Burling Wealth Partners, LLC Top Holdings and 13F Report (2026) About Burling Wealth Partners, LLCInvestment ActivityBurling Wealth Partners, LLC has $618.31 million in total holdings as of March 31, 2026.Burling Wealth Partners, LLC owns shares of 177 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 6.99% of the portfolio was purchased this quarter.About 6.88% of the portfolio was sold this quarter.This quarter, Burling Wealth Partners, LLC has purchased 185 new stocks and bought additional shares in 58 stocks.Burling Wealth Partners, LLC sold shares of 82 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $32,997,263Microsoft $26,450,533Amazon.com $26,024,794NVIDIA $25,373,920Alphabet $21,916,164 Largest New Holdings this Quarter 464288679 - iShares Short Treasury Bond ETF $5,632,871 Holding127387108 - Cadence Design Systems $3,194,116 Holding609839105 - Monolithic Power Systems $2,367,103 Holding874039100 - Taiwan Semiconductor Manufacturing $207,501 Holding922908595 - Vanguard Small-Cap Growth ETF $202,508 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 51,027 shares (about $5.63M)VANGUARD 0-3 MONTH TREASURY BILL ETF 44,094 shares (about $3.34M)STANDARDAERO INC COM 124,884 shares (about $3.23M)Cadence Design Systems 11,495 shares (about $3.19M)Vanguard FTSE Developed Markets ETF 44,591 shares (about $2.86M) Largest Sales this Quarter ROPER TECHNOLOGIES INC COM 8,110 shares (about $2.87M)AstraZeneca 13,268 shares (about $2.62M)Vanguard Mid-Cap ETF 5,229 shares (about $1.50M)Intuit 3,159 shares (about $1.37M)Blackstone 9,954 shares (about $1.14M) 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$32,997,263$199,225 ▲0.6%130,0185.3%Computer and TechnologyMSFTMicrosoft$26,450,533$108,830 ▼-0.4%71,4554.3%Computer and TechnologyAMZNAmazon.com$26,024,794$323,443 ▲1.3%124,9574.2%Retail/WholesaleNVDANVIDIA$25,373,920$571,507 ▲2.3%145,4934.1%Computer and TechnologyGOOGLAlphabet$21,916,164$1,075,190 ▼-4.7%76,2143.5%Computer and TechnologyJPMJPMorgan Chase & Co.$18,552,120$466,245 ▼-2.5%63,0683.0%FinanceVOVanguard Mid-Cap ETF$18,491,203$1,501,662 ▼-7.5%64,3893.0%ETFSPYSPDR S&P 500 ETF Trust$16,285,941$273,795 ▲1.7%25,0422.6%FinanceIJRiShares Core S&P Small-Cap ETF$16,139,349$52,210 ▲0.3%129,8312.6%ETFGOOGAlphabet$16,095,428$108,720 ▲0.7%56,1092.6%Computer and TechnologyVBVanguard Small-Cap ETF$15,603,773$316,921 ▼-2.0%59,5752.5%ETFMETAMeta Platforms$12,207,149$1,319,352 ▲12.1%21,3362.0%Computer and TechnologyLLYEli Lilly and Company$12,054,525$160,960 ▼-1.3%13,1061.9%MedicalVTIVanguard Total Stock Market ETF$11,446,936$56,463 ▲0.5%35,6811.9%ETFABBVAbbVie$10,773,162$83,951 ▼-0.8%49,5341.7%MedicalBRK.BBerkshire Hathaway$10,662,200$1,926,384 ▲22.1%22,2501.7%FinanceVOOVanguard S&P 500 ETF$10,353,847$1,971,336 ▲23.5%17,3271.7%ETFMAMastercard$10,281,019$78,946 ▲0.8%20,5761.7%Business ServicesBXBlackstone$9,574,711$1,144,605 ▼-10.7%83,2661.5%FinanceVEAVanguard FTSE Developed Markets ETF$9,108,532$2,857,394 ▲45.7%142,1431.5%ETFRTXRTX$8,889,227$361,109 ▲4.2%46,0821.4%AerospaceABTAbbott Laboratories$8,458,871$520,639 ▼-5.8%82,3891.4%MedicalNEENextEra Energy$8,186,360$193,098 ▲2.4%88,1391.3%UtilitiesTJXTJX Companies$7,626,297$315,247 ▲4.3%47,7541.2%Retail/WholesaleHONHoneywell International$7,530,405$63,288 ▲0.8%33,3161.2%Multi-Sector ConglomeratesIWMiShares Russell 2000 ETF$7,095,776$794,096 ▼-10.1%28,6121.1%FinanceWMWaste Management$6,826,601$218,530 ▲3.3%29,7081.1%Business ServicesVEUVanguard FTSE All-World ex-US ETF$6,686,283$1,112,153 ▲20.0%89,0321.1%ETFXOMExxonMobil$6,567,248$311,837 ▲5.0%38,7081.1%EnergySPSBSPDR Portfolio Short Term Corporate Bond ETF$6,513,235$614,963 ▲10.4%216,6021.1%ETFPLDPrologis$5,734,497$518,013 ▲9.9%43,3840.9%FinanceSHViShares Short Treasury Bond ETF$5,632,871$5,632,871 ▲New Holding51,0270.9%ETFIVViShares Core S&P 500 ETF$5,131,197$389,331 ▲8.2%7,8550.8%ETFTMUST-Mobile US$4,960,699$306,014 ▲6.6%23,6190.8%Computer and TechnologySUSuncor Energy$4,939,210$917,475 ▲22.8%74,7120.8%EnergyETNEaton$4,802,793$762,552 ▲18.9%13,4280.8%IndustrialsSYKStryker$4,738,018$630,903 ▲15.4%14,4190.8%MedicalLINDE PLC SHS$4,732,264$700,544 ▲17.4%9,5450.8%StockDHRDanaher$4,327,509$228,851 ▼-5.0%22,8240.7%MedicalJNJJohnson & Johnson$4,179,726$133,221 ▼-3.1%17,0990.7%MedicalITWIllinois Tool Works$4,173,490$99,431 ▼-2.3%16,0340.7%IndustrialsHDHome Depot$4,131,394$123,988 ▲3.1%12,5620.7%Retail/WholesaleVANGUARD 0-3 MONTH TREASURY BILL ETF$4,043,039$3,335,711 ▲471.6%53,4440.7%ETFCMECME Group$4,042,751$588,928 ▼-12.7%13,6880.7%FinanceSTANDARDAERO INC COM$3,818,501$3,225,754 ▲544.2%147,8320.6%StockPGProcter & Gamble$3,700,168$467,703 ▼-11.2%25,6170.6%Consumer StaplesNDAQNasdaq$3,416,832$195,842 ▲6.1%40,2500.6%FinanceORLYO'Reilly Automotive$3,402,177$1,243,323 ▲57.6%36,8560.6%Retail/WholesaleCOSTCostco Wholesale$3,357,033$277,013 ▼-7.6%3,3690.5%Retail/WholesaleRGAReinsurance Group of America$3,349,245$216,205 ▲6.9%16,4050.5%FinanceFTAI AVIATION LTD SHS$3,272,465$39,935 ▼-1.2%13,3570.5%StockMRKMerck & Co., Inc.$3,243,337$234,562 ▼-6.7%26,9630.5%MedicalCDNSCadence Design Systems$3,194,116$3,194,116 ▲New Holding11,4950.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,085,3130.0%7,2360.5%ETFMARSH & MCLENNAN COS INC COM$2,999,297$498,842 ▼-14.3%17,2920.5%StockMDLZMondelez International$2,939,730$891,971 ▲43.6%51,0020.5%Consumer StaplesVIGVanguard Dividend Appreciation ETF$2,700,590$9,893 ▲0.4%12,5570.4%ETFVVisa$2,646,841$270,215 ▼-9.3%8,7570.4%Business ServicesINTUIntuit$2,553,636$1,365,888 ▼-34.8%5,9060.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,551,646$195,931 ▼-7.1%47,2090.4%ETFAZNCFAstraZeneca$2,475,900$2,616,715 ▼-51.4%12,5540.4%MedicalCHDChurch & Dwight$2,473,260$92,667 ▲3.9%26,5030.4%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$2,462,144$18,559 ▲0.8%27,1970.4%ETFMPWRMonolithic Power Systems$2,367,103$2,367,103 ▲New Holding2,1650.4%Computer and TechnologyZTSZoetis$2,296,584$361,723 ▼-13.6%19,4280.4%MedicalUNPUnion Pacific$2,274,077$141,933 ▼-5.9%9,3730.4%TransportationVVVanguard Large-Cap ETF$2,186,524$1,167,083 ▲114.5%7,3160.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,180,118$312,249 ▲16.7%27,5020.4%ETFCSCOCisco Systems$2,134,327$120,108 ▼-5.3%27,5080.3%Computer and TechnologyICEIntercontinental Exchange$2,101,104$317,548 ▼-13.1%13,3590.3%FinanceTYLTyler Technologies$2,081,670$481,044 ▲30.1%6,0800.3%Computer and TechnologyAMTAmerican Tower$1,962,235$421,786 ▼-17.7%11,3700.3%FinanceCVXChevron$1,946,096$136,347 ▼-6.5%9,4060.3%EnergySGOViShares 0-3 Month Treasury Bond ETF$1,945,959$1,498,928 ▲335.3%19,3320.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,917,763$211,633 ▲12.4%37,8780.3%ETFMCDMcDonald's$1,903,436$62,775 ▼-3.2%6,1250.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$1,887,2570.0%8,8330.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,822,850$351,699 ▲23.9%26,9930.3%ETFPHParker-Hannifin$1,803,909$42,972 ▼-2.3%2,0150.3%IndustrialsGSThe Goldman Sachs Group$1,498,248$137,896 ▼-8.4%1,7710.2%FinanceORCLOracle$1,461,547$259,798 ▼-15.1%9,9350.2%Computer and TechnologyOKEONEOK$1,430,874$60,832 ▼-4.1%15,8300.2%EnergyVTEBVanguard Tax-Exempt Bond ETF$1,416,577$539,810 ▲61.6%28,3940.2%ETFVANGUARD ULTRA-SHORT TREASURY ETF$1,329,346$716,424 ▼-35.0%17,5700.2%ETFVRTVertiv$1,313,039$3,007 ▲0.2%5,2400.2%Computer and TechnologySHWSherwin-Williams$1,279,315$273,429 ▼-17.6%3,9910.2%Basic MaterialsNETCloudflare$1,205,645$2,476 ▲0.2%5,8430.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,197,1310.0%1,9410.2%ETFMCHPMicrochip Technology$1,117,882$77,532 ▼-6.5%17,3020.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,111,984$2,879 ▲0.3%5,7940.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,106,224$185,287 ▼-14.3%19,5170.2%ETFIRMIron Mountain$1,089,936$60,978 ▼-5.3%10,6710.2%Business ServicesPEPPepsiCo$1,078,955$207,002 ▼-16.1%6,9480.2%Consumer StaplesCAHCardinal Health$1,022,740$85,792 ▼-7.7%4,8400.2%MedicalAMDAdvanced Micro Devices$993,349$15,054 ▲1.5%4,8830.2%Computer and TechnologyCARRCarrier Global$981,202$131,765 ▼-11.8%17,4250.2%ConstructionECLEcolab$945,169$59,854 ▼-6.0%3,5530.2%Basic MaterialsDISWalt Disney$933,344$115,078 ▼-11.0%9,6840.2%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$921,060$44,823 ▼-4.6%9,4730.1%ETFVXFVanguard Extended Market ETF$845,8380.0%4,1100.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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