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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$3.22 Billion 0.53% of portfolio
3,478
Q3 2025 Reduced 12.72%
$20.4B
$3.17 Billion 0.53% of portfolio
36,225
Q3 2025 Reduced 2.7%
$533B
$3.19 Billion 0.53% of portfolio
9,341
Q3 2025 Reduced 5.45%
$84B
$3.05 Billion 0.51% of portfolio
15,861
Q3 2025 Reduced 20.18%
$12.6B
$3.09 Billion 0.51% of portfolio
16,087
Q3 2025 Added 12.77%
$19.5B
$3.09 Billion 0.51% of portfolio
5,901
Q3 2025 Added 120.43%
$42.8B
$2.92 Billion 0.48% of portfolio
33,065
Q3 2025 Added 28.86%
$84.9B
$2.77 Billion 0.46% of portfolio
16,448
Q3 2025 Reduced 6.13%
$0
$2.71 Billion 0.45% of portfolio
26,904
Q3 2025 Reduced 51.21%
$0
$2.68 Billion 0.44% of portfolio
49,409
Q3 2025 Reduced 1.0%
$0
$2.64 Billion 0.44% of portfolio
12,257
Q3 2025 Reduced 3.57%
$73.2B
$2.64 Billion 0.44% of portfolio
616
Q3 2025 Added 39.68%
$140B
$2.59 Billion 0.43% of portfolio
6,930
Q3 2025 New
$235B
$2.56 Billion 0.42% of portfolio
30,486
Q3 2025 Reduced 23.44%
$136B
$2.43 Billion 0.4% of portfolio
10,281
Q3 2025 Reduced 20.28%
Ftai Aviation LTD Shs
-
$2.28 Billion 0.38% of portfolio
-
Q3 2025 Reduced 3.16%
$60.5B
$2.06 Billion 0.34% of portfolio
49,327
Q3 2025 Added 15.87%
$319B
$1.98 Billion 0.33% of portfolio
28,979
Q3 2025 Reduced 13.0%
$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%
$0
$1.8 Billion 0.3% of portfolio
8,833
Q3 2025 Added 341.43%
$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%
Vanguard Ultra Short Treasury ETF
-
$1.51 Billion 0.25% of portfolio
-
Q3 2025 Added 475.65%
$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%
Vanguard 0 3 Month Treasury Bill ETF
-
$1.36 Billion 0.23% of portfolio
-
Q3 2025 New
$193B
$1.3 Billion 0.22% of portfolio
11,393
Q3 2025 Reduced 2.73%
$0
$1.32 Billion 0.22% of portfolio
23,133
Q3 2025 Reduced 1.01%
$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%
$204B
$1.17 Billion 0.19% of portfolio
8,322
Q3 2025 Reduced 33.06%
$0
$1.16 Billion 0.19% of portfolio
1,944
Q3 2025 Reduced 1.77%
$34.9B
$1.12 Billion 0.18% of portfolio
4,688
Q3 2025 Reduced 4.19%
$0
$1.11 Billion 0.18% of portfolio
5,839
Q3 2025 Added 0.21%
$35B
$1.03 Billion 0.17% of portfolio
8,988
Q3 2025 Reduced 23.91%
$0
$959 Million 0.16% of portfolio
9,934
Q3 2025 Added 109.84%
$73.7B
$911 Million 0.15% of portfolio
3,327
Q3 2025 Reduced 15.6%
Arista Networks Inc Com Shs
-
$933 Million 0.15% of portfolio
-
Q4 2024 New
$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%

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
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