BURLING WEALTH PARTNERS, LLC
•CIK: 2054946•Filing: Q4 2025
**BURLING WEALTH PARTNERS, LLC** manages $644M across a diversified portfolio of 185 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding AAPL ($35.1M) and MSFT ($34.7M). Key allocations also include substantial positions in AMZN ($28.5M), NVDA ($26.5M), and GOOGL ($25.0M). This concentration suggests a core focus on established, market-leading growth and technology names.
Total AUM
$643.6M
QoQ Performance
+6.6%
Positions
185
Top 10 Concentration
37.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL5.5%
MSFT5.4%
AMZN4.4%
NVDA4.1%
GOOGL3.9%
JPM3.2%
VO3.1%
GOOG2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.4%
Technology26.8%
Healthcare7.8%
Financial7.7%
Consumer6.4%
ETF4.7%
Industrial2.7%
Real Estate1.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑85 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024