BURLING WEALTH PARTNERS, LLC
RIA/Wealth
BURLING WEALTH PARTNERS, LLC is a RIA/Wealth based in Chicago, IL led by Steven Ross Resnik, reporting $768.0M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
Managing PartnerSteven Ross Resnik
- Portfolio Value
- $601.1M
- Positions
- 174
- Top Holding
- MSFT at 5.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BURLING WEALTH PARTNERS, LLC's portfolio (37% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $34.9M | 5.81% | +$552.7K Bought | 0.00% 67.4K shares | |
Consumer Electronics Technology | $30.1M | 5.01% | +$424.5K Bought | 0.00% 118.3K shares | |
Specialty Retail Consumer Cyclical | $25.6M | 4.27% | +$543.2K Bought | 0.00% 116.8K shares | |
Semiconductors Technology | $24.0M | 3.99% | +$743.5K Bought | 0.00% 128.5K shares | |
ETF ETF | $20.0M | 3.32% | -$254.1K Sold | — 68.0K shares | |
Banks - Diversified Financial Services | $19.6M | 3.26% | -$245.7K Sold | 0.00% 62.0K shares | |
Internet Content & Information Communication Services | $19.2M | 3.19% | -$181.8K Sold | 0.00% 78.9K shares | |
ETF ETF | $18.6M | 3.10% | +$9.0M Bought | — 28.0K shares | |
Asset Management Financial Services | $15.9M | 2.64% | -$714.3K Sold | 0.01% 93.0K shares | |
ETF ETF | $14.6M | 2.43% | +$381.9K Bought | — 57.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BURLING WEALTH PARTNERS, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BURLING WEALTH PARTNERS, LLC
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