Burling Wealth Partners LLC Portfolio
Invests via Burling Wealth Partners LLC | Managed by Young Im, Michael Chilla
Invests via Burling Wealth Partners LLC
Managed by Young Im, Michael Chilla
Automatically Tracked
Company Profile
Regional wealth manager focused on comprehensive financial planning, investment management and retirement solutions for affluent individuals, family offices and small institutions. Burling Wealth Partners LLC operates as an outsourced CIO and adviser, emphasizing portfolio construction, tax-aware strategies and fee-based wealth advisory services. Positioning leans toward personalised client service and multi-asset allocation.
Regional wealth manager focused on comprehensive financial planning, investment management and retirement solutions for affluent individuals, family offices and small institutions. Burling Wealth Partners LLC operates as an outsourced CIO and adviser, emphasizing portfolio construction, tax-aware strategies and fee-based wealth advisory services. Positioning leans toward personalised client service and multi-asset allocation.
Investment Philosophy & Strategy
Offers regional, fiduciary-driven wealth management that blends outsourced CIO services with bespoke financial planning for affluent individuals, family offices and small institutions. Investment philosophy prioritizes diversified multi-asset portfolios, tax-aware, fee-based solutions and customized asset allocation guided by liability and goals-based planning. Capital deployment favors low-cost core holdings with tactical satellite positions, emphasis on downside risk control, liquidity management and tax-efficiency. Decision-making combines disciplined asset allocation framework, periodic rebalancing and collaborative adviser-client governance.
Offers regional, fiduciary-driven wealth management that blends outsourced CIO services with bespoke financial planning for affluent individuals, family offices and small institutions. Investment philosophy prioritizes diversified multi-asset portfolios, tax-aware, fee-based solutions and customized asset allocation guided by liability and goals-based planning. Capital deployment favors low-cost core holdings with tactical satellite positions, emphasis on downside risk control, liquidity management and tax-efficiency. Decision-making combines disciplined asset allocation framework, periodic rebalancing and collaborative adviser-client governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.79%
Gain
Monthly
-0.04%
Yearly
-0.51%
Drawdown
17.18%
$683.45M
Equity
Holdings
$683.45M
Investment
$584.08M
$95.58M
Profit -$3.66M
Realized
-$3.8M
Unrealized
$99.37M
Dividends
$12.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.66M
Win %
70%
This Week
Compared To Last Week
Gain
0.21%
Profit
$1.42M
Win %
70%
This Month
Compared to last month
Gain
2.06%
Profit
$13.82M
Win %
70%
This Year
Compared to last year
Gain
10.56%
Profit
$65.28M
Win %
66%
ABT Abbott Laboratories
+3.07%
+$249,638.67 
MRK Merck & Co., Inc.
+3.02%
+$104,077.18 
CB Chubb Limited
+2.92%
+$10,823.85 
SU Suncor Energy Inc.
+2.11%
+$95,631.36 
HWM Howmet Aerospace Inc.
+2.06%
+$9,039.03 
CSCO Cisco Systems, Inc.
+1.88%
+$56,666.48 
JNJ Johnson & Johnson
+1.83%
+$78,142.26 
PANW Palo Alto Networks, Inc.
+1.78%
+$14,689.68 
SARO StandardAero, Inc.
+1.71%
+$67,263.56 
FTAI FTAI Aviation Ltd.
+1.62%
+$44,078.1 
CAH Cardinal Health Inc.
+1.59%
+$17,569.2 
RTX RTX Corporation
+1.57%
+$141,010.92 
ABBV AbbVie Inc.
+1.57%
+$197,640.66 
LHX L3Harris Technologies, Inc.
+1.51%
+$7,417.41 
NET Cloudflare Inc.
+1.5%
+$23,897.87 
AMT American Tower Corporation
+1.48%
+$28,368.04 
TDG TransDigm Group Inc.
+1.47%
+$4,493.76 
RGA Reinsurance Group of America, Inc.
+1.46%
+$57,253.45 
XOM Exxon Mobil Corporation
+1.32%
+$74,706.44 
CVX Chevron Corporation
+1.26%
+$21,821.83 
AEP American Electric Power Company, Inc.
+1.22%
+$3,018.06 
TMUS T-Mobile US, Inc.
+1.21%
+$55,032.27 
PH Parker-Hannifin Corporation
+1.19%
+$22,971 
HON Honeywell International Inc.
+1.17%
+$44,226.99 
IRM Iron Mountain Inc.
+1.17%
+$15,206.17 
LLY Eli Lilly and Company
+1.17%
+$178,766.63 
WMT Walmart Inc.
+1.04%
+$5,515.59 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$114,031.25 
DKS Dick's Sporting Goods, Inc.
+0.97%
+$6,180.19 
CM Canadian Imperial Bank of Commerce
+0.97%
+$2,737.8 
UNP Union Pacific Corporation
+0.97%
+$27,134.83 
PLD Prologis Inc.
+0.96%
+$62,472.96 
MDLZ Mondelez International, Inc.
+0.95%
+$29,642.36 
VNQ Vanguard Real Estate ETF
+0.89%
+$2,291.2 
WEC WEC Energy Group Inc.
+0.86%
+$6,721.82 
DE Deere & Company
+0.85%
+$2,631.68 
JPM JPMorgan Chase & Co.
+0.78%
+$168,392.19 
DELL Dell Technologies Inc.
+0.76%
+$13,183.52 
ORCL Oracle Corporation
+0.72%
+$8,842.15 
NEE NextEra Energy, Inc.
+0.69%
+$54,205.49 
OKE ONEOK, Inc.
+0.67%
+$9,814.6 
CHD Church & Dwight Co., Inc.
+0.63%
+$16,431.86 
PG Procter & Gamble Co
+0.62%
+$24,079.98 
XLV Health Care Select Sector SPDR Fund
+0.56%
+$1,638 
GLD SPDR Gold Shares
+0.55%
+$2,999.71 
IAU iShares Gold Trust
+0.55%
+$1,232.46 
TYL Tyler Technologies Inc.
+0.46%
+$8,876.8 
ECL Ecolab Inc.
+0.44%
+$4,334.66 
ORLY O'Reilly Automotive Inc.
+0.39%
+$12,531.04 
AZN AstraZeneca PLC American Depositary Shares
+0.38%
+$8,034.56 
LIN Linde plc
+0.37%
+$18,660.57 
CSX CSX Corporation
+0.32%
+$1,103.93 
ZTS Zoetis Inc.
+0.31%
+$4,662.72 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$1,028.18 
TIP iShares TIPS Bond ETF
+0.29%
+$573.93 
ETN Eaton Corporation plc
+0.28%
+$15,173.64 
AMGN Amgen Inc.
+0.27%
+$1,449.92 
WM Waste Management, Inc.
+0.23%
+$16,339.4 
HD The Home Depot, Inc.
+0.22%
+$9,798.36 
TJX The TJX Companies, Inc.
+0.22%
+$16,236.36 
SHW The Sherwin-Williams Company
+0.21%
+$2,773.71 
LNG Cheniere Energy Inc.
+0.17%
+$440.44 
MRSH Marsh & McLennan Companies, Inc.
+0.17%
+$5,360.69 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.1%
+$231 
CARR Carrier Global Corporation
+0.1%
+$1,219.75 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$633.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$1,925.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$381.37 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$5,415.05 
BDX Becton, Dickinson and Company
+0.07%
+$242.4 
SHV iShares Short Treasury Bond ETF
+0.04%
+$2,296.22 
IWD iShares Russell 1000 Value ETF
+0.04%
+$839.13 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$568.17 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$1,063.54 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.03%
+$351.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$483.3 
COST Costco Wholesale Corporation
+0.02%
+$619.83 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.93%
-$28,698.02 
CDNS Cadence Design Systems, Inc.
-10.19%
-$427,096.72 
NFLX Netflix, Inc.
-7.78%
-$44,174.26 
META Meta Platforms Inc Class A
-5.7%
-$808,208.53 
TXN Texas Instruments Inc
-2.93%
-$11,347.77 
AMD Advanced Micro Devices, Inc.
-2.93%
-$71,623.36 
VRT Vertiv Holdings Co
-2.84%
-$43,701.65 
ANET Arista Networks, Inc.
-2.65%
-$28,628.74 
IBM International Business Machines Corporation
-2.58%
-$12,408 
MCHP Microchip Technology Incorporated
-2.56%
-$36,159.45 
GOOGL Alphabet Inc
-2.54%
-$686,307.83 
GOOG Alphabet Inc
-2.48%
-$493,198.67 
MPWR Monolithic Power Systems, Inc.
-2.47%
-$69,708.89 
MSFT Microsoft Corp.
-2.36%
-$676,656.7 
KO The Coca-Cola Company
-2.29%
-$17,386.28 
SYK Stryker Corporation
-2.28%
-$108,863.45 
NDAQ Nasdaq, Inc.
-2.13%
-$80,902.5 
QCOM QUALCOMM Incorporated
-2.09%
-$8,507.33 
NVDA NVIDIA Corporation
-2.08%
-$627,074.83 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$55,706.62 
ADI Analog Devices, Inc.
-1.86%
-$13,095.23 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$6,138.99 
V Visa Inc. Class A
-1.83%
-$58,409.19 
MRVL Marvell Technology, Inc.
-1.82%
-$26,092.09 
TMO Thermo Fisher Scientific Inc.
-1.78%
-$11,993.52 
GS The Goldman Sachs Group, Inc.
-1.76%
-$34,074.04 
VUG Vanguard Growth ETF
-1.69%
-$8,593.56 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$58,756.32 
MTD Mettler-Toledo International Inc.
-1.66%
-$8,428.39 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$12,590.76 
XLK State Street Technology Select Sector SPDR ETF
-1.6%
-$14,217.09 
MA Mastercard Incorporated
-1.57%
-$178,188.16 
BR Broadridge Financial Solutions, Inc.
-1.51%
-$4,107.18 
AVGO Broadcom Inc.
-1.47%
-$8,909.98 
ROK Rockwell Automation, Inc.
-1.46%
-$4,091.99 
SPGI S&P Global Inc.
-1.36%
-$4,246.04 
BN Brookfield Corporation
-1.35%
-$6,643.2 
DIS The Walt Disney Company
-1.23%
-$11,862.9 
AXP American Express Company
-1.2%
-$4,561.34 
BLK BlackRock, Inc.
-1.11%
-$5,378.55 
IXUS iShares Core International Stock ETF
-1.1%
-$5,790.66 
VEU Vanguard FTSE All-World ex-US ETF
-1.06%
-$77,457.84 
SCHX Schwab U.S. Large-Cap ETF
-0.81%
-$2,941.2 
APH Amphenol Corporation
-0.81%
-$4,961.24 
ESGU iShares ESG Aware MSCI USA ETF
-0.8%
-$2,915 
MS Morgan Stanley
-0.8%
-$4,464.25 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$20,941.69 
IVV iShares Core S&P 500 ETF
-0.79%
-$46,972.9 
VOO Vanguard S&P 500 ETF
-0.78%
-$93,739.07 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$143,743.08 
IWV ISHARES RUSSELL 3000 ETF
-0.75%
-$2,403.75 
VBK Vanguard Small-Cap Growth ETF
-0.75%
-$1,738.65 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.75%
-$18,875.28 
SCHF Schwab International Equity ETF
-0.74%
-$3,862.4 
EFA iShares MSCI EAFE ETF
-0.73%
-$3,039.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$95,981.53 
DHR Danaher Corporation
-0.72%
-$33,779.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$70,360.79 
BX Blackstone Inc.
-0.68%
-$73,274.08 
CTAS Cintas Corporation
-0.58%
-$1,551.76 
VXF Vanguard Extended Market ETF
-0.55%
-$5,425.2 
TEL TE Connectivity plc
-0.55%
-$3,375.78 
SBUX Starbucks Corporation
-0.54%
-$3,361.84 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$102,566.49 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$1,603.2 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.52%
-$1,488.76 
OTIS Otis Worldwide Corporation
-0.5%
-$1,765.12 
ROP Roper Technologies Inc.
-0.45%
-$2,901.91 
ITW Illinois Tool Works Inc.
-0.44%
-$20,042.5 
AMZN Amazon.com Inc
-0.44%
-$136,203.13 
FAST Fastenal Co.
-0.41%
-$1,604.74 
SCHW Charles Schwab Corporation
-0.39%
-$2,234.8 
VB Vanguard Small-Cap ETF
-0.38%
-$67,915.5 
LOW Lowe's Companies Inc.
-0.38%
-$2,860.98 
IWM iShares Russell 2000 ETF
-0.35%
-$30,042.31 
MDY SPDR S&P MidCap 400 ETF Trust
-0.34%
-$4,609.87 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$6,807.63 
MLM Martin Marietta Materials, Inc.
-0.28%
-$2,239.51 
VICI Vici Properties Inc.
-0.28%
-$1,473 
ICE Intercontinental Exchange, Inc.
-0.26%
-$4,942.83 
IWR iShares Russell Mid-Cap ETF
-0.25%
-$2,652.44 
CME CME Group Inc.
-0.22%
-$7,528.4 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,996.59 
CBOE Cboe Global Markets Inc.
-0.16%
-$427.5 
XLF Financial Select Sector SPDR Fund
-0.15%
-$740.52 
INTU Intuit Inc.
-0.14%
-$2,428.55 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,738.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$767.15 
PEP PepsiCo, Inc.
-0.11%
-$1,076.94 
VO Vanguard Mid-Cap ETF
-0.06%
-$12,877.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$851.82 
AAPL Apple Inc.
-0.06%
-$24,703.42 
CAT Caterpillar Inc.
-0.05%
-$397.15 
ADBE Adobe Inc.
-0.05%
-$92.4 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$1,381.27 
SCMB Schwab Municipal Bond ETF
-0.02%
-$63.12 
MCD McDonald's Corporation
-0.01%
-$245 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$23.99 
AZO AutoZone Inc.
0%
-$11.98 Events
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Dividends
Dividend Analysis
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| Trades 922 | Longs Won 584/922 63% | Profit Factor 3.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $721,232.05 |
| Average Win $221,367 | Best Trade (Jul 15) $12.61M | Sharpe Ratio -10.38 |
| Average Loss -$99,713.95 | Worst Trade (Jul 10) -$4.39M | Z-Score 8.96 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $103,660.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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