BALDWIN WEALTH PARTNERS LLC/MA — 13F Holdings & Portfolio
CIK 1021258 · latest 13F-HR filed 2026-10-13
BALDWIN WEALTH PARTNERS LLC/MA manages $1.52B in 13F-reported U.S. long-equity assets across 274 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (7.54%), NVDA (7.41%), GOOGL (6.45%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 14 new positions and exited 14; 55 existing positions rose in reported value and 81 fell.
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.
Loading holdings…
AUM
$1.52B
Long-equity book
Holdings
274
Distinct positions
Period
2026-09-30
Filed 2026-10-13
Q/Q Activity
+14 / −14 / ↑55 / ↓81
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26AAPL7.5% · -2%NVDA7.4% · -1%GOOGL6.5% · -1%AMZN5.1% · -1%MSFT5.0% · -0%JBND5.0% · +1%KLAC2.8% · -0%V2.6% · -0%SCHP2.6% · newGLD2.2% · +2%JPM1.9% · -0%OMFL1.8% · -3%ASML1.7% · -0%WM1.6% · -1%BX1.6% · -1%ADI1.6% · -2%URI1.5% · -2%IAU1.5% · -2%PWR1.5% · +43%COST1.5% · 0%UNP1.4% · -0%NEE1.3% · -1%XOM1.2% · -1%IBM1.1% · -6%JNJ1.1% · -2%AJG1.0% · -1%GRMN1.0% · -1%GOOG1.0% · -3%MAR1.0% · -1%VGIT1.0% · +1%CVX0.9% · -2%ULTA0.8% · -2%ARCC0.7% · +34%REG0.7% · -1%MCK0.7% · -1%AMLP0.7% · -2%FBCG0.6% · -2%WAT0.6% · -4%BRK.B0.6% · -0%IJR0.5% · -3%AXSM0.5% · 0%NVCT0.5% · 0%IVV0.5% · -6%SCHW0.5% · -3%SPGI0.5% · +3%BAC0.5% · -0%CHD0.5% · -2%ESGE0.5% · +2%PTC0.5% · -1%CRH0.5% · -2%EPD0.4% · -1%AZO0.4% · -1%DOV0.4% · -3%ITW0.4% · -2%BASG0.4% · -2%PG0.4% · -6%TSM0.3% · -2%ET0.3% · -1%PM0.3% · -6%VOO0.3% · +2%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 46.8%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 14, 2026.
Assets Under Management
$27.28B
Discretionary
$3.10B
Employees
50
Accounts
2,651
This firm reports 2 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BALDWIN, TREVOR, LOWRY Control | CEO/PRESIDENT since Dec 2020 | Less than 5% | Individual |
| ESTRADA, LISA, KIM Control | CHIEF COMPLIANCE OFFICER since Oct 2022 | Less than 5% | Individual |
| HALE, BRADFORD, LENZIE Control | CHIEF FINANCIAL OFFICER since Sep 2021 | Less than 5% | Individual |
| STAUB, CHRISTOPHER, MICHAEL Control | PRACTICE PRESIDENT_MANAGING DIRECTOR since Oct 2024 | Less than 5% | Individual |
| THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC Control | OWNER since Dec 2020 | 75% or more | Domestic Entity |
| THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC Control Indirect owner via THE BALDWIN GROUP SOUTHEAST LLC | OWNER since Jan 2021 | 75% or more | Domestic Entity |
| THE BALDWIN GROUP SOUTHEAST LLC Control Indirect owner via THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC | OWNER since Dec 2020 | 75% or more | Domestic Entity |
| THE BALDWIN INSURANCE GROUP HOLDINGS, LLC Control Indirect owner via THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC | OWNER since Dec 2020 | 75% or more | Domestic Entity |
| THE BALDWIN INSURANCE GROUP, INC. Control Indirect owner via THE BALDWIN INSURANCE GROUP HOLDINGS, LLC | OWNER since Dec 2020 | 25–50% | Domestic Entity |
Ownership & leadership changes · 8 filings with changes since Jan 28, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Apr 1, 2026 filing
- No longer listedGIBSON, DARIN, LEE · MANAGING DIRECTOR · Less than 5% · control person · listed since Dec 2020
Mar 26, 2025 filing
- ChangedGIBSON, DARIN, LEE · title MANAGING PARTNER → MANAGING DIRECTOR
- ChangedSTAUB, CHRISTOPHER, MICHAEL · title MANAGING PARTNER → PRACTICE PRESIDENT_MANAGING DIRECTOR
Oct 1, 2024 filing
- AddedSTAUB, CHRISTOPHER, MICHAEL · MANAGING PARTNER · Less than 5% · control person
Jul 5, 2024 filing
- No longer listedBALDWIN KRYSTYN SHERMAN PARTNERS, LLC · OWNER · 75% or more · indirect via THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC · control person · listed since Dec 2020
- No longer listedTHE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC · OWNER · 75% or more · indirect via BALDWIN KRYSTYN SHERMAN PARTNERS, LLC · control person · listed since Jan 2021
- AddedTHE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC · OWNER · 75% or more · indirect via THE BALDWIN GROUP SOUTHEAST LLC · control person
- AddedTHE BALDWIN GROUP SOUTHEAST LLC · OWNER · 75% or more · indirect via THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC · control person
May 10, 2024 filing
- No longer listedBALDWIN INSURANCE GROUP HOLDINGS, LLC · OWNER · 25–50% · indirect via BALDWIN RISK PARTNERS, LLC · control person · listed since Dec 2020
- No longer listedBALDWIN KRYSTYN SHERMAN PARTNERS, LLC · OWNER · 75% or more · indirect via BRP FINANCIAL SERVICES HOLDINGS, LLC · control person · listed since Dec 2020
- No longer listedBALDWIN RISK PARTNERS, LLC · OWNER · 75% or more · indirect via BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC · control person · listed since Dec 2020
- No longer listedBRP FINANCIAL SERVICES HOLDINGS, LLC · OWNER · 75% or more · control person · listed since Dec 2020
- No longer listedBRP GROUP, INC. · OWNER · 25–50% · indirect via BALDWIN RISK PARTNERS, LLC · control person · listed since Dec 2020
- No longer listedBRP MIDDLE MARKET INSURANCE HOLDINGS, LLC · OWNER · 75% or more · indirect via BALDWIN KRYSTYN SHERMAN PARTNERS, LLC · control person · listed since Jan 2021
- AddedBALDWIN KRYSTYN SHERMAN PARTNERS, LLC · OWNER · 75% or more · indirect via THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC · control person
- AddedTHE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC · OWNER · 75% or more · control person
- AddedTHE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC · OWNER · 75% or more · indirect via BALDWIN KRYSTYN SHERMAN PARTNERS, LLC · control person
- AddedTHE BALDWIN INSURANCE GROUP HOLDINGS, LLC · OWNER · 75% or more · indirect via THE BALDWIN GROUP INSURANCE ADVISORY SOLUTIONS HOLDINGS, LLC · control person
- AddedTHE BALDWIN INSURANCE GROUP, INC. · OWNER · 25–50% · indirect via THE BALDWIN INSURANCE GROUP HOLDINGS, LLC · control person
Sep 30, 2022 filing
- No longer listedBJORDAHL, BLAKE, ALAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2020
- AddedESTRADA, LISA, KIM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 22, 2022 filing
- ChangedGIBSON, DARIN, LEE · title VICE PRESIDENT → MANAGING PARTNER
Sep 27, 2021 filing
- No longer listedBALDWIN, LOPER, LOWRY · CHAIRMAN · Less than 5% · control person · listed since Dec 2020
- No longer listedGalbraith, Daniel · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Dec 2020
- No longer listedStephens, Christopher · CHIEF LEGAL OFFICER · Less than 5% · control person · listed since Dec 2020
- No longer listedWiebeck, Kris · CFO · Less than 5% · control person · listed since Dec 2020
- AddedHALE, BRADFORD, LENZIE · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Jan 28, 2021 filing (earliest on record)
- ListedBALDWIN INSURANCE GROUP HOLDINGS, LLC · OWNER · 25–50% · indirect via BALDWIN RISK PARTNERS, LLC · control person
- ListedBALDWIN KRYSTYN SHERMAN PARTNERS, LLC · OWNER · 75% or more · indirect via BRP FINANCIAL SERVICES HOLDINGS, LLC · control person
- ListedBALDWIN RISK PARTNERS, LLC · OWNER · 75% or more · indirect via BRP MIDDLE MARKET INSURANCE HOLDINGS, LLC · control person
- ListedBALDWIN, LOPER, LOWRY · CHAIRMAN · Less than 5% · control person
- ListedBALDWIN, TREVOR, LOWRY · CEO/PRESIDENT · Less than 5% · control person
- ListedBJORDAHL, BLAKE, ALAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedBRP FINANCIAL SERVICES HOLDINGS, LLC · OWNER · 75% or more · control person
- ListedBRP GROUP, INC. · OWNER · 25–50% · indirect via BALDWIN RISK PARTNERS, LLC · control person
- ListedBRP MIDDLE MARKET INSURANCE HOLDINGS, LLC · OWNER · 75% or more · indirect via BALDWIN KRYSTYN SHERMAN PARTNERS, LLC · control person
- ListedGIBSON, DARIN, LEE · VICE PRESIDENT · Less than 5% · control person
- ListedGalbraith, Daniel · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedStephens, Christopher · CHIEF LEGAL OFFICER · Less than 5% · control person
- ListedWiebeck, Kris · CFO · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$20.6M +37.1%
- NVIDIA CORPORATION$13.1M +13.2%
- APPLE INC$12.7M +12.4%
- QUANTA SVCS INC$4.8M +27.5%
- ARES CAPITAL CORP$3.1M +38.0%
Top Trims
- KLA CORP-$24.0M -35.7%
- DANAHER CORP DEL-$12.1M -96.7%
- INTERNATIONAL BUSINESS MACHS-$6.1M -26.7%
- UNITED RENTALS INC-$3.7M -13.6%
- NEXTERA ENERGY INC-$3.3M -14.8%
New Positions
- SCHWAB STRATEGIC TR$39.6M
- EXXONMOBIL HOLDINGS CORP$18.6M
- CORNING INC$3.6M
- PALANTIR TECHNOLOGIES INC$1.1M
- ONEOK INC NEW$971.4K
Exited Positions
- ISHARES TR$43.5M
- EXXON MOBIL CORP$15.8M
- OTIS WORLDWIDE CORP$7.0M
- ONEOK INC NEW$995.1K
- ISHARES TR$246.8K
BALDWIN WEALTH PARTNERS LLC/MA Holdings (2026-09-30)
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 | $114.4M | 7.54% | 343,474 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $112.5M | 7.41% | 492,505 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $97.9M | 6.45% | 284,640 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $77.0M | 5.08% | 309,219 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $76.1M | 5.01% | 148,328 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $76.0M | 5.01% | 1,486,872 | SH |
| 7 | KLA CORP | KLAC | 482480100 | $43.1M | 2.84% | 221,227 | SH |
| 8 | VISA INC | V | 92826C839 | $39.7M | 2.61% | 110,397 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $39.6M | 2.61% | 1,577,761 | SH |
| 10 | SPDR GOLD TR | GLD | 78463V107 | $32.7M | 2.16% | 85,881 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $28.4M | 1.87% | 85,930 | SH |
| 12 | INVESCO EXCH TRD SLF IDX FD | OMFL | 46138J619 | $28.0M | 1.84% | 401,093 | SH |
| 13 | ASML HLDG NV | ASML | N07059210 | $26.0M | 1.71% | 14,363 | SH |
| 14 | WASTE MGMT INC DEL | WM | 94106L109 | $24.3M | 1.60% | 119,266 | SH |
| 15 | BLACKSTONE INC | BX | 09260D107 | $24.2M | 1.60% | 215,944 | SH |
| 16 | ANALOG DEVICES INC | ADI | 032654105 | $24.2M | 1.59% | 60,917 | SH |
| 17 | UNITED RENTALS INC | URI | 911363109 | $23.4M | 1.54% | 23,376 | SH |
| 18 | ISHARES GOLD TR | IAU | 464285204 | $23.2M | 1.53% | 296,978 | SH |
| 19 | QUANTA SVCS INC | PWR | 74762E102 | $22.3M | 1.47% | 34,653 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $22.1M | 1.45% | 24,223 | SH |
| 21 | UNION PAC CORP | UNP | 907818108 | $21.9M | 1.45% | 80,639 | SH |
| 22 | NEXTERA ENERGY INC | NEE | 65339F101 | $19.0M | 1.25% | 250,538 | SH |
| 23 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $18.6M | 1.23% | 114,549 | SH |
| 24 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $16.8M | 1.11% | 76,411 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.7M | 1.10% | 62,984 | SH |
| 26 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $15.5M | 1.02% | 67,817 | SH |
| 27 | GARMIN LTD | GRMN | H2906T109 | $15.3M | 1.01% | 53,376 | SH |
| 28 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $14.7M | 0.97% | 259,961 | SH |
| 29 | MARRIOTT INTL INC NEW | MAR | 571903202 | $14.7M | 0.97% | 41,379 | SH |
| 30 | ALPHABET INC | GOOG | 02079K107 | $14.6M | 0.97% | 42,989 | SH |
| 31 | CHEVRON CORPORATION | CVX | 166764100 | $13.9M | 0.92% | 68,050 | SH |
| 32 | ULTA BEAUTY INC | ULTA | 90384S303 | $12.7M | 0.84% | 23,211 | SH |
| 33 | ARES CAPITAL CORP | ARCC | 04010L103 | $11.2M | 0.74% | 587,917 | SH |
| 34 | REGENCY CTRS CORP | REG | 758849103 | $10.5M | 0.69% | 145,570 | SH |
| 35 | MCKESSON CORP | MCK | 58155Q103 | $10.3M | 0.68% | 12,042 | SH |
| 36 | ALPS ETF TR | AMLP | 00162Q452 | $10.1M | 0.67% | 194,825 | SH |
| 37 | FIDELITY COVINGTON TRUST | FBCG | 316092352 | $9.8M | 0.65% | 155,189 | SH |
| 38 | WATERS CORP | WAT | 941848103 | $8.6M | 0.57% | 19,597 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.6M | 0.57% | 17,254 | SH |
| 40 | ISHARES TR | IJR | 464287804 | $8.3M | 0.55% | 61,263 | SH |
| 41 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $8.1M | 0.54% | 44,070 | SH |
| 42 | NUVECTIS PHARMA INC | NVCT | 67080T108 | $8.1M | 0.53% | 382,015 | SH |
| 43 | ISHARES TR | IVV | 464287200 | $7.8M | 0.51% | 10,203 | SH |
| 44 | CHARLES SCHWAB CORP (THE) | SCHW | 808513105 | $7.7M | 0.51% | 79,277 | SH |
| 45 | S&P GLOBAL INC | SPGI | 78409V104 | $7.4M | 0.49% | 18,819 | SH |
| 46 | BANK OF AMER CORP | BAC | 060505104 | $7.4M | 0.49% | 136,194 | SH |
| 47 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $7.3M | 0.48% | 77,486 | SH |
| 48 | ISHARES INC | ESGE | 46434G863 | $7.2M | 0.47% | 132,951 | SH |
| 49 | PTC INC | PTC | 69370C100 | $7.2M | 0.47% | 51,168 | SH |
| 50 | CRH PLC | CRH | G25508105 | $7.2M | 0.47% | 86,363 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-13 | $1.52B | 274 | 0001193125-26-419624 |
| 2026-06-30 | 2026-07-14 | $1.53B | 284 | 0001193125-26-302682 |
| 2026-03-31 | 2026-04-14 | $1.38B | 271 | 0001193125-26-154830 |
| 2025-12-31 | 2026-01-07 | $1.56B | 292 | 0001193125-26-005964 |
Filer Information
Address
204 SPRING STREETMARION, MA 02738
Phone
(508) 748-0800
Filing Manager
BALDWIN WEALTH PARTNERS LLC/MA
Marion, MA
Signatory
Steven Dean
Chief Compliance Officer