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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VO Vanguard Mid Cap ETF ETFs	$0	$19.3 Billion 3.56% of portfolio	68,874	Q2 2025 Reduced 0.11%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$13.9 Billion 2.57% of portfolio	127,202	Q2 2025 Reduced 1.14%
VB Vanguard Small Cap ETF ETFs	$0	$13.2 Billion 2.44% of portfolio	55,832	Q2 2025 Reduced 2.33%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.98 Billion 1.66% of portfolio	14,542	Q2 2025 Added 68.98%
VTI Vanguard Total Stock Market Et ETFs	$0	$7.88 Billion 1.45% of portfolio	25,925	Q2 2025 Added 21.94%
IWM Ishares Russell 2000 ETF ETFs	$0	$6.56 Billion 1.21% of portfolio	30,398	Q2 2025 Reduced 1.61%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$5.74 Billion 1.06% of portfolio	10,108	Q2 2025 Added 14.79%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$5.55 Billion 1.02% of portfolio	55,145	Q2 2025 Added 747.34%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$4.37 Billion 0.81% of portfolio	144,662	Q2 2025 Added 9.65%
SHV Ishares Tr ETFs	$0	$3.34 Billion 0.62% of portfolio	30,207	Q2 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$3.24 Billion 0.6% of portfolio	56,903	Q2 2025 Reduced 2.9%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$3.21 Billion 0.59% of portfolio	47,716	Q2 2025 Added 23.44%
VIG Vanguard Dividend Appreciation ETFs	$0	$2.6 Billion 0.48% of portfolio	12,711	Q2 2025 Reduced 7.29%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.47 Billion 0.46% of portfolio	49,909	Q2 2025 Reduced 2.53%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.05 Billion 0.38% of portfolio	3,300	Q2 2025 Added 40.61%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.33 Billion 0.25% of portfolio	23,370	Q2 2025 Reduced 6.75%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$1.12 Billion 0.21% of portfolio	1,979	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.06 Billion 0.2% of portfolio	5,827	Q2 2025 Added 0.83%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$892 Million 0.16% of portfolio	2,100	Q2 2025 Reduced 2.96%
VXF Vanguard Extended Market ETF ETFs	$0	$786 Million 0.15% of portfolio	4,080	Q2 2025 Reduced 1.9%
VV Vanguard Large Cap ETF ETFs	$0	$735 Million 0.14% of portfolio	2,576	Q4 2024 New
XLK Technology Sector Spdr ETFs	$0	$631 Million 0.12% of portfolio	2,493	Q1 2025 Added 4.97%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$644 Million 0.12% of portfolio	13,139	Q2 2025 New
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$503 Million 0.09% of portfolio	8,113	Q2 2025 Added 1.9%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$424 Million 0.08% of portfolio	769	Q2 2025 Added 52.58%
GLD Spdr Gold Trust ETFs	$108B	$430 Million 0.08% of portfolio	1,410	Q2 2025 Added 1.0%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$435 Million 0.08% of portfolio	4,734	Q2 2025 Reduced 4.54%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$386 Million 0.07% of portfolio	17,447	Q2 2025 Added 1.02%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$389 Million 0.07% of portfolio	2,001	Q2 2025 Reduced 11.3%
VBR Vanguard Small Cap Value ETF ETFs	$0	$388 Million 0.07% of portfolio	1,990	Q4 2024 New
SCHJ Schwab Strategic Tr 1 5 Yr C ETFs	$0	$304 Million 0.06% of portfolio	12,240	Q2 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$255 Million 0.05% of portfolio	5,000	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$295 Million 0.05% of portfolio	12,054	Q2 2025 Added 0.55%
VNQ Vanguard Specialized Funds Van ETFs	$0	$290 Million 0.05% of portfolio	3,260	Q4 2024 New
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$263 Million 0.05% of portfolio	2,608	Q2 2025 New
XLI Industrial Sector Spdr ETFs	$0	$286 Million 0.05% of portfolio	1,940	Q4 2024 New
XLV Select Sector Spdr Fund Health ETFs	$0	$245 Million 0.05% of portfolio	1,820	Q4 2024 New
IWV Ishares Russell 3000 ETF ETFs	$0	$263 Million 0.05% of portfolio	750	Q4 2024 New
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$218 Million 0.04% of portfolio	1,636	Q1 2025 Added 7.63%

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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Burling Wealth Partners, LLC Portfolio Holdings