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Burling Wealth Partners - Q4 2025 13F Filings

BU

Burling Wealth Partners, LLC

CIK: 0002054946
Address: Illinois Chicago One South Wacker Drive Suite 2150
$643.65 M
Portfolio Value
185
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/04/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VTI Vanguard Total Stock Market Etf
+$3.33 M
2. AAPL Apple
+$2.97 M
3. IVV Ishares Core S&P 500 Etf
+$2.67 M
4. NVDA Nvidia Corporation
+$2.56 M
5. IEFA Ishares Core Msci Eafe Etf
+$2.41 M

Top Sells

Q4 2025
1. SHV Ishares Short Treasury Bond Etf
−$6.75 M
2. SPY Spdr S&P 500 Etf Trust
−$2.29 M
3. SGOV Ishares 0-3 Month Treasury Bond Etf
−$2.25 M
4. AZN Astrazeneca PLC
−$1.97 M
5. ZTS Zoetis
−$919,492.51
6. CHD Church & Dwight Co
−$898,452.96

Asset Allocation

Stocks/ETFs
+6.41%
$631.34 M 98.09%
Options
$0 0.00%
Debt
$0 0.00%
Other
+15.12%
$12.31 M 1.91%

Sector Allocation (Stocks)

Burling Wealth Partners Q4 2025 Filing Summary

Burling Wealth Partners, LLC filed its 13F report for Q4 2025 on February 06, 2026. The portfolio totaled 643.65 M reflecting a +6.57% change from the prior quarter, spanning 185 assets. The top 10 holdings comprised 38.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Burling Wealth Partners’s Q4 2025 Filing

Burling Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 02/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Burling Wealth Partners reported a managed portfolio value of 643.65 M, consisting of 185 individual positions.

This page displays the raw filing documents. To see which stocks Burling Wealth Partners bought or sold during Q4 2025, please visit Burling Wealth Partners's Portfolio Analysis page.