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
$0
$3.21 Billion 0.59% of portfolio
47,716
Q2 2025 Added 23.44%
$218B
$3.15 Billion 0.58% of portfolio
39,819
Q2 2025 Reduced 13.53%
$36.6B
$3.09 Billion 0.57% of portfolio
93,607
Q2 2025 Added 38.28%
Linde PLC Shs
-
$3.02 Billion 0.56% of portfolio
-
Q2 2025 Added 42.94%
$139B
$2.97 Billion 0.55% of portfolio
12,896
Q2 2025 Reduced 15.02%
$461B
$2.95 Billion 0.54% of portfolio
27,350
Q2 2025 Added 34.18%
$12.9B
$2.83 Billion 0.52% of portfolio
14,265
Q2 2025 Added 19.01%
$790B
$2.67 Billion 0.49% of portfolio
12,217
Q1 2025 Reduced 4.25%
$262B
$2.6 Billion 0.48% of portfolio
37,273
Q2 2025 Reduced 20.97%
$0
$2.6 Billion 0.48% of portfolio
12,711
Q2 2025 Reduced 7.29%
$219B
$2.55 Billion 0.47% of portfolio
8,715
Q2 2025 Reduced 6.19%
$0
$2.47 Billion 0.46% of portfolio
49,909
Q2 2025 Reduced 2.53%
$103B
$2.43 Billion 0.45% of portfolio
23,113
Q2 2025 Added 32.96%
$279B
$2.31 Billion 0.43% of portfolio
33,310
Q2 2025 Reduced 2.99%
$43.7B
$2.29 Billion 0.42% of portfolio
25,659
Q2 2025 Added 20.1%
$30.9B
$2.1 Billion 0.39% of portfolio
25,744
Q2 2025 Reduced 14.05%
$291B
$1.94 Billion 0.36% of portfolio
13,540
Q2 2025 Reduced 5.46%
$29.8B
$1.78 Billion 0.33% of portfolio
54,673
Q2 2025 Reduced 23.33%
$86.2B
$1.73 Billion 0.32% of portfolio
5,028
Q2 2025 Reduced 7.08%
$77.4B
$1.64 Billion 0.3% of portfolio
441
Q2 2025 Added 341.0%
$84.2B
$1.61 Billion 0.3% of portfolio
23,807
Q2 2025 Reduced 1.13%
$47.4B
$1.61 Billion 0.3% of portfolio
22,058
Q1 2025 Reduced 26.27%
$207B
$1.64 Billion 0.3% of portfolio
12,432
Q2 2025 Reduced 12.07%
Ftai Aviation LTD Shs
-
$1.62 Billion 0.3% of portfolio
-
Q2 2025 Reduced 14.54%
$21B
$1.59 Billion 0.29% of portfolio
2,677
Q2 2025 New
$53.9B
$1.59 Billion 0.29% of portfolio
42,570
Q2 2025 Added 15.93%
$33.4B
$1.53 Billion 0.28% of portfolio
21,775
Q2 2025 Reduced 13.97%
$205B
$1.53 Billion 0.28% of portfolio
265
Q2 2025 Reduced 13.68%
$92.1B
$1.54 Billion 0.28% of portfolio
2,207
Q2 2025 Reduced 2.35%
$261B
$1.47 Billion 0.27% of portfolio
2,078
Q2 2025 Reduced 9.77%
$199B
$1.45 Billion 0.27% of portfolio
11,713
Q2 2025 Reduced 9.51%
$0
$1.33 Billion 0.25% of portfolio
23,370
Q2 2025 Reduced 6.75%
$29.6B
$1.31 Billion 0.24% of portfolio
12,730
Q2 2025 Reduced 18.01%
$37.3B
$1.24 Billion 0.23% of portfolio
12,531
Q2 2025 Reduced 4.3%
$36.3B
$1.23 Billion 0.23% of portfolio
11,812
Q2 2025 Reduced 12.9%
$72.9B
$1.21 Billion 0.22% of portfolio
1,517
Q2 2025 Reduced 14.1%
$60.5B
$1.2 Billion 0.22% of portfolio
6,107
Q2 2025 New
$36B
$1.19 Billion 0.22% of portfolio
4,893
Q2 2025 Reduced 22.49%
$158B
$1.14 Billion 0.21% of portfolio
2,158
Q2 2025 Reduced 11.41%
$0
$1.12 Billion 0.21% of portfolio
1,979
Q4 2024 New
$77.5B
$1.06 Billion 0.2% of portfolio
3,942
Q2 2025 Reduced 7.4%
$0
$1.06 Billion 0.2% of portfolio
5,827
Q2 2025 Added 0.83%
$55.9B
$1.02 Billion 0.19% of portfolio
4,065
Q2 2025 Reduced 21.78%
$543B
$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%
$41.1B
$1 Billion 0.19% of portfolio
5,973
Q2 2025 Reduced 14.41%
$249B
$976 Million 0.18% of portfolio
3,310
Q2 2025 Reduced 4.25%
$39.4B
$854 Million 0.16% of portfolio
1,555
Q2 2025 Reduced 5.01%
$0
$892 Million 0.16% of portfolio
2,100
Q2 2025 Reduced 2.96%

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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