§ 13F · FUND PROFILE
BURLING WEALTH PARTNERS, LLC.
AUM · $683M (13F)Positions · 180Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 130K | $38M | 5.5% | ±0% |
| 2 | AMZN | AMAZON COM INC COM | 126K | $30M | 4.4% | +1% |
| 3 | NVDA | NVIDIA CORPORATION COM | 146K | $29M | 4.3% | +1% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 75K | $27M | 3.9% | −1% |
| 5 | MSFT | MICROSOFT CORP COM | 71K | $27M | 3.9% | ±0% |
| 6 | VO | VANGUARD MORNINGSTAR MID-CAP ETF | 267K | $22M | 3.2% | +315% |
| 7 | JPM | JPMORGAN CHASE & CO COM | 63K | $21M | 3.0% | ±0% |
| 8 | GOOG | ALPHABET INC CAP STK CL C | 56K | $20M | 2.9% | ±0% |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | 133K | $20M | 2.9% | +2% |
| 10 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | 62K | $19M | 2.8% | +4% |
§ 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 $683 million in assets. The fund runs a portfolio of 180 positions.
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