Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BURLING WEALTH PARTNERS, LLC (CIK 2054946) reported $618.3M across 177 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($33.0M, 5.34%), MSFT ($26.5M, 4.28%), AMZN ($26.0M, 4.21%), NVDA ($25.4M, 4.10%), GOOGL ($21.9M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $33.0M | 5.34% | 130,018 | Added |
| 2 | MSFT | MICROSOFT CORP COM | $26.5M | 4.28% | 71,455 | Trimmed |
| 3 | AMZN | AMAZON COM INC COM | $26.0M | 4.21% | 124,957 | Added |
| 4 | NVDA | NVIDIA CORPORATION COM | $25.4M | 4.10% | 145,493 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $21.9M | 3.54% | 76,214 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO COM | $18.6M | 3.00% | 63,068 | Trimmed |
| 7 | VO | VANGUARD MID-CAP ETF | $18.5M | 2.99% | 64,389 | Trimmed |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $16.3M | 2.63% | 25,042 | Added |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $16.1M | 2.61% | 129,831 | Added |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $16.1M | 2.60% | 56,109 | Added |
| 11 | VB | VANGUARD SMALL-CAP ETF | $15.6M | 2.52% | 59,575 | Trimmed |
| 12 | META | META PLATFORMS INC CL A | $12.2M | 1.97% | 21,336 | Added |
| 13 | LLY | ELI LILLY & CO COM | $12.1M | 1.95% | 13,106 | Trimmed |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $11.4M | 1.85% | 35,681 | Added |
| 15 | ABBV | ABBVIE INC COM | $10.8M | 1.74% | 49,534 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $10.7M | 1.72% | 22,250 | Added |
| 17 | VOO | VANGUARD S&P 500 ETF | $10.4M | 1.67% | 17,327 | Added |
| 18 | MA | MASTERCARD INCORPORATED CL A | $10.3M | 1.66% | 20,576 | Added |
| 19 | BX | BLACKSTONE INC COM | $9.6M | 1.55% | 83,266 | Trimmed |
| 20 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $9.1M | 1.47% | 142,143 | Added |
| 21 | RTX | RTX CORPORATION COM | $8.9M | 1.44% | 46,082 | Added |
| 22 | ABT | ABBOTT LABORATORIES COM | $8.5M | 1.37% | 82,389 | Trimmed |
| 23 | NEE | NEXTERA ENERGY INC COM | $8.2M | 1.32% | 88,139 | Added |
| 24 | TJX | TJX COS INC NEW COM | $7.6M | 1.23% | 47,754 | Added |
| 25 | HON | HONEYWELL INTL INC COM | $7.5M | 1.22% | 33,316 | Added |
Source: SEC Form 13F filings · as of 2026-03-31