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Portfolio (Quarterly) Guide ↗

BURLING WEALTH PARTNERS, LLC

· CIK 0002054946
13F Portfolio $683M AUM 180 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 180 New
Page 9 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 623.0 $298K 0.04% NEW $477.57 -12.3%
162 ROK ROCKWELL AUTOMATION INC COM Industrials 600.0 $297K 0.04% NEW $495.08 -11.7%
163 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 1,636.0 $292K 0.04% NEW $178.60 -2.6%
164 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 1,820.0 $289K 0.04% NEW $158.66 +10.1%
165 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 2,340.0 $269K 0.04% NEW $115.00 +1.3%
166 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,895.0 $259K 0.04% NEW $136.81 -11.6%
167 CTAS CINTAS CORP COM Industrials 1,484.0 $252K 0.04% NEW $170.08 +19.8%
168 VNQ VANGUARD REAL ESTATE ETF 2,560.0 $247K 0.04% NEW $96.43 +2.1%
169 VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 670.0 $245K 0.04% NEW $365.70 -1.9%
170 TSLA TESLA INC COM Consumer Cyclical 577.0 $243K 0.04% NEW $420.60 -13.7%
171 LNG CHENIERE ENERGY INC COM NEW Energy 1,009.0 $241K 0.04% NEW $239.01 +16.1%
172 CBOE CBOE GLOBAL MKTS INC COM Financial Services 950.0 $231K 0.03% NEW $242.67 +23.9%
173 LRCX LAM RESEARCH CORP COM NEW Technology 531.0 $230K 0.03% NEW $433.33 -27.5%
174 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 578.0 $230K 0.03% NEW $397.68 -4.7%
175 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 9,240.0 $228K 0.03% NEW $24.66 -0.6%
176 IAU ISHARES GOLD TRUST Financial Services 3,006.0 $227K 0.03% NEW $75.51 +14.9%
177 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 4,879.0 $223K 0.03% NEW $45.80 -2.0%
178 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 1,814.0 $213K 0.03% NEW $117.28 +0.6%
179 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,290.0 $212K 0.03% NEW $164.30 +2.2%
180 ASML ASML HLDG NV N Y REGISTRY SHS Technology 106.0 $211K 0.03% NEW $1989.44 -11.3%
Page 9 of 9  ·  180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 18.7%
Healthcare 12.7%
Consumer Cyclical 10.1%
Communication Services 9.8%
Industrials 9.1%
Consumer Defensive 3.2%
Real Estate 2.1%
Utilities 2.0%
Basic Materials 1.8%