Q2 2026 13F · SEC CIK 2054946

Burling Wealth Partners, LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $683.4M
Reported positions: 180
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.0B

Burling Wealth Partners, LLC is a wealth manager that reported 180 positions worth $683.4M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Apple Inc (AAPL, 5.5%), Amazon Com Inc (AMZN, 4.4%), Nvidia Corporation (NVDA, 4.3%).

Burling Wealth Partners, LLC holdings largest 50 of 180 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Burling Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.5%	5.3%	130,429	+0.3%	$37.7M
AMZNAmazon Com Inc	4.4%	4.2%	125,705	+0.6%	$30.0M
NVDANvidia Corporation	4.3%	4.1%	146,435	+0.6%	$29.3M
GOOGLAlphabet Inc	3.9%	3.5%	75,177	-1.4%	$26.9M
MSFTMicrosoft Corp	3.9%	4.3%	71,131	-0.5%	$26.5M
VOVanguard Index Fds	3.2%	3.0%	267,337	+315.2%	$21.5M
JPMJpmorgan Chase & Co	3.0%	3.0%	63,141	+0.1%	$20.7M
GOOGAlphabet Inc	2.9%	2.6%	56,098	-0.0%	$19.8M
IJRIshares Tr	2.9%	2.6%	132,558	+2.1%	$19.7M
VBVanguard Index Fds	2.8%	2.5%	62,242	+4.5%	$18.9M
SPYState Str Spdr S&p 500 ETF T	2.7%	2.6%	25,138	+0.4%	$18.8M
VOOVanguard Index Fds	2.4%	1.7%	23,936	+38.1%	$16.4M
LLYEli Lilly & Co	2.3%	1.9%	13,162	+0.4%	$15.8M
VTIVanguard Index Fds	2.0%	1.9%	37,212	+4.3%	$13.8M
VEAVanguard Ftse Developed Markets Index Fu	1.9%	1.5%	177,947	+25.2%	$12.7M
ABBVAbbvie Inc	1.8%	1.7%	49,282	-0.5%	$12.4M
METAMeta Platforms Inc	1.8%	2.0%	21,677	+1.6%	$12.2M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.7%	22,670	+1.9%	$11.3M
MAMastercard Incorporated	1.5%	1.7%	20,574	-0.0%	$10.6M
BXBlackstone Inc	1.4%	1.5%	80,974	-2.8%	$9.5M
VEUVanguard Intl Equity Index F	1.3%	1.1%	107,355	+20.6%	$9.0M
RTXRtx Corporation	1.3%	1.4%	46,912	+1.8%	$8.9M
SPSBSpdr Series Trust	1.3%	1.1%	290,045	+33.9%	$8.7M
IWMIshares Tr	1.3%	1.1%	28,855	+0.8%	$8.7M
NEENextera Energy Inc	1.2%	1.3%	91,184	+3.5%	$8.0M
TJXTjx Cos Inc New	1.1%	1.2%	47,872	+0.2%	$7.3M
ABTAbbott Laboratories	1.0%	1.4%	77,627	-5.8%	$7.0M
WMWaste Mgmt Inc Del	1.0%	1.1%	29,988	+0.9%	$6.7M
IVVIshares Tr	0.9%	0.8%	8,589	+9.3%	$6.4M
PLDPrologis Inc	0.9%	0.9%	44,908	+3.5%	$6.1M
ETNEaton Corp PLC	0.9%	0.8%	14,227	+6.0%	$6.1M
XOMExxonmobil Holdings Corp	0.8%	—	39,186	—	$5.4M
LINLinde PLC	0.8%	0.8%	10,042	+5.2%	$5.2M
SYKStryker Corporation	0.7%	0.8%	16,023	+11.1%	$5.0M
CDNSCadence Design System Inc	0.7%	—	13,145	—	$4.9M
APHAmphenol Corp	0.7%	—	27,050	—	$4.8M
SAROStandardaero Inc	0.7%	0.6%	154,554	+4.5%	$4.6M
JNJJohnson & Johnson	0.6%	0.7%	16,795	-1.8%	$4.3M
SUSuncor Energy Inc New	0.6%	0.8%	77,176	+3.3%	$4.1M
TMUST-Mobile US Inc	0.6%	0.8%	23,524	-0.4%	$3.9M
ITWIllinois Tool Wks Inc	0.6%	0.7%	14,472	-9.7%	$3.9M
MPWRMonolithic Pwr Sys Inc	0.6%	—	2,798	—	$3.9M
DHRDanaher Corp Del	0.5%	0.7%	19,681	-13.8%	$3.7M
ARMKAramark	0.5%	—	65,663	—	$3.7M
HONHoneywell Intl Inc	0.5%	—	16,474	—	$3.7M
HONAHoneywell Aerospace Inc	0.5%	—	16,474	—	$3.6M
IWFIshares Tr	0.5%	—	28,943	—	$3.6M
PGProcter & Gamble Co	0.5%	0.6%	24,236	-5.4%	$3.6M
ORLYOreilly Automotive Inc	0.5%	0.6%	38,567	+4.6%	$3.6M
RGAReinsurance Group America	0.5%	0.5%	16,676	+1.7%	$3.5M

What Burling Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+315.2% shares
VOO Vanguard Index Fds+38.1% shares
SPSB Spdr Series Trust+33.9% shares
VEA Vanguard Ftse Developed Markets Index Fu+25.2% shares
VEU Vanguard Intl Equity Index F+20.6% shares
SYK Stryker Corporation+11.1% shares
IVV Ishares Tr+9.3% shares
ETN Eaton Corp PLC+6.0% shares

Reduced

Left the top 50

HON Honeywell Intl. Incwas 1.2%
XOM Exxon Mobil Corpwas 1.1%
SHV Ishares Trwas 0.9%
HD Home Depot Incwas 0.7%
VBIL Vanguard Instl Index Fdwas 0.7%
CME Cme Group Incwas 0.7%
NDAQ Nasdaq Incwas 0.6%
COST Costco Wholesale Corporationwas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$683.4M	180
Q1 2026	$618.3M	177
Q4 2025	$643.6M	185
Q3 2025	$604.0M	176
Q2 2025	$541.7M	173
Q1 2025	$475.0M	165
Q4 2024	$490.1M	164

Questions about Burling Wealth Partners, LLC's portfolio

What stocks does Burling Wealth Partners, LLC own?

Burling Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 180 positions worth $683.4M. The largest are Apple Inc (AAPL) at 5.5%, Amazon Com Inc (AMZN) at 4.4%, Nvidia Corporation (NVDA) at 4.3%, Alphabet Inc (GOOGL) at 3.9% and Microsoft Corp (MSFT) at 3.9%.

What did Burling Wealth Partners, LLC buy last quarter?

In Q2 2026, Burling Wealth Partners, LLC added Vanguard Index Fds (VO) (+315.2% shares), Vanguard Index Fds (VOO) (+38.1% shares) and Spdr Series Trust (SPSB) (+33.9% shares), compared with its Q1 2026 filing.

What did Burling Wealth Partners, LLC sell last quarter?

In Q2 2026, Burling Wealth Partners, LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (SHV), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Vanguard Instl Index Fd (VBIL), Danaher Corp Del (DHR) (-13.8% shares), Illinois Tool Wks Inc (ITW) (-9.7% shares) and Abbott Laboratories (ABT) (-5.8% shares), compared with its Q1 2026 filing.

When is Burling Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Burling Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Burling Wealth Partners, LLC manage?

Burling Wealth Partners, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $683.4M.