BURLING WEALTH PARTNERS, LLC
CIK 2054946 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- AAPL6.07%
- MSFT5.33%
- AMZN4.82%
- VO3.80%
- BX3.37%
- IJR3.10%
- GOOGL3.02%
- JPM2.96%
- VB2.72%
- NVDA2.38%
Share classes counted separately37.57%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $29.74M | 6.07% | 118.76K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORPStock View history and evidence | $26.10M | 5.33% | 61.92K shares | Prior unavailable — | — | ↗▾ |
| 03 | AMZNAMAZON.COM INCStock View history and evidence | $23.64M | 4.82% | 107.73K shares | Prior unavailable — | — | ↗▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $18.63M | 3.80% | 70.54K shares | Prior unavailable — | — | ↗▾ |
| 05 | BXBLACKSTONE INCStock View history and evidence | $16.50M | 3.37% | 95.71K shares | Prior unavailable — | — | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $15.18M | 3.10% | 131.75K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGLALPHABET INC-CL AStock View history and evidence | $14.79M | 3.02% | 78.12K shares | Prior unavailable — | — | ↗▾ |
| 08 | JPMJPMORGAN CHASE & COStock View history and evidence | $14.52M | 2.96% | 60.56K shares | Prior unavailable — | — | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $13.34M | 2.72% | 55.53K shares | Prior unavailable — | — | ↗▾ |
| 10 | NVDANVIDIA CORPStock View history and evidence | $11.66M | 2.38% | 86.80K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2054946 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 490093482
}Research all 164 reported holdings.
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