BURLING WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, BURLING WEALTH PARTNERS, LLC held in its portfolio 185 assets valued at $643,648,582 (i.e. $643.65M).
The most valuable assets in the portfolio included: APPLE INC COM ($35.13M), MICROSOFT CORP COM ($34.70M), and AMAZON COM INC COM ($28.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 185 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BURLING WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC COM | 129233 | 35133296 | Stock |
| MICROSOFT CORP COM | 71749 | 34699121 | Stock |
| AMAZON COM INC COM | 123404 | 28484111 | Stock |
| NVIDIA CORPORATION COM | 142216 | 26523221 | Stock |
| ALPHABET INC CAP STK CL A | 79953 | 25025341 | Stock |
| JPMORGAN CHASE & CO COM | 64653 | 20832434 | Stock |
| VANGUARD MID-CAP ETF | 69618 | 20204568 | ETF |
| ALPHABET INC CAP STK CL C | 55730 | 17488074 | Stock |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | 24621 | 16789614 | ETF |
| VANGUARD SMALL-CAP ETF | 60785 | 15679428 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 129411 | 15552609 | ETF |
| BLACKSTONE INC COM | 93220 | 14368949 | Stock |
| ELI LILLY & CO COM | 13281 | 14272822 | Stock |
| META PLATFORMS INC CL A | 19030 | 12561544 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 35505 | 11903921 | ETF |
| MASTERCARD INCORPORATED CL A | 20418 | 11656236 | Stock |
| ABBVIE INC COM | 49920 | 11406142 | Stock |
| ABBOTT LABS COM | 87460 | 10957854 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 18230 | 9163310 | Stock |
| VANGUARD S&P 500 ETF | 14028 | 8797082 | ETF |
| RTX CORPORATION COM | 44210 | 8108094 | Stock |
| ISHARES RUSSELL 2000 ETF | 31814 | 7831334 | ETF |
| TJX COS INC NEW COM | 45780 | 7032250 | Stock |
| NEXTERA ENERGY INC COM | 86060 | 6908905 | Stock |
| SALESFORCE INC COM | 25255 | 6690207 | Stock |
| HONEYWELL INTL INC COM | 33036 | 6444984 | Stock |
| WASTE MGMT INC DEL COM | 28757 | 6318200 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 97552 | 6094103 | ETF |
| INTUIT COM | 9065 | 6004837 | Stock |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 196151 | 5923760 | ETF |
| DANAHER CORPORATION COM | 24031 | 5501272 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 74223 | 5459831 | ETF |
| PROLOGIS INC. COM | 39465 | 5038102 | REIT |
| ISHARES CORE S&P 500 ETF | 7259 | 4972276 | ETF |
| T-MOBILE US INC COM | 22162 | 4499772 | Stock |
| EXXON MOBIL CORP COM | 36870 | 4436970 | Stock |
| ROPER TECHNOLOGIES INC COM | 9880 | 4397884 | Stock |
| STRYKER CORPORATION COM | 12499 | 4393108 | Stock |
| CME GROUP INC COM | 15682 | 4282441 | Stock |
| HOME DEPOT INC COM | 12185 | 4192730 | Stock |
| PROCTER & GAMBLE CO COM | 28855 | 4135258 | Stock |
| ARES MANAGEMENT CORPORATION CL A COM STK | 25445 | 4112675 | Stock |
| ILLINOIS TOOL WKS INC COM | 16416 | 4043261 | Stock |
| MARSH & MCLENNAN COS INC COM | 20168 | 3741567 | Stock |
| VERALTO CORP COM SHS | 37447 | 3736462 | Stock |
| NASDAQ INC COM | 37943 | 3685368 | Stock |
| JOHNSON & JOHNSON COM | 17644 | 3651465 | Stock |
| EATON CORP PLC SHS | 11296 | 3597889 | Stock |
| LINDE PLC SHS | 8132 | 3467605 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 7236 | 3424668 | ETF |
| VISA INC COM CL A | 9651 | 3384848 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 3647 | 3144954 | Stock |
| REINSURANCE GRP OF AMERICA INC COM NEW | 15346 | 3122297 | Stock |
| MERCK & CO INC COM | 28913 | 3043345 | Stock |
| ZOETIS INC CL A | 22488 | 2829440 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 12511 | 2749581 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 50834 | 2732836 | ETF |
| SUNCOR ENERGY INC NEW COM | 60834 | 2698596 | Stock |
| FTAI AVIATION LTD SHS | 13520 | 2661412 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 15378 | 2490621 | Stock |
| AMERICAN TOWER CORP COM | 13814 | 2425324 | REIT |
| ISHARES CORE MSCI EAFE ETF | 26992 | 2414704 | ETF |
| ASTRAZENECA PLC ORD | 25822 | 2373816 | ADR |
| UNION PAC CORP COM | 9958 | 2303485 | Stock |
| ORACLE CORP COM | 11701 | 2280654 | Stock |
| CISCO SYS INC COM | 29056 | 2238165 | Stock |
| CHURCH & DWIGHT CO INC COM | 25510 | 2139014 | Stock |
| OREILLY AUTOMOTIVE INC COM | 23387 | 2133128 | Stock |
| TYLER TECHNOLOGIES INC COM | 4675 | 2122216 | Stock |
| VANGUARD ULTRA-SHORT TREASURY ETF | 27039 | 2040498 | ETF |
| MCDONALDS CORP COM | 6327 | 1933571 | Stock |
| MONDELEZ INTL INC CL A | 35527 | 1912395 | Stock |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 23563 | 1878704 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 8833 | 1857845 | ETF |
| PARKER-HANNIFIN CORP COM | 2063 | 1813294 | Stock |
| ISHARES TREASURY FLOATING RATE BOND ETF | 33698 | 1700401 | ETF |
| GOLDMAN SACHS GROUP INC COM | 1934 | 1699986 | Stock |
| SHERWIN WILLIAMS CO COM | 4844 | 1569601 | Stock |
| CHEVRON CORPORATION COM | 10065 | 1533937 | Stock |
| AUTOZONE INC COM | 442 | 1499043 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 21785 | 1437801 | ETF |
| BOOKING HOLDINGS INC COM | 265 | 1419162 | Stock |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 22786 | 1304271 | ETF |
| DISNEY WALT CO COM | 10878 | 1237590 | Stock |
| ONEOK INC NEW COM | 16503 | 1212971 | Stock |
| PEPSICO INC COM | 8281 | 1188489 | Stock |
| MICROCHIP TECHNOLOGY INC. COM | 18502 | 1178947 | Stock |
| SPDR S&P MIDCAP 400 ETF TRUST | 1941 | 1170966 | ETF |
| CLOUDFLARE INC CL A COM | 5831 | 1149582 | Stock |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 5779 | 1107025 | ETF |
| CARDINAL HEALTH INC COM | 5246 | 1078053 | Stock |
| VANGUARD LARGE-CAP ETF | 3411 | 1073927 | ETF |
| CARRIER GLOBAL CORPORATION COM | 19765 | 1044383 | Stock |
| ADVANCED MICRO DEVICES INC COM | 4809 | 1029895 | Stock |
| BROADRIDGE FINL SOLUTIONS INC COM | 4471 | 997793 | Stock |
| ECOLAB INC COM | 3778 | 991801 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 9934 | 956346 | ETF |
| IRON MTN INC DEL COM | 11268 | 934681 | REIT |
| INTERNATIONAL BUSINESS MACHS COM | 3116 | 922990 | Stock |
| MARTIN MARIETTA MATLS INC COM | 1436 | 894140 | Stock |
| VANGUARD TAX-EXEMPT BOND ETF | 17574 | 883796 | ETF |
| LOWES COS INC COM | 3662 | 883128 | Stock |
| VANGUARD EXTENDED MARKET ETF | 4110 | 859483 | ETF |
| WEC ENERGY GROUP INC COM | 8062 | 850219 | Stock |
| VERTIV HOLDINGS CO COM CL A | 5228 | 846988 | Stock |
| ARISTA NETWORKS INC COM SHS | 6419 | 841082 | Stock |
| S&P GLOBAL INC COM | 1583 | 827260 | Stock |
| VICI PPTYS INC COM | 28466 | 800464 | REIT |
| THERMO FISHER SCIENTIFIC INC COM | 1313 | 760818 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 5006 | 720714 | ETF |
| NETFLIX INC. COM | 7636 | 715951 | Stock |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 9350 | 705271 | ETF |
| SCHWAB CHARLES CORP COM | 7039 | 703266 | Stock |
| DELL TECHNOLOGIES INC CL C | 5569 | 701026 | Stock |
| TE CONNECTIVITY PLC ORD SHS | 3055 | 695043 | Stock |
| STANDARDAERO INC COM | 22948 | 658149 | Stock |
| DICKS SPORTING GOODS INC COM | 3259 | 645184 | Stock |
| MARVELL TECHNOLOGY INC COM | 7581 | 644233 | Stock |
| BROADCOM INC COM | 1811 | 626835 | Stock |
| AMPHENOL CORP CL A | 4618 | 624077 | Stock |
| COCA COLA CO COM | 8923 | 623807 | Stock |
| INVESCO QQQ TRUST SERIES I | 972 | 597109 | ETF |
| L3HARRIS TECHNOLOGIES INC COM | 2017 | 592131 | Stock |
| SPDR GOLD SHARES | 1485 | 588520 | ETF |
| STARBUCKS CORP COM | 6953 | 585512 | Stock |
| WALMART INC COM | 5245 | 584363 | Stock |
| ANALOG DEVICES INC COM | 2109 | 571961 | Stock |
| BLACKROCK INC COM | 504 | 539451 | Stock |
| METTLER TOLEDO INTERNATIONAL COM | 380 | 529792 | Stock |
| BROOKFIELD CORP CL A LTD VT SH | 11412 | 523697 | Stock |
| AMGEN INC COM | 1485 | 486055 | Stock |
| CATERPILLAR INC COM | 845 | 484075 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 8832 | 483729 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 853 | 483105 | Stock |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 5622 | 475870 | ETF |
| MORGAN STANLEY COM NEW | 2674 | 474715 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 6020 | 474436 | ETF |
| QUALCOMM INC COM | 2702 | 462177 | Stock |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 8475 | 448158 | ETF |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 4441 | 445788 | ETF |
| OTIS WORLDWIDE CORP COM | 5042 | 440419 | Stock |
| TRANSDIGM GROUP INC COM | 325 | 432201 | Stock |
| VANGUARD GROWTH ETF | 879 | 428829 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 1990 | 421462 | ETF |
| PALO ALTO NETWORKS INC COM | 2257 | 415739 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 17157 | 412454 | ETF |
| AMERICAN EXPRESS CO COM | 1055 | 390297 | Stock |
| CHUBB LIMITED COM | 1240 | 387029 | Stock |
| ISHARES MSCI EAFE ETF | 3999 | 384024 | ETF |
| BECTON DICKINSON & CO COM | 1895 | 367763 | Stock |
| FASTENAL CO COM | 8762 | 351619 | Stock |
| ZILLOW GROUP INC CL A | 5070 | 345926 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 1252 | 335912 | Stock |
| HOWMET AEROSPACE INC COM | 1617 | 331517 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 12255 | 329782 | ETF |
| ISHARES ESG AWARE MSCI USA ETF | 2200 | 327756 | ETF |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 3219 | 326970 | ETF |
| SCHWAB MUNICIPAL BOND ETF | 12625 | 325220 | ETF |
| ADOBE INC COM | 898 | 314291 | Stock |
| AMERIPRISE FINL INC COM | 625 | 306463 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 1940 | 300933 | ETF |
| ISHARES RUSSELL 3000 ETF | 750 | 290138 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 2710 | 289157 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 4293 | 288575 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 1820 | 281736 | ETF |
| CINTAS CORP COM | 1493 | 280789 | Stock |
| CSX CORP COM | 7709 | 279451 | Stock |
| TEXAS INSTRS INC COM | 1520 | 263705 | Stock |
| EQUINIX INC COM | 344 | 263559 | REIT |
| SOLSTICE ADVANCED MATLS INC COM SHS | 5115 | 248487 | Stock |
| ISHARES GOLD TRUST | 3006 | 243997 | ETF |
| DEERE & CO COM | 514 | 239303 | Stock |
| CBOE GLOBAL MKTS INC COM | 950 | 238450 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 922 | 237166 | Stock |
| ROCKWELL AUTOMATION INC COM | 600 | 233442 | Stock |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 1636 | 230938 | ETF |
| SCHWAB 1-5 YEAR CORPORATE BOND ETF | 9240 | 230076 | ETF |
| VANGUARD REAL ESTATE ETF | 2560 | 226534 | ETF |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 1814 | 216610 | ETF |
| AMERICAN ELEC PWR CO INC COM | 1863 | 214823 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 4544 | 212932 | ETF |
| CANADIAN IMPERIAL BANK OF COMM COM | 2340 | 212027 | Stock |
| CHENIERE ENERGY INC COM NEW | 1074 | 208775 | Stock |
| ARES CAPITAL CORP COM | 10287 | 208106 | CEF |
| ISHARES TIPS BOND ETF | 1822 | 200283 | ETF |
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