BURLING WEALTH PARTNERS, LLC
178 holdingsFiling period: 2026-03-31Current AUM: $695.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 130.0K | $33.0M | $40.2M | 5.77% | +785 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP COM | 71.5K | $26.4M | $33.2M | 4.77% | -294 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC COM | 125.0K | $26.0M | $33.9M | 4.88% | +1.6K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION COM | 145.5K | $25.4M | $29.2M | 4.20% | +3.3K | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 76.2K | $21.9M | $27.1M | 3.90% | -3,739 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO COM | 63.1K | $18.6M | $22.2M | 3.19% | -1,585 | 2026-03-31 |
| 7 | VO | VANGUARD MID-CAP ETF | 64.4K | $18.5M | $20.8M | 3.00% | -5,229 | 2026-03-31 |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | 25.0K | $16.3M | $18.7M | 2.69% | +421 | 2026-03-31 |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | 129.8K | $16.1M | $18.9M | 2.72% | +420 | 2026-03-31 |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 56.1K | $16.1M | $20.0M | 2.88% | +379 | 2026-03-31 |
| 11 | VB | VANGUARD SMALL-CAP ETF | 59.6K | $15.6M | $17.6M | 2.53% | -1,210 | 2026-03-31 |
| 12 | META | META PLATFORMS INC CL A | 21.3K | $12.2M | $11.9M | 1.71% | +2.3K | 2026-03-31 |
| 13 | LLY | ELI LILLY & CO COM | 13.1K | $12.1M | $15.1M | 2.16% | -175 | 2026-03-31 |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 35.7K | $11.4M | $13.1M | 1.89% | +176 | 2026-03-31 |
| 15 | ABBV | ABBVIE INC COM | 49.5K | $10.8M | $12.4M | 1.79% | -386 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 22.3K | $10.7M | $10.7M | 1.53% | +4.0K | 2026-03-31 |
| 17 | VOO | VANGUARD S&P 500 ETF | 17.3K | $10.4M | $11.9M | 1.71% | +3.3K | 2026-03-31 |
| 18 | MA | MASTERCARD INCORPORATED CL A | 20.6K | $10.3M | $11.8M | 1.70% | +158 | 2026-03-31 |
| 19 | BX | BLACKSTONE INC COM | 83.3K | $9.6M | $10.6M | 1.53% | -9,954 | 2026-03-31 |
| 20 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 142.1K | $9.1M | $10.0M | 1.44% | +44.6K | 2026-03-31 |
| 21 | RTX | RTX CORPORATION COM | 46.1K | $8.9M | $9.9M | 1.43% | +1.9K | 2026-03-31 |
| 22 | ABT | ABBOTT LABORATORIES COM | 82.4K | $8.5M | $8.7M | 1.25% | -5,071 | 2026-03-31 |
| 23 | NEE | NEXTERA ENERGY INC COM | 88.1K | $8.2M | $7.7M | 1.10% | +2.1K | 2026-03-31 |
| 24 | TJX | TJX COS INC NEW COM | 47.8K | $7.6M | $7.5M | 1.08% | +2.0K | 2026-03-31 |
| 25 | HON | HONEYWELL INTL INC COM | 33.3K | $7.5M | $4.0M | 0.58% | +280 | 2026-03-31 |
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