Burling Wealth Partners, LLC Portfolio Holdings

Burling Wealth Partners, LLC

  • $475 Billion
  • Q1 2025

Burling Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $475 Billion distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6B, Microsoft Corp with a value of $23.7B, Amazon Com Inc with a value of $20.8B, Vanguard Mid Cap ETF with a value of $17.8B, and Jpmorgan Chase & CO with a value of $15.1B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $490B to 475B.

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 $475 Billion
ETFs: $92.3 Billion
Technology: $83 Billion
Financial Services: $75.3 Billion
Healthcare: $57.3 Billion
Consumer Cyclical: $36.4 Billion
Industrials: $36.1 Billion
Communication Services: $32.2 Billion
Consumer Defensive: $20.6 Billion
Other: $31.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.8B
$783 Million 0.16% of portfolio
1,637
Q1 2025 Reduced 11.23%
$0
$781 Million 0.16% of portfolio
2,164
Q1 2025 Added 31.23%
$51.3B
$711 Million 0.15% of portfolio
1,468
Q1 2025 Reduced 21.96%
$152B
$695 Million 0.15% of portfolio
8,883
Q1 2025 Reduced 26.47%
$0
$716 Million 0.15% of portfolio
4,159
Q1 2025 Added 1.94%
Brookfield Corp Cl A LTD Vt Sh
-
$694 Million 0.15% of portfolio
-
Q1 2025 Reduced 7.73%
$97.4B
$709 Million 0.15% of portfolio
7,230
Q1 2025 Reduced 12.15%
$0
$662 Million 0.14% of portfolio
2,576
Q4 2024 New
$0
$655 Million 0.14% of portfolio
6,508
Q1 2025 New
$47.6B
$590 Million 0.12% of portfolio
2,575
Q1 2025 Reduced 3.74%
$87.1B
$563 Million 0.12% of portfolio
393
Q1 2025 Reduced 0.76%
Blackrock Inc Com
-
$566 Million 0.12% of portfolio
-
Q1 2025 Reduced 4.01%
$188B
$527 Million 0.11% of portfolio
1,064
Q1 2025 Reduced 4.92%
$0
$515 Million 0.11% of portfolio
2,493
Q1 2025 Added 4.97%
$165B
$467 Million 0.1% of portfolio
938
Q1 2025 Reduced 3.89%
$310B
$488 Million 0.1% of portfolio
6,810
Q1 2025 Reduced 21.35%
$0
$465 Million 0.1% of portfolio
7,962
Q1 2025 Added 38.76%
Arista Networks Inc Com Shs
-
$496 Million 0.1% of portfolio
-
Q4 2024 New
$1.39B
$489 Million 0.1% of portfolio
9,749
Q4 2024 New
$0
$422 Million 0.09% of portfolio
4,959
Q1 2025 Added 38.52%
$28.3B
$429 Million 0.09% of portfolio
1,356
Q4 2024 New
$102B
$409 Million 0.09% of portfolio
2,026
Q1 2025 Reduced 16.49%
$140B
$426 Million 0.09% of portfolio
1,828
Q1 2025 Reduced 3.18%
$24.6B
$449 Million 0.09% of portfolio
380
Q4 2024 New
$0
$424 Million 0.09% of portfolio
2,256
Q1 2025 Added 84.01%
$47.6B
$410 Million 0.09% of portfolio
5,496
Q1 2025 Reduced 18.71%
$35.9B
$450 Million 0.09% of portfolio
2,243
Q1 2025 Reduced 3.9%
$126B
$435 Million 0.09% of portfolio
1,423
Q1 2025 Reduced 7.3%
$119B
$415 Million 0.09% of portfolio
1,375
Q4 2024 New
$47.2B
$385 Million 0.08% of portfolio
4,964
Q1 2025 Reduced 36.06%
$106B
$402 Million 0.08% of portfolio
1,396
Q1 2025 Reduced 1.69%
$0
$371 Million 0.08% of portfolio
1,990
Q4 2024 New
$71.7B
$381 Million 0.08% of portfolio
100
Q1 2025 New
$270B
$357 Million 0.08% of portfolio
4,064
Q1 2025 Reduced 2.4%
$56.3B
$348 Million 0.07% of portfolio
2,042
Q4 2024 New
$0
$342 Million 0.07% of portfolio
17,271
Q1 2025 Reduced 2.88%
$58.8B
$331 Million 0.07% of portfolio
1,429
Q1 2025 Reduced 3.97%
$171B
$320 Million 0.07% of portfolio
970
Q4 2024 New
$21.5B
$355 Million 0.07% of portfolio
1,728
Q4 2024 New
$64.1B
$310 Million 0.07% of portfolio
2,386
Q4 2024 New
$59.9B
$296 Million 0.06% of portfolio
10,057
Q4 2024 New
$0
$266 Million 0.06% of portfolio
1,820
Q4 2024 New
$505B
$285 Million 0.06% of portfolio
306
Q1 2025 Added 0.99%
$31.2B
$307 Million 0.06% of portfolio
2,470
Q4 2024 New
$0
$295 Million 0.06% of portfolio
3,260
Q4 2024 New
$0
$265 Million 0.06% of portfolio
11,988
Q4 2024 New
$55.2B
$238 Million 0.05% of portfolio
2,175
Q1 2025 Reduced 30.95%
$0
$254 Million 0.05% of portfolio
1,940
Q4 2024 New
$0
$238 Million 0.05% of portfolio
750
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $475 Billion
  • Prior Value $490 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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