Midcap Etf Etf (IWR) 0.1 $956k 9.9k 96.27
Iron Mtn Inc Del Reit (IRM) 0.1 $935k 11k 82.95
International Business Machs Stock (IBM) 0.1 $923k 3.1k 296.21
Martin Marietta Matls Stock (MLM) 0.1 $894k 1.4k 622.66
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $884k 18k 50.29
Lowes Cos Stock (LOW) 0.1 $883k 3.7k 241.16
Vanguard Extended Market Etf Etf (VXF) 0.1 $860k 4.1k 209.12
Wec Energy Group Stock (WEC) 0.1 $850k 8.1k 105.46
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $847k 5.2k 162.01
Arista Networks Stock (ANET) 0.1 $841k 6.4k 131.03
S&p Global Stock (SPGI) 0.1 $827k 1.6k 522.59
Vici Pptys Reit (VICI) 0.1 $801k 29k 28.12
Thermo Fisher Scientific Stock (TMO) 0.1 $761k 1.3k 579.45
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $721k 5.0k 143.97
Netflix Stock (NFLX) 0.1 $716k 7.6k 93.76
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.1 $705k 9.4k 75.43
Schwab Charles Corp Stock (SCHW) 0.1 $703k 7.0k 99.91
Dell Technologies Inc Cl C Stock (DELL) 0.1 $701k 5.6k 125.88
Te Connectivity Plc Ord Stock (TEL) 0.1 $695k 3.1k 227.51
Standardaero Stock (SARO) 0.1 $658k 23k 28.68
Dicks Sporting Goods Stock (DKS) 0.1 $645k 3.3k 197.97
Marvell Technology Stock (MRVL) 0.1 $644k 7.6k 84.98
Broadcom Stock (AVGO) 0.1 $627k 1.8k 346.13
Amphenol Corp Cl A Stock (APH) 0.1 $624k 4.6k 135.14
Coca Cola Stock (KO) 0.1 $624k 8.9k 69.91
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $597k 972.00 614.31
L3harris Technologies Stock (LHX) 0.1 $592k 2.0k 293.57
Spdr Gold Shares Etf (GLD) 0.1 $589k 1.5k 396.31
Starbucks Corp Stock (SBUX) 0.1 $586k 7.0k 84.21
Walmart Stock (WMT) 0.1 $584k 5.2k 111.41
Analog Devices Stock (ADI) 0.1 $572k 2.1k 271.20
Blackrock Stock (BLK) 0.1 $540k 504.00 1070.34
Mettler Toledo International Stock (MTD) 0.1 $530k 380.00 1394.19
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $524k 11k 45.89
Amgen Stock (AMGN) 0.1 $486k 1.5k 327.31
Caterpillar Stock (CAT) 0.1 $484k 845.00 572.87
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $484k 8.8k 54.77
Intuitive Surgical Stock (ISRG) 0.1 $483k 853.00 566.36
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.1 $476k 5.6k 84.64
Morgan Stanley Stock (MS) 0.1 $475k 2.7k 177.53
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $474k 6.0k 78.81
Qualcomm Stock (QCOM) 0.1 $462k 2.7k 171.05
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $448k 8.5k 52.88
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $446k 4.4k 100.38
Otis Worldwide Corp Stock (OTIS) 0.1 $440k 5.0k 87.35
Transdigm Group Stock (TDG) 0.1 $432k 325.00 1329.85
Vanguard Growth Etf Etf (VUG) 0.1 $429k 879.00 487.86
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $422k 2.0k 211.79
Palo Alto Networks Stock (PANW) 0.1 $416k 2.3k 184.20
Schwab International Equity Etf Etf (SCHF) 0.1 $413k 17k 24.04
American Express Stock (AXP) 0.1 $390k 1.1k 369.95
Chubb Stock (CB) 0.1 $387k 1.2k 312.12
Ishares Msci Eafe Etf Etf (EFA) 0.1 $384k 4.0k 96.03
Becton Dickinson & Co Stock (BDX) 0.1 $368k 1.9k 194.07
Fastenal Stock (FAST) 0.1 $352k 8.8k 40.13
Zillow Group Inc Cl A Stock (ZG) 0.1 $346k 5.1k 68.23
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $336k 1.3k 268.30
Howmet Aerospace Stock (HWM) 0.1 $332k 1.6k 205.02
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $330k 12k 26.91
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.1 $328k 2.2k 148.98
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.1 $327k 3.2k 101.58
Schwab Municipal Bond Etf Etf (SCMB) 0.1 $325k 13k 25.76
Adobe Stock (ADBE) 0.0 $314k 898.00 349.99
Ameriprise Finl Stock (AMP) 0.0 $307k 625.00 490.34
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.0 $301k 1.9k 155.12
Ishares Russell 3000 Etf Etf (IWV) 0.0 $290k 750.00 386.85
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $289k 2.7k 106.70
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $289k 4.3k 67.22
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $282k 1.8k 154.80
Cintas Corp Stock (CTAS) 0.0 $281k 1.5k 188.07
Csx Corp Stock (CSX) 0.0 $280k 7.7k 36.25
Texas Instrs Stock (TXN) 0.0 $264k 1.5k 173.49
Equinix Reit (EQIX) 0.0 $264k 344.00 766.16
Solstice Advanced Matls Stock (SOLS) 0.0 $249k 5.1k 48.58
Ishares Gold Trust Etf (IAU) 0.0 $244k 3.0k 81.17
Deere & Co Stock (DE) 0.0 $239k 514.00 465.57
Cboe Global Mkts Stock (CBOE) 0.0 $239k 950.00 251.00
Automatic Data Processing Stock (ADP) 0.0 $237k 922.00 257.23
Rockwell Automation Stock (ROK) 0.0 $233k 600.00 389.07
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $231k 1.6k 141.16
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.0 $230k 9.2k 24.90
Vanguard Real Estate Etf Etf (VNQ) 0.0 $227k 2.6k 88.49
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $217k 1.8k 119.41
American Elec Pwr Stock (AEP) 0.0 $215k 1.9k 115.31
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $213k 4.5k 46.86
Canadian Imperial Bank Of Comm Stock (CM) 0.0 $212k 2.3k 90.61
Cheniere Energy Stock (LNG) 0.0 $209k 1.1k 194.39
Ares Capital Corp Cef (ARCC) 0.0 $208k 10k 20.23
Ishares Tips Bond Etf Etf (TIP) 0.0 $200k 1.8k 109.92