BURLING WEALTH PARTNERS, LLC: 13F holdings
CIK 20549462026Q2
| Positions | 180 |
|---|
| Reported value | $683.4m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 180 (+3 vs prior quarter) |
|---|
| Reported value | $683.4m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 130,429 | $37.7m | 5.5% |
| AMZN AMAZON COM INC COM | 125,705 | $30.0m | 4.4% |
| NVDA NVIDIA CORPORATION COM | 146,435 | $29.3m | 4.3% |
| GOOGL ALPHABET INC CAP STK CL A | 75,177 | $26.9m | 3.9% |
| MSFT MICROSOFT CORP COM | 71,131 | $26.5m | 3.9% |
| VO VANGUARD MORNINGSTAR MID-CAP ETF | 267,337 | $21.5m | 3.2% |
| JPM JPMORGAN CHASE & CO COM | 63,141 | $20.7m | 3.0% |
| GOOG ALPHABET INC CAP STK CL C | 56,098 | $19.8m | 2.9% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 132,558 | $19.7m | 2.9% |
| VB VANGUARD MORNINGSTAR SMALL-CAP ETF | 62,242 | $18.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054946")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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