Institutional Fund
Burling Wealth Partners, LLC
Chicago, ILCIK 20549465 filings on record
Portfolio Value
$618.31M
Q1 2026
Holdings
177
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.9%
from $643.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.3%
- Microsoft Corp4.3%
- Amazon Com Inc4.2%
- Nvidia Corporation4.1%
- Alphabet Inc3.5%
- Jpmorgan Chase & Co.3.0%
- Other75.5%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 130.0K | $33.00M | 5.3% | +785 | Added |
| 2 | Microsoft Corp | 71.5K | $26.45M | 4.3% | −294 | Reduced |
| 3 | Amazon Com Inc | 125.0K | $26.02M | 4.2% | +1.6K | Added |
| 4 | Nvidia Corporation | 145.5K | $25.37M | 4.1% | +3.3K | Added |
| 5 | Alphabet Inc | 76.2K | $21.92M | 3.5% | −3.7K | Reduced |
| 6 | Jpmorgan Chase & Co. | 63.1K | $18.55M | 3.0% | −1.6K | Reduced |
| 7 | Vanguard Index Fds | 64.4K | $18.49M | 3.0% | −5.2K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 25.0K | $16.29M | 2.6% | +421 | Added |
| 9 | Ishares Tr | 129.8K | $16.14M | 2.6% | +420 | Added |
| 10 | Alphabet Inc | 56.1K | $16.10M | 2.6% | +379 | Added |
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