Filed: 10/14/2025ACC: 0001193125-25-238383
📋 What this filing means
BALDWIN WEALTH PARTNERS LLC/MA filed this quarterly 13F‑HR report disclosing 234 equity positions with a total reported market value of $1.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$1.54B
Total AUM (reported)
10.74M
Total Shares
Allocation by class
COM$959.65M62.5%
CAP STK CL A$85.69M5.6%
ACTIVE BOND ETF$75.98M4.9%
TIPS BD ETF$49.31M3.2%
COM NEW$44.96M2.9%
COM CL A$42.92M2.8%
CL A$28.34M1.8%
Portfolio Concentration
Top 3$271.78M17.7%
4–10$403.16M26.3%
11–25$354.91M23.1%
Rest$505.31M32.9%
Top 3 weight
17.7%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 10.74M
Sole
Full voting authority
9.32M
shares
% of voting shares86.8%
Shared
Joint voting authority
2.28K
shares
% of voting shares0.0%
None
No voting authority
1.41M
shares
% of voting shares13.1%
Investment Discretion (by position count)
Sole222
Shared0
Other12
Dominant voting typeSole · 86.8% of voting shares
Institutional Holdings234
Rows:
APPLE INC
DFNDShares388.90K
TypeSH
Market value$99.03M
6.45%
Sole
359.43K
Shared
220.00
None
29.25K
MICROSOFT CORP
SOLEShares168.09K
TypeSH
Market value$87.06M
5.67%
Sole
149.01K
Shared
125.00
None
18.95K
ALPHABET INC
SOLEShares352.50K
TypeSH
Market value$85.69M
5.58%
Sole
327.75K
Shared
400.00
None
24.34K
NVIDIA CORPORATION
DFNDShares437.79K
TypeSH
Market value$81.68M
5.32%
Sole
407.53K
Shared
60.00
None
30.20K
J P MORGAN EXCHANGE TRADED F
SOLEShares1.40M
TypeSH
Market value$75.98M
4.95%
Sole
987.55K
Shared
0.00
None
415.32K
AMAZON COM INC
DFNDShares339.53K
TypeSH
Market value$74.55M
4.86%
Sole
319.38K
Shared
300.00
None
19.84K
ISHARES TR
SOLEShares443.38K
TypeSH
Market value$49.31M
3.21%
Sole
323.89K
Shared
0.00
None
119.49K
VISA INC
SOLEShares121.54K
TypeSH
Market value$41.49M
2.70%
Sole
112.71K
Shared
80.00
None
8.75K
KLA CORP
SOLEShares37.22K
TypeSH
Market value$40.15M
2.62%
Sole
33.43K
Shared
0.00
None
3.80K
BLACKSTONE INC
DFNDShares234.07K
TypeSH
Market value$39.99M
2.60%
Sole
223.04K
Shared
100.00
None
10.94K
COSTCO WHSL CORP NEW
DFNDShares37.78K
TypeSH
Market value$34.97M
2.28%
Sole
34.54K
Shared
40.00
None
3.21K
UNITED RENTALS INC
SOLEShares35.76K
TypeSH
Market value$34.14M
2.22%
Sole
32.80K
Shared
0.00
None
2.96K
WASTE MGMT INC DEL
SOLEShares134.41K
TypeSH
Market value$29.68M
1.93%
Sole
124.79K
Shared
0.00
None
9.61K
JPMORGAN CHASE & CO.
SOLEShares92.59K
TypeSH
Market value$29.21M
1.90%
Sole
83.89K
Shared
0.00
None
8.71K
INVESCO EXCH TRD SLF IDX FD
SOLEShares448.66K
TypeSH
Market value$27.04M
1.76%
Sole
328.56K
Shared
0.00
None
120.10K
SPDR GOLD TR
SOLEShares71.84K
TypeSH
Market value$25.54M
1.66%
Sole
71.57K
Shared
0.00
None
269.00
GALLAGHER ARTHUR J & CO
SOLEShares76.83K
TypeSH
Market value$23.80M
1.55%
Sole
70.44K
Shared
0.00
None
6.39K
INTERNATIONAL BUSINESS MACHS
SOLEShares84.15K
TypeSH
Market value$23.74M
1.55%
Sole
84.08K
Shared
0.00
None
70.00
NEXTERA ENERGY INC
SOLEShares287.53K
TypeSH
Market value$21.71M
1.41%
Sole
262.01K
Shared
0.00
None
25.53K
ISHARES GOLD TR
SOLEShares295.20K
TypeSH
Market value$21.48M
1.40%
Sole
271.56K
Shared
0.00
None
23.64K
GARMIN LTD
SOLEShares80.63K
TypeSH
Market value$19.85M
1.29%
Sole
72.99K
Shared
0.00
None
7.65K
ANALOG DEVICES INC
SOLEShares68.37K
TypeSH
Market value$16.80M
1.09%
Sole
68.30K
Shared
0.00
None
76.00
DANAHER CORPORATION
DFNDShares79.24K
TypeSH
Market value$15.71M
1.02%
Sole
71.30K
Shared
100.00
None
7.84K
ADOBE INC
DFNDShares44.35K
TypeSH
Market value$15.65M
1.02%
Sole
41.15K
Shared
35.00
None
3.17K
ASML HOLDING N V
OTRShares16.12K
TypeSH
Market value$15.61M
1.02%
Sole
14.62K
Shared
14.00
None
1.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 388.90K | SH | $99.03M 6.45% | 359.43K | 220.00 | 29.25K |
MICROSOFT CORPSOLE | COM | 168.09K | SH | $87.06M 5.67% | 149.01K | 125.00 | 18.95K |
ALPHABET INCSOLE | CAP STK CL A | 352.50K | SH | $85.69M 5.58% | 327.75K | 400.00 | 24.34K |
NVIDIA CORPORATIONDFND | COM | 437.79K | SH | $81.68M 5.32% | 407.53K | 60.00 | 30.20K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.40M | SH | $75.98M 4.95% | 987.55K | 0.00 | 415.32K |
AMAZON COM INCDFND | COM | 339.53K | SH | $74.55M 4.86% | 319.38K | 300.00 | 19.84K |
ISHARES TRSOLE | TIPS BD ETF | 443.38K | SH | $49.31M 3.21% | 323.89K | 0.00 | 119.49K |
VISA INCSOLE | COM CL A | 121.54K | SH | $41.49M 2.70% | 112.71K | 80.00 | 8.75K |
KLA CORPSOLE | COM NEW | 37.22K | SH | $40.15M 2.62% | 33.43K | 0.00 | 3.80K |
BLACKSTONE INCDFND | COM | 234.07K | SH | $39.99M 2.60% | 223.04K | 100.00 | 10.94K |
COSTCO WHSL CORP NEWDFND | COM | 37.78K | SH | $34.97M 2.28% | 34.54K | 40.00 | 3.21K |
UNITED RENTALS INCSOLE | COM | 35.76K | SH | $34.14M 2.22% | 32.80K | 0.00 | 2.96K |
WASTE MGMT INC DELSOLE | COM | 134.41K | SH | $29.68M 1.93% | 124.79K | 0.00 | 9.61K |
JPMORGAN CHASE & CO.SOLE | COM | 92.59K | SH | $29.21M 1.90% | 83.89K | 0.00 | 8.71K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 448.66K | SH | $27.04M 1.76% | 328.56K | 0.00 | 120.10K |
SPDR GOLD TRSOLE | GOLD SHS | 71.84K | SH | $25.54M 1.66% | 71.57K | 0.00 | 269.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 76.83K | SH | $23.80M 1.55% | 70.44K | 0.00 | 6.39K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 84.15K | SH | $23.74M 1.55% | 84.08K | 0.00 | 70.00 |
NEXTERA ENERGY INCSOLE | COM | 287.53K | SH | $21.71M 1.41% | 262.01K | 0.00 | 25.53K |
ISHARES GOLD TRSOLE | ISHARES NEW | 295.20K | SH | $21.48M 1.40% | 271.56K | 0.00 | 23.64K |
GARMIN LTDSOLE | SHS | 80.63K | SH | $19.85M 1.29% | 72.99K | 0.00 | 7.65K |
ANALOG DEVICES INCSOLE | COM | 68.37K | SH | $16.80M 1.09% | 68.30K | 0.00 | 76.00 |
DANAHER CORPORATIONDFND | COM | 79.24K | SH | $15.71M 1.02% | 71.30K | 100.00 | 7.84K |
ADOBE INCDFND | COM | 44.35K | SH | $15.65M 1.02% | 41.15K | 35.00 | 3.17K |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 16.12K | SH | $15.61M 1.02% | 14.62K | 14.00 | 1.49K |
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