StockDriftsStockDriftsTop 50 Burling Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.34% | 130.0K | $33.0M | +0.61%(+785) | $234.96(+31.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 4.28% | 71.5K | $26.5M | -0.41%(-294) | $431.74(-9.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 4.21% | 125.0K | $26.0M | +1.26%(+1.55K) | $204.73(+18.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 4.1% | 145.5K | $25.4M | +2.30%(+3.28K) | $136.58(+42.65%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.54% | 76.2K | $21.9M | -4.68%(-3.74K) | $178.46(+101.68%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 3% | 63.1K | $18.6M | -2.45%(-1.58K) | $230.16(+45.32%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 2.99% | 64.4K | $18.5M | -7.51%(-5.23K) | $66.16(+21.70%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.63% | 25.0K | $16.3M | +1.71%(+421) | $612.01(+21.69%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2.61% | 129.8K | $16.1M | +0.32%(+420) | $116.33(+25.92%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.6% | 56.1K | $16.1M | +0.68%(+379) | $187.90(+89.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.48% | +14.04% |
| Top 20 Holdings Unweighted | +6.88% | +22.08% |
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