BALDWIN WEALTH PARTNERS LLC/MA

Filed: 7/24/2025ACC: 0000950123-25-006571

📋 What this filing means

BALDWIN WEALTH PARTNERS LLC/MA filed this quarterly 13F‑HR report disclosing 218 equity positions with a total reported market value of $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

218

Positions

$1.47B

Total AUM (reported)

11.56M

Total Shares

Allocation by class

COM$942.29M64.0%

ACTIVE BOND ETF$72.01M4.9%

CAP STK CL A$63.04M4.3%

TIPS BD ETF$50.31M3.4%

COM CL A$45.28M3.1%

COM NEW$38.63M2.6%

CL A$30.33M2.1%

Portfolio Concentration

Top 3$241.59M16.4%

4–10$373.68M25.4%

11–25$347.69M23.6%

Rest$509.52M34.6%

Top 3 weight

16.4%

Top 10 weight

41.8%

Voting Authority Distribution

Total shares with voting rights: 11.56M

Sole

Full voting authority

10.09M

% of voting shares87.3%

Shared

Joint voting authority

583.00

% of voting shares0.0%

None

No voting authority

1.47M

% of voting shares12.7%

Investment Discretion (by position count)

Sole200

Shared0

Other18

Dominant voting typeSole · 87.3% of voting shares

Institutional Holdings218

Rows:

MICROSOFT CORP

SOLE

COM

Shares171.26K

TypeSH

Market value$85.19M

5.79%

Sole

152.21K

Shared

125.00

None

18.93K

APPLE INC

DFND

COM

Shares394.49K

TypeSH

Market value$80.94M

5.50%

Sole

365.08K

Shared

22.00

None

29.20K

AMAZON COM INC

SOLE

COM

Shares343.96K

TypeSH

Market value$75.46M

5.12%

Sole

324.06K

Shared

3.00

None

19.60K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares1.34M

TypeSH

Market value$72.01M

4.89%

Sole

923.59K

Shared

0.00

None

420.15K

NVIDIA CORPORATION

DFND

COM

Shares447.98K

TypeSH

Market value$70.78M

4.81%

Sole

417.81K

Shared

6.00

None

30.12K

ALPHABET INC

SOLE

CAP STK CL A

Shares357.74K

TypeSH

Market value$63.04M

4.28%

Sole

333.16K

Shared

4.00

None

24.17K

ISHARES TR

SOLE

TIPS BD ETF

Shares457.22K

TypeSH

Market value$50.31M

3.42%

Sole

336.06K

Shared

0.00

None

121.16K

VISA INC

DFND

COM CL A

Shares123.99K

TypeSH

Market value$44.02M

2.99%

Sole

115.29K

Shared

8.00

None

8.62K

COSTCO WHSL CORP NEW

DFND

COM

Shares38.29K

TypeSH

Market value$37.91M

2.57%

Sole

35.08K

Shared

4.00

None

3.17K

BLACKSTONE INC

DFND

COM

Shares238K

TypeSH

Market value$35.60M

2.42%

Sole

227.04K

Shared

1.00

None

10.86K

KLA CORP

SOLE

COM NEW

Shares38.13K

TypeSH

Market value$34.16M

2.32%

Sole

34.33K

Shared

0.00

None

3.81K

WASTE MGMT INC DEL

SOLE

COM

Shares137.38K

TypeSH

Market value$31.43M

2.13%

Sole

127.87K

Shared

0.00

None

9.51K

UNITED RENTALS INC

SOLE

COM

Shares36.31K

TypeSH

Market value$27.36M

1.86%

Sole

33.36K

Shared

0.00

None

2.96K

JPMORGAN CHASE & CO.

SOLE

COM

Shares94.33K

TypeSH

Market value$27.35M

1.86%

Sole

85.73K

Shared

0.00

None

8.60K

INVESCO EXCH TRD SLF IDX FD

SOLE

RUSL 1000 DYNM

Shares449.83K

TypeSH

Market value$25.99M

1.77%

Sole

327.39K

Shared

0.00

None

122.44K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares78.72K

TypeSH

Market value$25.20M

1.71%

Sole

72.40K

Shared

0.00

None

6.32K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares84.26K

TypeSH

Market value$24.84M

1.69%

Sole

84.19K

Shared

0.00

None

70.00

PEPSICO INC

DFND

COM

Shares163.74K

TypeSH

Market value$21.62M

1.47%

Sole

152.45K

Shared

2.00

None

11.10K

NEXTERA ENERGY INC

SOLE

COM

Shares293.18K

TypeSH

Market value$20.35M

1.38%

Sole

267.56K

Shared

0.00

None

25.62K

SPDR GOLD TR

SOLE

GOLD SHS

Shares65.06K

TypeSH

Market value$19.83M

1.35%

Sole

65.05K

Shared

0.00

None

12.00

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares64.77K

TypeSH

Market value$19.36M

1.31%

Sole

57.85K

Shared

0.00

None

6.91K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares298.24K

TypeSH

Market value$18.60M

1.26%

Sole

274.23K

Shared

0.00

None

24.02K

ADOBE INC

DFND

COM

Shares45.45K

TypeSH

Market value$17.58M

1.19%

Sole

42.23K

Shared

35.00

None

3.18K

GARMIN LTD

SOLE

SHS

Shares83.84K

TypeSH

Market value$17.50M

1.19%

Sole

76.31K

Shared

0.00

None

7.52K

ANALOG DEVICES INC

SOLE

COM

Shares69.38K

TypeSH

Market value$16.51M

1.12%

Sole

69.31K

Shared

0.00

None

76.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPSOLE	COM	171.26K	SH	$85.19M 5.79%	152.21K	125.00	18.93K
APPLE INCDFND	COM	394.49K	SH	$80.94M 5.50%	365.08K	22.00	29.20K
AMAZON COM INCSOLE	COM	343.96K	SH	$75.46M 5.12%	324.06K	3.00	19.60K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	1.34M	SH	$72.01M 4.89%	923.59K	0.00	420.15K
NVIDIA CORPORATIONDFND	COM	447.98K	SH	$70.78M 4.81%	417.81K	6.00	30.12K
ALPHABET INCSOLE	CAP STK CL A	357.74K	SH	$63.04M 4.28%	333.16K	4.00	24.17K
ISHARES TRSOLE	TIPS BD ETF	457.22K	SH	$50.31M 3.42%	336.06K	0.00	121.16K
VISA INCDFND	COM CL A	123.99K	SH	$44.02M 2.99%	115.29K	8.00	8.62K
COSTCO WHSL CORP NEWDFND	COM	38.29K	SH	$37.91M 2.57%	35.08K	4.00	3.17K
BLACKSTONE INCDFND	COM	238K	SH	$35.60M 2.42%	227.04K	1.00	10.86K
KLA CORPSOLE	COM NEW	38.13K	SH	$34.16M 2.32%	34.33K	0.00	3.81K
WASTE MGMT INC DELSOLE	COM	137.38K	SH	$31.43M 2.13%	127.87K	0.00	9.51K
UNITED RENTALS INCSOLE	COM	36.31K	SH	$27.36M 1.86%	33.36K	0.00	2.96K
JPMORGAN CHASE & CO.SOLE	COM	94.33K	SH	$27.35M 1.86%	85.73K	0.00	8.60K
INVESCO EXCH TRD SLF IDX FDSOLE	RUSL 1000 DYNM	449.83K	SH	$25.99M 1.77%	327.39K	0.00	122.44K
GALLAGHER ARTHUR J & COSOLE	COM	78.72K	SH	$25.20M 1.71%	72.40K	0.00	6.32K
INTERNATIONAL BUSINESS MACHSSOLE	COM	84.26K	SH	$24.84M 1.69%	84.19K	0.00	70.00
PEPSICO INCDFND	COM	163.74K	SH	$21.62M 1.47%	152.45K	2.00	11.10K
NEXTERA ENERGY INCSOLE	COM	293.18K	SH	$20.35M 1.38%	267.56K	0.00	25.62K
SPDR GOLD TRSOLE	GOLD SHS	65.06K	SH	$19.83M 1.35%	65.05K	0.00	12.00
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	64.77K	SH	$19.36M 1.31%	57.85K	0.00	6.91K
ISHARES GOLD TRSOLE	ISHARES NEW	298.24K	SH	$18.60M 1.26%	274.23K	0.00	24.02K
ADOBE INCDFND	COM	45.45K	SH	$17.58M 1.19%	42.23K	35.00	3.18K
GARMIN LTDSOLE	SHS	83.84K	SH	$17.50M 1.19%	76.31K	0.00	7.52K
ANALOG DEVICES INCSOLE	COM	69.38K	SH	$16.51M 1.12%	69.31K	0.00	76.00

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