BURLING WEALTH PARTNERS, LLC
BURLING WEALTH PARTNERS, LLC reported 180 positions worth $683.4M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AAPL (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $37.7M | 5.52% | 130,429 | — | — | |
| ▸ 2 | AMZN | SH | $30.0M | 4.38% | 125,705 | — | — | |
| ▸ 3 | NVDA | SH | $29.3M | 4.29% | 146,435 | — | — | |
| ▸ 4 | GOOGL | SH | $26.9M | 3.93% | 75,177 | — | — | |
| ▸ 5 | MSFT | SH | $26.5M | 3.88% | 71,131 | — | — | |
| ▸ 6 | VO | SH | $21.5M | 3.15% | 267,337 | — | — | |
| ▸ 7 | JPM | SH | $20.7M | 3.02% | 63,141 | — | — | |
| ▸ 8 | GOOG | SH | $19.8M | 2.90% | 56,098 | — | — | |
| ▸ 9 | IJR | SH | $19.7M | 2.88% | 132,558 | — | — | |
| ▸ 10 | VB | SH | $18.9M | 2.76% | 62,242 | — | — |
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Frequently Asked Questions
What stocks does BURLING WEALTH PARTNERS, LLC hold as of Q2 2026?
BURLING WEALTH PARTNERS, LLC reported 180 positions worth $683.4M in its Q2 2026 13F filing. Largest positions: AAPL (5.5%), AMZN (4.4%), NVDA (4.3%), GOOGL (3.9%) and MSFT (3.9%).
What did BURLING WEALTH PARTNERS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BURLING WEALTH PARTNERS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.