BALDWIN WEALTH PARTNERS LLC/MA

PrivateCIK: 1021258

Location

MARION, MA

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

% of voting shares87.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.30M

% 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

SOLE

COM

Shares352.22K

TypeSH

Market value$89.39M

6.49%

Sole

323.04K

Shared

0.00

None

29.19K

ALPHABET INC

DFND

CAP STK CL A

Shares293.65K

TypeSH

Market value$84.44M

6.13%

Sole

268.56K

Shared

0.00

None

25.09K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares1.47M

TypeSH

Market value$79.00M

5.74%

Sole

1.04M

Shared

0.00

None

424.81K

NVIDIA CORPORATION

DFND

COM

Shares450.27K

TypeSH

Market value$78.53M

5.70%

Sole

417.80K

Shared

0.00

None

32.47K

AMAZON COM INC

DFND

COM

Shares312.58K

TypeSH

Market value$65.10M

4.73%

Sole

291.02K

Shared

0.00

None

21.55K

MICROSOFT CORP

SOLE

COM

Shares149.53K

TypeSH

Market value$55.35M

4.02%

Sole

131.34K

Shared

0.00

None

18.19K

ISHARES TR

SOLE

TIPS BD ETF

Shares394.23K

TypeSH

Market value$43.51M

3.16%

Sole

297.60K

Shared

0.00

None

96.63K

KLA CORP

SOLE

COM NEW

Shares26.55K

TypeSH

Market value$39.10M

2.84%

Sole

23.50K

Shared

0.00

None

3.05K

SPDR GOLD TR

SOLE

GOLD SHS

Shares85.97K

TypeSH

Market value$36.99M

2.69%

Sole

82.63K

Shared

0.00

None

3.34K

VISA INC

DFND

COM CL A

Shares111.86K

TypeSH

Market value$33.81M

2.46%

Sole

102.85K

Shared

0.00

None

9.01K

WASTE MGMT INC DEL

SOLE

COM

Shares120.99K

TypeSH

Market value$27.80M

2.02%

Sole

111.79K

Shared

0.00

None

9.20K

INVESCO EXCH TRD SLF IDX FD

SOLE

RUSL 1000 DYNM

Shares439.19K

TypeSH

Market value$26.40M

1.92%

Sole

326.73K

Shared

0.00

None

112.45K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares294.81K

TypeSH

Market value$25.99M

1.89%

Sole

265.87K

Shared

0.00

None

28.95K

JPMORGAN CHASE & CO

SOLE

COM

Shares84.73K

TypeSH

Market value$24.92M

1.81%

Sole

76.06K

Shared

0.00

None

8.67K

BLACKSTONE INC

SOLE

COM

Shares214.89K

TypeSH

Market value$24.71M

1.80%

Sole

203.63K

Shared

0.00

None

11.26K

COSTCO WHOLESALE CORPORATION

DFND

COM

Shares24.38K

TypeSH

Market value$24.30M

1.77%

Sole

21.62K

Shared

0.00

None

2.76K

NEXTERA ENERGY INC

SOLE

COM

Shares254.63K

TypeSH

Market value$23.65M

1.72%

Sole

231.25K

Shared

0.00

None

23.39K

UNITED RENTALS INC

SOLE

COM

Shares30.12K

TypeSH

Market value$21.94M

1.59%

Sole

27.41K

Shared

0.00

None

2.71K

ANALOG DEVICES INC

SOLE

COM

Shares64.33K

TypeSH

Market value$20.47M

1.49%

Sole

64.25K

Shared

0.00

None

76.00

EXXON MOBIL CORP

SOLE

COM

Shares119.33K

TypeSH

Market value$20.25M

1.47%

Sole

116.57K

Shared

0.00

None

2.76K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares82.45K

TypeSH

Market value$19.99M

1.45%

Sole

82.38K

Shared

0.00

None

70.00

ASML HLDG NV

DFND

N Y REGISTRY SHS

Shares14.54K

TypeSH

Market value$19.20M

1.40%

Sole

13.10K

Shared

0.00

None

1.44K

JOHNSON & JOHNSON

DFND

COM

Shares64.81K

TypeSH

Market value$15.84M

1.15%

Sole

64.23K

Shared

0.00

None

579.00

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares252.68K

TypeSH

Market value$15.05M

1.09%

Sole

158.28K

Shared

0.00

None

94.40K

GALLAGHER ARTHUR J & CO

DFND

COM

Shares68.93K

TypeSH

Market value$14.93M

1.08%

Sole

62.70K

Shared

0.00

None

6.24K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	352.22K	SH	$89.39M 6.49%	323.04K	29.19K
ALPHABET INCDFND	CAP STK CL A	293.65K	SH	$84.44M 6.13%	268.56K	25.09K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	1.47M	SH	$79.00M 5.74%	1.04M	424.81K
NVIDIA CORPORATIONDFND	COM	450.27K	SH	$78.53M 5.70%	417.80K	32.47K
AMAZON COM INCDFND	COM	312.58K	SH	$65.10M 4.73%	291.02K	21.55K
MICROSOFT CORPSOLE	COM	149.53K	SH	$55.35M 4.02%	131.34K	18.19K
ISHARES TRSOLE	TIPS BD ETF	394.23K	SH	$43.51M 3.16%	297.60K	96.63K
KLA CORPSOLE	COM NEW	26.55K	SH	$39.10M 2.84%	23.50K	3.05K
SPDR GOLD TRSOLE	GOLD SHS	85.97K	SH	$36.99M 2.69%	82.63K	3.34K
VISA INCDFND	COM CL A	111.86K	SH	$33.81M 2.46%	102.85K	9.01K
WASTE MGMT INC DELSOLE	COM	120.99K	SH	$27.80M 2.02%	111.79K	9.20K
INVESCO EXCH TRD SLF IDX FDSOLE	RUSL 1000 DYNM	439.19K	SH	$26.40M 1.92%	326.73K	112.45K
ISHARES GOLD TRSOLE	ISHARES NEW	294.81K	SH	$25.99M 1.89%	265.87K	28.95K
JPMORGAN CHASE & COSOLE	COM	84.73K	SH	$24.92M 1.81%	76.06K	8.67K
BLACKSTONE INCSOLE	COM	214.89K	SH	$24.71M 1.80%	203.63K	11.26K
COSTCO WHOLESALE CORPORATIONDFND	COM	24.38K	SH	$24.30M 1.77%	21.62K	2.76K
NEXTERA ENERGY INCSOLE	COM	254.63K	SH	$23.65M 1.72%	231.25K	23.39K
UNITED RENTALS INCSOLE	COM	30.12K	SH	$21.94M 1.59%	27.41K	2.71K
ANALOG DEVICES INCSOLE	COM	64.33K	SH	$20.47M 1.49%	64.25K	76.00
EXXON MOBIL CORPSOLE	COM	119.33K	SH	$20.25M 1.47%	116.57K	2.76K
INTERNATIONAL BUSINESS MACHSSOLE	COM	82.45K	SH	$19.99M 1.45%	82.38K	70.00
ASML HLDG NVDFND	N Y REGISTRY SHS	14.54K	SH	$19.20M 1.40%	13.10K	1.44K
JOHNSON & JOHNSONDFND	COM	64.81K	SH	$15.84M 1.15%	64.23K	579.00
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	252.68K	SH	$15.05M 1.09%	158.28K	94.40K
GALLAGHER ARTHUR J & CODFND	COM	68.93K	SH	$14.93M 1.08%	62.70K	6.24K

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