account_balance
Investment manager · 13F filer · SEC CIK 2054946
Burling Wealth Partners, LLC
Reported value$708Mas of Sep 30, 2026
Positions181 8 new, 7 sold out
Top 10 weight38.1%AAPL alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.1%
MSFTMicrosoft Corp
5.1%
NVDANVIDIA Corp
4.6%
AMZNAmazon.com Inc
4.4%
GOOGLAlphabet Inc.
3.6%
VOVanguard Morningstar Mid-Cap ETF
3.1%Added +5%
VOOVanguard S&P 500 ETF
2.9%Added +24%
JPMJPMorgan Chase & Co
2.9%
SPYSPDR S&P 500 ETF Trust
2.7%
GOOGAlphabet Inc.
2.7%
VBVanguard Morningstar Small-Cap ETF
2.6%Added +5%
IJRiShares Core S&P Small Cap ETF
2.6%Added +2%
AAPLApple Inc.
6.1%
MSFTMicrosoft Corp
5.1%
NVDANVIDIA Corp
4.6%
AMZNAmazon.com Inc
4.4%
GOOGLAlphabet Inc.
3.6%
VOVanguard Morningstar Mid-Cap ETF
3.1%
VOOVanguard S&P 500 ETF
2.9%
JPMJPMorgan Chase & Co
2.9%
SPYSPDR S&P 500 ETF Trust
2.7%
GOOGVB2.6%
IJR2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.1% HeldMSFT Microsoft Corp 5.1% HeldNVDA NVIDIA Corp 4.6% HeldAMZN Amazon.com Inc 4.4% HeldGOOGL Alphabet Inc. 3.6% Held
VO Vanguard Morningstar Mid-Cap ETF 3.1% Added +5%
VOO Vanguard S&P 500 ETF 2.9% Added +24%
JPM JPMorgan Chase & Co 2.9% HeldSPY SPDR S&P 500 ETF Trust 2.7% HeldGOOG Alphabet Inc. 2.7% HeldVB Vanguard Morningstar Small-Cap ETF 2.6% Added +5%
IJR iShares Core S&P Small Cap ETF 2.6% Added +2%
What changed
Biggest moves since Jun 30, 2026
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