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Burling Wealth Partners, LLC

Q4 2025 Holdings

Filed 2026-02-06 | 185 holdings | $643.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$35.1M129,2335.5%
Microsoft Corp COM(MSFT)Stock594918104$34.7M71,7495.4%
Amazon COM Inc COM(AMZN)Stock023135106$28.5M123,4044.4%
Nvidia Corporation COM(NVDA)Stock67066G104$26.5M142,2164.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$25.0M79,9533.9%
JPMorgan Chase & Co COM(JPM)Stock46625H100$20.8M64,6533.2%
Vanguard Mid-Cap ETF(VO)ETF922908629$20.2M69,6183.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$17.5M55,7302.7%
State STR Spdr S&P 500 ETF TR TR Unit(SPY)ETF78462F103$16.8M24,6212.6%
Vanguard Small-Cap ETF(VB)ETF922908751$15.7M60,7852.4%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$15.6M129,4112.4%
Blackstone Inc COM(BX)Stock09260D107$14.4M93,2202.2%
ELI Lilly & Co COM(LLY)Stock532457108$14.3M13,2812.2%
Meta Platforms Inc CL A(META)Stock30303M102$12.6M19,0302.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$11.9M35,5051.8%
Mastercard Incorporated CL A(MA)Stock57636Q104$11.7M20,4181.8%
Abbvie Inc COM(ABBV)Stock00287Y109$11.4M49,9201.8%
Abbott Labs COM(ABT)Stock002824100$11.0M87,4601.7%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$9.2M18,2301.4%
Vanguard S&P 500 ETF(VOO)ETF922908363$8.8M14,0281.4%
RTX Corporation COM(RTX)Stock75513E101$8.1M44,2101.3%
Ishares Russell 2000 ETF(IWM)ETF464287655$7.8M31,8141.2%
TJX COS Inc New COM(TJX)Stock872540109$7.0M45,7801.1%
Nextera Energy Inc COM(NEE)Stock65339F101$6.9M86,0601.1%
Salesforce Inc COM(CRM)Stock79466L302$6.7M25,2551.0%
Honeywell Intl Inc COM(HON)Stock438516106$6.4M33,0361.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$6.3M28,7571.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.1M97,5520.9%
Intuit COM(INTU)Stock461202103$6.0M9,0650.9%
State Street Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$5.9M196,1510.9%
Danaher Corporation COM(DHR)Stock235851102$5.5M24,0310.9%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$5.5M74,2230.8%
Prologis Inc. COM(PLD)REIT74340W103$5.0M39,4650.8%
Ishares Core S&P 500 ETF(IVV)ETF464287200$5.0M7,2590.8%
T-Mobile US Inc COM(TMUS)Stock872590104$4.5M22,1620.7%
Exxon Mobil Corp COM(XOM)Stock30231G102$4.4M36,8700.7%
Roper Technologies Inc COM(ROP)Stock776696106$4.4M9,8800.7%
Stryker Corporation COM(SYK)Stock863667101$4.4M12,4990.7%
CME Group Inc COM(CME)Stock12572Q105$4.3M15,6820.7%
Home Depot Inc COM(HD)Stock437076102$4.2M12,1850.7%
Procter & Gamble Co COM(PG)Stock742718109$4.1M28,8550.6%
Ares Management Corporation CL A COM STK(ARES)Stock03990B101$4.1M25,4450.6%
Illinois Tool WKS Inc COM(ITW)Stock452308109$4.0M16,4160.6%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$3.7M20,1680.6%
Veralto Corp COM SHS(VLTO)Stock92338C103$3.7M37,4470.6%
Nasdaq Inc COM(NDAQ)Stock631103108$3.7M37,9430.6%
Johnson & Johnson COM(JNJ)Stock478160104$3.7M17,6440.6%
Eaton Corp PLC SHS(ETN)StockG29183103$3.6M11,2960.6%
Linde PLC SHS(LIN)StockG54950103$3.5M8,1320.5%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$3.4M7,2360.5%
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