StockDriftsStockDriftsTop 50 Burling Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 5.52% | 130.4K | $37.7M | +0.32%(+411) | $235.06(+30.46%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 4.38% | 125.7K | $30.0M | +0.60%(+748) | $204.82(+34.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.29% | 146.4K | $29.3M | +0.65%(+942) | $136.88(+61.06%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.93% | 75.2K | $26.9M | -1.36%(-1.04K) | $178.46(+96.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.88% | 71.1K | $26.5M | -0.45%(-324) | $431.74(+16.45%) | 2026-06-30 | |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | 3.15% | 267.3K | $21.5M | +3.80%(+9.78K) | $66.50(+24.86%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 3.02% | 63.1K | $20.7M | +0.12%(+73) | $230.25(+57.00%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.9% | 56.1K | $19.8M | -0.02%(-11) | $187.90(+86.53%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2.88% | 132.6K | $19.7M | +2.10%(+2.73K) | $116.70(+27.47%) | 2026-06-30 | |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | 2.76% | 62.2K | $18.9M | +4.48%(+2.67K) | $241.36(+26.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.82% |
Burling Wealth Partners LLC reports $683.37M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.5%), AMZN (4.4%) and NVDA (4.3%). The top 20 holdings account for 56.26% of reported assets. Its disclosed equity book has returned +19.75% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Burling Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054946). View Burling Wealth Partners LLC’s 13F filings on SEC