Burling Wealth Partners

Burling Wealth Partners as of March 31, 2026

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