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 Market Cap. of $10 Billions to $200 Billions
