Burling Wealth Partners, LLC Portfolio Holdings

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

Burling Wealth Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $604 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.9B, Apple Inc. with a value of $30.1B, Amazon Com Inc with a value of $25.6B, Nvidia Corp with a value of $24B, and Vanguard Mid Cap ETF with a value of $20B.

Examining the 13F form we can see an increase of $62.3B in the current position value, from $542B to 604B.

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 $604 Billion
ETFs: $144 Billion
Technology: $118 Billion
Financial Services: $84.6 Billion
Healthcare: $55.7 Billion
Communication Services: $52.4 Billion
Consumer Cyclical: $45.8 Billion
Industrials: $42.8 Billion
Consumer Defensive: $14.8 Billion
Other: $29.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224B
$1.97 Billion 0.33% of portfolio
6,478
Q3 2025 Reduced 25.67%
$277B
$1.97 Billion 0.33% of portfolio
25,736
Q3 2025 Reduced 30.95%
$303B
$1.73 Billion 0.29% of portfolio
11,151
Q3 2025 Reduced 17.64%
$76.2B
$1.7 Billion 0.28% of portfolio
27,274
Q3 2025 Added 14.56%
$86.1B
$1.65 Billion 0.27% of portfolio
4,762
Q3 2025 Reduced 5.29%
$107B
$1.59 Billion 0.26% of portfolio
2,103
Q3 2025 Reduced 4.71%
$265B
$1.57 Billion 0.26% of portfolio
1,971
Q3 2025 Reduced 5.15%
$191B
$1.43 Billion 0.24% of portfolio
265
Q2 2025 Reduced 13.68%
$31.5B
$1.37 Billion 0.23% of portfolio
18,815
Q3 2025 Reduced 26.92%
$193B
$1.3 Billion 0.22% of portfolio
11,393
Q3 2025 Reduced 2.73%
$45.2B
$1.3 Billion 0.22% of portfolio
21,795
Q3 2025 Reduced 1.19%
$29.2B
$1.24 Billion 0.21% of portfolio
38,127
Q3 2025 Reduced 30.26%
$59.6B
$1.25 Billion 0.21% of portfolio
5,823
Q3 2025 Reduced 4.65%
$29.5B
$1.21 Billion 0.2% of portfolio
18,872
Q3 2025 Reduced 13.33%
$6.2B
$1.22 Billion 0.2% of portfolio
11,279
Q3 2025 Added 67.17%
$26.6B
$1.16 Billion 0.19% of portfolio
11,392
Q3 2025 Reduced 10.51%
$34.9B
$1.12 Billion 0.18% of portfolio
4,688
Q3 2025 Reduced 4.19%
$35B
$1.03 Billion 0.17% of portfolio
8,988
Q3 2025 Reduced 23.91%
$73.7B
$911 Million 0.15% of portfolio
3,327
Q3 2025 Reduced 15.6%
$266B
$889 Million 0.15% of portfolio
3,149
Q3 2025 Reduced 4.86%
$37.2B
$910 Million 0.15% of portfolio
1,444
Q3 2025 Reduced 7.14%
$49.1B
$899 Million 0.15% of portfolio
750
Q2 2025 Added 145.1%
$159B
$859 Million 0.14% of portfolio
1,765
Q3 2025 Reduced 18.21%
$53.8B
$828 Million 0.14% of portfolio
5,274
Q3 2025 Reduced 11.7%
$32.7B
$789 Million 0.13% of portfolio
5,228
Q3 2025 Reduced 1.62%
$388B
$815 Million 0.13% of portfolio
5,036
Q3 2025 Reduced 16.91%
$34.7B
$795 Million 0.13% of portfolio
5,607
Q3 2025 Reduced 22.9%
$37B
$810 Million 0.13% of portfolio
8,857
Q3 2025 Reduced 29.32%
$167B
$701 Million 0.12% of portfolio
7,339
Q2 2025 Reduced 17.38%
$12B
$734 Million 0.12% of portfolio
3,302
Q3 2025 Reduced 18.49%
$73.7B
$637 Million 0.11% of portfolio
7,581
Q2 2025 New
$140B
$641 Million 0.11% of portfolio
2,552
Q3 2025 Reduced 13.84%
$55.4B
$621 Million 0.1% of portfolio
2,033
Q3 2025 Reduced 49.99%
$71.5B
$579 Million 0.1% of portfolio
739
Q3 2025 Reduced 51.29%
$79.5B
$589 Million 0.1% of portfolio
4,569
Q3 2025 Reduced 22.61%
$72.7B
$473 Million 0.08% of portfolio
359
Q3 2025 Reduced 17.85%
$31.6B
$466 Million 0.08% of portfolio
380
Q4 2024 New
$97.3B
$503 Million 0.08% of portfolio
5,950
Q3 2025 Reduced 10.79%
$3.96B
$467 Million 0.08% of portfolio
6,279
Q2 2025 New
$270B
$395 Million 0.07% of portfolio
2,485
Q3 2025 Reduced 38.34%
$291B
$415 Million 0.07% of portfolio
870
Q2 2025 Reduced 10.31%
$118B
$421 Million 0.07% of portfolio
1,713
Q3 2025 Reduced 1.66%
$23.2B
$413 Million 0.07% of portfolio
8,428
Q3 2025 Reduced 15.11%
$187B
$446 Million 0.07% of portfolio
2,682
Q3 2025 Reduced 26.07%
$306B
$441 Million 0.07% of portfolio
6,650
Q3 2025 Reduced 2.35%
$123B
$353 Million 0.06% of portfolio
1,250
Q3 2025 Reduced 6.72%
$151B
$345 Million 0.06% of portfolio
978
Q3 2025 Reduced 44.08%
$104B
$340 Million 0.06% of portfolio
1,157
Q3 2025 Reduced 16.52%
$193B
$382 Million 0.06% of portfolio
854
Q3 2025 Reduced 4.26%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $604 Billion
  • Prior Value $542 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email