Burling Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Burling Wealth Partners, LLC reported 180 stock positions worth $683.4 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Amazon.com (AMZN, 4.4%) and Nvidia (NVDA, 4.3%). Compared with Q1 2026, it opened 13 new positions, sold out of 11, added to 73 and reduced 66. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +38%) and the biggest sale an exit from iShares 0-1 Year Treasury Bo (SHV).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002054946
- Portfolio Value
- $683.4M (Q2 2026)
- SEC Filing
- 0001765380-26-000265 ↗ filed Aug 4, 2026
Holdings Value
Holdings 180 stocks · $683.4M
| AAPL Apple Inc. | 5.52% | 130,429 | $37.7M | Add +0.3% |
| AMZN Amazon.com Inc. | 4.38% | 125,705 | $30.0M | Add +0.6% |
| NVDA Nvidia Corp. | 4.29% | 146,435 | $29.3M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 3.93% | 75,177 | $26.9M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.88% | 71,131 | $26.5M | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.15% | 267,337 | $21.5M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 3.02% | 63,141 | $20.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 2.90% | 56,098 | $19.8M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 2.88% | 132,558 | $19.7M | Add +2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.76% | 62,242 | $18.9M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.75% | 25,138 | $18.8M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 2.41% | 23,936 | $16.4M | Add +38.1% |
| LLY Eli Lilly & Co. | 2.31% | 13,162 | $15.8M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.02% | 37,212 | $13.8M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 1.86% | 177,947 | $12.7M | Add +25.2% |
| ABBV Abbvie Inc. | 1.81% | 49,282 | $12.4M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.79% | 21,677 | $12.2M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 22,670 | $11.3M | Add +1.9% |
| MA Mastercard Inc. Class A | 1.55% | 20,574 | $10.6M | Reduce -0.0% |
| BX Blackstone Inc. | 1.39% | 80,974 | $9.5M | Reduce -2.8% |
| VEU Vanguard Ftse All-World Ex-U | 1.32% | 107,355 | $9.0M | Add +20.6% |
| RTX RTX Corp. | 1.30% | 46,912 | $8.9M | Add +1.8% |
| SPSB SS SPDR P St C Corp. ETF | 1.27% | 290,045 | $8.7M | Add +33.9% |
| IWM iShares Russell 2000 ETF | 1.27% | 28,855 | $8.7M | Add +0.8% |
| NEE Nextera Energy Inc. | 1.17% | 91,184 | $8.0M | Add +3.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.06% | 47,872 | $7.3M | Add +0.3% |
| ABT Abbott Laboratories | 1.03% | 77,627 | $7.0M | Reduce -5.8% |
| WM Waste Management Inc. | 0.98% | 29,988 | $6.7M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.94% | 8,589 | $6.4M | Add +9.3% |
| PLD Prologis Inc. | 0.89% | 44,908 | $6.1M | Add +3.5% |
| ETN Eaton Corp. PLC | 0.89% | 14,227 | $6.1M | Add +6.0% |
| XOM Exxonmobil Holdings Corp. | 0.78% | 39,186 | $5.4M | Add +1.2% |
| LIN Linde PLC | 0.76% | 10,042 | $5.2M | Add +5.2% |
| SYK Stryker Corp. | 0.74% | 16,023 | $5.0M | Add +11.1% |
| CDNS Cadence Design SYS Inc. | 0.72% | 13,145 | $4.9M | Add +14.3% |
| APH Amphenol Corp. Class A | 0.70% | 27,050 | $4.8M | Add +576.1% |
| SARO Standardaero Inc. | 0.68% | 154,554 | $4.6M | Add +4.5% |
| JNJ Johnson & Johnson | 0.62% | 16,795 | $4.3M | Reduce -1.8% |
| SU Suncor Energy Inc. | 0.61% | 77,176 | $4.1M | Add +3.3% |
| TMUS T-Mobile US Inc. | 0.58% | 23,524 | $3.9M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.57% | 14,472 | $3.9M | Reduce -9.7% |
| MPWR Monolithic Power Systems Inc. | 0.57% | 2,798 | $3.9M | Add +29.2% |
| DHR Danaher Corp. | 0.55% | 19,681 | $3.7M | Reduce -13.8% |
| ARMK Aramark | 0.55% | 65,663 | $3.7M | New |
| HON Honeywell International Inc. | 0.54% | 16,474 | $3.7M | Reduce -1.1% |
| HONA Honeywell Aerospace Inc. | 0.53% | 16,474 | $3.6M | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.53% | 28,943 | $3.6M | No change |
| PG The Procter & Gamble Co. | 0.52% | 24,236 | $3.6M | Reduce -5.4% |
| ORLY O'reilly Automotive Inc. | 0.52% | 38,567 | $3.6M | Add +4.6% |
| RGA Reinsurance Group of America | 0.52% | 16,676 | $3.5M | Add +1.6% |
| FTAI Ftai Aviation Ltd. | 0.52% | 13,050 | $3.5M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.49% | 26,244 | $3.4M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 0.47% | 3,451 | $3.2M | Add +2.4% |
| NDAQ Nasdaq Inc. | 0.47% | 40,696 | $3.2M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.47% | 27,283 | $3.2M | Reduce -0.8% |
| MDLZ Mondelez International Inc. Class A | 0.46% | 54,804 | $3.2M | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 51,357 | $3.1M | Add +8.8% |
| V Visa Inc. Class A | 0.44% | 8,795 | $3.0M | Add +0.4% |
| CME Cme Group Inc. | 0.42% | 13,149 | $2.9M | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 12,193 | $2.9M | Reduce -2.9% |
| SOXQ Invesco PHLX Semiconductor | 0.40% | 24,126 | $2.7M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 27,588 | $2.7M | Add +1.4% |
| AMD Advanced Micro Devices | 0.39% | 4,558 | $2.6M | Reduce -6.7% |
| CHD Church & Dwight Co. Inc. | 0.37% | 26,368 | $2.6M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.37% | 7,409 | $2.5M | Add +1.3% |
| UNP Union Pacific Corp. | 0.37% | 9,235 | $2.5M | Reduce -1.5% |
| MRSH Marsh & McLennan Cos | 0.35% | 14,455 | $2.4M | Reduce -16.4% |
| AZN Astrazeneca PLC | 0.35% | 12,476 | $2.4M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 30,353 | $2.3M | Add +12.4% |
| MRVL Marvell Technology Inc. | 0.32% | 7,360 | $2.2M | Reduce -3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 27,737 | $2.2M | Add +0.8% |
| IWD iShares Russell 1000 Value E | 0.31% | 8,833 | $2.1M | No change |
| PH Parker Hannifin Corp. | 0.29% | 2,007 | $2.0M | Reduce -0.4% |
| DELL Dell Technologies -C | 0.28% | 4,404 | $1.9M | Reduce -0.5% |
| TYL Tyler Technologies Inc. | 0.26% | 6,147 | $1.8M | Add +1.1% |
| AMT American Tower Corp. | 0.26% | 10,874 | $1.8M | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,748 | $1.8M | Reduce -1.3% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 5,092 | $1.7M | Reduce -2.8% |
| MCD McDonald's Corp. | 0.24% | 6,080 | $1.6M | Reduce -0.7% |
| MCHP Microchip Technology Inc. | 0.24% | 17,662 | $1.6M | Add +2.1% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.23% | 15,556 | $1.6M | New |
| CVX Chevron Corp. | 0.23% | 9,326 | $1.5M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 0.22% | 12,444 | $1.5M | Reduce -6.8% |
| TFLO iShares Treasury Floating Ra | 0.21% | 28,695 | $1.5M | Reduce -24.2% |
| NET Cloudflare Inc. Class A | 0.21% | 5,843 | $1.4M | No change |
| OKE Oneok Inc. | 0.20% | 15,755 | $1.4M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.20% | 1,941 | $1.4M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 26,164 | $1.3M | Reduce -7.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.19% | 10,445 | $1.3M | Reduce -2.1% |
| SHW The Sherwin-Williams Co. | 0.19% | 3,782 | $1.3M | Reduce -5.2% |
| CARR Carrier Global Corp. | 0.19% | 17,425 | $1.3M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 5,789 | $1.2M | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 21,367 | $1.2M | Add +9.5% |
| ORCL Oracle Corp. | 0.18% | 8,216 | $1.2M | Reduce -17.3% |
| CAH Cardinal Health Inc. | 0.17% | 4,824 | $1.1M | Reduce -0.3% |
| ANET Arista Networks Inc. | 0.16% | 6,435 | $1.1M | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 9,473 | $1.0M | No change |
| VXF Vanguard Extended Market ETF | 0.15% | 4,078 | $1.0M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.14% | 5,016 | $956K | Add +0.2% |
| ECL Ecolab Inc. | 0.14% | 3,393 | $945K | Reduce -4.5% |
Portfolio Sells Q1 2026 → Q2 2026
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.91 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.54% | −0.68 |
| VBIL Vanguard 0-3M T-Bill ETF | Sold out | 0.00% | −0.65 |
| HD Home Depot Inc. | Reduce -84.2% | 0.10% | −0.57 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.41 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.88% | −0.40 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.37 |
| ABT Abbott Laboratories | Reduce -5.8% | 1.03% | −0.34 |
| SGOV iShares 0-3 Month Treasury B | Reduce -79.8% | 0.06% | −0.26 |
| CME Cme Group Inc. | Reduce -3.9% | 0.42% | −0.23 |
| TMUS T-Mobile US Inc. | Reduce -0.4% | 0.58% | −0.22 |
| VGUS Vanguard Ultra SHRT Treasury | Sold out | 0.00% | −0.21 |
| BX Blackstone Inc. | Reduce -2.8% | 1.39% | −0.15 |
| DHR Danaher Corp. | Reduce -13.8% | 0.55% | −0.15 |
| MRSH Marsh & McLennan Cos | Reduce -16.4% | 0.35% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.0% | 1.55% | −0.12 |
| ICE Intercontinental Exchange Inc. | Reduce -6.8% | 0.22% | −0.12 |
| ITW Illinois Tool Works | Reduce -9.7% | 0.57% | −0.10 |
| TFLO iShares Treasury Floating Ra | Reduce -24.2% | 0.21% | −0.10 |
| CVX Chevron Corp. | Reduce -0.8% | 0.23% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -5.4% | 0.52% | −0.08 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.24% | −0.07 |
| HONA Honeywell Aerospace Inc. | Reduce -1.1% | 0.53% | −0.06 |
| ORCL Oracle Corp. | Reduce -17.3% | 0.18% | −0.06 |
| AMT American Tower Corp. | Reduce -4.4% | 0.26% | −0.06 |
| AZN Astrazeneca PLC | Reduce -0.6% | 0.35% | −0.05 |
| NFLX Netflix Inc. | Reduce -18.6% | 0.07% | −0.05 |
| SCMB Schwab Municipal Bond ETF | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.62% | −0.05 |
| PEP Pepsico Inc. | Reduce -7.5% | 0.13% | −0.05 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.05 |
| CSX CSX Corp. | Sold out | 0.00% | −0.04 |
| VTES Vanguard SH Term Tax-Ex Bond | Sold out | 0.00% | −0.04 |
| TEL Te Connectivity PLC | Reduce -24.9% | 0.07% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -13.0% | 0.10% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -7.8% | 0.19% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 0.49% | −0.03 |
| OKE Oneok Inc. | Reduce -0.5% | 0.20% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -7.2% | 0.07% | −0.03 |
| AZO AutoZone Inc. | Reduce -18.8% | 0.06% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -0.5% | 0.37% | −0.03 |
| DIS The Walt Disney Co. | Reduce -7.5% | 0.13% | −0.02 |
| VICI Vici Properties Inc. | Reduce -18.0% | 0.06% | −0.02 |
| WMT Walmart Inc. | Reduce -6.7% | 0.07% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -5.4% | 0.08% | −0.02 |
| BLK BlackRock Inc. | Reduce -17.4% | 0.05% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -5.2% | 0.19% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 0.42% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +38.1% | 2.41% | +0.73 |
| APH Amphenol Corp. Class A | Add +576.1% | 0.70% | +0.62 |
| ARMK Aramark | New | 0.55% | +0.55 |
| SOXQ Invesco PHLX Semiconductor | New | 0.40% | +0.40 |
| VEA Vanguard Ftse Developed ETF | Add +25.2% | 1.86% | +0.38 |
| LLY Eli Lilly & Co. | Add +0.4% | 2.31% | +0.36 |
| IJR iShares Core S&P Small-Cap E | Add +2.1% | 2.88% | +0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.5% | 2.76% | +0.24 |
| VEU Vanguard Ftse All-World Ex-U | Add +20.6% | 1.32% | +0.23 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.23% | +0.23 |
| SPSB SS SPDR P St C Corp. ETF | Add +33.9% | 1.27% | +0.22 |
| CDNS Cadence Design SYS Inc. | Add +14.3% | 0.72% | +0.21 |
| AAPL Apple Inc. | Add +0.3% | 5.52% | +0.19 |
| NVDA Nvidia Corp. | Add +0.7% | 4.29% | +0.18 |
| MPWR Monolithic Power Systems Inc. | Add +29.2% | 0.57% | +0.18 |
| AMZN Amazon.com Inc. | Add +0.6% | 4.38% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 2.02% | +0.16 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.8% | 3.15% | +0.16 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 1.27% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 2.75% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +9.3% | 0.94% | +0.11 |
| ETN Eaton Corp. PLC | Add +6.0% | 0.89% | +0.11 |
| VONG Vanguard Russell 1000 Growth | New | 0.08% | +0.08 |
| SCHD Schwab US DVD Equity ETF | New | 0.07% | +0.07 |
| SARO Standardaero Inc. | Add +4.5% | 0.68% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +0.2% | 0.12% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +68.1% | 0.12% | +0.06 |
| SCHO Schwab Short-Term US Treas | New | 0.06% | +0.06 |
| MCHP Microchip Technology Inc. | Add +2.1% | 0.24% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +12.4% | 0.34% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +55.6% | 0.12% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +8.8% | 0.45% | +0.04 |
| CAT Caterpillar Inc. | Add +0.7% | 0.13% | +0.04 |
| TSLA Tesla Inc. | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | Add +0.3% | 0.16% | +0.03 |
| XLK SS Technology Select Sector | Add +0.2% | 0.14% | +0.03 |
| XLY SS Consumer Disc Select Sect | New | 0.03% | +0.03 |
| ITOT iShares Core S&P Total U.S. | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +54.3% | 0.08% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 3.02% | +0.02 |
| TXN Texas Instruments Inc. | Add +8.1% | 0.06% | +0.02 |
| AVGO Broadcom Inc. | Add +12.5% | 0.10% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.3% | 0.37% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 0.12% | +0.02 |
| ADI Analog Devices Inc. | Add +1.3% | 0.11% | +0.01 |
| V Visa Inc. Class A | Add +0.4% | 0.44% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 180 | $683.4M | AAPL, AMZN, NVDA, GOOGL, MSFT |
| Q1 2026 | 177 | $618.3M | AAPL, MSFT, AMZN, NVDA, GOOGL |
| Q4 2025 | 185 | $643.6M | AAPL, MSFT, AMZN, NVDA, GOOGL |
| Q3 2025 | 176 | $604.0M | MSFT, AAPL, AMZN, NVDA, VO |
| Q2 2025 | 173 | $541.7M | MSFT, AMZN, AAPL, NVDA, VO |
| Q1 2025 | 165 | $475.0M | AAPL, MSFT, AMZN, VO, JPM |
| Q4 2024 | 164 | $490.1M | AAPL, MSFT, AMZN, VO, BX |