Burling Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Burling Wealth Partners, LLC reported 164 stock positions worth $490.1 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Amazon.com (AMZN, 4.8%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002054946
- Portfolio Value
- $490.1M (Q4 2024)
- SEC Filing
- 0001765380-25-000107 ↗ filed Feb 14, 2025
Holdings Value
Holdings 164 stocks · $490.1M
| AAPL Apple Inc. | 6.07% | 118,760 | $29.7M | — |
| MSFT Microsoft Corp. | 5.33% | 61,922 | $26.1M | — |
| AMZN Amazon.com Inc. | 4.82% | 107,734 | $23.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.80% | 70,541 | $18.6M | — |
| BX Blackstone Inc. | 3.37% | 95,713 | $16.5M | — |
| IJR iShares Core S&P Small-Cap E | 3.10% | 131,754 | $15.2M | — |
| GOOGL Alphabet Inc. Class A | 3.02% | 78,120 | $14.8M | — |
| JPM JPMorgan Chase & Co. | 2.96% | 60,562 | $14.5M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.72% | 55,533 | $13.3M | — |
| NVDA Nvidia Corp. | 2.38% | 86,801 | $11.7M | — |
| ABT Abbott Laboratories | 1.95% | 84,463 | $9.6M | — |
| GOOG Alphabet Inc. Class C | 1.78% | 45,747 | $8.7M | — |
| MA Mastercard Inc. Class A | 1.74% | 16,175 | $8.5M | — |
| ABBV Abbvie Inc. | 1.45% | 39,906 | $7.1M | — |
| IWM iShares Russell 2000 ETF | 1.38% | 30,534 | $6.7M | — |
| LLY Eli Lilly & Co. | 1.29% | 8,168 | $6.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 13,658 | $6.2M | — |
| META Meta Platforms Inc. Class A | 1.26% | 10,566 | $6.2M | — |
| CRM Salesforce Inc. | 1.26% | 18,492 | $6.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.25% | 21,148 | $6.1M | — |
| PG The Procter & Gamble Co. | 1.23% | 36,002 | $6.0M | — |
| ITW Illinois Tool Works | 1.23% | 23,714 | $6.0M | — |
| HON Honeywell International Inc. | 1.22% | 26,436 | $6.0M | — |
| CME Cme Group Inc. | 1.19% | 25,116 | $5.8M | — |
| DHR Danaher Corp. | 1.19% | 25,377 | $5.8M | — |
| MRK Merck & Co. Inc. | 1.14% | 56,380 | $5.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 8,179 | $4.8M | — |
| AMT American Tower Corp. | 0.97% | 25,899 | $4.8M | — |
| UNH Unitedhealth Group Inc. | 0.97% | 9,369 | $4.7M | — |
| FTAI Ftai Aviation Ltd. | 0.94% | 31,956 | $4.6M | — |
| ROP Roper Technologies Inc. | 0.90% | 8,466 | $4.4M | — |
| UNP Union Pacific Corp. | 0.87% | 18,606 | $4.2M | — |
| NEE Nextera Energy Inc. | 0.86% | 58,916 | $4.2M | — |
| MRSH Marsh & McLennan Cos | 0.86% | 19,775 | $4.2M | — |
| VOO Vanguard S&P 500 ETF | 0.81% | 7,374 | $4.0M | — |
| COST Costco Wholesale Corp. | 0.80% | 4,297 | $3.9M | — |
| HD Home Depot Inc. | 0.80% | 10,114 | $3.9M | — |
| JNJ Johnson & Johnson | 0.80% | 27,026 | $3.9M | — |
| AZN Astrazeneca PLC-Spons ADR | 0.80% | 59,463 | $3.9M | — |
| V Visa Inc. Class A | 0.78% | 12,078 | $3.8M | — |
| OKE Oneok Inc. | 0.65% | 31,643 | $3.2M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 25,998 | $3.1M | — |
| PEP Pepsico Inc. | 0.64% | 20,526 | $3.1M | — |
| INTU Intuit Inc. | 0.60% | 4,683 | $2.9M | — |
| RTX RTX Corp. | 0.60% | 25,282 | $2.9M | — |
| MCD McDonald's Corp. | 0.60% | 10,083 | $2.9M | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.58% | 96,538 | $2.8M | — |
| ELV Elevance Health Inc. | 0.57% | 7,540 | $2.8M | — |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 14,031 | $2.7M | — |
| ARES Ares Management Corp. Class A | 0.55% | 15,354 | $2.7M | — |
| CHD Church & Dwight Co. Inc. | 0.55% | 25,739 | $2.7M | — |
| ICE Intercontinental Exchange Inc. | 0.54% | 17,722 | $2.6M | — |
| TMUS T-Mobile US Inc. | 0.52% | 11,501 | $2.5M | — |
| SPSB SS SPDR P St C Corp. ETF | 0.52% | 84,544 | $2.5M | — |
| WM Waste Management Inc. | 0.51% | 12,330 | $2.5M | — |
| CSCO Cisco Systems Inc. | 0.51% | 42,008 | $2.5M | — |
| VEA Vanguard Ftse Developed ETF | 0.49% | 49,892 | $2.4M | — |
| CVX Chevron Corp. | 0.48% | 16,378 | $2.4M | — |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 53,268 | $2.3M | — |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 39,016 | $2.2M | — |
| PH Parker Hannifin Corp. | 0.45% | 3,500 | $2.2M | — |
| ORCL Oracle Corp. | 0.43% | 12,759 | $2.1M | — |
| VLTO Veralto Corp. | 0.42% | 20,188 | $2.1M | — |
| ZTS Zoetis Inc. | 0.42% | 12,581 | $2.0M | — |
| SHW The Sherwin-Williams Co. | 0.42% | 6,011 | $2.0M | — |
| CARR Carrier Global Corp. | 0.42% | 29,918 | $2.0M | — |
| MCHP Microchip Technology Inc. | 0.41% | 35,021 | $2.0M | — |
| SYK Stryker Corp. | 0.39% | 5,368 | $1.9M | — |
| EQIX Equinix Inc. | 0.35% | 1,829 | $1.7M | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.34% | 15,705 | $1.7M | — |
| XOM Exxon Mobil Corp. | 0.34% | 15,325 | $1.6M | — |
| DKS Dick's Sporting Goods Inc. | 0.33% | 6,998 | $1.6M | — |
| BKNG Booking Holdings Inc. | 0.33% | 321 | $1.6M | — |
| LHX L3HARRIS Technologies Inc. | 0.33% | 7,576 | $1.6M | — |
| WEC WEC Energy Group Inc. | 0.32% | 16,856 | $1.6M | — |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 26,906 | $1.5M | — |
| BR Broadridge Financial Solutio | 0.31% | 6,748 | $1.5M | — |
| PLD Prologis Inc. | 0.31% | 14,242 | $1.5M | — |
| FISV Fiserv Inc. | 0.30% | 7,100 | $1.5M | — |
| MDLZ Mondelez International Inc. Class A | 0.30% | 24,224 | $1.4M | — |
| OTIS Otis Worldwide Corp. | 0.29% | 15,214 | $1.4M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 12,589 | $1.4M | — |
| RGA Reinsurance Group of America | 0.28% | 6,495 | $1.4M | — |
| GS Goldman Sachs Group Inc. | 0.28% | 2,388 | $1.4M | — |
| LIN Linde PLC | 0.27% | 3,149 | $1.3M | — |
| NDAQ Nasdaq Inc. | 0.26% | 16,701 | $1.3M | — |
| KDP Keurig Dr Pepper Inc. | 0.26% | 39,988 | $1.3M | — |
| SPGI S&P Global Inc. | 0.26% | 2,518 | $1.3M | — |
| ECL Ecolab Inc. | 0.24% | 5,047 | $1.2M | — |
| ADBE Adobe Inc. | 0.24% | 2,638 | $1.2M | — |
| DELL Dell Technologies -C | 0.23% | 9,828 | $1.1M | — |
| MDY State Street SPDR S&P Midcap | 0.23% | 1,979 | $1.1M | — |
| TEL Te Connectivity PLC | 0.23% | 7,869 | $1.1M | — |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 6,299 | $1.1M | — |
| IVV iShares Core S&P 500 ETF | 0.22% | 1,860 | $1.1M | — |
| AMP Ameriprise Financial Inc. | 0.20% | 1,881 | $1.0M | — |
| MLM Martin Marietta Materials | 0.19% | 1,844 | $952K | — |
| CAH Cardinal Health Inc. | 0.18% | 7,590 | $898K | — |
| SCHW Schwab (charles) Corp. | 0.18% | 12,080 | $894K | — |
| SU Suncor Energy Inc. | 0.18% | 24,140 | $861K | — |
| QCOM Qualcomm Inc. | 0.17% | 5,407 | $831K | — |
| BN Brookfield Corp. | 0.17% | 14,355 | $825K | — |
| TDG Transdigm Group Inc. | 0.16% | 622 | $788K | — |
| VXF Vanguard Extended Market ETF | 0.16% | 4,080 | $775K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 3,500 | $769K | — |
| SBUX Starbucks Corp. | 0.15% | 8,230 | $751K | — |
| ANET Arista Networks Inc. | 0.14% | 6,400 | $707K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 2,576 | $695K | — |
| IWF iShares Russell 1000 Growth | 0.14% | 1,649 | $662K | — |
| CMCSA Comcast Corp. Class A | 0.13% | 17,401 | $653K | — |
| BLK BlackRock Inc. | 0.13% | 623 | $639K | — |
| BDX Becton Dickinson and Co. | 0.12% | 2,675 | $607K | — |
| TXN Texas Instruments Inc. | 0.12% | 3,156 | $592K | — |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 9,749 | $588K | — |
| ISRG Intuitive Surgical Inc. | 0.12% | 1,119 | $584K | — |
| FAST Fastenal Co. | 0.11% | 7,764 | $558K | — |
| XLK SS Technology Select Sector | 0.11% | 2,375 | $552K | — |
| FIS Fidelity National Info Serv | 0.11% | 6,761 | $546K | — |
| KO The Coca-Cola Co. | 0.11% | 8,659 | $539K | — |
| ADI Analog Devices Inc. | 0.11% | 2,426 | $515K | — |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 976 | $508K | — |
| ORLY O'reilly Automotive Inc. | 0.10% | 396 | $470K | — |
| LOW Lowe's Cos Inc. | 0.10% | 1,888 | $466K | — |
| MTD Mettler-Toledo International | 0.09% | 380 | $465K | — |
| ANSS Ansys Inc. | 0.09% | 1,356 | $457K | — |
| ADP Automatic Data Processing | 0.09% | 1,535 | $449K | — |
| TRGP Targa Resources Corp. | 0.09% | 2,334 | $417K | — |
| OWL Blue Owl Capital Inc. | 0.08% | 17,505 | $407K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,990 | $394K | — |
| ACN Accenture PLC Class A | 0.08% | 1,102 | $388K | — |
| CB Chubb Ltd. | 0.08% | 1,375 | $380K | — |
| WMT Walmart Inc. | 0.08% | 4,164 | $376K | — |
| PANW Palo Alto Networks Inc. | 0.08% | 2,042 | $372K | — |
| IJH iShares Core S&P Midcap ETF | 0.07% | 5,738 | $358K | — |
| CAT Caterpillar Inc. | 0.07% | 970 | $352K | — |
| GLD SPDR Gold Shares | 0.07% | 1,420 | $344K | — |
| SCHF Schwab Intl Equity ETF | 0.07% | 17,783 | $329K | — |
| CSX CSX Corp. | 0.07% | 10,057 | $325K | — |
| LNG Cheniere Energy Inc. | 0.07% | 1,488 | $320K | — |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 3,580 | $316K | — |
| CTAS Cintas Corp. | 0.06% | 1,728 | $316K | — |
| PNC PNC Financial Services Group | 0.06% | 1,551 | $299K | — |
| AEP American Electric Power | 0.06% | 3,150 | $291K | — |
| VNQ Vanguard Real Estate ETF | 0.06% | 3,260 | $290K | — |
| SCHX Schwab US Large-Cap ETF | 0.06% | 11,988 | $278K | — |
| NFLX Netflix Inc. | 0.06% | 303 | $270K | — |
| WDAY Workday Inc. Class A | 0.05% | 1,023 | $264K | — |
| ARCC Ares Capital Corp. | 0.05% | 12,025 | $263K | — |
| HWM Howmet Aerospace Inc. | 0.05% | 2,386 | $261K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 504 | $258K | — |
| XLI SS Industrial Select Sector | 0.05% | 1,940 | $256K | — |
| BRO Brown & Brown Inc. | 0.05% | 2,470 | $252K | — |
| IWV iShares Russell 3000 ETF | 0.05% | 750 | $251K | — |
| XLV SS Health Care Select Sector | 0.05% | 1,820 | $250K | — |
| AMGN Amgen Inc. | 0.05% | 929 | $242K | — |
| FICO Fair Isaac Corp. | 0.05% | 115 | $229K | — |
| IWD iShares Russell 1000 Value E | 0.05% | 1,226 | $227K | — |
| DE Deere & Co. | 0.05% | 530 | $225K | — |
| APH Amphenol Corp. Class A | 0.04% | 3,075 | $214K | — |
| USB US Bancorp | 0.04% | 4,433 | $212K | — |
| HYD Vaneck High Yield Muni ETF | 0.04% | 4,000 | $208K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 1,520 | $206K | — |
| XLY SS Consumer Disc Select Sect | 0.04% | 900 | $202K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 488 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |