Titelia

Holdings of BURLING WEALTH PARTNERS, LLC

167 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.7 % of the equity sleeve

Sector breakdown

  • Technology 17.8 %
  • Financials 11.4 %
  • Communication 9.6 %
  • Health care 9.0 %
  • Funds 8.0 %
  • Consumer discretionary 7.6 %
  • Industrials 6.3 %
  • Consumer staples 2.5 %
  • Real estate 1.6 %
  • Utilities 1.6 %
  • Energy 1.4 %
  • Materials 0.5 %
  • Unattributed 22.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US166594.9M $99.97 %
2TW1207.5K $0.03 %

Positions

RankCompanySharesValueWeight
1Apple Inc 130,01833M $
2Microsoft Corp 71,45526.5M $
3Amazon.com Inc 124,95726M $
4NVIDIA Corp 145,49325.4M $
5Alphabet Inc 76,21421.9M $
6JPMorgan Chase & Co 63,06818.6M $
7Vanguard Mid-Cap ETF 64,38918.5M $
8State Street SPDR S&P 500 ETF Trust 25,04216.3M $
9iShares Core S&P Small-Cap ETF 129,83116.1M $
10Alphabet Inc 56,10916.1M $
11Vanguard Small-Cap ETF 59,57515.6M $
12Meta Platforms Inc 21,33612.2M $
13Eli Lilly & Co 13,10612.1M $
14Vanguard Total Stock Market ETF 35,68111.4M $
15AbbVie Inc 49,53410.8M $
16Berkshire Hathaway Inc 22,25010.7M $
17Vanguard S&P 500 ETF 17,32710.4M $
18Mastercard Inc 20,57610.3M $
19Blackstone Inc 83,2669.6M $
20Vanguard FTSE Developed Markets ETF 142,1439.1M $
21RTX Corp 46,0828.9M $
22Abbott Laboratories 82,3898.5M $
23NextEra Energy Inc 88,1398.2M $
24TJX Cos Inc/The 47,7547.6M $
25Honeywell International Inc 33,3167.5M $
26iShares Russell 2000 ETF 28,6127.1M $
27Waste Management Inc 29,7086.8M $
28Vanguard FTSE All-World ex-US ETF 89,0326.7M $
29Exxon Mobil Corp 38,7086.6M $
30SPDR Series Trust 216,6026.5M $
31Prologis Inc 43,3845.7M $
32iShares 0-1 Year Treasury Bond ETF 51,0275.6M $
33iShares Core S&P 500 ETF 7,8555.1M $
34T-Mobile US Inc 23,6195M $
35Stryker Corp 14,4194.7M $
36Danaher Corp 22,8244.3M $
37Johnson & Johnson 17,0994.2M $
38Illinois Tool Works Inc 16,0344.2M $
39Home Depot Inc/The 12,5624.1M $
40Vanguard 0-3 Month Treasury Bi 53,4444M $
41CME Group Inc 13,6884M $
42StandardAero Inc 147,8323.8M $
43Procter & Gamble Co/The 25,6173.7M $
44Nasdaq Inc 40,2503.4M $
45O'Reilly Automotive Inc 36,8563.4M $
46Costco Wholesale Corp 3,3693.4M $
47Reinsurance Group of America Inc 16,4053.3M $
48Merck & Co Inc 26,9633.2M $
49Cadence Design Systems Inc 11,4953.2M $
50iShares Russell 1000 Growth ETF 7,2363.1M $
51Marsh & McLennan Cos Inc 17,2923M $
52Mondelez International Inc 51,0022.9M $
53VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 12,5572.7M $
54Visa Inc 8,7572.6M $
55Intuit Inc 5,9062.6M $
56Vanguard International Equity Index Funds 47,2092.6M $
57Church & Dwight Co Inc 26,5032.5M $
58iShares Core MSCI EAFE ETF 27,1972.5M $
59Monolithic Power Systems Inc 2,1652.4M $
60Zoetis Inc 19,4282.3M $
61Union Pacific Corp 9,3732.3M $
62Vanguard Large-Cap ETF 7,3162.2M $
63VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 27,5022.2M $
64Cisco Systems, Inc. 27,5082.1M $
65Intercontinental Exchange Inc 13,3592.1M $
66Tyler Technologies Inc 6,0802.1M $
67American Tower Corp 11,3702M $
68Chevron Corp 9,4061.9M $
69iShares Trust 19,3321.9M $
70iShares Trust 37,8781.9M $
71McDonald's Corp. 6,1251.9M $
72iShares Trust 8,8331.9M $
73iShares Core S&P Mid-Cap ETF 26,9931.8M $
74Parker-Hannifin Corp 2,0151.8M $
75Goldman Sachs Group Inc/The 1,7711.5M $
76Oracle Corp 9,9351.5M $
77ONEOK Inc 15,8301.4M $
78Vanguard Tax-Exempt Bond Index ETF 28,3941.4M $
79Vertiv Holdings Co 5,2401.3M $
80Sherwin-Williams Co/The 3,9911.3M $
81Cloudflare Inc 5,8431.2M $
82State Street SPDR S&P MidCap 400 ETF Trust 1,9411.2M $
83Microchip Technology Inc 17,3021.1M $
84Invesco S&P 500 Equal Weight ETF 5,7941.1M $
85J P Morgan Exchange Traded Fund Trust 19,5171.1M $
86Iron Mountain Inc 10,6711.1M $
87PepsiCo Inc 6,9481.1M $
88Cardinal Health, Inc. 4,8401M $
89Advanced Micro Devices Inc 4,883993.3K $
90Carrier Global Corp 17,425981.2K $
91Ecolab Inc 3,553945.2K $
92Walt Disney Co/The 9,684933.3K $
93iShares Trust 9,473921.1K $
94Vanguard Extended Market ETF 4,110845.8K $
95Lowe's Cos Inc 3,489824.4K $
96Martin Marietta Materials Inc 1,391818.9K $
97WEC Energy Group Inc 6,859794.1K $
98Arista Networks Inc 6,419788.1K $
99Marvell Technology Inc 7,607753.5K $
100Netflix Inc 7,636734.2K $