BURLING WEALTH PARTNERS, LLC

CIK: 0002054946SEC EDGAR →

Portfolio Value

$643.0M

Holdings

185

As of

Q4 2025

New Positions

12

Closed Positions

9

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC COM

129,233$35.0M
5.44%
2

MICROSOFT CORP COM

71,749$34.0M
5.29%
3

AMAZON COM INC COM

123,404$28.0M
4.35%
4

NVIDIA CORPORATION COM

142,216$26.0M
4.04%
5

ALPHABET INC CAP STK CL A

79,953$25.0M
3.89%
6

JPMORGAN CHASE & CO COM

64,653$20.0M
3.11%
7

VANGUARD MID-CAP ETF

69,618$20.0M
3.11%
8

ALPHABET INC CAP STK CL C

55,730$17.0M
2.64%
9

STATE STR SPDR S&P 500 ETF TR TR UNIT

24,621$16.0M
2.49%
10

ISHARES CORE S&P SMALL CAP ETF

129,411$15.0M
2.33%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$5.8M
AAPL↑ Increased
$4.9M
GOOG↑ Increased
$4.6M
LLY↑ Increased
$4.4M
VTI↑ Increased
$2.6M

Top Sells

SHVCLOSED
$6.7M
SGOV↓ Decreased
$2.7M
SPY↓ Decreased
$2.6M
ZTS↓ Decreased
$2.4M
TMUS↓ Decreased
$2.0M

New Positions (14)

$2.0M · 27K shares
$2.0M · 26K shares
$0 · 3K shares
$0 · 2K shares
$0 · 9K shares
$0 · 8K shares
$0 · 6K shares
$0 · 1K shares
$0 · 5K shares
$0 · 6K shares
$0 · 600 shares
$0 · 4K shares
$0 · 2K shares
$0 · 23K shares

Closed Positions (5)

$6.7M · 61K shares
$2.0M · 26K shares
$589K · 5K shares
$311K · 12K shares
$205K · 9K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services72$197.0M35.3%
Technology25$116.0M20.8%
Communication Services7$59.0M10.6%
Healthcare15$55.0M9.9%
Consumer Cyclical10$44.0M7.9%
Industrials22$40.0M7.2%
Unknown9$11.0M2.0%
Consumer Defensive7$11.0M2.0%
Energy5$8.0M1.4%
Real Estate5$7.0M1.3%
Utilities3$6.0M1.1%
Basic Materials5$4.0M0.7%