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Burling Wealth Partners - Q1 2026 13F Filings

BU

Burling Wealth Partners, LLC

CIK: 0002054946
Address: Illinois Chicago One South Wacker Drive Suite 2150
$618.31 M
Portfolio Value
177
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/04/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SHV Ishares Short Treasury Bond Etf
+$5.63 M
2. VBIL Vanguard 0-3 Month Treasury Bill Etf
+$3.34 M
3. SARO Standardaero
+$3.23 M
4. CDNS Cadence Design Systems
+$3.19 M
5. VEA Vanguard Ftse Developed Markets Etf
+$2.86 M

Top Sells

Q1 2026
1. CRM Salesforce
−$6.69 M
2. ARES Ares Management Corporation
−$4.11 M
3. VLTO Veralto Corporation
−$3.74 M
4. ROP Roper Technologies
−$2.87 M
5. VO Vanguard Mid-Cap Etf
−$1.5 M

Asset Allocation

Stocks/ETFs
-4.31%
$604.11 M 97.70%
Options
$0 0.00%
Debt
$0 0.00%
Other
+15.35%
$14.2 M 2.30%

Sector Allocation (Stocks)

Burling Wealth Partners Q1 2026 Filing Summary

Burling Wealth Partners, LLC filed its 13F report for Q1 2026 on May 08, 2026. The portfolio totaled 618.31 M reflecting a -3.94% change from the prior quarter, spanning 177 assets. The top 10 holdings comprised 36.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 12 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Burling Wealth Partners’s Q1 2026 Filing

Burling Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 05/08/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Burling Wealth Partners reported a managed portfolio value of 618.31 M, consisting of 177 individual positions.

This page displays the raw filing documents. To see which stocks Burling Wealth Partners bought or sold during Q1 2026, please visit Burling Wealth Partners's Portfolio Analysis page.