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Home > Institutional Investor > Burling Wealth Partners, Llc > Profile

Instuitional Investor - Burling Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Burling Wealth Partners, Llc
Portfolio Value $683,365,598
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 130,429 $37,740,823 5.52%
2.
Amazon Com Inc
 AMZN 125,705 $29,960,530 4.38%
3.
Nvidia Corp
 NVDA 146,435 $29,300,147 4.29%
4.
Alphabet Inc.
 GOOGL 75,177 $26,866,106 3.93%
5.
Microsoft Corp
 MSFT 71,131 $26,533,322 3.88%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.