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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 7 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMGN AMGEN INC COM Healthcare 1,541.0 $558K 0.08% NEW $362.12 +21.3%
122 SCHX SCHWAB U.S. LARGE-CAP ETF 18,911.0 $557K 0.08% NEW $29.43 +2.7%
123 GLD SPDR GOLD SHARES Financial Services 1,485.0 $547K 0.08% NEW $368.38 +14.9%
124 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 5,624.0 $537K 0.08% NEW $95.45 +2.6%
125 MS MORGAN STANLEY COM NEW Financial Services 2,551.0 $533K 0.08% NEW $209.04 +2.5%
126 VONG VANGUARD RUSSELL 1000 GROWTH ETF 4,045.0 $517K 0.08% NEW $127.81 -1.4%
127 SCHW SCHWAB CHARLES CORP COM Financial Services 5,589.0 $516K 0.07% NEW $92.27 +21.7%
128 SCHD SCHWAB US DIVIDEND EQUITY ETF 15,900.0 $504K 0.07% NEW $31.71 +10.7%
129 WMT WALMART INC COM Consumer Defensive 4,295.0 $486K 0.07% NEW $113.26 -8.4%
130 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 379.0 $484K 0.07% NEW $1277.51 +9.2%
131 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 9,035.0 $474K 0.07% NEW $52.41 -0.6%
132 SBUX STARBUCKS CORP COM Consumer Cyclical 4,599.0 $470K 0.07% NEW $102.19 +4.8%
133 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 8,712.0 $467K 0.07% NEW $53.61 +7.2%
134 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,604.0 $466K 0.07% NEW $290.59 -8.2%
135 TEL TE CONNECTIVITY PLC ORD SHS Technology 2,294.0 $462K 0.07% NEW $201.61 +1.0%
136 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 10,813.0 $461K 0.07% NEW $42.59 -2.1%
137 NFLX NETFLIX INC. COM Communication Services 6,218.0 $444K 0.07% NEW $71.40 +11.5%
138 HWM HOWMET AEROSPACE INC COM Industrials 1,617.0 $435K 0.06% NEW $268.86 +1.0%
139 AZO AUTOZONE INC COM Consumer Cyclical 134.0 $428K 0.06% NEW $3195.94 -7.4%
140 TXN TEXAS INSTRS INC COM Technology 1,435.0 $428K 0.06% NEW $298.07 -11.3%
Page 7 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%