§ 13F · FUND PROFILE
BURLING WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $604M (13F)Positions · 176Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 130K | $33M | 5.3% | +1% |
| 2 | MSFT | MICROSOFT CORP COM | 71K | $26M | 4.3% | ±0% |
| 3 | AMZN | AMAZON COM INC COM | 125K | $26M | 4.2% | +1% |
| 4 | NVDA | NVIDIA CORPORATION COM | 145K | $25M | 4.1% | +2% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 76K | $22M | 3.5% | −5% |
| 6 | JPM | JPMORGAN CHASE & CO COM | 63K | $19M | 3.0% | −2% |
| 7 | VO | VANGUARD MID-CAP ETF | 64K | $18M | 3.0% | −8% |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | 25K | $16M | 2.6% | +2% |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | 130K | $16M | 2.6% | ±0% |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 56K | $16M | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURLING SIGNAL
AC read
BURLING WEALTH PARTNERS, LLC is a Other fund managing $604 million in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed