§ 13F · FUND PROFILE
BURLING WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $541.7T (13F)Positions · 173Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 129K | $35.1T | 5.5% | +9% |
| 2 | MSFT | MICROSOFT CORP COM | 72K | $34.7T | 5.4% | +6% |
| 3 | AMZN | AMAZON COM INC COM | 123K | $28.5T | 4.4% | +6% |
| 4 | NVDA | NVIDIA CORPORATION COM | 142K | $26.5T | 4.1% | +11% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 80K | $25.0T | 3.9% | +1% |
| 6 | JPM | JPMORGAN CHASE & CO COM | 65K | $20.8T | 3.2% | +4% |
| 7 | VO | VANGUARD MID-CAP ETF | 70K | $20.2T | 3.1% | +2% |
| 8 | GOOG | ALPHABET INC CAP STK CL C | 56K | $17.5T | 2.7% | +9% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 25K | $16.8T | 2.6% | −12% |
| 10 | VB | VANGUARD SMALL-CAP ETF | 61K | $15.7T | 2.4% | +6% |
§ 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 $541718.2 trillion in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed