BURLING WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 643,649
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 185 | 643,649 | 13F-HR | BURLING WEALTH PARTNERS, LLC |
| Q3 2025 | 11/7/2025 | 176 | 603,986 | 13F-HR | BURLING WEALTH PARTNERS, LLC |
| Q2 2025 | 8/8/2025 | 173 | 541,718 | 13F-HR | BURLING WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 485.9 K | 75.5% | 29.55 K | 0 | 29.55 K |
| ETFs | 157.7 K | 24.5% | 10.11 K | 0 | 10.11 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
643,649
Holdings
185
QoQ value change ($000)
39,663
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.