Q2 2026 13F · SEC CIK 2054946

Burling Wealth Partners, LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $683.4M
Reported positions: 180
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.0B

Burling Wealth Partners, LLC is a wealth manager that reported 180 positions worth $683.4M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Apple Inc (AAPL, 5.5%), Amazon Com Inc Com (AMZN, 4.4%), Nvidia Corporation Com (NVDA, 4.3%).

Burling Wealth Partners, LLC holdings largest 50 of 180 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Burling Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.5%	5.3%	130,429	+0.3%	$37.7M
AMZNAmazon Com Inc Com	4.4%	4.2%	125,705	+0.6%	$30.0M
NVDANvidia Corporation Com	4.3%	4.1%	146,435	+0.6%	$29.3M
GOOGLAlphabet Inc	3.9%	3.5%	75,177	-1.4%	$26.9M
MSFTMicrosoft Corp	3.9%	4.3%	71,131	-0.5%	$26.5M
VOVanguard Index Fds	3.2%	3.0%	267,337	+315.2%	$21.5M
JPMJpmorgan Chase & Co	3.0%	3.0%	63,141	+0.1%	$20.7M
GOOGAlphabet Inc	2.9%	2.6%	56,098	-0.0%	$19.8M
IJRIshares Core S&p Small Cap ETF	2.9%	2.6%	132,558	+2.1%	$19.7M
VBVanguard Indx Fd	2.8%	2.5%	62,242	+4.5%	$18.9M
SPYSpdr S&p 500 ETF Tr	2.7%	2.6%	25,138	+0.4%	$18.8M
VOOVanguard S&p 500 ETF	2.4%	1.7%	23,936	+38.1%	$16.4M
LLYLilly Eli & Co	2.3%	1.9%	13,162	+0.4%	$15.8M
VTIVanguard Index Fds	2.0%	1.9%	37,212	+4.3%	$13.8M
VEAVanguard Tax-Managed Fds	1.9%	1.5%	177,947	+25.2%	$12.7M
ABBVAbbvie Inc	1.8%	1.7%	49,282	-0.5%	$12.4M
METAMeta Platforms Inc Class A	1.8%	2.0%	21,677	+1.6%	$12.2M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.7%	22,670	+1.9%	$11.3M
MAMastercard Inc.	1.5%	1.7%	20,574	-0.0%	$10.6M
BXBlackstone Inc Com	1.4%	1.5%	80,974	-2.8%	$9.5M
VEUVanguard FTSE All	1.3%	1.1%	107,355	+20.6%	$9.0M
RTXRtx Corporation Com	1.3%	1.4%	46,912	+1.8%	$8.9M
SPSBSpdr Series Trust	1.3%	1.1%	290,045	+33.9%	$8.7M
IWMIshares	1.3%	1.1%	28,855	+0.8%	$8.7M
NEENextera Energy Inc Com	1.2%	1.3%	91,184	+3.5%	$8.0M
TJXTjx Cos Inc New Com	1.1%	1.2%	47,872	+0.2%	$7.3M
ABTAbbott Laboratories	1.0%	1.4%	77,627	-5.8%	$7.0M
WMWaste Mgmt Inc Del	1.0%	1.1%	29,988	+0.9%	$6.7M
IVVIshares Core S&p 500 ETF	0.9%	0.8%	8,589	+9.3%	$6.4M
PLDPrologis Inc	0.9%	0.9%	44,908	+3.5%	$6.1M
ETNEaton Corp PLC	0.9%	0.8%	14,227	+6.0%	$6.1M
XOMExxon Mobil Corp	0.8%	—	39,186	—	$5.4M
LINLinde PLC	0.8%	0.8%	10,042	+5.2%	$5.2M
SYKStryker Corporation	0.7%	0.8%	16,023	+11.1%	$5.0M
CDNSCadence Design System Inc	0.7%	—	13,145	—	$4.9M
APHAmphenol Corp	0.7%	—	27,050	—	$4.8M
SAROStandardaero Inc Com	0.7%	0.6%	154,554	+4.5%	$4.6M
JNJJohnson & Johnson	0.6%	0.7%	16,795	-1.8%	$4.3M
SUSuncor Energy Inc New	0.6%	0.8%	77,176	+3.3%	$4.1M
TMUST-Mobile US Inc	0.6%	0.8%	23,524	-0.4%	$3.9M
ITWIllinois Tool Works Inc.	0.6%	0.7%	14,472	-9.7%	$3.9M
MPWRMonolithic Power Systms Inc	0.6%	—	2,798	—	$3.9M
DHRDanaher Corporation	0.5%	0.7%	19,681	-13.8%	$3.7M
ARMKAramark Com	0.5%	—	65,663	—	$3.7M
HONHoneywell International Inc.	0.5%	—	16,474	—	$3.7M
HONAHoneywell Aerospace Inc.	0.5%	—	16,474	—	$3.6M
IWFIshares Russell 1000 Growth ETF	0.5%	—	28,943	—	$3.6M
PGProcter & Gamble Co Com	0.5%	0.6%	24,236	-5.4%	$3.6M
ORLYO'Reilly Automotive Inc	0.5%	0.6%	38,567	+4.6%	$3.6M
RGAReinsurance Group Amer Inc Com New	0.5%	0.5%	16,676	+1.7%	$3.5M

What Burling Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+315.2% shares
VOO Vanguard S&p 500 ETF+38.1% shares
SPSB Spdr Series Trust+33.9% shares
VEA Vanguard Tax-Managed Fds+25.2% shares
VEU Vanguard FTSE All+20.6% shares
SYK Stryker Corporation+11.1% shares
IVV Ishares Core S&p 500 ETF+9.3% shares
ETN Eaton Corp PLC+6.0% shares

Reduced

DHR Danaher Corporation-13.8% shares
ITW Illinois Tool Works Inc.-9.7% shares
ABT Abbott Laboratories-5.8% shares
PG Procter & Gamble Co Com-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$683.4M	180
Q1 2026	$618.3M	177
Q4 2025	$643.6M	185
Q3 2025	$604.0M	176
Q2 2025	$541.7M	173
Q1 2025	$475.0M	165
Q4 2024	$490.1M	164

Questions about Burling Wealth Partners, LLC's portfolio

What stocks does Burling Wealth Partners, LLC own?

Burling Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 180 positions worth $683.4M. The largest are Apple Inc (AAPL) at 5.5%, Amazon Com Inc Com (AMZN) at 4.4%, Nvidia Corporation Com (NVDA) at 4.3%, Alphabet Inc (GOOGL) at 3.9% and Microsoft Corp (MSFT) at 3.9%.

What did Burling Wealth Partners, LLC buy last quarter?

In Q2 2026, Burling Wealth Partners, LLC added Vanguard Index Fds (VO) (+315.2% shares), Vanguard S&p 500 ETF (VOO) (+38.1% shares) and Spdr Series Trust (SPSB) (+33.9% shares), compared with its Q1 2026 filing.

What did Burling Wealth Partners, LLC sell last quarter?

In Q2 2026, Burling Wealth Partners, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (SHV), cut from its top 50 Home Depot Inc Com (HD), cut from its top 50 Vanguard Instl Index Fd (VBIL), Danaher Corporation (DHR) (-13.8% shares), Illinois Tool Works Inc. (ITW) (-9.7% shares) and Abbott Laboratories (ABT) (-5.8% shares), compared with its Q1 2026 filing.

When is Burling Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Burling Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Burling Wealth Partners, LLC manage?

Burling Wealth Partners, LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $683.4M.