Managers / Q4 2024 · view latest →
BURLING WEALTH PARTNERS, LLC
CIK 0002054946 · ONE SOUTH WACKER DRIVE, SUITE 2150, CHICAGO, IL, 60606 · 1-312-825-0262
Reported Value
$490M
Q4 2024
Positions
164
Filings on Record
6
2019–present window
Filed
Feb 14, 2025
original filing
Summary
Burling Wealth Partners, Llc reported $490M in U.S.-listed holdings across 164 positions for Q4 2024.
Its largest position, AAPL, represents 6.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 76.1% · $373M
- ETP · 19.0% · $93M
- REIT · 2.5% · $12M
- Other · 1.6% · $8M
- ADR · 0.8% · $4M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $618M | 177 | May 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $644M | 185 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $604M | 176 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $542M | 173 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $475M | 165 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $490M | 164 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.