DOSSIER · 13F-HR · Q2 2026

BURLING WEALTH PARTNERS, LLC

$683M in tracked AUM across 180 positions as of Q2 2026.

BW
CIK 0002054946 · last filed Jun 30, 2026
Total AUM
$683M
as of Q2 2026
Holdings
180
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BURLING WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$38M130K5.5%
02
AMZN
AMAZON COM INC COM
$30M126K4.4%
03
NVDA
NVIDIA CORPORATION COM
$29M146K4.3%
04
GOOGL
ALPHABET INC CAP STK CL A
$27M75K3.9%
05
MSFT
MICROSOFT CORP COM
$27M71K3.9%
06
VO
VANGUARD MORNINGSTAR MID-CAP ETF
$22M267K3.2%
07
JPM
JPMORGAN CHASE & CO COM
$21M63K3.0%
08
GOOG
ALPHABET INC CAP STK CL C
$20M56K2.9%
09
IJR
ISHARES CORE S&P SMALL CAP ETF
$20M133K2.9%
10
VB
VANGUARD MORNINGSTAR SMALL-CAP ETF
$19M62K2.8%

Filing history

2026Q2Jun 30
$683M 10.5%
180 positionsView →
2026Q1Mar 31
$618M 3.9%
177 positionsView →
2025Q4Dec 31
$644M 159.6%
185 positionsView →
2025Q3Sep 30
$248M 14.7%
68 positionsView →
2025Q2Jun 30
$216M 16.2%
67 positionsLocked
2025Q1Mar 31
$186M 62.0%
69 positionsLocked
2024Q4Dec 31
$490M
164 positionsLocked