Filed: 7/14/2026ACC: 0001193125-26-302682
📋 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 $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$1.53B
Total AUM (reported)
11.01M
Total Shares
Allocation by class
COM$883.79M57.8%
CAP STK CL A$103.06M6.7%
ACTIVE BOND ETF$78.65M5.1%
COM NEW$74.53M4.9%
TIPS BD ETF$43.51M2.8%
COM CL A$38.51M2.5%
GOLD SHS$31.18M2.0%
Portfolio Concentration
Top 3$304.28M19.9%
4–10$388.51M25.4%
11–25$351.78M23.0%
Rest$484.81M31.7%
Top 3 weight
19.9%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 11.01M
Sole
Full voting authority
9.61M
shares
% of voting shares87.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.40M
shares
% of voting shares12.8%
Investment Discretion (by position count)
Sole205
Shared0
Other29
Dominant voting typeSole · 87.2% of voting shares
Institutional Holdings234
Rows:
ALPHABET INC
DFNDShares288.39K
TypeSH
Market value$103.06M
6.74%
Sole
263.41K
Shared
0.00
None
24.98K
APPLE INC
DFNDShares351.83K
TypeSH
Market value$101.81M
6.66%
Sole
323.11K
Shared
0.00
None
28.72K
NVIDIA CORPORATION
DFNDShares496.84K
TypeSH
Market value$99.41M
6.50%
Sole
458.57K
Shared
0.00
None
38.27K
J P MORGAN EXCHANGE TRADED F
SOLEShares1.47M
TypeSH
Market value$78.65M
5.14%
Sole
1.05M
Shared
0.00
None
423.37K
AMAZON COM INC
SOLEShares312.50K
TypeSH
Market value$74.48M
4.87%
Sole
291.16K
Shared
0.00
None
21.34K
KLA CORP
SOLEShares222.33K
TypeSH
Market value$67.08M
4.39%
Sole
197.79K
Shared
0.00
None
24.54K
MICROSOFT CORP
DFNDShares148.93K
TypeSH
Market value$55.55M
3.63%
Sole
131.04K
Shared
0.00
None
17.89K
ISHARES TR
SOLEShares397.60K
TypeSH
Market value$43.51M
2.84%
Sole
300.97K
Shared
0.00
None
96.64K
VISA INC
DFNDShares110.92K
TypeSH
Market value$38.06M
2.49%
Sole
102.07K
Shared
0.00
None
8.85K
SPDR GOLD TR
SOLEShares84.65K
TypeSH
Market value$31.18M
2.04%
Sole
83.65K
Shared
0.00
None
999.00
ASML HLDG NV
SOLEShares14.44K
TypeSH
Market value$28.72M
1.88%
Sole
13.04K
Shared
0.00
None
1.39K
INVESCO EXCH TRD SLF IDX FD
SOLEShares412.25K
TypeSH
Market value$28.26M
1.85%
Sole
301.60K
Shared
0.00
None
110.65K
JPMORGAN CHASE & CO
SOLEShares86.04K
TypeSH
Market value$28.16M
1.84%
Sole
77.34K
Shared
0.00
None
8.70K
UNITED RENTALS INC
SOLEShares23.90K
TypeSH
Market value$27.07M
1.77%
Sole
22.02K
Shared
0.00
None
1.87K
WASTE MGMT INC DEL
SOLEShares120.06K
TypeSH
Market value$26.76M
1.75%
Sole
111.02K
Shared
0.00
None
9.04K
BLACKSTONE INC
DFNDShares217.70K
TypeSH
Market value$25.62M
1.67%
Sole
206.61K
Shared
0.00
None
11.08K
ANALOG DEVICES INC
SOLEShares62.04K
TypeSH
Market value$24.64M
1.61%
Sole
61.97K
Shared
0.00
None
72.00
INTERNATIONAL BUSINESS MACHS
SOLEShares81.56K
TypeSH
Market value$22.94M
1.50%
Sole
81.49K
Shared
0.00
None
68.00
ISHARES GOLD TR
SOLEShares301.67K
TypeSH
Market value$22.78M
1.49%
Sole
259.39K
Shared
0.00
None
42.28K
COSTCO WHOLESALE CORPORATION
DFNDShares24.25K
TypeSH
Market value$22.69M
1.48%
Sole
21.54K
Shared
0.00
None
2.71K
NEXTERA ENERGY INC
SOLEShares253.80K
TypeSH
Market value$22.28M
1.46%
Sole
231.17K
Shared
0.00
None
22.63K
UNION PAC CORP
SOLEShares80.84K
TypeSH
Market value$21.99M
1.44%
Sole
72.61K
Shared
0.00
None
8.23K
QUANTA SVCS INC
SOLEShares24.27K
TypeSH
Market value$17.47M
1.14%
Sole
21.63K
Shared
0.00
None
2.64K
JOHNSON & JOHNSON
DFNDShares64.44K
TypeSH
Market value$16.36M
1.07%
Sole
63.86K
Shared
0.00
None
577.00
ALPHABET INC
SOLEShares45.43K
TypeSH
Market value$16.05M
1.05%
Sole
40.08K
Shared
0.00
None
5.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 288.39K | SH | $103.06M 6.74% | 263.41K | 0.00 | 24.98K |
APPLE INCDFND | COM | 351.83K | SH | $101.81M 6.66% | 323.11K | 0.00 | 28.72K |
NVIDIA CORPORATIONDFND | COM | 496.84K | SH | $99.41M 6.50% | 458.57K | 0.00 | 38.27K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.47M | SH | $78.65M 5.14% | 1.05M | 0.00 | 423.37K |
AMAZON COM INCSOLE | COM | 312.50K | SH | $74.48M 4.87% | 291.16K | 0.00 | 21.34K |
KLA CORPSOLE | COM NEW | 222.33K | SH | $67.08M 4.39% | 197.79K | 0.00 | 24.54K |
MICROSOFT CORPDFND | COM | 148.93K | SH | $55.55M 3.63% | 131.04K | 0.00 | 17.89K |
ISHARES TRSOLE | TIPS BD ETF | 397.60K | SH | $43.51M 2.84% | 300.97K | 0.00 | 96.64K |
VISA INCDFND | COM CL A | 110.92K | SH | $38.06M 2.49% | 102.07K | 0.00 | 8.85K |
SPDR GOLD TRSOLE | GOLD SHS | 84.65K | SH | $31.18M 2.04% | 83.65K | 0.00 | 999.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 14.44K | SH | $28.72M 1.88% | 13.04K | 0.00 | 1.39K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 412.25K | SH | $28.26M 1.85% | 301.60K | 0.00 | 110.65K |
JPMORGAN CHASE & COSOLE | COM | 86.04K | SH | $28.16M 1.84% | 77.34K | 0.00 | 8.70K |
UNITED RENTALS INCSOLE | COM | 23.90K | SH | $27.07M 1.77% | 22.02K | 0.00 | 1.87K |
WASTE MGMT INC DELSOLE | COM | 120.06K | SH | $26.76M 1.75% | 111.02K | 0.00 | 9.04K |
BLACKSTONE INCDFND | COM | 217.70K | SH | $25.62M 1.67% | 206.61K | 0.00 | 11.08K |
ANALOG DEVICES INCSOLE | COM | 62.04K | SH | $24.64M 1.61% | 61.97K | 0.00 | 72.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 81.56K | SH | $22.94M 1.50% | 81.49K | 0.00 | 68.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 301.67K | SH | $22.78M 1.49% | 259.39K | 0.00 | 42.28K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 24.25K | SH | $22.69M 1.48% | 21.54K | 0.00 | 2.71K |
NEXTERA ENERGY INCSOLE | COM | 253.80K | SH | $22.28M 1.46% | 231.17K | 0.00 | 22.63K |
UNION PAC CORPSOLE | COM | 80.84K | SH | $21.99M 1.44% | 72.61K | 0.00 | 8.23K |
QUANTA SVCS INCSOLE | COM | 24.27K | SH | $17.47M 1.14% | 21.63K | 0.00 | 2.64K |
JOHNSON & JOHNSONDFND | COM | 64.44K | SH | $16.36M 1.07% | 63.86K | 0.00 | 577.00 |
ALPHABET INCSOLE | CAP STK CL C | 45.43K | SH | $16.05M 1.05% | 40.08K | 0.00 | 5.35K |
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