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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 2 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 107,355.0 $9.0M 1.32% NEW $83.75 +2.3%
22 RTX RTX CORPORATION COM Industrials 46,912.0 $8.9M 1.30% NEW $189.73 +10.6%
23 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 290,045.0 $8.7M 1.27% NEW $30.01 -0.2%
24 IWM ISHARES RUSSELL 2000 ETF 28,855.0 $8.7M 1.27% NEW $300.45 -0.2%
25 NEE NEXTERA ENERGY INC COM Utilities 91,184.0 $8.0M 1.17% NEW $87.77 -4.7%
26 TJX TJX COS INC NEW COM Consumer Cyclical 47,872.0 $7.3M 1.06% NEW $151.50 -7.3%
27 ABT ABBOTT LABORATORIES COM Healthcare 77,627.0 $7.0M 1.03% NEW $90.74 +28.5%
28 WM WASTE MGMT INC DEL COM Industrials 29,988.0 $6.7M 0.98% NEW $222.88 +0.5%
29 IVV ISHARES CORE S&P 500 ETF 8,589.0 $6.4M 0.94% NEW $748.85 +2.7%
30 PLD PROLOGIS INC. COM Real Estate 44,908.0 $6.1M 0.89% NEW $135.47 +4.7%
31 ETN EATON CORP PLC SHS Industrials 14,227.0 $6.1M 0.89% NEW $426.12 -1.6%
32 EXXONMOBIL HOLDINGS CORP COM SHS 39,186.0 $5.4M 0.78% NEW $136.72
33 LIN LINDE PLC SHS Basic Materials 10,042.0 $5.2M 0.76% NEW $518.96 -6.0%
34 SYK STRYKER CORPORATION COM Healthcare 16,023.0 $5.0M 0.74% NEW $314.84 +4.6%
35 CDNS CADENCE DESIGN SYSTEM INC COM Technology 13,145.0 $4.9M 0.72% NEW $375.32 -15.0%
36 APH AMPHENOL CORP CL A Technology 27,050.0 $4.8M 0.70% NEW $176.32 -11.0%
37 STANDARDAERO INC COM 154,554.0 $4.6M 0.68% NEW $29.91
38 JNJ JOHNSON & JOHNSON COM Healthcare 16,795.0 $4.3M 0.62% NEW $253.97 +6.4%
39 SU SUNCOR ENERGY INC NEW COM Energy 77,176.0 $4.1M 0.61% NEW $53.68 +27.5%
40 TMUS T-MOBILE US INC COM Communication Services 23,524.0 $3.9M 0.58% NEW $167.73 +9.1%
Page 2 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%