BURLING WEALTH PARTNERS, LLC
CIK 2054946
13F filing for Q2 2026・No. 3,253
- Holdings
- US$683.37M
- Quarter change
- +US$65.05M
- Entries
- 180
- Net bought (estimate)
- +US$9.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 13
- Cut 65
- Added 72
- Corporate actions 4
- Unchanged 27
Largest holdings
180 stocks worth US$683.37M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Added | 130,429 | US$37.74M | 5.52% |
| AMZNAmazonStock | Added | 125,705 | US$29.96M | 4.38% |
| NVDANvidiaStock | Added | 146,435 | US$29.3M | 4.29% |
| GOOGLAlphabetStock | Cut | 75,177 | US$26.87M | 3.93% |
| MSFTMicrosoftStock | Cut | 71,131 | US$26.53M | 3.88% |
| VANGUARD MORNINGSTAR MID-CAP ETFETF | AddedSplit 4:1 | 267,337 | US$21.54M | 3.15% |
| JPMJPMORGAN CHASE & CO COMStock | Added | 63,141 | US$20.67M | 3.02% |
| GOOGALPHABET INC CAP STK CL CStock | Cut | 56,098 | US$19.82M | 2.90% |
| ISHARES CORE S&P SMALL CAP ETFETF | Added | 132,558 | US$19.66M | 2.88% |
| VANGUARD MORNINGSTAR SMALL-CAP ETFETF | Added | 62,242 | US$18.87M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.