Burling Wealth Partners, LLC Portfolio Holdings

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025

Burling Wealth Partners, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $542 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $33B, Amazon Com Inc with a value of $25.1B, Apple Inc. with a value of $23.9B, Nvidia Corp with a value of $19.7B, and Vanguard Mid Cap ETF with a value of $19.3B.

Examining the 13F form we can see an increase of $66.8B in the current position value, from $475B to 542B.

Burling Wealth Partners, LLC is based out at Chicago, IL

Below you can find more details about Burling Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $542 Billion
ETFs: $115 Billion
Technology: $107 Billion
Financial Services: $81.8 Billion
Healthcare: $53.4 Billion
Consumer Cyclical: $42.5 Billion
Communication Services: $40.6 Billion
Industrials: $40.1 Billion
Consumer Defensive: $20 Billion
Other: $30.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$33 Billion 6.09% of portfolio
66,345
Q2 2025 Added 5.14%
$2.27T
$25.1 Billion 4.63% of portfolio
114,318
Q2 2025 Added 4.63%
$3.69T
$23.9 Billion 4.42% of portfolio
116,636
Q2 2025 Added 1.28%
$455B
$19.7 Billion 3.63% of portfolio
124,482
Q2 2025 Added 29.92%
$0
$19.3 Billion 3.56% of portfolio
68,874
Q2 2025 Reduced 0.11%
$847B
$18.2 Billion 3.36% of portfolio
62,816
Q2 2025 Added 2.22%
$120B
$14.5 Billion 2.68% of portfolio
97,196
Q2 2025 Added 0.38%
$1.2T
$14 Billion 2.59% of portfolio
79,695
Q2 2025 Added 3.27%
$0
$13.9 Billion 2.57% of portfolio
127,202
Q2 2025 Reduced 1.14%
$0
$13.2 Billion 2.44% of portfolio
55,832
Q2 2025 Reduced 2.33%
$235B
$11.6 Billion 2.14% of portfolio
85,348
Q2 2025 Added 1.49%
$1.73T
$10.2 Billion 1.89% of portfolio
13,853
Q2 2025 Added 16.57%
$548B
$10 Billion 1.85% of portfolio
17,837
Q2 2025 Added 7.69%
$0
$8.98 Billion 1.66% of portfolio
14,542
Q2 2025 Added 68.98%
$1.23T
$8.86 Billion 1.64% of portfolio
49,952
Q2 2025 Added 3.98%
$350B
$8.68 Billion 1.6% of portfolio
46,771
Q2 2025 Added 6.11%
$0
$7.88 Billion 1.45% of portfolio
25,925
Q2 2025 Added 21.94%
$145B
$7.38 Billion 1.36% of portfolio
31,682
Q2 2025 Added 8.72%
$606B
$7.26 Billion 1.34% of portfolio
14,948
Q2 2025 Added 6.41%
$0
$6.56 Billion 1.21% of portfolio
30,398
Q2 2025 Reduced 1.61%
$241B
$6.09 Billion 1.12% of portfolio
22,343
Q2 2025 Added 12.97%
$56.6B
$5.88 Billion 1.09% of portfolio
10,379
Q2 2025 Added 11.83%
$0
$5.74 Billion 1.06% of portfolio
10,108
Q2 2025 Added 14.79%
$211B
$5.66 Billion 1.04% of portfolio
7,183
Q2 2025 Added 15.3%
$101B
$5.61 Billion 1.03% of portfolio
20,342
Q2 2025 Reduced 8.8%
$0
$5.55 Billion 1.02% of portfolio
55,145
Q2 2025 Added 747.34%
$96.5B
$5.38 Billion 0.99% of portfolio
23,516
Q2 2025 Added 24.02%
$364B
$5.32 Billion 0.98% of portfolio
33,400
Q2 2025 Reduced 3.38%
$228B
$5.23 Billion 0.97% of portfolio
35,843
Q2 2025 Added 21.86%
$142B
$4.86 Billion 0.9% of portfolio
69,985
Q2 2025 Added 9.62%
$146B
$4.88 Billion 0.9% of portfolio
24,711
Q2 2025 Reduced 4.4%
$101B
$4.76 Billion 0.88% of portfolio
21,786
Q2 2025 Added 5.25%
$305B
$4.62 Billion 0.85% of portfolio
19,385
Q2 2025 Added 24.91%
$0
$4.37 Billion 0.81% of portfolio
144,662
Q2 2025 Added 9.65%
$153B
$4.36 Billion 0.81% of portfolio
35,341
Q2 2025 Added 13.98%
$96.1B
$4.39 Billion 0.81% of portfolio
19,871
Q2 2025 Reduced 11.94%
$69B
$4.23 Billion 0.78% of portfolio
27,100
Q2 2025 Added 21.96%
$397B
$4.18 Billion 0.77% of portfolio
11,397
Q2 2025 Added 9.48%
$78.9B
$4.11 Billion 0.76% of portfolio
16,616
Q2 2025 Reduced 0.72%
$434B
$3.94 Billion 0.73% of portfolio
3,985
Q2 2025 Reduced 8.05%
$32.4B
$3.58 Billion 0.66% of portfolio
20,679
Q2 2025 Added 18.91%
$22.1B
$3.58 Billion 0.66% of portfolio
37,230
Q2 2025 Added 9.94%
$551B
$3.51 Billion 0.65% of portfolio
9,879
Q2 2025 Reduced 15.03%
$143B
$3.45 Billion 0.64% of portfolio
8,722
Q2 2025 Added 28.15%
Veralto Corp Com Shs
-
$3.41 Billion 0.63% of portfolio
-
Q2 2025 Added 4.51%
$0
$3.34 Billion 0.62% of portfolio
30,207
Q2 2025 New
$453B
$3.23 Billion 0.6% of portfolio
21,132
Q2 2025 Reduced 8.17%
$0
$3.24 Billion 0.6% of portfolio
56,903
Q2 2025 Reduced 2.9%
$104B
$3.21 Billion 0.59% of portfolio
17,522
Q2 2025 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $542 Billion
  • Prior Value $475 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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