Burling Wealth Partners, LLC Portfolio Holdings

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

Burling Wealth Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $604 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.9B, Apple Inc. with a value of $30.1B, Amazon Com Inc with a value of $25.6B, Nvidia Corp with a value of $24B, and Vanguard Mid Cap ETF with a value of $20B.

Examining the 13F form we can see an increase of $62.3B in the current position value, from $542B to 604B.

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 $604 Billion
ETFs: $144 Billion
Technology: $118 Billion
Financial Services: $84.6 Billion
Healthcare: $55.7 Billion
Communication Services: $52.4 Billion
Consumer Cyclical: $45.8 Billion
Industrials: $42.8 Billion
Consumer Defensive: $14.8 Billion
Other: $29.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$34.9 Billion 5.78% of portfolio
67,412
Q3 2025 Added 1.61%
$4.3T
$30.1 Billion 4.99% of portfolio
118,303
Q3 2025 Added 1.43%
$2.39T
$25.6 Billion 4.25% of portfolio
116,792
Q3 2025 Added 2.16%
$465B
$24 Billion 3.97% of portfolio
128,467
Q3 2025 Added 3.2%
$881B
$19.6 Billion 3.24% of portfolio
62,037
Q3 2025 Reduced 1.24%
$1.65T
$19.2 Billion 3.18% of portfolio
78,947
Q3 2025 Reduced 0.94%
$98.1B
$15.9 Billion 2.63% of portfolio
93,015
Q3 2025 Reduced 4.3%
$1.74T
$12.4 Billion 2.06% of portfolio
51,094
Q3 2025 Added 2.29%
$1.37T
$12 Billion 1.99% of portfolio
16,343
Q3 2025 Added 17.97%
$228B
$11.4 Billion 1.88% of portfolio
84,912
Q3 2025 Reduced 0.51%
$414B
$11.1 Billion 1.84% of portfolio
48,071
Q3 2025 Added 2.78%
$512B
$11 Billion 1.82% of portfolio
19,369
Q3 2025 Added 8.59%
$971B
$9.56 Billion 1.58% of portfolio
12,523
Q3 2025 Added 20.38%
$662B
$8.18 Billion 1.35% of portfolio
16,273
Q3 2025 Added 8.86%
$132B
$7.21 Billion 1.19% of portfolio
34,229
Q3 2025 Added 8.04%
$258B
$7 Billion 1.16% of portfolio
41,836
Q3 2025 Added 16.72%
$170B
$5.97 Billion 0.99% of portfolio
41,310
Q3 2025 Added 16.89%
$85.9B
$5.97 Billion 0.99% of portfolio
27,043
Q3 2025 Added 15.0%
$168B
$5.69 Billion 0.94% of portfolio
75,377
Q3 2025 Added 7.7%
$47.7B
$5.7 Billion 0.94% of portfolio
11,428
Q3 2025 Added 10.11%
$237B
$5.62 Billion 0.93% of portfolio
23,698
Q3 2025 Added 6.06%
$182B
$5.35 Billion 0.89% of portfolio
7,840
Q3 2025 Added 9.15%
$367B
$5.01 Billion 0.83% of portfolio
12,354
Q3 2025 Added 8.4%
$160B
$4.64 Billion 0.77% of portfolio
23,428
Q3 2025 Reduced 5.19%
$100B
$4.52 Billion 0.75% of portfolio
16,736
Q3 2025 Reduced 17.73%
$89.7B
$4.5 Billion 0.75% of portfolio
22,334
Q3 2025 Added 2.52%
$346B
$4.44 Billion 0.73% of portfolio
28,874
Q3 2025 Reduced 13.55%
$136B
$4.34 Billion 0.72% of portfolio
11,743
Q3 2025 Added 34.64%
$55.6B
$4.36 Billion 0.72% of portfolio
29,796
Q3 2025 Added 9.95%
$74.9B
$4.05 Billion 0.67% of portfolio
15,540
Q3 2025 Reduced 6.48%
$490B
$4 Billion 0.66% of portfolio
35,469
Q3 2025 Added 29.69%
$24.4B
$3.92 Billion 0.65% of portfolio
24,522
Q3 2025 Added 18.58%
$114B
$3.53 Billion 0.58% of portfolio
30,824
Q3 2025 Added 33.36%
$593B
$3.36 Billion 0.56% of portfolio
11,952
Q3 2025 Reduced 2.17%
$522B
$3.28 Billion 0.54% of portfolio
17,702
Q3 2025 Reduced 16.23%
$404B
$3.22 Billion 0.53% of portfolio
3,478
Q3 2025 Reduced 12.72%
$20.4B
$3.17 Billion 0.53% of portfolio
36,225
Q3 2025 Reduced 2.7%
$533B
$3.19 Billion 0.53% of portfolio
9,341
Q3 2025 Reduced 5.45%
$84B
$3.05 Billion 0.51% of portfolio
15,861
Q3 2025 Reduced 20.18%
$12.6B
$3.09 Billion 0.51% of portfolio
16,087
Q3 2025 Added 12.77%
$19.5B
$3.09 Billion 0.51% of portfolio
5,901
Q3 2025 Added 120.43%
$42.8B
$2.92 Billion 0.48% of portfolio
33,065
Q3 2025 Added 28.86%
$84.9B
$2.77 Billion 0.46% of portfolio
16,448
Q3 2025 Reduced 6.13%
$73.2B
$2.64 Billion 0.44% of portfolio
616
Q3 2025 Added 39.68%
$140B
$2.59 Billion 0.43% of portfolio
6,930
Q3 2025 New
$235B
$2.56 Billion 0.42% of portfolio
30,486
Q3 2025 Reduced 23.44%
$136B
$2.43 Billion 0.4% of portfolio
10,281
Q3 2025 Reduced 20.28%
$60.5B
$2.06 Billion 0.34% of portfolio
49,327
Q3 2025 Added 15.87%
$319B
$1.98 Billion 0.33% of portfolio
28,979
Q3 2025 Reduced 13.0%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $604 Billion
  • Prior Value $542 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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