BALDWIN WEALTH PARTNERS LLC/MA

Filed: 4/14/2025ACC: 0000950123-25-003482

📋 What this filing means

BALDWIN WEALTH PARTNERS LLC/MA filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

228

Positions

$1.43B

Total AUM (reported)

11.76M

Total Shares

Allocation by class

COM$927.15M65.0%

ACTIVE BOND ETF$72.37M5.1%

CAP STK CL A$56.49M4.0%

TIPS BD ETF$50.89M3.6%

COM CL A$45.14M3.2%

COM NEW$31.38M2.2%

CL A$28.58M2.0%

Portfolio Concentration

Top 3$236.64M16.6%

4–10$341.36M23.9%

11–25$333.47M23.4%

Rest$514.01M36.1%

Top 3 weight

16.6%

Top 10 weight

40.5%

Voting Authority Distribution

Total shares with voting rights: 11.76M

Sole

Full voting authority

10.22M

% of voting shares86.9%

Shared

Joint voting authority

2.90K

% of voting shares0.0%

None

No voting authority

1.53M

% of voting shares13.0%

Investment Discretion (by position count)

Sole215

Shared0

Other13

Dominant voting typeSole · 86.9% of voting shares

Institutional Holdings228

Rows:

APPLE INC

DFND

COM

Shares401.63K

TypeSH

Market value$89.21M

6.26%

Sole

371.88K

Shared

220.00

None

29.53K

MICROSOFT CORP

SOLE

COM

Shares199.95K

TypeSH

Market value$75.06M

5.27%

Sole

179.63K

Shared

140.00

None

20.18K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares1.35M

TypeSH

Market value$72.37M

5.08%

Sole

914.32K

Shared

0.00

None

437.82K

AMAZON COM INC

SOLE

COM

Shares352.75K

TypeSH

Market value$67.11M

4.71%

Sole

331.96K

Shared

300.00

None

20.49K

ALPHABET INC

SOLE

CAP STK CL A

Shares365.32K

TypeSH

Market value$56.49M

3.96%

Sole

339.86K

Shared

400.00

None

25.06K

NVIDIA CORPORATION

DFND

COM

Shares479.27K

TypeSH

Market value$51.94M

3.64%

Sole

447.74K

Shared

60.00

None

31.47K

ISHARES TR

SOLE

TIPS BD ETF

Shares458.12K

TypeSH

Market value$50.89M

3.57%

Sole

332.69K

Shared

0.00

None

125.42K

VISA INC

DFND

COM CL A

Shares126.06K

TypeSH

Market value$44.18M

3.10%

Sole

116.89K

Shared

80.00

None

9.10K

COSTCO WHSL CORP NEW

SOLE

COM

Shares38.66K

TypeSH

Market value$36.57M

2.57%

Sole

35.44K

Shared

40.00

None

3.18K

BLACKSTONE INC

DFND

COM

Shares244.45K

TypeSH

Market value$34.17M

2.40%

Sole

233.22K

Shared

100.00

None

11.13K

WASTE MGMT INC DEL

SOLE

COM

Shares137.70K

TypeSH

Market value$31.88M

2.24%

Sole

127.81K

Shared

0.00

None

9.88K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares79.82K

TypeSH

Market value$27.56M

1.93%

Sole

73.16K

Shared

0.00

None

6.66K

KLA CORP

SOLE

COM NEW

Shares38.58K

TypeSH

Market value$26.23M

1.84%

Sole

34.40K

Shared

0.00

None

4.17K

PEPSICO INC

DFND

COM

Shares168.07K

TypeSH

Market value$25.20M

1.77%

Sole

156.29K

Shared

200.00

None

11.58K

INVESCO EXCH TRD SLF IDX FD

SOLE

RUSL 1000 DYNM

Shares443.93K

TypeSH

Market value$23.67M

1.66%

Sole

321.32K

Shared

0.00

None

122.61K

JPMORGAN CHASE & CO.

SOLE

COM

Shares94.05K

TypeSH

Market value$23.07M

1.62%

Sole

85.15K

Shared

0.00

None

8.90K

UNITED RENTALS INC

SOLE

COM

Shares36.37K

TypeSH

Market value$22.79M

1.60%

Sole

33.24K

Shared

0.00

None

3.13K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares84.50K

TypeSH

Market value$21.01M

1.47%

Sole

84.43K

Shared

0.00

None

70.00

NEXTERA ENERGY INC

SOLE

COM

Shares294.61K

TypeSH

Market value$20.88M

1.47%

Sole

268K

Shared

0.00

None

26.61K

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares65.06K

TypeSH

Market value$20.30M

1.42%

Sole

57.62K

Shared

0.00

None

7.45K

SPDR GOLD TR

SOLE

GOLD SHS

Shares65.30K

TypeSH

Market value$18.82M

1.32%

Sole

65.30K

Shared

0.00

None

5.00

GARMIN LTD

SOLE

SHS

Shares84.34K

TypeSH

Market value$18.31M

1.28%

Sole

76.50K

Shared

0.00

None

7.84K

MERCK & CO INC

SOLE

COM

Shares200.55K

TypeSH

Market value$18.00M

1.26%

Sole

182.99K

Shared

300.00

None

17.26K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares303.42K

TypeSH

Market value$17.89M

1.25%

Sole

277.79K

Shared

0.00

None

25.63K

ADOBE INC

DFND

COM

Shares46.55K

TypeSH

Market value$17.85M

1.25%

Sole

43.08K

Shared

35.00

None

3.43K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
APPLE INCDFND	COM	401.63K	SH	$89.21M 6.26%	371.88K	220.00	29.53K
MICROSOFT CORPSOLE	COM	199.95K	SH	$75.06M 5.27%	179.63K	140.00	20.18K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	1.35M	SH	$72.37M 5.08%	914.32K	0.00	437.82K
AMAZON COM INCSOLE	COM	352.75K	SH	$67.11M 4.71%	331.96K	300.00	20.49K
ALPHABET INCSOLE	CAP STK CL A	365.32K	SH	$56.49M 3.96%	339.86K	400.00	25.06K
NVIDIA CORPORATIONDFND	COM	479.27K	SH	$51.94M 3.64%	447.74K	60.00	31.47K
ISHARES TRSOLE	TIPS BD ETF	458.12K	SH	$50.89M 3.57%	332.69K	0.00	125.42K
VISA INCDFND	COM CL A	126.06K	SH	$44.18M 3.10%	116.89K	80.00	9.10K
COSTCO WHSL CORP NEWSOLE	COM	38.66K	SH	$36.57M 2.57%	35.44K	40.00	3.18K
BLACKSTONE INCDFND	COM	244.45K	SH	$34.17M 2.40%	233.22K	100.00	11.13K
WASTE MGMT INC DELSOLE	COM	137.70K	SH	$31.88M 2.24%	127.81K	0.00	9.88K
GALLAGHER ARTHUR J & COSOLE	COM	79.82K	SH	$27.56M 1.93%	73.16K	0.00	6.66K
KLA CORPSOLE	COM NEW	38.58K	SH	$26.23M 1.84%	34.40K	0.00	4.17K
PEPSICO INCDFND	COM	168.07K	SH	$25.20M 1.77%	156.29K	200.00	11.58K
INVESCO EXCH TRD SLF IDX FDSOLE	RUSL 1000 DYNM	443.93K	SH	$23.67M 1.66%	321.32K	0.00	122.61K
JPMORGAN CHASE & CO.SOLE	COM	94.05K	SH	$23.07M 1.62%	85.15K	0.00	8.90K
UNITED RENTALS INCSOLE	COM	36.37K	SH	$22.79M 1.60%	33.24K	0.00	3.13K
INTERNATIONAL BUSINESS MACHSSOLE	COM	84.50K	SH	$21.01M 1.47%	84.43K	0.00	70.00
NEXTERA ENERGY INCSOLE	COM	294.61K	SH	$20.88M 1.47%	268K	0.00	26.61K
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	65.06K	SH	$20.30M 1.42%	57.62K	0.00	7.45K
SPDR GOLD TRSOLE	GOLD SHS	65.30K	SH	$18.82M 1.32%	65.30K	0.00	5.00
GARMIN LTDSOLE	SHS	84.34K	SH	$18.31M 1.28%	76.50K	0.00	7.84K
MERCK & CO INCSOLE	COM	200.55K	SH	$18.00M 1.26%	182.99K	300.00	17.26K
ISHARES GOLD TRSOLE	ISHARES NEW	303.42K	SH	$17.89M 1.25%	277.79K	0.00	25.63K
ADOBE INCDFND	COM	46.55K	SH	$17.85M 1.25%	43.08K	35.00	3.43K

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