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
$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%
$0
$786 Million 0.15% of portfolio
4,080
Q2 2025 Reduced 1.9%
$0
$735 Million 0.14% of portfolio
2,576
Q4 2024 New
$32.7B
$682 Million 0.13% of portfolio
5,314
Q2 2025 New
Brookfield Corp Cl A LTD Vt Sh
-
$656 Million 0.12% of portfolio
-
Q2 2025 Reduced 19.91%
$0
$631 Million 0.12% of portfolio
2,493
Q1 2025 Added 4.97%
$0
$644 Million 0.12% of portfolio
13,139
Q2 2025 New
$76.5B
$665 Million 0.12% of portfolio
437
Q2 2025 Reduced 28.13%
Arista Networks Inc Com Shs
-
$655 Million 0.12% of portfolio
-
Q4 2024 New
$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%
Te Connectivity PLC Ord Shs
-
$659 Million 0.12% of portfolio
-
Q2 2025 Reduced 37.69%
$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
Blackrock Inc Com
-
$597 Million 0.11% of portfolio
-
Q2 2025 Reduced 4.85%
$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%
$0
$503 Million 0.09% of portfolio
8,113
Q2 2025 Added 1.9%
$177B
$438 Million 0.08% of portfolio
2,110
Q2 2025 Reduced 16.4%
$0
$424 Million 0.08% of portfolio
769
Q2 2025 Added 52.58%
$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%
$119B
$415 Million 0.08% of portfolio
1,742
Q2 2025 Reduced 14.02%
$106B
$430 Million 0.08% of portfolio
1,410
Q2 2025 Added 1.0%
$29.1B
$446 Million 0.08% of portfolio
380
Q4 2024 New
$27.8B
$417 Million 0.08% of portfolio
9,928
Q2 2025 Added 100.0%
$0
$435 Million 0.08% of portfolio
4,734
Q2 2025 Reduced 4.54%
$227B
$395 Million 0.07% of portfolio
1,239
Q2 2025 New
$43.6B
$388 Million 0.07% of portfolio
4,772
Q2 2025 Reduced 13.17%
$0
$386 Million 0.07% of portfolio
17,447
Q2 2025 Added 1.02%
$0
$389 Million 0.07% of portfolio
2,001
Q2 2025 Reduced 11.3%
$0
$388 Million 0.07% of portfolio
1,990
Q4 2024 New
$112B
$388 Million 0.07% of portfolio
1,340
Q2 2025 Reduced 2.55%
$0
$304 Million 0.06% of portfolio
12,240
Q2 2025 New
$57.4B
$320 Million 0.06% of portfolio
1,313
Q2 2025 Reduced 8.12%
$52.5B
$309 Million 0.06% of portfolio
1,508
Q2 2025 Reduced 26.15%
$22.7B
$326 Million 0.06% of portfolio
1,464
Q2 2025 Reduced 15.28%
$281B
$344 Million 0.06% of portfolio
3,514
Q2 2025 Reduced 13.53%
$218B
$338 Million 0.06% of portfolio
870
Q2 2025 Reduced 10.31%
$187B
$322 Million 0.06% of portfolio
793
Q2 2025 Reduced 15.46%

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
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email