Burling Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 181 separate positions held by the firm, managed from its office in Chicago, Illinois.
The portfolio is heavily weighted toward large-cap technology and growth companies. Apple Inc. is the largest holding, with 128,791 shares. Other top individual stock positions include Microsoft Corporation (69,803 shares), NVIDIA Corporation (143,982 shares), Amazon.com Inc. (123,898 shares), and Alphabet Inc. Class A (73,947 shares).
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The Vanguard S&P 500 ETF is held in 29,689 shares, while the Vanguard Morningstar Mid-Cap ETF comprises 279,606 shares. Other major ETF holdings include the Vanguard FTSE Developed Markets ETF (193,161 shares) and the iShares Core S&P Small-Cap ETF (135,231 shares).
Other notable individual stock positions include Eli Lilly & Co. (12,842 shares), AbbVie Inc. (48,191 shares), Broadcom Inc. (13,240 shares), and Johnson & Johnson (16,729 shares). The filing also includes positions in Mastercard Incorporated, Prologis Inc., and Taiwan Semiconductor Manufacturing Co. sponsored ADRs.
