Burling Wealth Partners, LLC

13F filer · CIK 0002054946

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$683MU.S. long equity reported on 13F

Positions1285 new · 5 closed

Net flow last quarter+$1.36MBuys minus sells

Top 10 positions weight34.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026128 positions
AAPLApple Inc.	$37.7M	5.52%	0.00%	+0.3%	Q4 2024
AMZNAmazon Com Inc	$30M	4.38%	0.00%	+0.6%	Q4 2024
NVDANvidia Corp	$29.3M	4.29%	0.00%	+0.7%	Q4 2024
GOOGLAlphabet Inc.	$26.9M	3.93%	0.00%	-1.4%	Q4 2024
MSFTMicrosoft Corp	$26.5M	3.88%	0.00%	-0.5%	Q4 2024
JPMJPMorgan Chase & Co	$20.7M	3.02%	0.00%	+0.1%	Q4 2024
GOOGAlphabet Inc.	$19.8M	2.90%	Not reported	0.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$18.8M	2.75%	Not reported	+0.4%	Q4 2024
LLYELI LILLY & Co	$15.8M	2.31%	0.00%	+0.4%	Q4 2024
ABBVAbbVie Inc.	$12.4M	1.81%	0.00%	-0.5%	Q4 2024
METAMeta Platforms, Inc.	$12.2M	1.79%	Not reported	+1.6%	Q4 2024
BRK.BBerkshire Hathaway Inc	$11.3M	1.66%	Not reported	+1.9%	Q4 2024
MAMastercard Inc	$10.6M	1.55%	0.00%	0.0%	Q4 2024
BXBlackstone Inc.	$9.53M	1.39%	0.01%	-2.8%	Q4 2024
RTXRTX Corp	$8.9M	1.30%	0.00%	+1.8%	Q4 2024
NEENextera Energy Inc	$8M	1.17%	0.00%	+3.5%	Q4 2024
TJXTJX Companies Inc	$7.25M	1.06%	0.00%	+0.3%	Q4 2024
ABTAbbott Laboratories	$7.04M	1.03%	0.00%	-5.8%	Q4 2024
WMWaste Management Inc	$6.68M	0.98%	0.01%	+0.9%	Q4 2024
PLDPrologis, Inc.	$6.08M	0.89%	0.00%	+3.5%	Q4 2024
ETNEaton Corp plc	$6.06M	0.89%	0.00%	+6.0%	Q3 2025
XOMExxonMobil Holdings Corp	$5.36M	0.78%	0.00%	+1.2%	Q4 2024
LINLinde PLC	$5.21M	0.76%	0.00%	+5.2%	Q4 2024
SYKStryker Corp	$5.04M	0.74%	0.00%	+11.1%	Q4 2024
CDNSCadence Design Systems Inc	$4.93M	0.72%	0.00%	+14.4%	Q1 2026
APHAmphenol Corp	$4.77M	0.70%	0.00%	+576.1%	Q4 2024
SAROStandardAero, Inc.	$4.62M	0.68%	0.05%	+4.6%	Q4 2025
JNJJohnson & Johnson	$4.27M	0.62%	0.00%	-1.8%	Q4 2024
SUSuncor Energy Inc	$4.14M	0.61%	0.01%	+3.3%	Q4 2024
TMUST-Mobile US, Inc.	$3.95M	0.58%	0.00%	-0.4%	Q4 2024
ITWIllinois Tool Works Inc	$3.91M	0.57%	0.01%	-9.7%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$3.87M	0.57%	0.01%	+29.2%	Q1 2026
DHRDanaher Corp	$3.75M	0.55%	0.00%	-13.8%	Q4 2024
ARMKAramark	$3.74M	0.55%	0.03%	New	Q2 2026
HONHoneywell International Inc	$3.69M	0.54%	0.01%	-1.1%	Q4 2024
HONAHoneywell Aerospace Inc.	$3.64M	0.53%	Not reported	-1.1%	Q2 2026
PGPROCTER & GAMBLE Co	$3.55M	0.52%	0.00%	-5.4%	Q4 2024
ORLYO Reilly Automotive Inc	$3.55M	0.52%	0.00%	+4.6%	Q4 2024
RGAReinsurance Group of America Inc	$3.55M	0.52%	0.03%	+1.7%	Q4 2024
FTAIFTAI Aviation Ltd.	$3.53M	0.52%	0.01%	-2.3%	Q4 2024
MRKMerck & Co., Inc.	$3.37M	0.49%	0.00%	-2.7%	Q4 2024
COSTCostco Wholesale Corp	$3.23M	0.47%	0.00%	+2.4%	Q4 2024
NDAQNasdaq, Inc.	$3.21M	0.47%	0.01%	+1.1%	Q4 2024
CSCOCisco Systems, Inc.	$3.2M	0.47%	0.00%	-0.8%	Q4 2024
MDLZMondelez International, Inc.	$3.17M	0.46%	0.00%	+7.5%	Q4 2024
VVisa Inc.	$3.02M	0.44%	0.00%	+0.4%	Q4 2024
CMECme Group Inc.	$2.9M	0.42%	0.00%	-3.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.65M	0.39%	0.00%	-6.7%	Q2 2025
CHDChurch & Dwight Co Inc	$2.55M	0.37%	0.01%	-0.5%	Q4 2024
UNPUnion Pacific Corp	$2.51M	0.37%	0.00%	-1.5%	Q4 2024

Q1 2026Reported May 8, 2026127 positions
AAPLApple Inc.	$33M	5.34%	0.00%	+0.6%	Q4 2024
MSFTMicrosoft Corp	$26.5M	4.28%	0.00%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$26M	4.21%	0.00%	+1.3%	Q4 2024
NVDANvidia Corp	$25.4M	4.10%	0.00%	+2.3%	Q4 2024
GOOGLAlphabet Inc.	$21.9M	3.54%	0.00%	-4.7%	Q4 2024
JPMJPMorgan Chase & Co	$18.6M	3.00%	0.00%	-2.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$16.3M	2.63%	Not reported	+1.7%	Q4 2024
GOOGAlphabet Inc.	$16.1M	2.60%	Not reported	+0.7%	Q4 2024
METAMeta Platforms, Inc.	$12.2M	1.97%	Not reported	+12.1%	Q4 2024
LLYELI LILLY & Co	$12.1M	1.95%	0.00%	-1.3%	Q4 2024
ABBVAbbVie Inc.	$10.8M	1.74%	0.00%	-0.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$10.7M	1.72%	Not reported	+22.1%	Q4 2024
MAMastercard Inc	$10.3M	1.66%	0.00%	+0.8%	Q4 2024
BXBlackstone Inc.	$9.57M	1.55%	0.01%	-10.7%	Q4 2024
RTXRTX Corp	$8.89M	1.44%	0.00%	+4.2%	Q4 2024
ABTAbbott Laboratories	$8.46M	1.37%	0.00%	-5.8%	Q4 2024
NEENextera Energy Inc	$8.19M	1.32%	0.00%	+2.4%	Q4 2024
TJXTJX Companies Inc	$7.63M	1.23%	0.00%	+4.3%	Q4 2024
HONHoneywell International Inc	$7.53M	1.22%	0.01%	+0.9%	Q4 2024
WMWaste Management Inc	$6.83M	1.10%	0.01%	+3.3%	Q4 2024
XOMExxonMobil Holdings Corp	$6.57M	1.06%	0.00%	+5.0%	Q4 2024
PLDPrologis, Inc.	$5.73M	0.93%	0.00%	+9.9%	Q4 2024
TMUST-Mobile US, Inc.	$4.96M	0.80%	0.00%	+6.6%	Q4 2024
SUSuncor Energy Inc	$4.94M	0.80%	0.01%	+22.8%	Q4 2024
ETNEaton Corp plc	$4.8M	0.78%	0.00%	+18.9%	Q3 2025
SYKStryker Corp	$4.74M	0.77%	0.00%	+15.4%	Q4 2024
LINLinde PLC	$4.73M	0.77%	0.00%	+17.4%	Q4 2024
DHRDanaher Corp	$4.33M	0.70%	0.00%	-5.0%	Q4 2024
JNJJohnson & Johnson	$4.18M	0.68%	0.00%	-3.1%	Q4 2024
ITWIllinois Tool Works Inc	$4.17M	0.67%	0.01%	-2.3%	Q4 2024
HDHome Depot, Inc.	$4.13M	0.67%	0.00%	+3.1%	Q4 2024
CMECme Group Inc.	$4.04M	0.65%	0.00%	-12.7%	Q4 2024
SAROStandardAero, Inc.	$3.82M	0.62%	0.04%	+544.2%	Q4 2025
PGPROCTER & GAMBLE Co	$3.7M	0.60%	0.00%	-11.2%	Q4 2024
NDAQNasdaq, Inc.	$3.42M	0.55%	0.01%	+6.1%	Q4 2024
ORLYO Reilly Automotive Inc	$3.4M	0.55%	0.00%	+57.6%	Q4 2024
COSTCostco Wholesale Corp	$3.36M	0.54%	0.00%	-7.6%	Q4 2024
RGAReinsurance Group of America Inc	$3.35M	0.54%	0.03%	+6.9%	Q4 2024
FTAIFTAI Aviation Ltd.	$3.27M	0.53%	0.01%	-1.2%	Q4 2024
MRKMerck & Co., Inc.	$3.24M	0.52%	0.00%	-6.7%	Q4 2024
CDNSCadence Design Systems Inc	$3.19M	0.52%	0.00%	New	Q1 2026
MRSHMarsh & Mclennan Companies, Inc.	$3M	0.49%	0.00%	-14.3%	Q4 2024
MDLZMondelez International, Inc.	$2.94M	0.48%	0.00%	+43.6%	Q4 2024
VVisa Inc.	$2.65M	0.43%	0.00%	-9.3%	Q4 2024
INTUIntuit Inc.	$2.55M	0.41%	0.00%	-34.9%	Q4 2024
AZNAstrazeneca PLC	$2.48M	0.40%	Not reported	-2.8%	Q4 2024
CHDChurch & Dwight Co Inc	$2.47M	0.40%	0.01%	+3.9%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$2.37M	0.38%	0.00%	New	Q1 2026
ZTSZoetis Inc.	$2.3M	0.37%	0.00%	-13.6%	Q4 2024
UNPUnion Pacific Corp	$2.27M	0.37%	0.00%	-5.9%	Q4 2024

Q4 2025Reported Feb 6, 2026135 positions
AAPLApple Inc.	$35.1M	5.46%	0.00%	+9.2%	Q4 2024
MSFTMicrosoft Corp	$34.7M	5.39%	0.00%	+6.4%	Q4 2024
AMZNAmazon Com Inc	$28.5M	4.43%	0.00%	+5.7%	Q4 2024
NVDANvidia Corp	$26.5M	4.12%	0.00%	+10.7%	Q4 2024
GOOGLAlphabet Inc.	$25M	3.89%	0.00%	+1.3%	Q4 2024
JPMJPMorgan Chase & Co	$20.8M	3.24%	0.00%	+4.2%	Q4 2024
GOOGAlphabet Inc.	$17.5M	2.72%	Not reported	+9.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$16.8M	2.61%	Not reported	-12.0%	Q4 2024
BXBlackstone Inc.	$14.4M	2.23%	0.01%	+0.2%	Q4 2024
LLYELI LILLY & Co	$14.3M	2.22%	0.00%	+6.1%	Q4 2024
METAMeta Platforms, Inc.	$12.6M	1.95%	Not reported	+16.4%	Q4 2024
MAMastercard Inc	$11.7M	1.81%	0.00%	+5.4%	Q4 2024
ABBVAbbVie Inc.	$11.4M	1.77%	0.00%	+3.9%	Q4 2024
ABTAbbott Laboratories	$11M	1.70%	0.01%	+3.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$9.16M	1.42%	Not reported	+12.0%	Q4 2024
RTXRTX Corp	$8.11M	1.26%	0.00%	+5.7%	Q4 2024
TJXTJX Companies Inc	$7.03M	1.09%	0.00%	+10.8%	Q4 2024
NEENextera Energy Inc	$6.91M	1.07%	0.00%	+14.2%	Q4 2024
CRMSalesforce, Inc.	$6.69M	1.04%	0.00%	+6.6%	Q4 2024
HONHoneywell International Inc	$6.44M	1.00%	0.01%	-3.5%	Q4 2024
WMWaste Management Inc	$6.32M	0.98%	0.01%	+6.3%	Q4 2024
INTUIntuit Inc.	$6M	0.93%	0.00%	+15.6%	Q4 2024
DHRDanaher Corp	$5.5M	0.85%	0.00%	+2.6%	Q4 2024
PLDPrologis, Inc.	$5.04M	0.78%	0.00%	+28.0%	Q4 2024
TMUST-Mobile US, Inc.	$4.5M	0.70%	0.00%	-12.2%	Q4 2024
XOMExxonMobil Holdings Corp	$4.44M	0.69%	0.00%	+4.0%	Q4 2024
ROPRoper Technologies Inc	$4.4M	0.68%	0.01%	-13.6%	Q4 2024
SYKStryker Corp	$4.39M	0.68%	0.00%	+6.4%	Q4 2024
CMECme Group Inc.	$4.28M	0.67%	0.00%	-6.3%	Q4 2024
HDHome Depot, Inc.	$4.19M	0.65%	0.00%	-1.4%	Q4 2024
PGPROCTER & GAMBLE Co	$4.14M	0.64%	0.00%	-0.1%	Q4 2024
ARESAres Management Corp	$4.11M	0.64%	0.01%	+3.8%	Q4 2024
ITWIllinois Tool Works Inc	$4.04M	0.63%	0.01%	+5.6%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$3.74M	0.58%	0.00%	-9.7%	Q4 2024
VLTOVeralto Corp	$3.74M	0.58%	0.02%	+0.2%	Q4 2024
NDAQNasdaq, Inc.	$3.69M	0.57%	0.01%	+14.8%	Q4 2024
JNJJohnson & Johnson	$3.65M	0.57%	0.00%	-0.3%	Q4 2024
ETNEaton Corp plc	$3.6M	0.56%	0.00%	+63.0%	Q3 2025
LINLinde PLC	$3.47M	0.54%	0.00%	+1.2%	Q4 2024
VVisa Inc.	$3.38M	0.53%	0.00%	+3.3%	Q4 2024
COSTCostco Wholesale Corp	$3.14M	0.49%	0.00%	+4.9%	Q4 2024
RGAReinsurance Group of America Inc	$3.12M	0.49%	0.02%	-4.6%	Q4 2024
MRKMerck & Co., Inc.	$3.04M	0.47%	0.00%	-5.2%	Q4 2024
ZTSZoetis Inc.	$2.83M	0.44%	0.01%	-24.5%	Q4 2024
SUSuncor Energy Inc	$2.7M	0.42%	0.01%	+23.3%	Q4 2024
FTAIFTAI Aviation Ltd.	$2.66M	0.41%	0.01%	-1.1%	Q4 2024
ICEIntercontinental Exchange, Inc.	$2.49M	0.39%	0.00%	-6.5%	Q4 2024
AMTAmerican Tower Corp	$2.43M	0.38%	0.00%	-12.9%	Q4 2024
AZNAstrazeneca PLC	$2.37M	0.37%	Not reported	+0.3%	Q4 2024
UNPUnion Pacific Corp	$2.3M	0.36%	0.00%	-3.1%	Q4 2024

Q3 2025Reported Nov 7, 2025131 positions
MSFTMicrosoft Corp	$34.9M	5.78%	0.00%	+1.6%	Q4 2024
AAPLApple Inc.	$30.1M	4.99%	0.00%	+1.4%	Q4 2024
AMZNAmazon Com Inc	$25.6M	4.25%	0.00%	+2.2%	Q4 2024
NVDANvidia Corp	$24M	3.97%	0.00%	+3.2%	Q4 2024
JPMJPMorgan Chase & Co	$19.6M	3.24%	0.00%	-1.2%	Q4 2024
GOOGLAlphabet Inc.	$19.2M	3.18%	0.00%	-0.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$18.6M	3.09%	Not reported	+92.4%	Q4 2024
BXBlackstone Inc.	$15.9M	2.63%	0.01%	-4.3%	Q4 2024
GOOGAlphabet Inc.	$12.4M	2.06%	Not reported	+2.3%	Q4 2024
METAMeta Platforms, Inc.	$12M	1.99%	Not reported	+18.0%	Q4 2024
ABTAbbott Laboratories	$11.4M	1.88%	0.00%	-0.5%	Q4 2024
ABBVAbbVie Inc.	$11.1M	1.84%	0.00%	+2.8%	Q4 2024
MAMastercard Inc	$11M	1.82%	0.00%	+8.6%	Q4 2024
LLYELI LILLY & Co	$9.56M	1.58%	0.00%	+20.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$8.18M	1.35%	Not reported	+8.9%	Q4 2024
HONHoneywell International Inc	$7.21M	1.19%	0.01%	+8.0%	Q4 2024
RTXRTX Corp	$7M	1.16%	0.00%	+16.7%	Q4 2024
TMUST-Mobile US, Inc.	$6.04M	1.00%	0.00%	+30.2%	Q4 2024
WMWaste Management Inc	$5.97M	0.99%	0.01%	+15.0%	Q4 2024
TJXTJX Companies Inc	$5.97M	0.99%	0.00%	+16.9%	Q4 2024
ROPRoper Technologies Inc	$5.7M	0.94%	0.01%	+10.1%	Q4 2024
NEENextera Energy Inc	$5.69M	0.94%	0.00%	+7.7%	Q4 2024
CRMSalesforce, Inc.	$5.62M	0.93%	0.00%	+6.1%	Q4 2024
INTUIntuit Inc.	$5.35M	0.89%	0.00%	+9.2%	Q4 2024
HDHome Depot, Inc.	$5.01M	0.83%	0.00%	+8.4%	Q4 2024
DHRDanaher Corp	$4.64M	0.77%	0.00%	-5.2%	Q4 2024
CMECme Group Inc.	$4.52M	0.75%	0.01%	-17.7%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$4.5M	0.75%	0.00%	+2.5%	Q4 2024
PGPROCTER & GAMBLE Co	$4.44M	0.73%	0.00%	-13.6%	Q4 2024
ZTSZoetis Inc.	$4.36M	0.72%	0.01%	+10.0%	Q4 2024
SYKStryker Corp	$4.34M	0.72%	0.00%	+34.6%	Q4 2024
ITWIllinois Tool Works Inc	$4.05M	0.67%	0.01%	-6.5%	Q4 2024
XOMExxonMobil Holdings Corp	$4M	0.66%	0.00%	+29.7%	Q4 2024
VLTOVeralto Corp	$3.98M	0.66%	0.02%	+10.6%	Q4 2024
ARESAres Management Corp	$3.92M	0.65%	0.01%	+18.6%	Q4 2024
LINLinde PLC	$3.82M	0.63%	0.00%	+24.9%	Q4 2024
PLDPrologis, Inc.	$3.53M	0.58%	0.00%	+33.4%	Q4 2024
ORCLOracle Corp	$3.36M	0.56%	0.00%	-2.2%	Q4 2024
JNJJohnson & Johnson	$3.28M	0.54%	0.00%	-16.2%	Q4 2024
COSTCostco Wholesale Corp	$3.22M	0.53%	0.00%	-12.7%	Q4 2024
VVisa Inc.	$3.19M	0.53%	0.00%	-5.5%	Q4 2024
CHDChurch & Dwight Co Inc	$3.17M	0.53%	0.01%	-2.7%	Q4 2024
RGAReinsurance Group of America Inc	$3.09M	0.51%	0.02%	+12.8%	Q4 2024
TYLTyler Technologies Inc	$3.09M	0.51%	0.01%	+120.4%	Q2 2025
AMTAmerican Tower Corp	$3.05M	0.51%	0.00%	-20.2%	Q4 2024
NDAQNasdaq, Inc.	$2.92M	0.48%	0.01%	+28.9%	Q4 2024
ICEIntercontinental Exchange, Inc.	$2.77M	0.46%	0.00%	-6.1%	Q4 2024
AZOAutozone Inc	$2.64M	0.44%	0.00%	+39.7%	Q1 2025
ETNEaton Corp plc	$2.59M	0.43%	0.00%	New	Q3 2025
MRKMerck & Co., Inc.	$2.56M	0.42%	0.00%	-23.4%	Q4 2024

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