Burling Wealth Partners, LLC filed its 13F report for Q2 2026 on August 04, 2026. The portfolio totaled 683.37 M reflecting a +10.52% change from the prior quarter, spanning 180 assets. The top 10 holdings comprised 38.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 13 complete exits.
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Burling Wealth Partners submitted their Form 13F-HR for the Q2 2026 period on 08/04/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Burling Wealth Partners reported a managed portfolio value of 683.37 M, consisting of 180 individual positions.
This page displays the raw filing documents. To see which stocks Burling Wealth Partners bought or sold during Q2 2026, please visit Burling Wealth Partners's Portfolio Analysis page.