Investor
BURLING WEALTH PARTNERS, LLC
CIK 0002054946 · filed 2026-05-08 · SEC filing
13F book
$618.3M
Positions
177
5 new · 13 sold
Largest name
5.3%
Apple Inc. · AAPL
Est. mark
−$24.9M
Price effect on 172 names still held. Flow −$447.9K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 130K | $33M | 5.3% | −$2.34M | Added−$2.14M |
| Microsoft Corp | MSFT | 71.5K | $26.5M | 4.3% | −$8.11M | Cut−$8.25M |
| Amazon Com Inc | AMZN | 125K | $26M | 4.2% | −$2.78M | Added−$2.46M |
| Nvidia Corp | NVDA | 145.5K | $25.4M | 4.1% | −$1.72M | Added−$1.15M |
| Alphabet Inc | — | 76.2K | $21.9M | 3.5% | −$1.94M | Cut−$3.11M |
| Jpmorgan Chase & Co. | — | 63.1K | $18.6M | 3.0% | −$1.77M | Cut−$2.28M |
| Vanguard Index Fds | — | 64.4K | $18.5M | 3.0% | −$195.8K | Cut−$1.71M |
| Spdr S&P 500 Etf Tr | — | 25K | $16.3M | 2.6% | −$777.5K | Added−$503.7K |
| Ishares Tr | — | 129.8K | $16.1M | 2.6% | $534.5K | Added$586.7K |
| Alphabet Inc | — | 56.1K | $16.1M | 2.6% | −$1.5M | Added−$1.39M |
| Vanguard Index Fds | — | 59.6K | $15.6M | 2.5% | $236.5K | Cut−$75.7K |
| Meta Platforms, Inc. | META | 21.3K | $12.2M | 2.0% | −$1.67M | Added−$354.4K |
| Eli Lilly & Co | LLY | 13.1K | $12.1M | 1.9% | −$2.03M | Cut−$2.22M |
| Vanguard Index Fds | — | 35.7K | $11.4M | 1.9% | −$513.4K | Added−$457K |
| AbbVie Inc. | ABBV | 49.5K | $10.8M | 1.7% | −$544.8K | Cut−$633K |
| Berkshire Hathaway Inc Del | — | 22.3K | $10.7M | 1.7% | −$427.5K | Added$1.5M |
| Vanguard Index Fds | — | 17.3K | $10.4M | 1.7% | −$414.6K | Added$1.56M |
| Mastercard Inc | MA | 20.6K | $10.3M | 1.7% | −$1.45M | Added−$1.38M |
| Blackstone Inc. | BX | 83.3K | $9.57M | 1.5% | −$3.26M | Cut−$4.79M |
| Vanguard Tax-Managed Fds | — | 142.1K | $9.11M | 1.5% | $157K | Added$3.01M |
| RTX Corp | RTX | 46.1K | $8.89M | 1.4% | $420K | Added$781.1K |
| Abbott Labs | ABT | 82.4K | $8.46M | 1.4% | −$1.86M | Cut−$2.5M |
| Nextera Energy Inc | — | 88.1K | $8.19M | 1.3% | $1.08M | Added$1.28M |
| Tjx Cos Inc New | — | 47.8K | $7.63M | 1.2% | $278.8K | Added$594K |
| Honeywell Intl Inc | — | 33.3K | $7.53M | 1.2% | $1.02M | Added$1.09M |
| Ishares Tr | — | 28.6K | $7.1M | 1.1% | $52.6K | Cut−$735.6K |
| Waste Mgmt Inc Del | — | 29.7K | $6.83M | 1.1% | $289.9K | Added$508.4K |
| Vanguard Intl Equity Index F | — | 89K | $6.69M | 1.1% | $114.3K | Added$1.23M |
| Exxon Mobil Corp | — | 38.7K | $6.57M | 1.1% | $1.82M | Added$2.13M |
| Spdr Series Trust | — | 216.6K | $6.51M | 1.1% | −$25.5K | Added$589.5K |
| Prologis Inc. | — | 43.4K | $5.73M | 0.9% | $178.4K | Added$696.4K |
| Ishares Tr | — | 51K | $5.63M | 0.9% | — | New |
| Ishares Tr | — | 7.86K | $5.13M | 0.8% | −$230.4K | Added$158.9K |
| T-Mobile Us Inc | — | 23.6K | $4.96M | 0.8% | $154.9K | Added$460.9K |
| Suncor Energy Inc New | — | 74.7K | $4.94M | 0.8% | $1.32M | Added$2.24M |
| Eaton Corp Plc | ETN | 13.4K | $4.8M | 0.8% | $442.4K | Added$1.2M |
| Stryker Corp | SYK | 14.4K | $4.74M | 0.8% | −$286K | Added$344.9K |
| Linde Plc | LIN | 9.54K | $4.73M | 0.8% | $564.1K | Added$1.26M |
| Danaher Corporation | — | 22.8K | $4.33M | 0.7% | −$897.5K | Cut−$1.17M |
| Johnson & Johnson | JNJ | 17.1K | $4.18M | 0.7% | $641K | Cut$528.3K |
| Illinois Tool Wks Inc | — | 16K | $4.17M | 0.7% | $224.3K | Cut$130.2K |
| Home Depot, Inc. | HD | 12.6K | $4.13M | 0.7% | −$185.3K | Added−$61.3K |
| Vanguard Instl Index Fd | — | 53.4K | $4.04M | 0.7% | $2.06K | Added$3.34M |
| Cme Group Inc. | CME | 13.7K | $4.04M | 0.7% | $304.8K | Cut−$239.7K |
| StandardAero, Inc. | SARO | 147.8K | $3.82M | 0.6% | −$65.4K | Added$3.16M |
| Procter And Gamble Co | PG | 25.6K | $3.7M | 0.6% | $29K | Cut−$435.1K |
| Nasdaq, Inc. | NDAQ | 40.3K | $3.42M | 0.6% | −$464.4K | Added−$268.5K |
| Oreilly Automotive Inc | — | 36.9K | $3.4M | 0.5% | $25.7K | Added$1.27M |
| Costco Whsl Corp New | — | 3.37K | $3.36M | 0.5% | $451.8K | Cut$212.1K |
| Reinsurance Grp Of America I | — | 16.4K | $3.35M | 0.5% | $10.7K | Added$226.9K |
| Ftai Aviation Ltd | — | 13.4K | $3.27M | 0.5% | $643.1K | Cut$611.1K |
| Merck & Co., Inc. | MRK | 27K | $3.24M | 0.5% | $405.2K | Cut$200K |
| Cadence Design System Inc | — | 11.5K | $3.19M | 0.5% | — | New |
| Ishares Tr | — | 7.24K | $3.09M | 0.5% | −$339.4K | Held |
| Marsh & Mclennan Cos Inc | — | 17.3K | $3M | 0.5% | −$208.7K | Cut−$742.3K |
| Mondelez Intl Inc | — | 51K | $2.94M | 0.5% | $135.4K | Added$1.03M |
| Vanguard Specialized Funds | — | 12.6K | $2.7M | 0.4% | −$58.9K | Added−$49K |
| Visa Inc. | V | 8.76K | $2.65M | 0.4% | −$424.5K | Cut−$738K |
| Intuit Inc. | INTU | 5.91K | $2.55M | 0.4% | −$1.36M | Cut−$3.45M |
| Vanguard Intl Equity Index F | — | 47.2K | $2.55M | 0.4% | $13.7K | Cut−$181.2K |
| Astrazeneca Plc Ord | AZN | 12.6K | $2.48M | 0.4% | $1.32M | Cut$102.1K |
| Church & Dwight Co Inc | — | 26.5K | $2.47M | 0.4% | $241.6K | Added$334.2K |
| Ishares Tr | — | 27.2K | $2.46M | 0.4% | $28.9K | Added$47.4K |
| Monolithic Pwr Sys Inc | — | 2.17K | $2.37M | 0.4% | — | New |
| Zoetis Inc. | ZTS | 19.4K | $2.3M | 0.4% | −$147.8K | Cut−$532.9K |
| Union Pac Corp | — | 9.37K | $2.27M | 0.4% | $105.9K | Cut−$29.4K |
| Vanguard Index Fds | — | 7.32K | $2.19M | 0.4% | −$54.5K | Added$1.11M |
| Vanguard Scottsdale Fds | — | 27.5K | $2.18M | 0.4% | −$10.8K | Added$301.4K |
| Cisco Sys Inc | — | 27.5K | $2.13M | 0.3% | $15.4K | Cut−$103.8K |
| Intercontinental Exchange In | — | 13.4K | $2.1M | 0.3% | −$62.5K | Cut−$389.5K |
| Tyler Technologies Inc | TYL | 6.08K | $2.08M | 0.3% | −$521.6K | Added−$40.5K |
| American Tower Corp New | — | 11.4K | $1.96M | 0.3% | −$34K | Cut−$463.1K |
| Chevron Corp New | CVX | 9.41K | $1.95M | 0.3% | $512.6K | Cut$412.2K |
| Ishares 0-3 Month | — | 19.3K | $1.95M | 0.3% | $1.24K | Added$1.5M |
| Ishares Tr | — | 37.9K | $1.92M | 0.3% | $5.73K | Added$217.4K |
| Mcdonalds Corp | MCD | 6.13K | $1.9M | 0.3% | $31.6K | Cut−$30.1K |
| Ishares Tr | — | 8.83K | $1.89M | 0.3% | $29.4K | Held |
| Ishares Tr | — | 27K | $1.82M | 0.3% | $33.4K | Added$385K |
| Parker-Hannifin Corp | PH | 2.02K | $1.8M | 0.3% | $32.8K | Cut−$9.38K |
| Goldman Sachs Group Inc | — | 1.77K | $1.5M | 0.2% | −$58.5K | Cut−$201.7K |
| Oracle Corp | — | 9.94K | $1.46M | 0.2% | −$474.9K | Cut−$819.1K |
| Oneok Inc /New/ | OKE | 15.8K | $1.43M | 0.2% | $267.4K | Cut$217.9K |
| Vanguard Mun Bd Fds | — | 28.4K | $1.42M | 0.2% | −$7.03K | Added$532.8K |
| Vanguard Ultra Short | — | 17.6K | $1.33M | 0.2% | $3.43K | Cut−$711.2K |
| Vertiv Holdings Co | VRT | 5.24K | $1.31M | 0.2% | $463K | Added$466.1K |
| Sherwin Williams Co | SHW | 3.99K | $1.28M | 0.2% | −$13.9K | Cut−$290.3K |
| Cloudflare, Inc. | NET | 5.84K | $1.21M | 0.2% | $53.6K | Added$56.1K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.94K | $1.2M | 0.2% | $26.2K | Held |
| Microchip Technology Inc. | — | 17.3K | $1.12M | 0.2% | $15.4K | Cut−$61.1K |
| Invesco Exchange Traded Fd T | — | 5.79K | $1.11M | 0.2% | $2.08K | Added$4.96K |
| J P Morgan Exchange Traded F | — | 19.5K | $1.11M | 0.2% | −$10.9K | Cut−$198K |
| Iron Mtn Inc Del | — | 10.7K | $1.09M | 0.2% | $204.8K | Cut$155.3K |
| Pepsico Inc | PEP | 6.95K | $1.08M | 0.2% | $81.8K | Cut−$109.5K |
| Cardinal Health Inc | CAH | 4.84K | $1.02M | 0.2% | $28.1K | Cut−$55.3K |
| Advanced Micro Devices Inc | AMD | 4.88K | $993.3K | 0.2% | −$51.6K | Added−$36.5K |
| CARRIER GLOBAL Corp | CARR | 17.4K | $981.2K | 0.2% | $60.5K | Cut−$63.2K |
| Ecolab Inc. | ECL | 3.55K | $945.2K | 0.2% | $12.4K | Cut−$46.6K |
| Disney Walt Co | — | 9.68K | $933.3K | 0.2% | −$168.4K | Cut−$304.2K |
| Ishares Tr | — | 9.47K | $921.1K | 0.1% | $9.09K | Cut−$35.3K |
| Vanguard Index Fds | — | 4.11K | $845.8K | 0.1% | −$13.6K | Held |
| Lowes Cos Inc | — | 3.49K | $824.4K | 0.1% | −$17K | Cut−$58.7K |
| Martin Marietta Matls Inc | — | 1.39K | $818.9K | 0.1% | −$47.3K | Cut−$75.3K |
| Wec Energy Group, Inc. | WEC | 6.86K | $794.1K | 0.1% | $70.7K | Cut−$56.2K |
| Arista Networks, Inc. | ANET | 6.42K | $788.1K | 0.1% | −$53K | Held |
| Marvell Technology, Inc. | MRVL | 7.61K | $753.5K | 0.1% | $106.7K | Added$109.2K |
| Netflix Inc | NFLX | 7.64K | $734.2K | 0.1% | $18.2K | Held |
| Dell Technologies Inc. | DELL | 4.42K | $726.1K | 0.1% | $169.2K | Cut$25.1K |
| Coca Cola Co | KO | 8.96K | $681.6K | 0.1% | $54.8K | Added$57.8K |
| Select Sector Spdr Tr | — | 5.01K | $665.3K | 0.1% | −$55.4K | Held |
| Vanguard Bd Index Fds | — | 8.45K | $662.6K | 0.1% | −$2.41K | Added$188.1K |
| Spdr Gold Tr | — | 1.49K | $639K | 0.1% | $50.5K | Held |
| Te Connectivity Plc | TEL | 3.06K | $638.6K | 0.1% | −$56.5K | Held |
| Invesco Qqq Tr | — | 1.09K | $630.3K | 0.1% | −$36.1K | Added$33.2K |
| Roper Technologies Inc | ROP | 1.77K | $626.3K | 0.1% | −$161.5K | Cut−$3.77M |
| Thermo Fisher Scientific Inc. | TMO | 1.24K | $609K | 0.1% | −$108.9K | Cut−$151.8K |
| Caterpillar Inc | CAT | 845 | $598.6K | 0.1% | $114.6K | Held |
| L3harris Technologies Inc | — | 1.73K | $596.8K | 0.1% | $89.2K | Cut$4.63K |
| Analog Devices Inc | ADI | 1.85K | $587.6K | 0.1% | $86.7K | Cut$15.6K |
| Dicks Sporting Goods Inc | — | 2.93K | $580.8K | 0.1% | $937 | Cut−$64.4K |
| Walmart Inc. | WMT | 4.6K | $572.2K | 0.1% | $59.3K | Cut−$12.2K |
| Autozone Inc | AZO | 165 | $557.3K | 0.1% | −$2.26K | Cut−$941.7K |
| Vici Pptys Inc | — | 19.6K | $536.6K | 0.1% | −$15.7K | Cut−$263.9K |
| International Business Machs | — | 2.2K | $533.3K | 0.1% | −$118.4K | Cut−$389.7K |
| Schwab Charles Corp | — | 5.59K | $525.1K | 0.1% | −$33.1K | Cut−$178.2K |
| Amgen Inc | AMGN | 1.47K | $517.9K | 0.1% | $36.1K | Cut$31.9K |
| Starbucks Corp | SBUX | 5.7K | $510.6K | 0.1% | $30.7K | Cut−$74.9K |
| Amphenol Corp New | — | 4K | $505.5K | 0.1% | −$35.2K | Cut−$118.6K |
| Broadcom Inc. | AVGO | 1.62K | $501.4K | 0.1% | −$59.4K | Cut−$125.5K |
| Vanguard Index Fds | — | 2.29K | $497.5K | 0.1% | $10.9K | Added$76K |
| Ishares Tr | — | 5.62K | $487.1K | 0.1% | $11.2K | Held |
| Mettler Toledo International Inc/ | MTD | 380 | $479.3K | 0.1% | −$50.5K | Held |
| Schwab Strategic Tr | — | 19.3K | $478K | 0.1% | $12.2K | Added$65.5K |
| Brookfield Corp | — | 11.1K | $448.1K | 0.1% | −$60K | Cut−$75.6K |
| Ishares Tr | — | 8.47K | $445.4K | 0.1% | −$2.71K | Held |
| Select Sector Spdr Tr | — | 8.71K | $430.1K | 0.1% | −$47K | Cut−$53.6K |
| BlackRock, Inc. | BLK | 447 | $429.9K | 0.1% | −$48.6K | Cut−$109.6K |
| Vanguard Growth Etf | — | 981 | $428.5K | 0.1% | −$44.9K | Added−$338 |
| Morgan Stanley | — | 2.55K | $419.8K | 0.1% | −$33.1K | Cut−$54.9K |
| Fastenal Co | FAST | 8.45K | $391.9K | 0.1% | $53K | Cut$40.3K |
| Ishares Tr | — | 4K | $388.4K | 0.1% | $4.4K | Held |
| Palo Alto Networks Inc | PANW | 2.33K | $373.2K | 0.1% | −$53.9K | Added−$42.5K |
| Howmet Aerospace Inc. | HWM | 1.62K | $372.7K | 0.1% | $41.1K | Held |
| Otis Worldwide Corp | OTIS | 4.71K | $362.8K | 0.1% | −$48.3K | Cut−$77.6K |
| Chubb Limited | — | 1.08K | $351K | 0.1% | $14.9K | Cut−$36K |
| Schwab Strategic Tr | — | 12.6K | $321.7K | 0.1% | −$3.54K | Held |
| American Express Co | AXP | 1.05K | $317.9K | 0.1% | −$70.9K | Cut−$72.4K |
| Becton Dickinson & Co | BDX | 2.02K | $317.6K | 0.1% | −$69.8K | Added−$50.2K |
| Schwab Strategic Tr | — | 12.3K | $314.2K | 0.1% | −$15.6K | Held |
| Select Sector Spdr Tr | — | 1.94K | $313.8K | 0.1% | $12.8K | Held |
| Ishares Tr | — | 2.2K | $311.1K | 0.1% | −$16.6K | Held |
| Qualcomm Inc | — | 2.38K | $306.9K | 0.1% | −$100.7K | Cut−$155.3K |
| Ishares Inc | — | 4.29K | $299.4K | 0.0% | $10.9K | Held |
| S&P Global Inc. | SPGI | 681 | $289.7K | 0.0% | −$66.2K | Cut−$537.6K |
| Deere & Co | DE | 514 | $289.5K | 0.0% | $50.2K | Held |
| Broadridge Finl Solutions In | — | 1.78K | $288.9K | 0.0% | −$107.9K | Cut−$708.9K |
| Transdigm Group Inc | TDG | 248 | $287.4K | 0.0% | −$42.4K | Cut−$144.8K |
| Cheniere Energy, Inc. | LNG | 1K | $284K | 0.0% | $89.5K | Cut$75.3K |
| Ishares Tr | — | 750 | $278K | 0.0% | −$12.1K | Held |
| Csx Corp | CSX | 6.72K | $275.8K | 0.0% | $32.3K | Cut−$3.64K |
| Intuitive Surgical Inc | ISRG | 598 | $275.7K | 0.0% | −$63K | Cut−$207.4K |
| Cboe Global Mkts Inc | — | 950 | $267K | 0.0% | $28.6K | Held |
| Select Sector Spdr Tr | — | 1.82K | $266.8K | 0.0% | −$14.9K | Held |
| Ishares Gold Tr | — | 3.01K | $265K | 0.0% | $21K | Held |
| Spdr Series Trust | — | 5.34K | $258.2K | 0.0% | $6.63K | Added$45.3K |
| Texas Instrs Inc | — | 1.33K | $257.8K | 0.0% | $27.4K | Cut−$5.89K |
| American Elec Pwr Co Inc | — | 1.86K | $244.2K | 0.0% | $29.4K | Held |
| Vanguard Wellington Fd | — | 2.4K | $242.6K | 0.0% | −$1.04K | Cut−$84.3K |
| Ishares Tr | — | 1.64K | $236.7K | 0.0% | $5.81K | Held |
| Schwab Strategic Tr | — | 9.24K | $228.5K | 0.0% | −$1.62K | Held |
| Vanguard Index Fds | — | 2.56K | $227.1K | 0.0% | $538 | Held |
| Canadian Imperial Bank Of Co | — | 2.34K | $221.7K | 0.0% | $9.69K | Held |
| Cintas Corp | CTAS | 1.3K | $220.6K | 0.0% | −$24.7K | Cut−$60.2K |
| Rockwell Automation, Inc | ROK | 600 | $215.3K | 0.0% | −$18.1K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 614 | $207.5K | 0.0% | — | New |
| Adobe Inc. | ADBE | 840 | $204.2K | 0.0% | −$89.8K | Cut−$110.1K |
| Vanguard Index Fds | — | 670 | $202.5K | 0.0% | — | New |
| Ishares Tr | — | 1.82K | $201.1K | 0.0% | $820 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.