Filed: 10/13/2026ACC: 0001193125-26-419624
📋 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 $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$1.52B
Total AUM (reported)
12.17M
Total Shares
Allocation by class
COM$888.54M58.6%
CAP STK CL A$98.27M6.5%
ACTIVE BOND ETF$76.01M5.0%
COM NEW$50.13M3.3%
COM CL A$40.10M2.6%
US TIPS ETF$39.65M2.6%
GOLD SHS$32.73M2.2%
Portfolio Concentration
Top 3$325.26M21.4%
4–10$384.48M25.3%
11–25$339.24M22.4%
Rest$468.41M30.9%
Top 3 weight
21.4%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 12.17M
Sole
Full voting authority
10.49M
shares
% of voting shares86.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.67M
shares
% of voting shares13.7%
Investment Discretion (by position count)
Sole214
Shared0
Other20
Dominant voting typeSole · 86.3% of voting shares
Institutional Holdings234
Rows:
APPLE INC
DFNDShares343.69K
TypeSH
Market value$114.46M
7.54%
Sole
315.18K
Shared
0.00
None
28.52K
NVIDIA CORPORATION
DFNDShares492.72K
TypeSH
Market value$112.53M
7.42%
Sole
454.93K
Shared
0.00
None
37.79K
ALPHABET INC
DFNDShares285.62K
TypeSH
Market value$98.27M
6.48%
Sole
261K
Shared
0.00
None
24.61K
AMAZON COM INC
SOLEShares309.52K
TypeSH
Market value$77.12M
5.08%
Sole
288.32K
Shared
0.00
None
21.20K
MICROSOFT CORP
SOLEShares148.49K
TypeSH
Market value$76.16M
5.02%
Sole
131.32K
Shared
0.00
None
17.16K
J P MORGAN EXCHANGE TRADED F
SOLEShares1.49M
TypeSH
Market value$76.01M
5.01%
Sole
1.06M
Shared
0.00
None
422.53K
KLA CORP
SOLEShares221.23K
TypeSH
Market value$43.12M
2.84%
Sole
196.80K
Shared
0.00
None
24.43K
VISA INC
DFNDShares110.48K
TypeSH
Market value$39.70M
2.62%
Sole
101.72K
Shared
0.00
None
8.76K
SCHWAB STRATEGIC TR
SOLEShares1.58M
TypeSH
Market value$39.65M
2.61%
Sole
1.18M
Shared
0.00
None
396.28K
SPDR GOLD TR
SOLEShares85.94K
TypeSH
Market value$32.73M
2.16%
Sole
84.94K
Shared
0.00
None
999.00
JPMORGAN CHASE & CO
SOLEShares85.93K
TypeSH
Market value$28.43M
1.87%
Sole
77.30K
Shared
0.00
None
8.63K
INVESCO EXCH TRD SLF IDX FD
SOLEShares401.09K
TypeSH
Market value$27.96M
1.84%
Sole
295.28K
Shared
0.00
None
105.81K
ASML HLDG NV
DFNDShares14.38K
TypeSH
Market value$26.05M
1.72%
Sole
13.03K
Shared
0.00
None
1.34K
WASTE MGMT INC DEL
SOLEShares119.27K
TypeSH
Market value$24.32M
1.60%
Sole
110.29K
Shared
0.00
None
8.97K
BLACKSTONE INC
DFNDShares216.04K
TypeSH
Market value$24.22M
1.60%
Sole
205.13K
Shared
0.00
None
10.92K
ANALOG DEVICES INC
SOLEShares60.92K
TypeSH
Market value$24.17M
1.59%
Sole
60.84K
Shared
0.00
None
72.00
UNITED RENTALS INC
SOLEShares23.38K
TypeSH
Market value$23.39M
1.54%
Sole
21.51K
Shared
0.00
None
1.87K
ISHARES GOLD TR
SOLEShares296.98K
TypeSH
Market value$23.19M
1.53%
Sole
254.97K
Shared
0.00
None
42.01K
QUANTA SVCS INC
SOLEShares34.69K
TypeSH
Market value$22.29M
1.47%
Sole
31.29K
Shared
0.00
None
3.40K
COSTCO WHOLESALE CORPORATION
SOLEShares24.26K
TypeSH
Market value$22.09M
1.46%
Sole
21.57K
Shared
0.00
None
2.69K
UNION PAC CORP
SOLEShares80.64K
TypeSH
Market value$21.94M
1.45%
Sole
72.47K
Shared
0.00
None
8.16K
NEXTERA ENERGY INC
SOLEShares250.54K
TypeSH
Market value$18.98M
1.25%
Sole
228.09K
Shared
0.00
None
22.45K
EXXONMOBIL HOLDINGS CORP
SOLEShares114.55K
TypeSH
Market value$18.64M
1.23%
Sole
111.96K
Shared
0.00
None
2.59K
INTERNATIONAL BUSINESS MACHS
SOLEShares76.41K
TypeSH
Market value$16.81M
1.11%
Sole
76.37K
Shared
0.00
None
43.00
JOHNSON & JOHNSON
DFNDShares63.36K
TypeSH
Market value$16.77M
1.11%
Sole
62.86K
Shared
0.00
None
502.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 343.69K | SH | $114.46M 7.54% | 315.18K | 0.00 | 28.52K |
NVIDIA CORPORATIONDFND | COM | 492.72K | SH | $112.53M 7.42% | 454.93K | 0.00 | 37.79K |
ALPHABET INCDFND | CAP STK CL A | 285.62K | SH | $98.27M 6.48% | 261K | 0.00 | 24.61K |
AMAZON COM INCSOLE | COM | 309.52K | SH | $77.12M 5.08% | 288.32K | 0.00 | 21.20K |
MICROSOFT CORPSOLE | COM | 148.49K | SH | $76.16M 5.02% | 131.32K | 0.00 | 17.16K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.49M | SH | $76.01M 5.01% | 1.06M | 0.00 | 422.53K |
KLA CORPSOLE | COM NEW | 221.23K | SH | $43.12M 2.84% | 196.80K | 0.00 | 24.43K |
VISA INCDFND | COM CL A | 110.48K | SH | $39.70M 2.62% | 101.72K | 0.00 | 8.76K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.58M | SH | $39.65M 2.61% | 1.18M | 0.00 | 396.28K |
SPDR GOLD TRSOLE | GOLD SHS | 85.94K | SH | $32.73M 2.16% | 84.94K | 0.00 | 999.00 |
JPMORGAN CHASE & COSOLE | COM | 85.93K | SH | $28.43M 1.87% | 77.30K | 0.00 | 8.63K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 401.09K | SH | $27.96M 1.84% | 295.28K | 0.00 | 105.81K |
ASML HLDG NVDFND | N Y REGISTRY SHS | 14.38K | SH | $26.05M 1.72% | 13.03K | 0.00 | 1.34K |
WASTE MGMT INC DELSOLE | COM | 119.27K | SH | $24.32M 1.60% | 110.29K | 0.00 | 8.97K |
BLACKSTONE INCDFND | COM | 216.04K | SH | $24.22M 1.60% | 205.13K | 0.00 | 10.92K |
ANALOG DEVICES INCSOLE | COM | 60.92K | SH | $24.17M 1.59% | 60.84K | 0.00 | 72.00 |
UNITED RENTALS INCSOLE | COM | 23.38K | SH | $23.39M 1.54% | 21.51K | 0.00 | 1.87K |
ISHARES GOLD TRSOLE | ISHARES NEW | 296.98K | SH | $23.19M 1.53% | 254.97K | 0.00 | 42.01K |
QUANTA SVCS INCSOLE | COM | 34.69K | SH | $22.29M 1.47% | 31.29K | 0.00 | 3.40K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 24.26K | SH | $22.09M 1.46% | 21.57K | 0.00 | 2.69K |
UNION PAC CORPSOLE | COM | 80.64K | SH | $21.94M 1.45% | 72.47K | 0.00 | 8.16K |
NEXTERA ENERGY INCSOLE | COM | 250.54K | SH | $18.98M 1.25% | 228.09K | 0.00 | 22.45K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 114.55K | SH | $18.64M 1.23% | 111.96K | 0.00 | 2.59K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 76.41K | SH | $16.81M 1.11% | 76.37K | 0.00 | 43.00 |
JOHNSON & JOHNSONDFND | COM | 63.36K | SH | $16.77M 1.11% | 62.86K | 0.00 | 502.00 |
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