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
$159B
$859 Million 0.14% of portfolio
1,765
Q3 2025 Reduced 18.21%
$0
$840 Million 0.14% of portfolio
10,515
Q3 2025 New
$0
$847 Million 0.14% of portfolio
16,744
Q3 2025 New
$53.8B
$828 Million 0.14% of portfolio
5,274
Q3 2025 Reduced 11.7%
$0
$854 Million 0.14% of portfolio
4,080
Q2 2025 Reduced 1.9%
$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%
$0
$793 Million 0.13% of portfolio
2,576
Q4 2024 New
$37B
$810 Million 0.13% of portfolio
8,857
Q3 2025 Reduced 29.32%
Te Connectivity PLC Ord Shs
-
$704 Million 0.12% of portfolio
-
Q3 2025 Reduced 17.9%
$167B
$701 Million 0.12% of portfolio
7,339
Q2 2025 Reduced 17.38%
$0
$730 Million 0.12% of portfolio
2,591
Q3 2025 Added 3.93%
$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%
Blackrock Inc Com
-
$590 Million 0.1% of portfolio
-
Q3 2025 Reduced 11.07%
Brookfield Corp Cl A LTD Vt Sh
-
$582 Million 0.1% of portfolio
-
Q3 2025 Reduced 20.0%
$0
$628 Million 0.1% of portfolio
9,628
Q3 2025 Added 18.67%
$72.7B
$473 Million 0.08% of portfolio
359
Q3 2025 Reduced 17.85%
$0
$462 Million 0.08% of portfolio
769
Q2 2025 Added 52.58%
$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%
$130B
$501 Million 0.08% of portfolio
1,410
Q2 2025 Added 1.0%
$3.96B
$467 Million 0.08% of portfolio
6,279
Q2 2025 New
$0
$415 Million 0.07% of portfolio
1,990
Q4 2024 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%
$0
$399 Million 0.07% of portfolio
17,157
Q3 2025 Reduced 1.66%
$0
$384 Million 0.06% of portfolio
4,109
Q3 2025 New
$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%
$47B
$341 Million 0.06% of portfolio
694
Q3 2025 Reduced 43.21%
$279B
$348 Million 0.06% of portfolio
3,374
Q3 2025 Reduced 3.98%
Vanguard Short Term Tax Exempt Bond ETF
-
$340 Million 0.06% of portfolio
-
Q3 2025 Added 24.17%
$255B
$345 Million 0.06% of portfolio
1,039
Q3 2025 Reduced 16.14%
$73.4B
$272 Million 0.05% of portfolio
7,657
Q2 2025 Reduced 23.86%
$222B
$323 Million 0.05% of portfolio
665
Q3 2025 Reduced 16.14%
$0
$284 Million 0.05% of portfolio
750
Q4 2024 New
$84.4B
$317 Million 0.05% of portfolio
1,613
Q3 2025 Reduced 6.44%

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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