Burling Wealth Partners, LLC ETF holdings
Chicago, IL
Reported $202.3M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$202.3M
ETFs held
58
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
29.6%
of $683.4M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VO | Vanguard Morningstar Mid-Cap ETF | $21.5M | 267,337 | +202,948 shares |
| IJR | iShares Core S&P Small-Cap ETF | $19.7M | 132,558 | +2,727 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $18.9M | 62,242 | +2,667 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $18.8M | 25,138 | +96 shares |
| VOO | Vanguard S&P 500 ETF | $16.4M | 23,936 | +6,609 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $13.8M | 37,212 | +1,531 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $12.7M | 177,947 | +35,804 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $9.0M | 107,355 | +18,323 shares |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond Index ETF | $8.7M | 290,045 | +73,443 shares |
| IWM | iShares Russell 2000 ETF | $8.7M | 28,855 | +243 shares |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054946. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Burling Wealth Partners, LLC own?
Burling Wealth Partners, LLC reported 58 ETF positions worth $202.3M in its Form 13F for June 30, 2026. The largest was VO, at $21.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.