Burling Wealth Partners
Burling Wealth Partners reported 180 stocks worth $683M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AAPL (5.5%), AMZN (4.4%) and NVDA (4.3%). Compared with Q1 2026, the fund opened new positions in XOM, ARMK and HON, added to AAPL, AMZN and NVDA, trimmed GOOGL, MSFT and ABBV and sold out of XOM, SHV and VBIL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $37.7M | 5.5% | 130K | +411 (+0%) | 7 of 7 | |
| 2 |  AMZN Amazon Com Inc | $30M | 4.4% | 126K | +748 (+1%) | 7 of 7 | |
| 3 |  NVDA Nvidia Corporation | $29.3M | 4.3% | 146K | +942 (+1%) | 7 of 7 | |
| 4 |  GOOGL Alphabet Inc | $26.9M | 3.9% | 75K | −1,037 (−1%) | 7 of 7 | |
| 5 |  MSFT Microsoft Corp | $26.5M | 3.9% | 71K | −324 (−0%) | 7 of 7 | |
| 6 |  VO Vanguard Index Fds | $21.5M | 3.1% | 267K | +203K (+315%) | 7 of 7 | |
| 7 |  JPM Jpmorgan Chase & Co. | $20.7M | 3.0% | 63K | +73 (+0%) | 7 of 7 | |
| 8 |  GOOG Alphabet Inc | $19.8M | 2.9% | 56K | No change | 7 of 7 | |
| 9 |  IJR Ishares TR | $19.7M | 2.9% | 133K | +2,727 (+2%) | 7 of 7 | |
| 10 |  VB Vanguard Index Fds | $18.9M | 2.8% | 62K | +2,667 (+4%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $7.5M | 33K |
 XOM Exxon Mobil Corp | $6.6M | 39K |
 SHV Ishares TR | $5.6M | 51K |
 VBIL Vanguard 0-3 Month | $4M | 53K |
 INTU Intuit | $2.6M | 5,906 |
🔒 Free account: see all 13.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Burling Wealth Partners 13F FAQ
What does Burling Wealth Partners own?
Burling Wealth Partners reported 180 stocks worth $683M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AAPL (5.5%), AMZN (4.4%) and NVDA (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Burling Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 71 added to, 61 trimmed and 13 sold out. New positions include XOM, ARMK and HON. It sold all of XOM, SHV and VBIL.
When will Burling Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Burling Wealth Partners's portfolio worth?
The Q2 2026 filing reports $683M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.