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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$302B
$1.94 Billion 0.36% of portfolio
13,540
Q2 2025 Reduced 5.46%
$31.7B
$1.78 Billion 0.33% of portfolio
54,673
Q2 2025 Reduced 23.33%
$92.8B
$1.73 Billion 0.32% of portfolio
5,028
Q2 2025 Reduced 7.08%
$75.9B
$1.64 Billion 0.3% of portfolio
441
Q2 2025 Added 341.0%
$84.1B
$1.61 Billion 0.3% of portfolio
23,807
Q2 2025 Reduced 1.13%
$55B
$1.61 Billion 0.3% of portfolio
22,058
Q1 2025 Reduced 26.27%
$202B
$1.64 Billion 0.3% of portfolio
12,432
Q2 2025 Reduced 12.07%
$23.5B
$1.59 Billion 0.29% of portfolio
2,677
Q2 2025 New
$53B
$1.59 Billion 0.29% of portfolio
42,570
Q2 2025 Added 15.93%
$35.6B
$1.53 Billion 0.28% of portfolio
21,775
Q2 2025 Reduced 13.97%
$217B
$1.53 Billion 0.28% of portfolio
265
Q2 2025 Reduced 13.68%
$96.6B
$1.54 Billion 0.28% of portfolio
2,207
Q2 2025 Reduced 2.35%
$254B
$1.47 Billion 0.27% of portfolio
2,078
Q2 2025 Reduced 9.77%
$207B
$1.45 Billion 0.27% of portfolio
11,713
Q2 2025 Reduced 9.51%
$26.8B
$1.31 Billion 0.24% of portfolio
12,730
Q2 2025 Reduced 18.01%
$36.7B
$1.24 Billion 0.23% of portfolio
12,531
Q2 2025 Reduced 4.3%
$71.7B
$1.21 Billion 0.22% of portfolio
1,517
Q2 2025 Reduced 14.1%
$57.3B
$1.2 Billion 0.22% of portfolio
6,107
Q2 2025 New
$40.5B
$1.19 Billion 0.22% of portfolio
4,893
Q2 2025 Reduced 22.49%
$182B
$1.14 Billion 0.21% of portfolio
2,158
Q2 2025 Reduced 11.41%
$78.8B
$1.06 Billion 0.2% of portfolio
3,942
Q2 2025 Reduced 7.4%
$51.7B
$1.02 Billion 0.19% of portfolio
4,065
Q2 2025 Reduced 21.78%
$545B
$1 Billion 0.19% of portfolio
750
Q2 2025 Added 145.1%
$79.5B
$1.02 Billion 0.19% of portfolio
5,904
Q2 2025 Reduced 12.57%
$38.3B
$1 Billion 0.19% of portfolio
5,973
Q2 2025 Reduced 14.41%
$210B
$976 Million 0.18% of portfolio
3,310
Q2 2025 Reduced 4.25%
$38.4B
$854 Million 0.16% of portfolio
1,555
Q2 2025 Reduced 5.01%
$36.7B
$892 Million 0.16% of portfolio
7,272
Q2 2025 Reduced 20.57%
$282B
$860 Million 0.16% of portfolio
6,061
Q2 2025 New
$12.3B
$801 Million 0.15% of portfolio
4,051
Q2 2025 Reduced 30.79%
$32.7B
$682 Million 0.13% of portfolio
5,314
Q2 2025 New
$76.5B
$665 Million 0.12% of portfolio
437
Q2 2025 Reduced 28.13%
$55.2B
$652 Million 0.12% of portfolio
1,222
Q2 2025 Reduced 16.76%
$179B
$670 Million 0.12% of portfolio
7,339
Q2 2025 Reduced 17.38%
$157B
$677 Million 0.12% of portfolio
1,749
Q2 2025 Reduced 27.58%
$152B
$657 Million 0.12% of portfolio
2,962
Q2 2025 Added 62.04%
$6.4B
$608 Million 0.11% of portfolio
6,747
Q2 2025 Added 1,616.79%
$108B
$611 Million 0.11% of portfolio
6,670
Q2 2025 Reduced 7.75%
$66.3B
$587 Million 0.11% of portfolio
7,581
Q2 2025 New
$173B
$578 Million 0.11% of portfolio
3,628
Q2 2025 Reduced 29.85%
$250B
$568 Million 0.1% of portfolio
4,030
Q2 2025 New
$70.7B
$552 Million 0.1% of portfolio
1,419
Q2 2025 Reduced 59.78%
$32.6B
$476 Million 0.09% of portfolio
1,356
Q4 2024 New
$306B
$482 Million 0.09% of portfolio
6,810
Q1 2025 Reduced 21.35%
$169B
$485 Million 0.09% of portfolio
892
Q2 2025 Reduced 16.17%
$1.19B
$483 Million 0.09% of portfolio
8,600
Q2 2025 Reduced 11.79%
$177B
$438 Million 0.08% of portfolio
2,110
Q2 2025 Reduced 16.4%
$4.54B
$430 Million 0.08% of portfolio
6,279
Q2 2025 New
$124B
$427 Million 0.08% of portfolio
1,386
Q2 2025 Reduced 2.6%

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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