BURLING WEALTH PARTNERS, LLC
CIK 2054946 · Holdings on Dec 31, 2025 · First reported Feb 6, 2026
Top ten holdings
Q4 2025- AAPL5.46%
- MSFT5.39%
- AMZN4.43%
- NVDA4.12%
- GOOGL3.89%
- JPM3.24%
- VO3.14%
- GOOG2.72%
- SPY2.61%
- VB2.44%
Share classes counted separately37.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +0.71 pp3.18% → 3.89%Shares +1.01K (+1.27%)
- GOOGWeight increased · +0.66 pp2.06% → 2.72%Shares +4.64K (+9.07%)
- LLYWeight increased · +0.64 pp1.58% → 2.22%Shares +758 (+6.05%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $35.13M | 5.46% | 129.23K shares | 4.99% → 5.46%+0.47 pp +10.93K (+9.24%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORPStock View history and evidence | $34.70M | 5.39% | 71.75K shares | 5.78% → 5.39%-0.39 pp +4.34K (+6.43%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INCStock View history and evidence | $28.48M | 4.43% | 123.40K shares | 4.25% → 4.43%+0.18 pp +6.61K (+5.66%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORPStock View history and evidence | $26.52M | 4.12% | 142.22K shares | 3.97% → 4.12%+0.15 pp +13.75K (+10.70%) | Added | ↗▾ |
| 05 | GOOGLALPHABET INC-CL AStock View history and evidence | $25.03M | 3.89% | 79.95K shares | 3.18% → 3.89%+0.71 pp +1.01K (+1.27%) | Added | ↗▾ |
| 06 | JPMJPMORGAN CHASE & COStock View history and evidence | $20.83M | 3.24% | 64.65K shares | 3.24% → 3.24%+0.00 pp +2.62K (+4.22%) | Added | ↗▾ |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $20.20M | 3.14% | 69.62K shares | 3.31% → 3.14%-0.17 pp +1.61K (+2.37%) | Added | ↗▾ |
| 08 | GOOGALPHABET INC-CL CStock View history and evidence | $17.49M | 2.72% | 55.73K shares | 2.06% → 2.72%+0.66 pp +4.64K (+9.07%) | Added | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $16.79M | 2.61% | 24.62K shares | 3.09% → 2.61%-0.48 pp -3.36K (-12.01%) | Reduced | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $15.68M | 2.44% | 60.78K shares | 2.41% → 2.44%+0.03 pp +3.45K (+6.02%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHV ISHARES 0-1 YEAR TREASURY BO | Non-derivative | -61,073 | -$6.75M | SEC filing ↗ | SEC filing ↗ |
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -25,736 | -$1.97M | SEC filing ↗ | SEC filing ↗ |
| FISV FISERV INC | Non-derivative | -4,569 | -$589.08K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2054946 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 643648582
}Research all 185 reported holdings.
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