Filed: 1/7/2026ACC: 0001193125-26-005964
📋 What this filing means
BALDWIN WEALTH PARTNERS LLC/MA filed this quarterly 13F‑HR report disclosing 242 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
242
Positions
$1.56B
Total AUM (reported)
10.94M
Total Shares
Allocation by class
COM$948.16M60.6%
CAP STK CL A$108.32M6.9%
ACTIVE BOND ETF$78.76M5.0%
TIPS BD ETF$50.60M3.2%
COM NEW$42.89M2.7%
COM CL A$42.89M2.7%
GOLD SHS$31.77M2.0%
Portfolio Concentration
Top 3$300.03M19.2%
4–10$403.44M25.8%
11–25$359.83M23.0%
Rest$500.49M32.0%
Top 3 weight
19.2%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 10.94M
Sole
Full voting authority
9.51M
shares
% of voting shares86.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.43M
shares
% of voting shares13.1%
Investment Discretion (by position count)
Sole222
Shared0
Other20
Dominant voting typeSole · 86.9% of voting shares
Institutional Holdings242
Rows:
ALPHABET INC
DFNDShares346.06K
TypeSH
Market value$108.32M
6.93%
Sole
319.78K
Shared
0.00
None
26.28K
APPLE INC
DFNDShares378.06K
TypeSH
Market value$102.78M
6.57%
Sole
348.33K
Shared
0.00
None
29.73K
NVIDIA CORPORATION
SOLEShares476.88K
TypeSH
Market value$88.94M
5.69%
Sole
439.38K
Shared
0.00
None
37.50K
MICROSOFT CORP
SOLEShares167.44K
TypeSH
Market value$80.98M
5.18%
Sole
148.29K
Shared
0.00
None
19.15K
J P MORGAN EXCHANGE TRADED F
SOLEShares1.46M
TypeSH
Market value$78.76M
5.04%
Sole
1.03M
Shared
0.00
None
421.72K
AMAZON COM INC
SOLEShares337.23K
TypeSH
Market value$77.84M
4.98%
Sole
316.55K
Shared
0.00
None
20.67K
ISHARES TR
SOLEShares460.41K
TypeSH
Market value$50.60M
3.24%
Sole
340.30K
Shared
0.00
None
120.11K
VISA INC
DFNDShares119.86K
TypeSH
Market value$42.04M
2.69%
Sole
110.76K
Shared
0.00
None
9.10K
KLA CORP
SOLEShares30.66K
TypeSH
Market value$37.26M
2.38%
Sole
27.60K
Shared
0.00
None
3.06K
BLACKSTONE INC
SOLEShares233.33K
TypeSH
Market value$35.97M
2.30%
Sole
222.13K
Shared
0.00
None
11.20K
COSTCO WHSL CORP NEW
DFNDShares37.24K
TypeSH
Market value$32.12M
2.05%
Sole
33.93K
Shared
0.00
None
3.31K
SPDR GOLD TR
SOLEShares80.15K
TypeSH
Market value$31.77M
2.03%
Sole
78.63K
Shared
0.00
None
1.52K
JPMORGAN CHASE & CO.
SOLEShares95.82K
TypeSH
Market value$30.88M
1.97%
Sole
86.89K
Shared
0.00
None
8.93K
UNITED RENTALS INC
SOLEShares36.14K
TypeSH
Market value$29.25M
1.87%
Sole
33.16K
Shared
0.00
None
2.98K
WASTE MGMT INC DEL
SOLEShares132.17K
TypeSH
Market value$29.04M
1.86%
Sole
122.46K
Shared
0.00
None
9.71K
INVESCO EXCH TRD SLF IDX FD
SOLEShares455.25K
TypeSH
Market value$27.83M
1.78%
Sole
334.36K
Shared
0.00
None
120.89K
INTERNATIONAL BUSINESS MACHS
SOLEShares83.87K
TypeSH
Market value$24.84M
1.59%
Sole
83.80K
Shared
0.00
None
70.00
ISHARES GOLD TR
SOLEShares293.80K
TypeSH
Market value$23.85M
1.53%
Sole
271.68K
Shared
0.00
None
22.12K
NEXTERA ENERGY INC
SOLEShares285.71K
TypeSH
Market value$22.94M
1.47%
Sole
260.21K
Shared
0.00
None
25.50K
GALLAGHER ARTHUR J & CO
SOLEShares75.97K
TypeSH
Market value$19.66M
1.26%
Sole
69.40K
Shared
0.00
None
6.56K
ANALOG DEVICES INC
SOLEShares67.57K
TypeSH
Market value$18.32M
1.17%
Sole
67.49K
Shared
0.00
None
76.00
ALPHABET INC
SOLEShares57.41K
TypeSH
Market value$18.02M
1.15%
Sole
50.42K
Shared
0.00
None
6.99K
DANAHER CORPORATION
DFNDShares77.81K
TypeSH
Market value$17.81M
1.14%
Sole
69.98K
Shared
0.00
None
7.82K
ASML HOLDING N V
OTRShares16.12K
TypeSH
Market value$17.25M
1.10%
Sole
14.61K
Shared
0.00
None
1.51K
ULTA BEAUTY INC
SOLEShares26.88K
TypeSH
Market value$16.26M
1.04%
Sole
24.76K
Shared
0.00
None
2.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 346.06K | SH | $108.32M 6.93% | 319.78K | 0.00 | 26.28K |
APPLE INCDFND | COM | 378.06K | SH | $102.78M 6.57% | 348.33K | 0.00 | 29.73K |
NVIDIA CORPORATIONSOLE | COM | 476.88K | SH | $88.94M 5.69% | 439.38K | 0.00 | 37.50K |
MICROSOFT CORPSOLE | COM | 167.44K | SH | $80.98M 5.18% | 148.29K | 0.00 | 19.15K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.46M | SH | $78.76M 5.04% | 1.03M | 0.00 | 421.72K |
AMAZON COM INCSOLE | COM | 337.23K | SH | $77.84M 4.98% | 316.55K | 0.00 | 20.67K |
ISHARES TRSOLE | TIPS BD ETF | 460.41K | SH | $50.60M 3.24% | 340.30K | 0.00 | 120.11K |
VISA INCDFND | COM CL A | 119.86K | SH | $42.04M 2.69% | 110.76K | 0.00 | 9.10K |
KLA CORPSOLE | COM NEW | 30.66K | SH | $37.26M 2.38% | 27.60K | 0.00 | 3.06K |
BLACKSTONE INCSOLE | COM | 233.33K | SH | $35.97M 2.30% | 222.13K | 0.00 | 11.20K |
COSTCO WHSL CORP NEWDFND | COM | 37.24K | SH | $32.12M 2.05% | 33.93K | 0.00 | 3.31K |
SPDR GOLD TRSOLE | GOLD SHS | 80.15K | SH | $31.77M 2.03% | 78.63K | 0.00 | 1.52K |
JPMORGAN CHASE & CO.SOLE | COM | 95.82K | SH | $30.88M 1.97% | 86.89K | 0.00 | 8.93K |
UNITED RENTALS INCSOLE | COM | 36.14K | SH | $29.25M 1.87% | 33.16K | 0.00 | 2.98K |
WASTE MGMT INC DELSOLE | COM | 132.17K | SH | $29.04M 1.86% | 122.46K | 0.00 | 9.71K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 455.25K | SH | $27.83M 1.78% | 334.36K | 0.00 | 120.89K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 83.87K | SH | $24.84M 1.59% | 83.80K | 0.00 | 70.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 293.80K | SH | $23.85M 1.53% | 271.68K | 0.00 | 22.12K |
NEXTERA ENERGY INCSOLE | COM | 285.71K | SH | $22.94M 1.47% | 260.21K | 0.00 | 25.50K |
GALLAGHER ARTHUR J & COSOLE | COM | 75.97K | SH | $19.66M 1.26% | 69.40K | 0.00 | 6.56K |
ANALOG DEVICES INCSOLE | COM | 67.57K | SH | $18.32M 1.17% | 67.49K | 0.00 | 76.00 |
ALPHABET INCSOLE | CAP STK CL C | 57.41K | SH | $18.02M 1.15% | 50.42K | 0.00 | 6.99K |
DANAHER CORPORATIONDFND | COM | 77.81K | SH | $17.81M 1.14% | 69.98K | 0.00 | 7.82K |
ASML HOLDING N VOTR | N Y REGISTRY SHS | 16.12K | SH | $17.25M 1.10% | 14.61K | 0.00 | 1.51K |
ULTA BEAUTY INCSOLE | COM | 26.88K | SH | $16.26M 1.04% | 24.76K | 0.00 | 2.12K |
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