BURLING WEALTH PARTNERS, LLC

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CIK 2054946

13F portfolio (2026-Q1)

$618M

Positions

177

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

177

Top 5

21.5%

Top 10

35.3%

Effective N

50.9

HHI

0.020

This quarter

5 new · 0 exit →

By sector

Unclassified28.0%

Information Technology18.6%

Financials11.6%

Communication Services9.2%

Consumer Discretionary8.6%

Health Care8.1%

Industrials7.6%

Energy2.2%

Other6.2%

By market cap

Mega (>$200B)45.2%

Unknown29.3%

Large ($10–200B)24.9%

Mid ($2–10B)0.6%

By region

North America71.6%

Other28.0%

Europe0.4%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	29.69%	57
Software & IT Services	8.12%	3
Specialty Retail	7.88%	11
Pharmaceuticals & Biotechnology	7.12%	8
Technology Hardware & Equipment	7.01%	10
Software	6.01%	7
Semiconductors & Semiconductor Equipment	5.50%	11
Commercial Services & Supplies	3.82%	6
Capital Markets	3.60%	9
Aerospace & Defense	3.42%	5
Banks	3.09%	3
Oil, Gas & Consumable Fuels	2.18%	3
Machinery	2.05%	6
Chemicals	1.92%	4
Utilities	1.77%	5
Equity Real Estate Investment Trusts (REITs)	1.51%	4
Insurance	1.08%	3
Health Care Equipment & Supplies	0.86%	3
Diversified Telecommunication Services	0.80%	1
Food Products	0.48%	1
Road & Rail	0.41%	2
Hotels, Restaurants & Leisure	0.39%	2
Beverages	0.28%	2
Distributors	0.27%	2
Entertainment	0.15%	1
Construction Materials	0.13%	1
Media & Entertainment	0.12%	1
Life Sciences Tools & Services	0.08%	1
Real Estate Management & Development	0.07%	1
Metals & Mining	0.06%	1
Electrical Equipment & Components	0.06%	1
Communications Equipment	0.05%	1
Textiles, Apparel & Luxury Goods	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.34%
2	MSFT	MICROSOFT CORP	Information Technology	4.28%
3	AMZN	AMAZON COM INC	Consumer Discretionary	4.21%
4	NVDA	NVIDIA CORP	Information Technology	4.10%
5	GOOGL	Alphabet Inc.	Communication Services	3.54%
6	JPM	JPMORGAN CHASE & CO	Financials	3.00%
7	VO	VANGUARD INDEX FDS	Unclassified	2.99%
8	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.63%
9	IJR	ISHARES TR	Unclassified	2.61%
10	GOOG	Alphabet Inc.	Communication Services	2.60%

121/177 names classified · sector 72.0% of weight · industry 70.3% · mkt cap 70.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyMSFT, AAPL, NVDA, DHR, CRM · other

FinancialsJPM, BX, MA, BRK.B, CME · other

Consumer DiscretionaryAMZN, TJX, HD, COST, MCD · other

Health CareABT, ABBV, LLY, MRK, JNJ · other

Communication ServicesGOOGL, GOOG, META, TMUS, DIS · other

IndustrialsHON, RTX, WM, ITW, FTAI · other

MaterialsPG, CHD, LIN, ECL, MLM · other

Real EstateAMT, PLD, VICI, IRM, EQIX · other

UtilitiesNEE, OKE, WEC, LNG, TRGP · other

EnergyXOM, SU, CVX

Consumer StaplesMDLZ, PEP, KDP, KO

UnclassifiedVO, IJR, VB, SPY, VTI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 72.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (114 classified)BURLING WEALTH PARTNERS, LLC centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesConsumer DiscretionaryHealth CareIndustrialsMaterialsUtilitiesReal EstateEnergyConsumer Staples

Style box summary for BURLING WEALTH PARTNERS, LLC: centroid Large Core. Heaviest cells: Large Growth 35.9%, Large Core 16.7%, Large Value 10.2%.

Classified: 68.8% of book weight (114/177 names) · unclassified 31.2%: VO, SPY, IJR, VB, VTI, BRK.B, VOO, VEA, IWM, VEU +53 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	130,018	$33M	5.3%	HOLD
2	MSFTMICROSOFT CORP	71,455	$26M	4.3%	HOLD
3	AMZNAMAZON COM INC	124,957	$26M	4.2%	HOLD
4	NVDANVIDIA CORPORATION	145,493	$25M	4.1%	ADD 2%
5	GOOGLALPHABET INC	76,214	$22M	3.5%	TRIM −5%
6	JPMJPMORGAN CHASE & CO	63,068	$19M	3.0%	TRIM −2%
7	VOVANGUARD INDEX FDS	64,389	$18M	3.0%	TRIM −8%
8	SPYSTATE STR SPDR S&P 500 ETF T	25,042	$16M	2.6%	HOLD
9	IJRISHARES TR	129,831	$16M	2.6%	HOLD
10	GOOGALPHABET INC	56,109	$16M	2.6%	HOLD
11	VBVANGUARD INDEX FDS	59,575	$16M	2.5%	HOLD
12	METAMETA PLATFORMS INC	21,336	$12M	2.0%	ADD 12%
13	LLYELI LILLY & CO	13,106	$12M	1.9%	HOLD
14	VTIVANGUARD INDEX FDS	35,681	$11M	1.9%	HOLD
15	ABBVABBVIE INC	49,534	$11M	1.7%	HOLD
16	BRK.BBERKSHIRE HATHAWAY INC DEL	22,250	$11M	1.7%	ADD 22%
17	VOOVANGUARD INDEX FDS	17,327	$10M	1.7%	ADD 24%
18	MAMASTERCARD INCORPORATED	20,576	$10M	1.7%	HOLD
19	BXBLACKSTONE INC	83,266	$10M	1.5%	TRIM −11%
20	VEAVANGUARD TAX-MANAGED FDS	142,143	$9M	1.5%	ADD 46%
21	RTXRTX CORPORATION	46,082	$9M	1.4%	ADD 4%
22	ABTABBOTT LABS	82,389	$8M	1.4%	TRIM −6%
23	NEENEXTERA ENERGY INC	88,139	$8M	1.3%	ADD 2%
24	TJXTJX COS INC NEW	47,754	$8M	1.2%	ADD 4%
25	HONHONEYWELL INTL INC	33,316	$8M	1.2%	HOLD
26	IWMISHARES TR	28,612	$7M	1.1%	TRIM −10%
27	WMWASTE MGMT INC DEL	29,708	$7M	1.1%	ADD 3%
28	VEUVANGUARD INTL EQUITY INDEX F	89,032	$7M	1.1%	ADD 20%
29	XOMEXXON MOBIL CORP	38,708	$7M	1.1%	ADD 5%
30	SPSBSPDR SERIES TRUST	216,602	$7M	1.1%	ADD 10%
31	PLDPROLOGIS INC.	43,384	$6M	0.9%	ADD 10%
32	SHVISHARES TR	51,027	$6M	0.9%	NEW
33	IVVISHARES TR	7,855	$5M	0.8%	ADD 8%
34	TMUST-MOBILE US INC	23,619	$5M	0.8%	ADD 7%
35	SUSUNCOR ENERGY INC NEW	74,712	$5M	0.8%	ADD 23%
36	ETNEATON CORP PLC	13,428	$5M	0.8%	ADD 19%
37	SYKSTRYKER CORPORATION	14,419	$5M	0.8%	ADD 15%
38	LINLINDE PLC	9,545	$5M	0.8%	ADD 17%
39	DHRDANAHER CORP DEL	22,824	$4M	0.7%	TRIM −5%
40	JNJJOHNSON & JOHNSON	17,099	$4M	0.7%	TRIM −3%
41	ITWILLINOIS TOOL WKS INC	16,034	$4M	0.7%	TRIM −2%
42	HDHOME DEPOT INC	12,562	$4M	0.7%	ADD 3%
43	VBILVANGUARD INSTL INDEX FD	53,444	$4M	0.7%	ADD 472%
44	CMECME GROUP INC	13,688	$4M	0.7%	TRIM −13%
45	SAROSTANDARDAERO INC	147,832	$4M	0.6%	ADD 544%
46	PGPROCTER AND GAMBLE CO	25,617	$4M	0.6%	TRIM −11%
47	NDAQNASDAQ INC	40,250	$3M	0.6%	ADD 6%
48	ORLYOREILLY AUTOMOTIVE INC	36,856	$3M	0.6%	ADD 58%
49	COSTCOSTCO WHSL CORP NEW	3,369	$3M	0.5%	TRIM −8%
50	RGAREINSURANCE GRP OF AMERICA I	16,405	$3M	0.5%	ADD 7%
51	FTAIFTAI AVIATION LTD	13,357	$3M	0.5%	HOLD
52	MRKMERCK & CO INC	26,963	$3M	0.5%	TRIM −7%
53	CDNSCADENCE DESIGN SYSTEM INC	11,495	$3M	0.5%	NEW
54	IWFISHARES TR	7,236	$3M	0.5%	HOLD
55	MRSHMARSH & MCLENNAN COS INC	17,292	$3M	0.5%	TRIM −14%
56	MDLZMONDELEZ INTL INC	51,002	$3M	0.5%	ADD 44%
57	VIGVANGUARD SPECIALIZED FUNDS	12,557	$3M	0.4%	HOLD
58	VVISA INC	8,757	$3M	0.4%	TRIM −9%
59	INTUINTUIT	5,906	$3M	0.4%	TRIM −35%
60	VWOVANGUARD INTL EQUITY INDEX F	47,209	$3M	0.4%	TRIM −7%
61	AZNASTRAZENECA PLC	12,554	$2M	0.4%	TRIM −51%
62	CHDCHURCH & DWIGHT CO INC	26,503	$2M	0.4%	ADD 4%
63	IEFAISHARES TR	27,197	$2M	0.4%	HOLD
64	MPWRMONOLITHIC PWR SYS INC	2,165	$2M	0.4%	NEW
65	ZTSZOETIS INC	19,428	$2M	0.4%	TRIM −14%
66	UNPUNION PAC CORP	9,373	$2M	0.4%	TRIM −6%
67	VVVANGUARD INDEX FDS	7,316	$2M	0.4%	ADD 114%
68	VCSHVANGUARD SCOTTSDALE FDS	27,502	$2M	0.4%	ADD 17%
69	CSCOCISCO SYS INC	27,508	$2M	0.3%	TRIM −5%
70	ICEINTERCONTINENTAL EXCHANGE IN	13,359	$2M	0.3%	TRIM −13%
71	TYLTYLER TECHNOLOGIES INC	6,080	$2M	0.3%	ADD 30%
72	AMTAMERICAN TOWER CORP	11,370	$2M	0.3%	TRIM −18%
73	CVXCHEVRON CORP NEW	9,406	$2M	0.3%	TRIM −7%
74	SGOVISHARES TR	19,332	$2M	0.3%	ADD 335%
75	TFLOISHARES TR	37,878	$2M	0.3%	ADD 12%
76	MCDMCDONALDS CORP	6,125	$2M	0.3%	TRIM −3%
77	IWDISHARES TR	8,833	$2M	0.3%	HOLD
78	IJHISHARES TR	26,993	$2M	0.3%	ADD 24%
79	PHPARKER-HANNIFIN CORP	2,015	$2M	0.3%	TRIM −2%
80	GSGOLDMAN SACHS GROUP INC	1,771	$1M	0.2%	TRIM −8%
81	ORCLORACLE CORP	9,935	$1M	0.2%	TRIM −15%
82	OKEONEOK INC NEW	15,830	$1M	0.2%	TRIM −4%
83	VTEBVANGUARD MUN BD FDS	28,394	$1M	0.2%	ADD 62%
84	VGUSVANGUARD INSTL INDEX FD	17,570	$1M	0.2%	TRIM −35%
85	VRTVERTIV HOLDINGS CO	5,240	$1M	0.2%	HOLD
86	SHWSHERWIN WILLIAMS CO	3,991	$1M	0.2%	TRIM −18%
87	NETCLOUDFLARE INC	5,843	$1M	0.2%	HOLD
88	MDYSPDR S&P MIDCAP 400 ETF TR	1,941	$1M	0.2%	HOLD
89	MCHPMICROCHIP TECHNOLOGY INC.	17,302	$1M	0.2%	TRIM −6%
90	RSPINVESCO EXCHANGE TRADED FD T	5,794	$1M	0.2%	HOLD
91	JEPIJPMorgan Equity Premium Income ETF	19,517	$1M	0.2%	TRIM −14%
92	IRMIRON MTN INC DEL	10,671	$1M	0.2%	TRIM −5%
93	PEPPEPSICO INC	6,948	$1M	0.2%	TRIM −16%
94	CAHCARDINAL HEALTH INC	4,840	$1M	0.2%	TRIM −8%
95	AMDADVANCED MICRO DEVICES INC	4,883	$993,349	0.2%	HOLD
96	CARRCARRIER GLOBAL CORPORATION	17,425	$981,202	0.2%	TRIM −12%
97	ECLECOLAB INC	3,553	$945,169	0.2%	TRIM −6%
98	DISDISNEY WALT CO	9,684	$933,344	0.2%	TRIM −11%
99	IWRISHARES TR	9,473	$921,060	0.1%	TRIM −5%
100	VXFVANGUARD INDEX FDS	4,110	$845,838	0.1%	HOLD
101	LOWLOWES COS INC	3,489	$824,381	0.1%	TRIM −5%
102	MLMMARTIN MARIETTA MATLS INC	1,391	$818,854	0.1%	TRIM −3%
103	WECWEC ENERGY GROUP INC	6,859	$794,066	0.1%	TRIM −15%
104	ANETARISTA NETWORKS INC	6,419	$788,125	0.1%	HOLD
105	MRVLMARVELL TECHNOLOGY INC	7,607	$753,479	0.1%	HOLD
106	NFLXNETFLIX INC	7,636	$734,201	0.1%	HOLD
107	DELLDELL TECHNOLOGIES INC	4,424	$726,111	0.1%	TRIM −21%
108	KOCOCA COLA CO	8,962	$681,560	0.1%	HOLD
109	XLKSELECT SECTOR SPDR TR	5,006	$665,297	0.1%	HOLD
110	BSVVANGUARD BD INDEX FDS	8,450	$662,565	0.1%	ADD 40%
111	GLDSPDR GOLD TR	1,485	$638,981	0.1%	HOLD
112	TELTE CONNECTIVITY PLC	3,055	$638,556	0.1%	HOLD
113	QQQINVESCO QQQ TR	1,092	$630,281	0.1%	ADD 12%
114	ROPROPER TECHNOLOGIES INC	1,770	$626,332	0.1%	TRIM −82%
115	TMOTHERMO FISHER SCIENTIFIC INC	1,239	$609,006	0.1%	TRIM −6%
116	CATCATERPILLAR INC	845	$598,649	0.1%	HOLD
117	LHXL3HARRIS TECHNOLOGIES INC	1,729	$596,764	0.1%	TRIM −14%
118	ADIANALOG DEVICES INC	1,847	$587,605	0.1%	TRIM −12%
119	DKSDICKS SPORTING GOODS INC	2,929	$580,791	0.1%	TRIM −10%
120	WMTWALMART INC	4,604	$572,205	0.1%	TRIM −12%
121	AZOAUTOZONE INC	165	$557,334	0.1%	TRIM −63%
122	VICIVICI PPTYS INC	19,640	$536,565	0.1%	TRIM −31%
123	IBMINTERNATIONAL BUSINESS MACHS	2,200	$533,258	0.1%	TRIM −29%
124	SCHWSCHWAB CHARLES CORP	5,587	$525,066	0.1%	TRIM −21%
125	AMGNAMGEN INC	1,472	$517,923	0.1%	HOLD
126	SBUXSTARBUCKS CORP	5,699	$510,573	0.1%	TRIM −18%
127	APHAMPHENOL CORP	4,001	$505,526	0.1%	TRIM −13%
128	AVGOBROADCOM INC	1,620	$501,350	0.1%	TRIM −11%
129	VBRVANGUARD INDEX FDS	2,290	$497,503	0.1%	ADD 15%
130	IXUSISHARES TR	5,622	$487,114	0.1%	HOLD
131	MTDMETTLER TOLEDO INTERNATIONAL	380	$479,256	0.1%	HOLD
132	SCHFSCHWAB STRATEGIC TR	19,312	$477,972	0.1%	ADD 13%
133	BNBROOKFIELD CORP	11,072	$448,084	0.1%	TRIM −3%
134	IGSBISHARES TR	8,475	$445,446	0.1%	HOLD
135	XLFSELECT SECTOR SPDR TR	8,712	$430,111	0.1%	HOLD
136	BLKBLACKROCK INC	447	$429,884	0.1%	TRIM −11%
137	VUGVANGUARD INDEX FDS	981	$428,491	0.1%	ADD 12%
138	MSMORGAN STANLEY	2,551	$419,818	0.1%	TRIM −5%
139	FASTFASTENAL CO	8,446	$391,894	0.1%	TRIM −4%
140	EFAISHARES TR	3,999	$388,423	0.1%	HOLD
141	PANWPALO ALTO NETWORKS INC	2,328	$373,225	0.1%	ADD 3%
142	HWMHOWMET AEROSPACE INC	1,617	$372,654	0.1%	HOLD
143	OTISOTIS WORLDWIDE CORP	4,707	$362,816	0.1%	TRIM −7%
144	CBCHUBB LIMITED	1,077	$351,027	0.1%	TRIM −13%
145	SCMBSCHWAB STRATEGIC TR	12,625	$321,685	0.1%	HOLD
146	AXPAMERICAN EXPRESS CO	1,051	$317,906	0.1%	HOLD
147	BDXBECTON DICKINSON & CO	2,020	$317,605	0.1%	ADD 7%
148	SCHXSCHWAB U.S. LARGE-CAP ETF	12,255	$314,218	0.1%	HOLD
149	XLISELECT SECTOR SPDR TR	1,940	$313,756	0.1%	HOLD
150	ESGUISHARES TR	2,200	$311,124	0.1%	HOLD
151	QCOMQUALCOMM INC	2,383	$306,883	0.0%	TRIM −12%
152	IEMGISHARES INC	4,293	$299,437	0.0%	HOLD
153	SPGIS&P GLOBAL INC	681	$289,657	0.0%	TRIM −57%
154	DEDEERE & CO	514	$289,536	0.0%	HOLD
155	BRBROADRIDGE FINL SOLUTIONS IN	1,778	$288,889	0.0%	TRIM −60%
156	TDGTRANSDIGM GROUP INC	248	$287,422	0.0%	TRIM −24%
157	LNGCheniere Energy, Inc	1,001	$284,044	0.0%	TRIM −7%
158	IWVISHARES TR	750	$278,010	0.0%	HOLD
159	CSXCSX CORP	6,719	$275,815	0.0%	TRIM −13%
160	ISRGINTUITIVE SURGICAL INC	598	$275,672	0.0%	TRIM −30%
161	CBOECBOE GLOBAL MKTS INC	950	$267,017	0.0%	HOLD
162	XLVSELECT SECTOR SPDR TR	1,820	$266,830	0.0%	HOLD
163	IAUISHARES GOLD TR	3,006	$265,009	0.0%	HOLD
164	SPSMSPDR SERIES TRUST	5,344	$258,222	0.0%	ADD 18%
165	TXNTEXAS INSTRS INC	1,328	$257,818	0.0%	TRIM −13%
166	AEPAMERICAN ELEC PWR CO INC	1,863	$244,202	0.0%	HOLD
167	VTESVANGUARD WELLINGTON FD	2,399	$242,635	0.0%	TRIM −25%
168	IJTISHARES TR	1,636	$236,746	0.0%	HOLD
169	SCHJSCHWAB STRATEGIC TR	9,240	$228,459	0.0%	HOLD
170	VNQVANGUARD INDEX FDS	2,560	$227,072	0.0%	HOLD
171	CMCANADIAN IMPERIAL BANK OF CO	2,340	$221,715	0.0%	HOLD
172	CTASCINTAS CORP	1,304	$220,559	0.0%	TRIM −13%
173	ROKROCKWELL AUTOMATION INC	600	$215,328	0.0%	HOLD
174	TSMTAIWAN SEMICONDUCTOR MFG LTD	614	$207,501	0.0%	NEW
175	ADBEADOBE INC	840	$204,187	0.0%	TRIM −6%
176	VBKVANGUARD INDEX FDS	670	$202,508	0.0%	NEW
177	TIPISHARES TR	1,822	$201,103	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

119K

115K

117K

118K

129K

130K

$33M

MSFTMICROSOFT CORP

62K

63K

66K

67K

72K

71K

$26M

AMZNAMAZON COM INC

108K

109K

114K

117K

123K

125K

$26M

NVDANVIDIA CORPORATION

87K

96K

124K

128K

142K

145K

$25M

GOOGLALPHABET INC

78K

77K

80K

79K

80K

76K

$22M

JPMJPMORGAN CHASE & CO

61K

63K

62K

65K

63K

$19M

VOVANGUARD INDEX FDS

71K

69K

68K

70K

64K

$18M

SPYSTATE STR SPDR S&P 500 ETF T

15K

28K

25K

$16M

IJRISHARES TR

132K

129K

127K

121K

129K

130K

$16M

GOOGALPHABET INC

46K

48K

50K

51K

56K

$16M

VBVANGUARD INDEX FDS

56K

57K

56K

57K

61K

60K

$16M

METAMETA PLATFORMS INC

11K

12K

14K

16K

19K

21K

$12M

LLYELI LILLY & CO

10K

13K

$12M

VTIVANGUARD INDEX FDS

21K

26K

36K

$11M

ABBVABBVIE INC

40K

44K

47K

48K

50K

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆BURLING WEALTH PARTNERS, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

BURLING WEALTH PARTNERS, LLC