Burling Wealth Partners, LLC Top Holdings and 13F Report (2026) About Burling Wealth Partners, LLCInvestment ActivityBurling Wealth Partners, LLC has $683.37 million in total holdings as of June 30, 2026.Burling Wealth Partners, LLC owns shares of 180 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 9.92% of the portfolio was purchased this quarter.About 6.30% of the portfolio was sold this quarter.This quarter, Burling Wealth Partners, LLC has purchased 177 new stocks and bought additional shares in 73 stocks.Burling Wealth Partners, LLC sold shares of 64 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $37,740,823Amazon.com $29,960,530NVIDIA $29,300,147Alphabet $26,866,106Microsoft $26,533,322 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $5,357,549 Holding03852U106 - Aramark $3,736,225 Holding438516205 - HONEYWELL INTL INC COM $3,688,529 Holding43849R105 - HONEYWELL AEROSPACE INC COM $3,642,072 Holding46138G615 - Invesco PHLX Semiconductor ETF $2,704,525 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 202,948 shares (about $16.35M)EXXONMOBIL HOLDINGS CORP COM SHS 39,186 shares (about $5.36M)Vanguard S&P 500 ETF 6,609 shares (about $4.54M)Amphenol 23,049 shares (about $4.06M)Aramark 65,663 shares (about $3.74M) Largest Sales this Quarter Home Depot 10,581 shares (about $3.73M)iShares 0-3 Month Treasury Bond ETF 15,434 shares (about $1.55M)Danaher 3,143 shares (about $598.69K)MARSH & MCLENNAN COS INC COM 2,837 shares (about $472.84K)iShares Treasury Floating Rate Bond ETF 9,183 shares (about $464.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBurling Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,740,823$118,927 â–²0.3%130,4295.5%TechnologyAMZNAmazon.com$29,960,530$178,278 â–²0.6%125,7054.4%Consumer DiscretionaryNVDANVIDIA$29,300,147$188,485 â–²0.6%146,4354.3%TechnologyGOOGLAlphabet$26,866,106$370,594 â–¼-1.4%75,1773.9%Communication ServicesMSFTMicrosoft$26,533,322$120,859 â–¼-0.5%71,1313.9%TechnologyVOVanguard Mid-Cap ETF$21,539,350$16,351,526 â–²315.2%267,3373.2%ETFJPMJPMorgan Chase & Co.$20,668,046$23,895 â–²0.1%63,1413.0%FinanceGOOGAlphabet$19,821,106$3,887 â–¼0.0%56,0982.9%Communication ServicesIJRiShares Core S&P Small-Cap ETF$19,659,725$404,442 â–²2.1%132,5582.9%ETFVBVanguard Small-Cap ETF$18,866,881$808,425 â–²4.5%62,2422.8%ETFSPYSPDR S&P 500 ETF Trust$18,771,947$71,689 â–²0.4%25,1382.7%ETFVOOVanguard S&P 500 ETF$16,439,513$4,539,135 â–²38.1%23,9362.4%ETFLLYEli Lilly and Company$15,786,948$67,168 â–²0.4%13,1622.3%HealthcareVTIVanguard Total Stock Market ETF$13,769,830$566,527 â–²4.3%37,2122.0%ETFVEAVanguard FTSE Developed Markets ETF$12,678,736$2,551,037 â–²25.2%177,9471.9%ETFABBVAbbVie$12,401,231$63,413 â–¼-0.5%49,2821.8%HealthcareMETAMeta Platforms$12,210,219$192,078 â–²1.6%21,6771.8%Communication ServicesBRK.BBerkshire Hathaway$11,343,841$210,164 â–²1.9%22,6701.7%FinanceMAMastercard$10,566,831$1,027 â–¼0.0%20,5741.5%FinanceBXBlackstone$9,528,210$269,700 â–¼-2.8%80,9741.4%FinanceVEUVanguard FTSE All-World ex-US ETF$8,991,016$1,534,557 â–²20.6%107,3551.3%ETFRTXRTX$8,900,659$157,477 â–²1.8%46,9121.3%IndustrialsSPSBSPDR Portfolio Short Term Corporate Bond ETF$8,704,246$2,204,023 â–²33.9%290,0451.3%ETFIWMiShares Russell 2000 ETF$8,669,485$73,009 â–²0.8%28,8551.3%ETFNEENextEra Energy$8,003,226$267,260 â–²3.5%91,1841.2%UtilitiesTJXTJX Companies$7,252,592$17,877 â–²0.2%47,8721.1%Consumer DiscretionaryABTAbbott Laboratories$7,043,863$432,103 â–¼-5.8%77,6271.0%HealthcareWMWaste Management$6,683,725$62,406 â–²0.9%29,9881.0%IndustrialsIVViShares Core S&P 500 ETF$6,431,909$549,659 â–²9.3%8,5890.9%ETFPLDPrologis$6,083,687$206,456 â–²3.5%44,9080.9%Real EstateETNEaton$6,062,409$340,470 â–²6.0%14,2270.9%IndustrialsEXXONMOBIL HOLDINGS CORP COM SHS$5,357,549$5,357,549 â–²New Holding39,1860.8%StockLINDE PLC SHS$5,211,441$257,925 â–²5.2%10,0420.8%StockSYKStryker$5,044,757$505,011 â–²11.1%16,0230.7%HealthcareCDNSCadence Design Systems$4,933,581$619,278 â–²14.4%13,1450.7%TechnologyAPHAmphenol$4,769,456$4,064,000 â–²576.1%27,0500.7%TechnologySTANDARDAERO INC COM$4,622,710$201,055 â–²4.5%154,5540.7%StockJNJJohnson & Johnson$4,265,474$77,208 â–¼-1.8%16,7950.6%HealthcareSUSuncor Energy$4,142,808$132,268 â–²3.3%77,1760.6%EnergyTMUST-Mobile US$3,945,681$15,934 â–¼-0.4%23,5240.6%Communication ServicesITWIllinois Tool Works$3,914,242$422,474 â–¼-9.7%14,4720.6%IndustrialsMPWRMonolithic Power Systems$3,867,843$875,034 â–²29.2%2,7980.6%TechnologyDHRDanaher$3,748,916$598,691 â–¼-13.8%19,6810.5%HealthcareARMKAramark$3,736,225$3,736,225 â–²New Holding65,6630.5%Consumer DiscretionaryHONEYWELL INTL INC COM$3,688,529$3,688,529 â–²New Holding16,4740.5%StockHONEYWELL AEROSPACE INC COM$3,642,072$3,642,072 â–²New Holding16,4740.5%StockIWFiShares Russell 1000 Growth ETF$3,593,839$2,695,348 â–²300.0%28,9430.5%ETFPGProcter & Gamble$3,554,016$202,513 â–¼-5.4%24,2360.5%Consumer StaplesORLYO'Reilly Automotive$3,551,635$157,566 â–²4.6%38,5670.5%Consumer DiscretionaryRGAReinsurance Group of America$3,546,151$57,628 â–²1.7%16,6760.5%FinanceFTAI AVIATION LTD SHS$3,530,417$83,053 â–¼-2.3%13,0500.5%StockMRKMerck & Co., Inc.$3,372,309$92,390 â–¼-2.7%26,2440.5%HealthcareCOSTCostco Wholesale$3,227,920$76,699 â–²2.4%3,4510.5%Consumer StaplesNDAQNasdaq$3,207,633$35,153 â–²1.1%40,6960.5%FinanceCSCOCisco Systems$3,204,633$26,428 â–¼-0.8%27,2830.5%TechnologyMDLZMondelez International$3,169,838$219,906 â–²7.5%54,8040.5%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$3,065,499$247,594 â–²8.8%51,3570.4%ETFVVisa$3,017,619$13,038 â–²0.4%8,7950.4%FinanceCMECME Group$2,903,694$119,027 â–¼-3.9%13,1490.4%FinanceVIGVanguard Dividend Appreciation ETF$2,885,178$86,132 â–¼-2.9%12,1930.4%ETFSOXQInvesco PHLX Semiconductor ETF$2,704,525$2,704,525 â–²New Holding24,1260.4%ETFIEFAiShares Core MSCI EAFE ETF$2,664,449$37,763 â–²1.4%27,5880.4%ETFAMDAdvanced Micro Devices$2,647,788$188,796 â–¼-6.7%4,5580.4%TechnologyCHDChurch & Dwight$2,554,532$13,079 â–¼-0.5%26,3680.4%Consumer StaplesVVVanguard Large-Cap ETF$2,548,187$31,986 â–²1.3%7,4090.4%ETFUNPUnion Pacific$2,511,920$37,536 â–¼-1.5%9,2350.4%IndustrialsMARSH & MCLENNAN COS INC COM$2,409,215$472,843 â–¼-16.4%14,4550.4%StockAZNCFAstraZeneca$2,365,699$14,790 â–¼-0.6%12,4760.3%HealthcareIJHiShares Core S&P Mid-Cap ETF$2,340,488$259,086 â–²12.4%30,3530.3%ETFMRVLMarvell Technology$2,192,489$73,579 â–¼-3.2%7,3600.3%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,192,034$18,572 â–²0.9%27,7370.3%ETFIWDiShares Russell 1000 Value ETF$2,141,2820.0%8,8330.3%ETFPHParker-Hannifin$1,963,087$7,825 â–¼-0.4%2,0070.3%IndustrialsDELLDell Technologies$1,900,150$8,629 â–¼-0.5%4,4040.3%TechnologyTYLTyler Technologies$1,797,752$19,595 â–²1.1%6,1470.3%TechnologyAMTAmerican Tower$1,778,660$81,131 â–¼-4.4%10,8740.3%Real EstateGSThe Goldman Sachs Group$1,767,875$23,262 â–¼-1.3%1,7480.3%FinanceVRTVertiv$1,704,903$49,553 â–¼-2.8%5,0920.2%IndustrialsMCDMcDonald's$1,643,352$12,163 â–¼-0.7%6,0800.2%Consumer DiscretionaryMCHPMicrochip Technology$1,610,774$32,832 â–²2.1%17,6620.2%TechnologyVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF$1,564,972$1,564,972 â–²New Holding15,5560.2%ETFCVXChevron$1,545,796$13,260 â–¼-0.9%9,3260.2%EnergyICEIntercontinental Exchange$1,531,981$112,646 â–¼-6.8%12,4440.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$1,452,828$464,935 â–¼-24.2%28,6950.2%ETFNETCloudflare$1,433,1710.0%5,8430.2%TechnologyOKEONEOK$1,369,740$6,521 â–¼-0.5%15,7550.2%EnergyMDYSPDR S&P MidCap 400 ETF Trust$1,365,1830.0%1,9410.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,323,375$112,793 â–¼-7.9%26,1640.2%ETFIRMIron Mountain$1,319,308$28,546 â–¼-2.1%10,4450.2%Real EstateSHWSherwin-Williams$1,302,218$71,963 â–¼-5.2%3,7820.2%MaterialsCARRCarrier Global$1,278,1240.0%17,4250.2%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,231,726$1,064 â–¼-0.1%5,7890.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,206,808$104,488 â–²9.5%21,3670.2%ETFORCLOracle$1,204,064$251,921 â–¼-17.3%8,2160.2%TechnologyCAHCardinal Health$1,145,989$3,801 â–¼-0.3%4,8240.2%HealthcareARISTA NETWORKS INC COM SHS$1,093,178$2,718 â–²0.2%6,4350.2%StockIWRiShares Russell Mid-Cap ETF$1,045,0610.0%9,4730.2%ETFVXFVanguard Extended Market ETF$1,004,044$7,879 â–¼-0.8%4,0780.1%ETFXLKTechnology Select Sector SPDR Fund$955,648$1,905 â–²0.2%5,0160.1%ETFECLEcolab$945,324$44,578 â–¼-4.5%3,3930.1%MaterialsShowing largest 100 holdings. 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