BALDWIN WEALTH PARTNERS LLC/MA

PrivateCIK: 1021258

Location

MARION, MA

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

% of voting shares86.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.67M

% 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

DFND

COM

Shares343.69K

TypeSH

Market value$114.46M

7.54%

Sole

315.18K

Shared

0.00

None

28.52K

NVIDIA CORPORATION

DFND

COM

Shares492.72K

TypeSH

Market value$112.53M

7.42%

Sole

454.93K

Shared

0.00

None

37.79K

ALPHABET INC

DFND

CAP STK CL A

Shares285.62K

TypeSH

Market value$98.27M

6.48%

Sole

261K

Shared

0.00

None

24.61K

AMAZON COM INC

SOLE

COM

Shares309.52K

TypeSH

Market value$77.12M

5.08%

Sole

288.32K

Shared

0.00

None

21.20K

MICROSOFT CORP

SOLE

COM

Shares148.49K

TypeSH

Market value$76.16M

5.02%

Sole

131.32K

Shared

0.00

None

17.16K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares1.49M

TypeSH

Market value$76.01M

5.01%

Sole

1.06M

Shared

0.00

None

422.53K

KLA CORP

SOLE

COM NEW

Shares221.23K

TypeSH

Market value$43.12M

2.84%

Sole

196.80K

Shared

0.00

None

24.43K

VISA INC

DFND

COM CL A

Shares110.48K

TypeSH

Market value$39.70M

2.62%

Sole

101.72K

Shared

0.00

None

8.76K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares1.58M

TypeSH

Market value$39.65M

2.61%

Sole

1.18M

Shared

0.00

None

396.28K

SPDR GOLD TR

SOLE

GOLD SHS

Shares85.94K

TypeSH

Market value$32.73M

2.16%

Sole

84.94K

Shared

0.00

None

999.00

JPMORGAN CHASE & CO

SOLE

COM

Shares85.93K

TypeSH

Market value$28.43M

1.87%

Sole

77.30K

Shared

0.00

None

8.63K

INVESCO EXCH TRD SLF IDX FD

SOLE

RUSL 1000 DYNM

Shares401.09K

TypeSH

Market value$27.96M

1.84%

Sole

295.28K

Shared

0.00

None

105.81K

ASML HLDG NV

DFND

N Y REGISTRY SHS

Shares14.38K

TypeSH

Market value$26.05M

1.72%

Sole

13.03K

Shared

0.00

None

1.34K

WASTE MGMT INC DEL

SOLE

COM

Shares119.27K

TypeSH

Market value$24.32M

1.60%

Sole

110.29K

Shared

0.00

None

8.97K

BLACKSTONE INC

DFND

COM

Shares216.04K

TypeSH

Market value$24.22M

1.60%

Sole

205.13K

Shared

0.00

None

10.92K

ANALOG DEVICES INC

SOLE

COM

Shares60.92K

TypeSH

Market value$24.17M

1.59%

Sole

60.84K

Shared

0.00

None

72.00

UNITED RENTALS INC

SOLE

COM

Shares23.38K

TypeSH

Market value$23.39M

1.54%

Sole

21.51K

Shared

0.00

None

1.87K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares296.98K

TypeSH

Market value$23.19M

1.53%

Sole

254.97K

Shared

0.00

None

42.01K

QUANTA SVCS INC

SOLE

COM

Shares34.69K

TypeSH

Market value$22.29M

1.47%

Sole

31.29K

Shared

0.00

None

3.40K

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares24.26K

TypeSH

Market value$22.09M

1.46%

Sole

21.57K

Shared

0.00

None

2.69K

UNION PAC CORP

SOLE

COM

Shares80.64K

TypeSH

Market value$21.94M

1.45%

Sole

72.47K

Shared

0.00

None

8.16K

NEXTERA ENERGY INC

SOLE

COM

Shares250.54K

TypeSH

Market value$18.98M

1.25%

Sole

228.09K

Shared

0.00

None

22.45K

EXXONMOBIL HOLDINGS CORP

SOLE

COM SHS

Shares114.55K

TypeSH

Market value$18.64M

1.23%

Sole

111.96K

Shared

0.00

None

2.59K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares76.41K

TypeSH

Market value$16.81M

1.11%

Sole

76.37K

Shared

0.00

None

43.00

JOHNSON & JOHNSON

DFND

COM

Shares63.36K

TypeSH

Market value$16.77M

1.11%

Sole

62.86K

Shared

0.00

None

502.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCDFND	COM	343.69K	SH	$114.46M 7.54%	315.18K	28.52K
NVIDIA CORPORATIONDFND	COM	492.72K	SH	$112.53M 7.42%	454.93K	37.79K
ALPHABET INCDFND	CAP STK CL A	285.62K	SH	$98.27M 6.48%	261K	24.61K
AMAZON COM INCSOLE	COM	309.52K	SH	$77.12M 5.08%	288.32K	21.20K
MICROSOFT CORPSOLE	COM	148.49K	SH	$76.16M 5.02%	131.32K	17.16K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	1.49M	SH	$76.01M 5.01%	1.06M	422.53K
KLA CORPSOLE	COM NEW	221.23K	SH	$43.12M 2.84%	196.80K	24.43K
VISA INCDFND	COM CL A	110.48K	SH	$39.70M 2.62%	101.72K	8.76K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	1.58M	SH	$39.65M 2.61%	1.18M	396.28K
SPDR GOLD TRSOLE	GOLD SHS	85.94K	SH	$32.73M 2.16%	84.94K	999.00
JPMORGAN CHASE & COSOLE	COM	85.93K	SH	$28.43M 1.87%	77.30K	8.63K
INVESCO EXCH TRD SLF IDX FDSOLE	RUSL 1000 DYNM	401.09K	SH	$27.96M 1.84%	295.28K	105.81K
ASML HLDG NVDFND	N Y REGISTRY SHS	14.38K	SH	$26.05M 1.72%	13.03K	1.34K
WASTE MGMT INC DELSOLE	COM	119.27K	SH	$24.32M 1.60%	110.29K	8.97K
BLACKSTONE INCDFND	COM	216.04K	SH	$24.22M 1.60%	205.13K	10.92K
ANALOG DEVICES INCSOLE	COM	60.92K	SH	$24.17M 1.59%	60.84K	72.00
UNITED RENTALS INCSOLE	COM	23.38K	SH	$23.39M 1.54%	21.51K	1.87K
ISHARES GOLD TRSOLE	ISHARES NEW	296.98K	SH	$23.19M 1.53%	254.97K	42.01K
QUANTA SVCS INCSOLE	COM	34.69K	SH	$22.29M 1.47%	31.29K	3.40K
COSTCO WHOLESALE CORPORATIONSOLE	COM	24.26K	SH	$22.09M 1.46%	21.57K	2.69K
UNION PAC CORPSOLE	COM	80.64K	SH	$21.94M 1.45%	72.47K	8.16K
NEXTERA ENERGY INCSOLE	COM	250.54K	SH	$18.98M 1.25%	228.09K	22.45K
EXXONMOBIL HOLDINGS CORPSOLE	COM SHS	114.55K	SH	$18.64M 1.23%	111.96K	2.59K
INTERNATIONAL BUSINESS MACHSSOLE	COM	76.41K	SH	$16.81M 1.11%	76.37K	43.00
JOHNSON & JOHNSONDFND	COM	63.36K	SH	$16.77M 1.11%	62.86K	502.00

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