BURLING WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$618,313
Net value change ($000)
-25,336 (-3.9%)
New positions
5
Sold out positions
13
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHV 5,633 NEW
VBIL 3,338 473.5%
CDNS 3,194 NEW
SARO 3,161 480.4%
VEA 3,015 49.5%
MPWR 2,367 NEW
SU 2,240 83.0%
XOM 2,130 48.0%
VOO 1,557 17.7%
SGOV 1,500 336.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,248 -23.8%
CRM -6,690 -100.0%
BX -4,794 -33.4%
ARES -4,113 -100.0%
ROP -3,772 -85.8%
VLTO -3,736 -100.0%
INTU -3,451 -57.5%
GOOGL -3,109 -12.4%
ABT -2,499 -22.8%
AMZN -2,459 -8.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type