Filed: 4/14/2026ACC: 0001193125-26-154830
📋 What this filing means
BALDWIN WEALTH PARTNERS LLC/MA filed this quarterly 13F‑HR report disclosing 222 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
222
Positions
$1.38B
Total AUM (reported)
10.43M
Total Shares
Allocation by class
COM$811.45M59.0%
CAP STK CL A$84.44M6.1%
ACTIVE BOND ETF$79.00M5.7%
COM NEW$44.37M3.2%
TIPS BD ETF$43.51M3.2%
GOLD SHS$36.99M2.7%
COM CL A$34.28M2.5%
Portfolio Concentration
Top 3$252.83M18.4%
4–10$352.38M25.6%
11–25$325.44M23.6%
Rest$445.81M32.4%
Top 3 weight
18.4%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 10.43M
Sole
Full voting authority
9.14M
shares
% of voting shares87.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.30M
shares
% of voting shares12.4%
Investment Discretion (by position count)
Sole198
Shared0
Other24
Dominant voting typeSole · 87.6% of voting shares
Institutional Holdings222
Rows:
APPLE INC
SOLEShares352.22K
TypeSH
Market value$89.39M
6.49%
Sole
323.04K
Shared
0.00
None
29.19K
ALPHABET INC
DFNDShares293.65K
TypeSH
Market value$84.44M
6.13%
Sole
268.56K
Shared
0.00
None
25.09K
J P MORGAN EXCHANGE TRADED F
SOLEShares1.47M
TypeSH
Market value$79.00M
5.74%
Sole
1.04M
Shared
0.00
None
424.81K
NVIDIA CORPORATION
DFNDShares450.27K
TypeSH
Market value$78.53M
5.70%
Sole
417.80K
Shared
0.00
None
32.47K
AMAZON COM INC
DFNDShares312.58K
TypeSH
Market value$65.10M
4.73%
Sole
291.02K
Shared
0.00
None
21.55K
MICROSOFT CORP
SOLEShares149.53K
TypeSH
Market value$55.35M
4.02%
Sole
131.34K
Shared
0.00
None
18.19K
ISHARES TR
SOLEShares394.23K
TypeSH
Market value$43.51M
3.16%
Sole
297.60K
Shared
0.00
None
96.63K
KLA CORP
SOLEShares26.55K
TypeSH
Market value$39.10M
2.84%
Sole
23.50K
Shared
0.00
None
3.05K
SPDR GOLD TR
SOLEShares85.97K
TypeSH
Market value$36.99M
2.69%
Sole
82.63K
Shared
0.00
None
3.34K
VISA INC
DFNDShares111.86K
TypeSH
Market value$33.81M
2.46%
Sole
102.85K
Shared
0.00
None
9.01K
WASTE MGMT INC DEL
SOLEShares120.99K
TypeSH
Market value$27.80M
2.02%
Sole
111.79K
Shared
0.00
None
9.20K
INVESCO EXCH TRD SLF IDX FD
SOLEShares439.19K
TypeSH
Market value$26.40M
1.92%
Sole
326.73K
Shared
0.00
None
112.45K
ISHARES GOLD TR
SOLEShares294.81K
TypeSH
Market value$25.99M
1.89%
Sole
265.87K
Shared
0.00
None
28.95K
JPMORGAN CHASE & CO
SOLEShares84.73K
TypeSH
Market value$24.92M
1.81%
Sole
76.06K
Shared
0.00
None
8.67K
BLACKSTONE INC
SOLEShares214.89K
TypeSH
Market value$24.71M
1.80%
Sole
203.63K
Shared
0.00
None
11.26K
COSTCO WHOLESALE CORPORATION
DFNDShares24.38K
TypeSH
Market value$24.30M
1.77%
Sole
21.62K
Shared
0.00
None
2.76K
NEXTERA ENERGY INC
SOLEShares254.63K
TypeSH
Market value$23.65M
1.72%
Sole
231.25K
Shared
0.00
None
23.39K
UNITED RENTALS INC
SOLEShares30.12K
TypeSH
Market value$21.94M
1.59%
Sole
27.41K
Shared
0.00
None
2.71K
ANALOG DEVICES INC
SOLEShares64.33K
TypeSH
Market value$20.47M
1.49%
Sole
64.25K
Shared
0.00
None
76.00
EXXON MOBIL CORP
SOLEShares119.33K
TypeSH
Market value$20.25M
1.47%
Sole
116.57K
Shared
0.00
None
2.76K
INTERNATIONAL BUSINESS MACHS
SOLEShares82.45K
TypeSH
Market value$19.99M
1.45%
Sole
82.38K
Shared
0.00
None
70.00
ASML HLDG NV
DFNDShares14.54K
TypeSH
Market value$19.20M
1.40%
Sole
13.10K
Shared
0.00
None
1.44K
JOHNSON & JOHNSON
DFNDShares64.81K
TypeSH
Market value$15.84M
1.15%
Sole
64.23K
Shared
0.00
None
579.00
VANGUARD SCOTTSDALE FDS
SOLEShares252.68K
TypeSH
Market value$15.05M
1.09%
Sole
158.28K
Shared
0.00
None
94.40K
GALLAGHER ARTHUR J & CO
DFNDShares68.93K
TypeSH
Market value$14.93M
1.08%
Sole
62.70K
Shared
0.00
None
6.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 352.22K | SH | $89.39M 6.49% | 323.04K | 0.00 | 29.19K |
ALPHABET INCDFND | CAP STK CL A | 293.65K | SH | $84.44M 6.13% | 268.56K | 0.00 | 25.09K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.47M | SH | $79.00M 5.74% | 1.04M | 0.00 | 424.81K |
NVIDIA CORPORATIONDFND | COM | 450.27K | SH | $78.53M 5.70% | 417.80K | 0.00 | 32.47K |
AMAZON COM INCDFND | COM | 312.58K | SH | $65.10M 4.73% | 291.02K | 0.00 | 21.55K |
MICROSOFT CORPSOLE | COM | 149.53K | SH | $55.35M 4.02% | 131.34K | 0.00 | 18.19K |
ISHARES TRSOLE | TIPS BD ETF | 394.23K | SH | $43.51M 3.16% | 297.60K | 0.00 | 96.63K |
KLA CORPSOLE | COM NEW | 26.55K | SH | $39.10M 2.84% | 23.50K | 0.00 | 3.05K |
SPDR GOLD TRSOLE | GOLD SHS | 85.97K | SH | $36.99M 2.69% | 82.63K | 0.00 | 3.34K |
VISA INCDFND | COM CL A | 111.86K | SH | $33.81M 2.46% | 102.85K | 0.00 | 9.01K |
WASTE MGMT INC DELSOLE | COM | 120.99K | SH | $27.80M 2.02% | 111.79K | 0.00 | 9.20K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 439.19K | SH | $26.40M 1.92% | 326.73K | 0.00 | 112.45K |
ISHARES GOLD TRSOLE | ISHARES NEW | 294.81K | SH | $25.99M 1.89% | 265.87K | 0.00 | 28.95K |
JPMORGAN CHASE & COSOLE | COM | 84.73K | SH | $24.92M 1.81% | 76.06K | 0.00 | 8.67K |
BLACKSTONE INCSOLE | COM | 214.89K | SH | $24.71M 1.80% | 203.63K | 0.00 | 11.26K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 24.38K | SH | $24.30M 1.77% | 21.62K | 0.00 | 2.76K |
NEXTERA ENERGY INCSOLE | COM | 254.63K | SH | $23.65M 1.72% | 231.25K | 0.00 | 23.39K |
UNITED RENTALS INCSOLE | COM | 30.12K | SH | $21.94M 1.59% | 27.41K | 0.00 | 2.71K |
ANALOG DEVICES INCSOLE | COM | 64.33K | SH | $20.47M 1.49% | 64.25K | 0.00 | 76.00 |
EXXON MOBIL CORPSOLE | COM | 119.33K | SH | $20.25M 1.47% | 116.57K | 0.00 | 2.76K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 82.45K | SH | $19.99M 1.45% | 82.38K | 0.00 | 70.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 14.54K | SH | $19.20M 1.40% | 13.10K | 0.00 | 1.44K |
JOHNSON & JOHNSONDFND | COM | 64.81K | SH | $15.84M 1.15% | 64.23K | 0.00 | 579.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 252.68K | SH | $15.05M 1.09% | 158.28K | 0.00 | 94.40K |
GALLAGHER ARTHUR J & CODFND | COM | 68.93K | SH | $14.93M 1.08% | 62.70K | 0.00 | 6.24K |
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