BURLING WEALTH PARTNERS, LLC 13F Holdings
CIK 0002054946 · CHICAGO, IL
As of Sep 30, 2025, BURLING WEALTH PARTNERS, LLC reported 176 positions worth $604.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 67,412 | $34.9M | 5.78% |
| APPLE INC | AAPL | Technology | 118,303 | $30.1M | 4.99% |
| AMAZON.COM INC | AMZN | Equity | 116,792 | $25.6M | 4.25% |
| NVIDIA CORP | NVDA | Technology | 128,467 | $24.0M | 3.97% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 68,009 | $20.0M | 3.31% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 62,037 |