Burling Wealth Partners, LLC 13F Holdings · Q2 2026
Burling Wealth Partners, LLC reported 180 securities worth $683.37M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.52%), AMZN (4.38%), NVDA (4.29%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $37.7M | 5.52% | 130,429 | Added |
| 2 | AMZN | AMAZON COM INC COM | $30.0M | 4.38% | 125,705 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $29.3M | 4.29% | 146,435 | Added |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $26.9M | 3.93% | 75,177 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $26.5M | 3.88% | 71,131 | Trimmed |
| 6 | VO | VANGUARD MORNINGSTAR MID-CAP ETF | $21.5M | 3.15% | 267,337 | Added |
| 7 | JPM | JPMORGAN CHASE & CO COM | $20.7M | 3.02% | 63,141 | Added |
| 8 | GOOG | ALPHABET INC CAP STK CL C | $19.8M | 2.90% | 56,098 | Trimmed |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $19.7M | 2.88% | 132,558 | Added |
| 10 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $18.9M | 2.76% | 62,242 | Added |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $18.8M | 2.75% | 25,138 | Added |
| 12 | VOO | VANGUARD S&P 500 ETF | $16.4M | 2.41% | 23,936 | Added |
| 13 | LLY | ELI LILLY & CO COM | $15.8M | 2.31% | 13,162 | Added |
| 14 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $13.8M | 2.02% | 37,212 | Added |
| 15 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $12.7M | 1.86% | 177,947 | Added |
| 16 | ABBV | ABBVIE INC COM | $12.4M | 1.81% | 49,282 | Trimmed |
| 17 | META | META PLATFORMS INC CL A | $12.2M | 1.79% | 21,677 | Added |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $11.3M | 1.66% | 22,670 | Added |
| 19 | MA | MASTERCARD INCORPORATED CL A | $10.6M | 1.55% | 20,574 | Trimmed |
| 20 | BX | BLACKSTONE INC COM | $9.5M | 1.39% | 80,974 | Trimmed |
| 21 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $9.0M | 1.32% | 107,355 | Added |
| 22 | RTX | RTX CORPORATION COM | $8.9M | 1.30% | 46,912 | Added |
| 23 | IWM | ISHARES RUSSELL 2000 ETF | $8.7M | 1.27% | 28,855 | Added |
| 24 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $8.7M | 1.27% | 290,045 | Added |
| 25 | NEE | NEXTERA ENERGY INC COM | $8.0M | 1.17% | 91,184 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR