Holdings
Burling Wealth Partners, LLC
As of Jun 30, 2026, Burling Wealth Partners, LLC reported 113 positions worth US$454M. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 131K | US$46.7M | −1,546 | Jun 30, 2026 |
| Apple Inc | 130K | US$37.7M | +411 | Jun 30, 2026 |
| Amazon.com, Inc. | 126K | US$30M | +748 | Jun 30, 2026 |
| Nvidia Corporation | 146K | US$29.3M | +942 | Jun 30, 2026 |
| Microsoft Corp. | 71,131 | US$26.5M | −324 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 63,141 | US$20.7M | +73 | Jun 30, 2026 |
| Eli Lilly And Company | 13,162 | US$15.8M | +56 | Jun 30, 2026 |
| Abbvie Inc. | 49,282 | US$12.4M | −252 | Jun 30, 2026 |
| Meta Platforms, Inc. | 21,677 | US$12.2M | +341 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 22,670 | US$11.3M | +420 | Jun 30, 2026 |