Burling Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Burling Wealth Partners, LLC reported 165 stock positions worth $475.0 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Amazon.com (AMZN, 4.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 4, added to 54 and reduced 85. The biggest buy was Abbvie (ABBV, shares +10%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002054946
- Portfolio Value
- $475.0M (Q1 2025)
- SEC Filing
- 0001765380-25-000162 ↗ filed May 2, 2025
Holdings Value
Holdings 165 stocks · $475.0M
| AAPL Apple Inc. | 5.39% | 115,167 | $25.6M | Reduce -3.0% |
| MSFT Microsoft Corp. | 4.99% | 63,100 | $23.7M | Add +1.9% |
| AMZN Amazon.com Inc. | 4.38% | 109,257 | $20.8M | Add +1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.75% | 68,948 | $17.8M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 3.17% | 61,450 | $15.1M | Add +1.5% |
| BX Blackstone Inc. | 2.85% | 96,830 | $13.5M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 2.83% | 128,665 | $13.5M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.67% | 57,161 | $12.7M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 2.51% | 77,174 | $11.9M | Reduce -1.2% |
| ABT Abbott Laboratories | 2.35% | 84,099 | $11.2M | Reduce -0.4% |
| NVDA Nvidia Corp. | 2.19% | 95,817 | $10.4M | Add +10.4% |
| ABBV Abbvie Inc. | 1.94% | 44,078 | $9.2M | Add +10.4% |
| MA Mastercard Inc. Class A | 1.91% | 16,564 | $9.1M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 1.58% | 48,042 | $7.5M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 14,047 | $7.5M | Add +2.9% |
| LLY Eli Lilly & Co. | 1.56% | 8,988 | $7.4M | Add +10.0% |
| META Meta Platforms Inc. Class A | 1.44% | 11,884 | $6.8M | Add +12.5% |
| HON Honeywell International Inc. | 1.30% | 29,141 | $6.2M | Add +10.2% |
| IWM iShares Russell 2000 ETF | 1.30% | 30,895 | $6.2M | Add +1.2% |
| CME Cme Group Inc. | 1.25% | 22,306 | $5.9M | Reduce -11.2% |
| PG The Procter & Gamble Co. | 1.24% | 34,569 | $5.9M | Reduce -4.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.23% | 21,260 | $5.8M | Add +0.5% |
| ROP Roper Technologies Inc. | 1.15% | 9,281 | $5.5M | Add +9.6% |
| CRM Salesforce Inc. | 1.12% | 19,778 | $5.3M | Add +7.0% |
| DHR Danaher Corp. | 1.12% | 25,849 | $5.3M | Add +1.9% |
| MRSH Marsh & McLennan Cos | 1.06% | 20,700 | $5.1M | Add +4.7% |
| AMT American Tower Corp. | 1.03% | 22,566 | $4.9M | Reduce -12.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 8,606 | $4.8M | Add +5.2% |
| NEE Nextera Energy Inc. | 0.95% | 63,842 | $4.5M | Add +8.4% |
| VOO Vanguard S&P 500 ETF | 0.95% | 8,806 | $4.5M | Add +19.4% |
| WM Waste Management Inc. | 0.92% | 18,962 | $4.4M | Add +53.8% |
| ITW Illinois Tool Works | 0.87% | 16,737 | $4.2M | Reduce -29.4% |
| TMUS T-Mobile US Inc. | 0.87% | 15,519 | $4.1M | Add +34.9% |
| MRK Merck & Co. Inc. | 0.87% | 46,052 | $4.1M | Reduce -18.3% |
| COST Costco Wholesale Corp. | 0.86% | 4,334 | $4.1M | Add +0.9% |
| V Visa Inc. Class A | 0.86% | 11,627 | $4.1M | Reduce -3.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.84% | 131,932 | $4.0M | Add +56.0% |
| RTX RTX Corp. | 0.82% | 29,413 | $3.9M | Add +16.3% |
| INTU Intuit Inc. | 0.81% | 6,230 | $3.8M | Add +33.0% |
| JNJ Johnson & Johnson | 0.80% | 23,011 | $3.8M | Reduce -14.9% |
| HD Home Depot Inc. | 0.80% | 10,410 | $3.8M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 31,007 | $3.8M | Add +19.3% |
| CHD Church & Dwight Co. Inc. | 0.78% | 33,865 | $3.7M | Add +31.6% |
| ZTS Zoetis Inc. | 0.77% | 22,220 | $3.7M | Add +76.6% |
| UNP Union Pacific Corp. | 0.75% | 15,175 | $3.6M | Reduce -18.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.73% | 47,162 | $3.5M | Reduce -20.7% |
| VLTO Veralto Corp. | 0.66% | 32,339 | $3.2M | Add +60.2% |
| ICE Intercontinental Exchange Inc. | 0.65% | 17,760 | $3.1M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 58,605 | $3.0M | Add +17.5% |
| OKE Oneok Inc. | 0.63% | 29,954 | $3.0M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.61% | 9,290 | $2.9M | Reduce -7.9% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 13,711 | $2.7M | Reduce -2.3% |
| ARES Ares Management Corp. Class A | 0.54% | 17,391 | $2.5M | Add +13.3% |
| SYK Stryker Corp. | 0.53% | 6,806 | $2.5M | Add +26.8% |
| XOM Exxon Mobil Corp. | 0.51% | 20,383 | $2.4M | Add +33.0% |
| CVX Chevron Corp. | 0.50% | 14,322 | $2.4M | Reduce -12.6% |
| RGA Reinsurance Group of America | 0.50% | 11,986 | $2.4M | Add +84.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.49% | 38,656 | $2.3M | Reduce -0.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.49% | 71,309 | $2.3M | Reduce -26.1% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 51,203 | $2.3M | Reduce -3.9% |
| KDP Keurig Dr Pepper Inc. | 0.49% | 67,693 | $2.3M | Add +69.3% |
| PEP Pepsico Inc. | 0.45% | 14,139 | $2.1M | Reduce -31.1% |
| CSCO Cisco Systems Inc. | 0.45% | 34,336 | $2.1M | Reduce -18.3% |
| LIN Linde PLC | 0.44% | 4,499 | $2.1M | Add +42.9% |
| PLD Prologis Inc. | 0.41% | 17,383 | $1.9M | Add +22.1% |
| SHW The Sherwin-Williams Co. | 0.40% | 5,411 | $1.9M | Reduce -10.0% |
| FTAI Ftai Aviation Ltd. | 0.39% | 16,517 | $1.8M | Reduce -48.3% |
| ORCL Oracle Corp. | 0.36% | 12,217 | $1.7M | Reduce -4.3% |
| MDLZ Mondelez International Inc. Class A | 0.34% | 24,078 | $1.6M | Reduce -0.6% |
| NDAQ Nasdaq Inc. | 0.34% | 21,365 | $1.6M | Add +27.9% |
| UNH Unitedhealth Group Inc. | 0.34% | 3,082 | $1.6M | Reduce -67.1% |
| ELV Elevance Health Inc. | 0.32% | 3,528 | $1.5M | Reduce -53.2% |
| BR Broadridge Financial Solutio | 0.32% | 6,313 | $1.5M | Reduce -6.5% |
| FISV Fiserv Inc. | 0.31% | 6,753 | $1.5M | Reduce -4.9% |
| WEC WEC Energy Group Inc. | 0.31% | 13,561 | $1.5M | Reduce -19.6% |
| EQIX Equinix Inc. | 0.30% | 1,766 | $1.4M | Reduce -3.4% |
| JEPI JPMorgan Equity Premium Inco | 0.30% | 25,062 | $1.4M | Reduce -6.8% |
| SU Suncor Energy Inc. | 0.30% | 36,719 | $1.4M | Add +52.1% |
| BKNG Booking Holdings Inc. | 0.30% | 307 | $1.4M | Reduce -4.4% |
| CARR Carrier Global Corp. | 0.29% | 22,058 | $1.4M | Reduce -26.3% |
| PH Parker Hannifin Corp. | 0.29% | 2,260 | $1.4M | Reduce -35.4% |
| OTIS Otis Worldwide Corp. | 0.28% | 13,094 | $1.4M | Reduce -13.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.28% | 15,527 | $1.3M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.28% | 2,347 | $1.3M | Add +26.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 12,944 | $1.3M | Add +2.8% |
| GS Goldman Sachs Group Inc. | 0.26% | 2,303 | $1.3M | Reduce -3.6% |
| SPGI S&P Global Inc. | 0.26% | 2,436 | $1.2M | Reduce -3.3% |
| MCHP Microchip Technology Inc. | 0.26% | 25,312 | $1.2M | Reduce -27.7% |
| DKS Dick's Sporting Goods Inc. | 0.25% | 5,853 | $1.2M | Reduce -16.4% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 5,197 | $1.1M | Reduce -31.4% |
| ECL Ecolab Inc. | 0.23% | 4,257 | $1.1M | Reduce -15.7% |
| MDY State Street SPDR S&P Midcap | 0.22% | 1,979 | $1.1M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 5,779 | $1.0M | Reduce -8.3% |
| CAH Cardinal Health Inc. | 0.20% | 6,979 | $961K | Reduce -8.1% |
| ADBE Adobe Inc. | 0.20% | 2,415 | $926K | Reduce -8.4% |
| TEL Te Connectivity PLC | 0.19% | 6,267 | $886K | Reduce -20.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 3,457 | $860K | Reduce -1.2% |
| TDG Transdigm Group Inc. | 0.18% | 608 | $841K | Reduce -2.3% |
| DELL Dell Technologies -C | 0.18% | 9,155 | $834K | Reduce -6.8% |
| QCOM Qualcomm Inc. | 0.17% | 5,172 | $794K | Reduce -4.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -3.0% | 5.39% | −0.68 |
| UNH Unitedhealth Group Inc. | Reduce -67.1% | 0.34% | −0.63 |
| FTAI Ftai Aviation Ltd. | Reduce -48.3% | 0.39% | −0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 2.51% | −0.50 |
| ITW Illinois Tool Works | Reduce -29.4% | 0.87% | −0.35 |
| MRK Merck & Co. Inc. | Reduce -18.3% | 0.87% | −0.27 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 2.83% | −0.26 |
| ELV Elevance Health Inc. | Reduce -53.2% | 0.32% | −0.24 |
| PEP Pepsico Inc. | Reduce -31.1% | 0.45% | −0.19 |
| PH Parker Hannifin Corp. | Reduce -35.4% | 0.29% | −0.17 |
| MCHP Microchip Technology Inc. | Reduce -27.7% | 0.26% | −0.15 |
| CARR Carrier Global Corp. | Reduce -26.3% | 0.29% | −0.12 |
| UNP Union Pacific Corp. | Reduce -18.4% | 0.75% | −0.11 |
| LHX L3HARRIS Technologies Inc. | Reduce -31.4% | 0.23% | −0.10 |
| VICI Vici Properties Inc. | Reduce -26.1% | 0.49% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -64.2% | 0.05% | −0.08 |
| DKS Dick's Sporting Goods Inc. | Reduce -16.4% | 0.25% | −0.08 |
| ORCL Oracle Corp. | Reduce -4.3% | 0.36% | −0.07 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -20.7% | 0.73% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -18.3% | 0.45% | −0.06 |
| IRM Iron Mountain Inc. | Reduce -1.1% | 0.28% | −0.06 |
| DELL Dell Technologies -C | Reduce -6.8% | 0.18% | −0.06 |
| AMP Ameriprise Financial Inc. | Reduce -22.0% | 0.15% | −0.05 |
| EQIX Equinix Inc. | Reduce -3.4% | 0.30% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.3% | 3.75% | −0.05 |
| ADBE Adobe Inc. | Reduce -8.4% | 0.20% | −0.04 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Sold out | 0.00% | −0.04 |
| TEL Te Connectivity PLC | Reduce -20.4% | 0.19% | −0.04 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.04 |
| OWL Blue Owl Capital Inc. | Reduce -42.3% | 0.04% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -26.5% | 0.15% | −0.04 |
| FAST Fastenal Co. | Reduce -36.1% | 0.08% | −0.03 |
| MLM Martin Marietta Materials | Reduce -11.2% | 0.16% | −0.03 |
| ACN Accenture PLC Class A | Reduce -29.9% | 0.05% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -4.4% | 0.30% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -20.0% | 0.10% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -18.7% | 0.09% | −0.03 |
| OKE Oneok Inc. | Reduce -5.3% | 0.63% | −0.02 |
| BN Brookfield Corp. | Reduce -7.7% | 0.15% | −0.02 |
| ADI Analog Devices Inc. | Reduce -16.5% | 0.09% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -10.0% | 0.40% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.3% | 0.21% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -6.8% | 0.30% | −0.01 |
| ECL Ecolab Inc. | Reduce -15.7% | 0.23% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -3.6% | 0.26% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -19.6% | 0.31% | −0.01 |
| PNC PNC Financial Services Group | Reduce -13.2% | 0.05% | −0.01 |
| BLK BlackRock Inc. | Reduce -4.0% | 0.12% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ABBV Abbvie Inc. | Add +10.4% | 1.94% | +0.50 |
| WM Waste Management Inc. | Add +53.8% | 0.92% | +0.42 |
| TMUS T-Mobile US Inc. | Add +34.9% | 0.87% | +0.35 |
| ZTS Zoetis Inc. | Add +76.6% | 0.77% | +0.35 |
| SPSB SS SPDR P St C Corp. ETF | Add +56.0% | 0.84% | +0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 1.58% | +0.31 |
| LLY Eli Lilly & Co. | Add +10.0% | 1.56% | +0.28 |
| ROP Roper Technologies Inc. | Add +9.6% | 1.15% | +0.25 |
| VLTO Veralto Corp. | Add +60.2% | 0.66% | +0.24 |
| CHD Church & Dwight Co. Inc. | Add +31.6% | 0.78% | +0.23 |
| KDP Keurig Dr Pepper Inc. | Add +69.3% | 0.49% | +0.23 |
| RTX RTX Corp. | Add +16.3% | 0.82% | +0.22 |
| RGA Reinsurance Group of America | Add +84.5% | 0.50% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +1.5% | 3.17% | +0.21 |
| MRSH Marsh & McLennan Cos | Add +4.7% | 1.06% | +0.21 |
| INTU Intuit Inc. | Add +33.0% | 0.81% | +0.20 |
| META Meta Platforms Inc. Class A | Add +12.5% | 1.44% | +0.18 |
| XOM Exxon Mobil Corp. | Add +33.0% | 0.51% | +0.17 |
| MA Mastercard Inc. Class A | Add +2.4% | 1.91% | +0.17 |
| LIN Linde PLC | Add +42.9% | 0.44% | +0.17 |
| TJX TJX Companies Inc. | Add +19.3% | 0.80% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +19.4% | 0.95% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +17.5% | 0.63% | +0.14 |
| SYK Stryker Corp. | Add +26.8% | 0.53% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | New | 0.14% | +0.14 |
| SU Suncor Energy Inc. | Add +52.1% | 0.30% | +0.12 |
| ICE Intercontinental Exchange Inc. | Add +0.2% | 0.65% | +0.11 |
| PLD Prologis Inc. | Add +22.1% | 0.41% | +0.10 |
| NEE Nextera Energy Inc. | Add +8.4% | 0.95% | +0.09 |
| HON Honeywell International Inc. | Add +10.2% | 1.30% | +0.08 |
| AZO AutoZone Inc. | New | 0.08% | +0.08 |
| NDAQ Nasdaq Inc. | Add +27.9% | 0.34% | +0.08 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.86% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +26.2% | 0.28% | +0.05 |
| CBOE Cboe Global Markets Inc. | New | 0.05% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +84.0% | 0.09% | +0.04 |
| XLP SS Consumer Staples Sel Sect | New | 0.04% | +0.04 |
| MCK McKesson Corp. | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.2% | 1.01% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +31.2% | 0.16% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +38.8% | 0.10% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +38.5% | 0.09% | +0.02 |
| NFLX Netflix Inc. | Add +1.0% | 0.06% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +7.6% | 0.04% | +0.00 |
| HD Home Depot Inc. | Add +2.9% | 0.80% | +0.00 |
| XLK SS Technology Select Sector | Add +5.0% | 0.11% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +1.9% | 0.15% | −0.01 |
| DIS The Walt Disney Co. | Add +2.8% | 0.27% | −0.02 |
| ARES Ares Management Corp. Class A | Add +13.3% | 0.54% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 1.23% | −0.02 |
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 |