Burling Wealth Partners, LLC holds a diversified book of 180 reported positions worth $683.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+7.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Burling Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +16.1%, a 4.7-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Burling Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Burling Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| Evelyn Partners Group Ltd | 57 / 80 | $44.6B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Swiss Re Ltd | 50 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 39 / 80 | $535.5M |
| Kearns & Associates LLC | 17 / 80 | $193.2M |
| Ardent Capital Management, Inc. | 25 / 80 | $215.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Burling Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com Stock | $37.7M | 130.4K | 5.5% | ▲+0.3% Added · +411 sh | |
| 2 | Amazon Com Inc Com Stock | $30.0M | 125.7K | 4.4% | ▲+0.6% Added · +748 sh | |
| 3 | Nvidia Corporation Com Stock | $29.3M | 146.4K | 4.3% | ▲+0.6% Added · +942 sh | |
| 4 | Alphabet Inc Cap STK CL A Stock | $26.9M | 75.2K | 3.9% | ▼−1.4% Reduced · −1K sh | |
| 5 | Microsoft Corp Com Stock | $26.5M | 71.1K | 3.9% | ▼−0.5% Reduced · −324 sh | |
| 6 | Vanguard Morningstar Mid-Cap ETF ETF | $21.5M | 267.3K | 3.2% | ▲+315% Added · +203K sh | |
| 7 | JPMorgan Chase & Co Com Stock | $20.7M | 63.1K | 3.0% | ▲+0.1% Added · +73 sh | |
| 8 | Alphabet Inc Cap STK CL C Stock | $19.8M | 56.1K | 2.9% | ▼~0% Reduced · −11 sh | |
| 9 | Ishares Core S&P Small Cap ETF ETF | $19.7M | 132.6K | 2.9% | ▲+2.1% Added · +3K sh | |
| 10 | Vanguard Morningstar Small-Cap ETF ETF | $18.9M | 62.2K | 2.8% | ▲+4.5% Added · +3K sh | |
| 11 | State Street SPDR S&P 500 ETF ETF | $18.8M | 25.1K | 2.7% | ▲+0.4% Added · +96 sh | |
| 12 | Vanguard S&P 500 ETF ETF | $16.4M | 23.9K | 2.4% | ▲+38% Added · +7K sh | |
| 13 | Eli Lilly & Co Com Stock | $15.8M | 13.2K | 2.3% | ▲+0.4% Added · +56 sh | |
| 14 | Vanguard Morningstar Total Stock Market ETF ETF | $13.8M | 37.2K | 2.0% | ▲+4.3% Added · +2K sh | |
| 15 | Vanguard Ftse Developed Markets ETF ETF | $12.7M | 177.9K | 1.9% | ▲+25% Added · +36K sh | |
| 16 | Abbvie Inc Com Stock | $12.4M | 49.3K | 1.8% | ▼−0.5% Reduced · −252 sh | |
| 17 | Meta Platforms Inc CL A Stock | $12.2M | 21.7K | 1.8% | ▲+1.6% Added · +341 sh | |
| 18 | Berkshire Hathaway Inc Del CL B New Stock | $11.3M | 22.7K | 1.7% | ▲+1.9% Added · +420 sh | |
| 19 | Mastercard Incorporated CL A Stock | $10.6M | 20.6K | 1.5% | ▼~0% Reduced · −2 sh | |
| 20 | Blackstone Inc Com Stock | $9.5M | 81.0K | 1.4% | ▼−2.8% Reduced · −2K sh | |
| 21 | Vanguard Ftse All-World Ex-US Index Fund ETF | $9.0M | 107.4K | 1.3% | ▲+21% Added · +18K sh | |
| 22 | RTX Corporation Com Stock | $8.9M | 46.9K | 1.3% | ▲+1.8% Added · +830 sh | |
| 23 | State Street SPDR Portfolio Short Term Corporate Bond ETF ETF | $8.7M | 290.0K | 1.3% | ▲+34% Added · +73K sh | |
| 24 | Ishares Russell 2000 ETF ETF | $8.7M | 28.9K | 1.3% | ▲+0.8% Added · +243 sh | |
| 25 | NextEra Energy Inc Com Stock | $8.0M | 91.2K | 1.2% | ▲+3.5% Added · +3K sh | |
| 26 | TJX Cos Inc New Com Stock | $7.3M | 47.9K | 1.1% | ▲+0.2% Added · +118 sh | |
| 27 | Abbott Laboratories Com Stock | $7.0M | 77.6K | 1.0% | ▼−5.8% Reduced · −5K sh | |
| 28 | Waste Mgmt Inc Del Com Stock | $6.7M | 30.0K | 1.0% | ▲+0.9% Added · +280 sh | |
| 29 | Ishares Core S&P 500 ETF ETF | $6.4M | 8.6K | 0.9% | ▲+9.3% Added · +734 sh | |
| 30 | Prologis Inc. Com REIT | $6.1M | 44.9K | 0.9% | ▲+3.5% Added · +2K sh | |
| 31 | Eaton Corp PLC SHS Stock | $6.1M | 14.2K | 0.9% | ▲+6.0% Added · +799 sh | |
| 32 | ExxonMobil Holdings Corp Com SHS Stock | $5.4M | 39.2K | 0.8% | ▲New New position | |
| 33 | Linde PLC SHS Stock | $5.2M | 10.0K | 0.8% | ▲+5.2% Added · +497 sh | |
| 34 | Stryker Corporation Com Stock | $5.0M | 16.0K | 0.7% | ▲+11% Added · +2K sh | |
| 35 | Cadence Design System Inc Com Stock | $4.9M | 13.1K | 0.7% | ▲+14% Added · +2K sh | |
| 36 | Amphenol Corp CL A Stock | $4.8M | 27.1K | 0.7% | ▲+576% Added · +23K sh | |
| 37 | Standardaero Inc Com Stock | $4.6M | 154.6K | 0.7% | ▲+4.5% Added · +7K sh | |
| 38 | Johnson & Johnson Com Stock | $4.3M | 16.8K | 0.6% | ▼−1.8% Reduced · −304 sh | |
| 39 | Suncor Energy Inc New Com Stock | $4.1M | 77.2K | 0.6% | ▲+3.3% Added · +2K sh | |
| 40 | T-Mobile US Inc Com Stock | $3.9M | 23.5K | 0.6% | ▼−0.4% Reduced · −95 sh | |
| 41 | Illinois Tool WKS Inc Com Stock | $3.9M | 14.5K | 0.6% | ▼−9.7% Reduced · −2K sh | |
| 42 | Monolithic PWR Sys Inc Com Stock | $3.9M | 2.8K | 0.6% | ▲+29% Added · +633 sh | |
| 43 | Danaher Corp Del Com Stock | $3.7M | 19.7K | 0.5% | ▼−14% Reduced · −3K sh | |
| 44 | Aramark Com Stock | $3.7M | 65.7K | 0.5% | ▲New New position | |
| 45 | Honeywell Intl Inc Com Stock | $3.7M | 16.5K | 0.5% | ▲New New position | |
| 46 | Honeywell Aerospace Inc Com Stock | $3.6M | 16.5K | 0.5% | →Listed Newly reportable | |
| 47 | Ishares Russell 1000 Growth ETF ETF | $3.6M | 28.9K | 0.5% | ▲+300% Added · +22K sh | |
| 48 | Procter & Gamble Co Com Stock | $3.6M | 24.2K | 0.5% | ▼−5.4% Reduced · −1K sh | |
| 49 | Oreilly Automotive Inc Com Stock | $3.6M | 38.6K | 0.5% | ▲+4.6% Added · +2K sh | |
| 50 | Reinsurance Group Amer Inc Com New Stock | $3.5M | 16.7K | 0.5% | ▲+1.6% Added · +271 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054946/holdings"
Use Arkolith to show BURLING WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 180 | $683.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 177 | $618.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 185 | $643.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 176 | $604.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 173 | $541.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 165 | $475.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 164 | $490.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.