BALDWIN WEALTH PARTNERS LLC/MA — 13F Holdings & Portfolio
CIK 1021258 · latest 13F-HR filed 2026-04-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.38B
Long-equity book
Holdings
271
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+17 / −37 / ↑42 / ↓104
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$7.5M +2287.2%
- SPDR GOLD TR$5.2M +16.5%
- EXXON MOBIL CORP$4.9M +32.1%
- CHEVRON CORPORATION$3.7M +34.2%
- QUANTA SVCS INC$3.4M +33.8%
Top Trims
- MICROSOFT CORP-$25.6M -31.6%
- ALPHABET INC-$23.9M -22.0%
- ACCENTURE PLC IRELAND-$15.8M -98.2%
- APPLE INC-$13.4M -13.0%
- AMAZON COM INC-$12.7M -16.4%
New Positions
- MCKESSON CORP$10.5M
- ISHARES INC$5.8M
- ADVISORS INNER CIRCLE FD III$4.5M
- ARES CAPITAL CORP$3.6M
- AMERICAN ELEC PWR CO INC$564.3K
Exited Positions
- SHERWIN WILLIAMS CO$12.4M
- BAIDU INC$2.3M
- GXO LOGISTICS INCORPORATED$1.7M
- LINEAGE INC$1.4M
- NOVO-NORDISK A S$1.2M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $89.3M | 6.49% | 352,004 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $84.1M | 6.11% | 292,380 | SH |
| 3 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $79.0M | 5.74% | 1,469,232 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $78.5M | 5.70% | 450,124 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $65.0M | 4.72% | 312,277 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $55.3M | 4.02% | 149,368 | SH |
| 7 | ISHARES TR | TIP | 464287176 | $43.5M | 3.16% | 394,233 | SH |
| 8 | KLA CORP | KLAC | 482480100 | $39.1M | 2.84% | 26,552 | SH |
| 9 | SPDR GOLD TR | GLD | 78463V107 | $37.0M | 2.69% | 85,921 | SH |
| 10 | VISA INC | V | 92826C839 | $33.8M | 2.45% | 111,780 | SH |
| 11 | WASTE MGMT INC DEL | WM | 94106L109 | $27.8M | 2.02% | 120,989 | SH |
| 12 | INVESCO EXCH TRD SLF IDX FD | OMFL | 46138J619 | $26.4M | 1.92% | 439,187 | SH |
| 13 | ISHARES GOLD TR | IAU | 464285204 | $26.0M | 1.89% | 294,813 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $24.9M | 1.81% | 84,727 | SH |
| 15 | BLACKSTONE INC | BX | 09260D107 | $24.7M | 1.79% | 214,789 | SH |
| 16 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $24.3M | 1.76% | 24,344 | SH |
| 17 | NEXTERA ENERGY INC | NEE | 65339F101 | $23.7M | 1.72% | 254,634 | SH |
| 18 | UNITED RENTALS INC | URI | 911363109 | $21.9M | 1.59% | 30,117 | SH |
| 19 | ANALOG DEVICES INC | ADI | 032654105 | $20.5M | 1.49% | 64,331 | SH |
| 20 | EXXON MOBIL CORP | XOM | 30231G102 | $20.2M | 1.47% | 119,331 | SH |
| 21 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $20.0M | 1.45% | 82,450 | SH |
| 22 | ASML HLDG NV | ASML | N07059210 | $19.1M | 1.39% | 14,490 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $15.7M | 1.14% | 64,358 | SH |
| 24 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $15.0M | 1.09% | 252,676 | SH |
| 25 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $14.9M | 1.08% | 68,869 | SH |
| 26 | CHEVRON CORPORATION | CVX | 166764100 | $14.5M | 1.05% | 70,156 | SH |
| 27 | MARRIOTT INTL INC NEW | MAR | 571903202 | $14.0M | 1.02% | 42,763 | SH |
| 28 | UNION PAC CORP | UNP | 907818108 | $13.4M | 0.97% | 55,086 | SH |
| 29 | QUANTA SVCS INC | PWR | 74762E102 | $13.3M | 0.97% | 24,290 | SH |
| 30 | DANAHER CORP DEL | DHR | 235851102 | $13.2M | 0.96% | 69,407 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $13.1M | 0.95% | 45,682 | SH |
| 32 | GARMIN LTD | GRMN | H2906T109 | $12.7M | 0.92% | 54,867 | SH |
| 33 | ULTA BEAUTY INC | ULTA | 90384S303 | $12.4M | 0.90% | 23,756 | SH |
| 34 | ALPS ETF TR | AMLP | 00162Q452 | $11.0M | 0.80% | 208,811 | SH |
| 35 | REGENCY CTRS CORP | REG | 758849103 | $10.9M | 0.79% | 144,066 | SH |
| 36 | MCKESSON CORP | MCK | 58155Q103 | $10.5M | 0.76% | 12,090 | SH |
| 37 | SCHWAB CHARLES CORP | SCHW | 808513105 | $8.7M | 0.63% | 92,960 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.3M | 0.60% | 17,260 | SH |
| 39 | ISHARES TR | IJR | 464287804 | $7.9M | 0.57% | 63,191 | SH |
| 40 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $7.7M | 0.56% | 82,341 | SH |
| 41 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $7.7M | 0.56% | 99,567 | SH |
| 42 | S&P GLOBAL INC | SPGI | 78409V104 | $7.6M | 0.55% | 17,807 | SH |
| 43 | PTC INC | PTC | 69370C100 | $7.5M | 0.55% | 52,781 | SH |
| 44 | INTUIT | INTU | 461202103 | $7.4M | 0.54% | 17,156 | SH |
| 45 | ISHARES TR | IVV | 464287200 | $7.2M | 0.52% | 11,045 | SH |
| 46 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $7.1M | 0.52% | 42,070 | SH |
| 47 | DOVER CORP | DOV | 260003108 | $7.1M | 0.51% | 34,005 | SH |
| 48 | AUTOZONE INC | AZO | 053332102 | $6.9M | 0.50% | 2,054 | SH |
| 49 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $6.9M | 0.50% | 181,726 | SH |
| 50 | BANK AMERICA CORP | BAC | 060505104 | $6.7M | 0.49% | 137,076 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $1.38B | 271 | 0001193125-26-154830 |
| 2025-12-31 | 2026-01-07 | $1.56B | 292 | 0001193125-26-005964 |