BALDWIN WEALTH PARTNERS LLC/MA

Registered adviser

CIK

1021258

Location

Marion, MA

Portfolio Value

Mid $1,502,020,963

Diversification

Diversified

Reports for

Bank Of America Private Bank (BOAPB) Fiduciary Trust Company International (FTCI)

Files via

Bank Of America Private Bank Fiduciary Trust Company International

Filing Date

Global Rank

#1,938 / 8,818 ▼ 53 · as of Jun 2026

Top Industry

Semiconductors 12.3%

Period ended 29 days ago

Filed Oct 13, 2026 · 16d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 105343

Roster of Oct 1, 2026

Regulatory AUM

$2,334,719,354

Main clients

Individuals and high net worth (91% of AUM)

Private funds

1 fund · Venture capital funds

Focus by gross assets, Schedule D of Dec 6, 2024

$12,023,727 gross assets

Private funds on Schedule D 7.B.(1)

As filed Dec 6, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$10,006,142 gross assets in 1 fund Venture capital funds $10,006,142 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,334,719,354	Individuals and high net worth (91%)
Aug 2025 to Mar 2026	$2,411,954,815	Individuals and high net worth (93%)
Apr 2025 to Jul 2025	$2,505,407,484	Individuals and high net worth (93%)
Apr 2024 to Mar 2025	$2,281,166,083	Individuals and high net worth (89%)
May 2023 to Mar 2024	$1,903,274,922	Individuals and high net worth (84%)
Apr 2023	$1,903,274,922	Individuals and high net worth (84%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.5%, 31.6 effective positions, active share 57.8% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

13.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.5 quarters (12+), a floor since 70.2% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 57.8%; sector active share 8.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

233 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.6%

−0.2 pts

Top 5

32.9%

+1.7 pts

Top 10

48.3%

−0.3 pts

HHI

326

Diversified+10

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$463,201,384	32
Unclassified	20.1%	$302,209,318	65
Financial Services	11.5%	$172,469,933	32
Communication Services	8.0%	$120,402,598	8
Industrials	7.9%	$118,802,893	25
Consumer Cyclical	7.5%	$112,983,497	8
Healthcare	4.9%	$72,865,010	24
Energy	3.3%	$50,146,936	15
Consumer Defensive	3.2%	$47,375,293	9
Utilities	1.4%	$20,481,839	4
Real Estate	0.8%	$12,432,224	4
Basic Materials	0.6%	$8,650,038	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	+148,896	587,917	$11,229,214
JBND	JPMorgan Active Bond ETF	+16,775	1,486,872	$76,008,896
PWR	Quanta Services, Inc.	+10,418	34,686	$22,286,101
USFR	WisdomTree Floating Rate Treasury Fund	+5,941	10,956	$552,072
GBIL	Goldman Sachs ETF Trust	+4,707	30,547	$3,058,060
EEMX	State Street(R) SPDR(R) MSCI Emerging Markets Fossil Fuel Reserves Free ETF	+4,465	65,330	$3,446,810
ESGE	iShares Trust	+2,837	132,951	$0
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+2,721	259,961	$14,729,390
T	At&T Inc.	+2,214	14,384	$350,969
SLV	iShares Silver Trust	+2,000	24,059	$1,311,456
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	+1,401	6,249	$462,238
GLD	Spdr Gold Trust	+1,283	85,935	$32,727,485
SPY	Spdr S&P 500 ETF Trust	+1,225	4,737	$3,612,578
URA	Global X Uranium ETF	+1,000	11,068	$441,059
—		+1,000	3,979	$0
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	+1,000	3,950	$409,062
GE	General Electric Co	+697	1,923	$600,533
SPGI	S&P Global Inc.	+491	18,819	$7,423,530
VZ	Verizon Communications Inc	+445	6,796	$311,732
EOG	Eog Resources Inc	+324	25,167	$3,467,005
COPX	Global X Copper Miners ETF	+200	12,358	$1,046,722
GEV	GE Vernova Inc.	+171	550	$522,769
TFX	Teleflex Inc	+119	1,702	$212,818
VOO	VANGUARD 500 INDEX FUND	+114	6,346	$4,447,657
QQQ	Invesco Qqq Trust, Series 1	+58	589	$435,724
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DHR	Danaher Corp	−64,075	1,860	$412,083
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	−11,153	401,093	$27,960,193
AAPL	Apple Inc.	−8,135	343,694	$114,456,975
FISV	Fiserv Inc	−5,883	36,651	$1,655,892
IBM	International Business Machines Corp	−5,149	76,411	$16,805,071
AMLP	Alerian MLP ETF	−4,937	194,825	$10,105,572
IAU	Ishares Gold Trust	−4,696	296,978	$23,193,981
BASG	Brown Advisory Sustainable Growth ETF	−4,549	201,250	$5,697,005
LYG	Lloyds Banking Group plc	−4,419	18,551	$104,442
NVDA	Nvidia Corp	−4,119	492,720	$112,527,392
UBER	Uber Technologies, Inc	−3,651	21,411	$1,466,867
FBCG	Fidelity Covington Trust	−3,588	155,189	$9,809,496
NEE	Nextera Energy Inc	−3,259	250,538	$18,975,748
ET	Energy Transfer LP	−3,061	237,603	$0
AMZN	Amazon Com Inc	−2,981	309,519	$77,116,658
PAYX	Paychex Inc	−2,785	24,310	$2,394,535
GOOGL	Alphabet Inc.	−2,775	285,615	$98,274,409
PG	PROCTER & GAMBLE Co	−2,361	38,284	$5,561,899
SCHW	Schwab Charles Corp	−2,338	79,277	$7,748,533
PSF	Cohen & Steers Select Preferred & Income Fund, Inc.	−2,320	154,833	$2,808,670
PEP	Pepsico Inc	−2,167	14,233	$1,803,605
TRP	Tc Energy Corp	−2,149	12,380	$715,316
MKC	Mccormick & Co Inc	−2,130	9,116	$422,982
WY	Weyerhaeuser Co	−2,000	13,079	$249,154
IJR	iShares Core S&P Small-Cap ETF	−1,964	61,263	$8,334,218
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SCHP	Schwab U.S. TIPS ETF	1,577,761	$39,649,133
GLW	Corning Inc	23,568	$3,623,815
PLTR	Palantir Technologies Inc.	5,687	$1,063,753
DDOG	Datadog, Inc.	1,600	$438,160
PANW	Palo Alto Networks Inc	904	$359,167
NOW	ServiceNow, Inc.	2,215	$296,832
ETHT	ProShares Ultra Ether ETF	15,100	$290,373
EQX	Equinox Gold Corp.	22,320	$247,975
MTD	Mettler Toledo International Inc	152	$229,664
KYTX	Kyverna Therapeutics, Inc.	13,969	$94,989
ALLO	Allogene Therapeutics, Inc.	10,000	$16,000
—		1,521	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
TIP	iShares TIPS Bond ETF	397,604	$43,509,805
OTIS	Otis Worldwide Corp	98,210	$7,031,836
IJH	iShares Core S&P Mid-Cap ETF	3,200	$246,752
CMI	Cummins Inc	337	$240,351
MDY	Spdr S&P Midcap 400 ETF Trust	302	$212,408
AMAT	Applied Materials Inc	286	$206,778
MRVL	Marvell Technology, Inc.	683	$203,458
CM	Canadian Imperial Bank Of Commerce	1,762	$202,630
GD	General Dynamics Corp	568	$201,208
TDY	Teledyne Technologies Inc	300	$200,070
—		19,720	$193,058
XAIR	Beyond Air, Inc.	14,800	$6,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

233 tracked positions · $1,502,020,963 total · filing declares 274 positions · $1,517,390,590 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 233 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	343,694	-8,135	$114,456,975	+12.4%	7.62%
NVDA	Nvidia Corp Technology	Reduced	492,720	-4,119	$112,527,392	+13.2%	7.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	285,615	-2,775	$98,274,409	−4.6%	6.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	309,519	-2,981	$77,116,658	+3.5%	5.13%
MSFT	Microsoft Corp Technology	Reduced	148,488	-438	$76,159,494	+37.1%	5.07%
JBND	JPMorgan Active Bond ETF	Added	1,486,872	+16,775	$76,008,896	−3.4%	5.06%
KLAC	Kla Corp Technology	Reduced	221,227	-1,105	$43,123,779	−35.7%	2.87%
V	Visa Inc. Financial Services	Reduced	110,477	-442	$39,697,700	+4.3%	2.64%
SCHP	Schwab U.S. TIPS ETF	NEW	1,577,761	NEW	$39,649,133	NEW	2.64%
GLD	Spdr Gold Trust	Added	85,935	+1,283	$32,727,485	+4.9%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	85,930	-110	$28,428,221	+0.9%	1.89%
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	Reduced	401,093	-11,153	$27,960,193	−1.0%	1.86%
ASML	Asml Holding NV Technology	Reduced	14,377	-58	$26,046,379	−9.3%	1.73%
WM	Waste Management Inc Industrials	Reduced	119,266	-793	$24,320,722	−9.1%	1.62%
BX	Blackstone Inc. Financial Services	Reduced	216,044	-1,653	$24,216,371	−5.5%	1.61%
ADI	Analog Devices Inc Technology	Reduced	60,917	-1,122	$24,166,383	−1.9%	1.61%
URI	United Rentals, Inc. Industrials	Reduced	23,376	-521	$23,394,233	−13.6%	1.56%
IAU	Ishares Gold Trust	Reduced	296,978	-4,696	$23,193,981	+1.8%	1.54%
PWR	Quanta Services, Inc. Industrials	Added	34,686	+10,418	$22,286,101	+27.5%	1.48%
COST	Costco Wholesale Corp Consumer Defensive	Added	24,263	+11	$22,087,578	−2.6%	1.47%
UNP	Union Pacific Corp Industrials	Reduced	80,639	-203	$21,944,291	−0.2%	1.46%
NEE	Nextera Energy Inc Utilities	Reduced	250,538	-3,259	$18,975,748	−14.8%	1.26%
XOM	ExxonMobil Holdings Corp Energy	Reduced	114,549	-1,040	$18,642,849	+18.0%	1.24%
IBM	International Business Machines Corp Technology	Reduced	76,411	-5,149	$16,805,071	−26.7%	1.12%
JNJ	Johnson & Johnson Healthcare	Reduced	63,359	-1,077	$16,773,661	+2.5%	1.12%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	67,882	-492	$15,484,562	−1.4%	1.03%
GRMN	Garmin Ltd Technology	Reduced	53,376	-663	$15,310,371	+19.3%	1.02%
GOOG	Alphabet Inc. Communication Services	Reduced	43,989	-1,438	$14,988,811	−6.6%	1.00%
MAR	Marriott International Inc Consumer Cyclical	Reduced	41,424	-511	$14,733,273	−5.2%	0.98%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	259,961	+2,721	$14,729,390	−2.9%	0.98%
CVX	Chevron Corp Energy	Reduced	68,115	-1,283	$13,909,763	+20.9%	0.93%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	23,231	-370	$12,688,074	+19.2%	0.84%
ARCC	Ares Capital Corp Financial Services	Added	587,917	+148,896	$11,229,214	+38.0%	0.75%
REG	Regency Centers Corp Real Estate	Reduced	145,570	-1,125	$10,463,571	−10.5%	0.70%
MCK	Mckesson Corp Healthcare	Reduced	12,056	-75	$10,293,533	+12.3%	0.69%
AMLP	Alerian MLP ETF	Reduced	194,825	-4,937	$10,105,572	—	0.67%
FBCG	Fidelity Covington Trust	Reduced	155,189	-3,588	$9,809,496	−0.5%	0.65%
WAT	Waters Corp Healthcare	Reduced	19,597	-770	$8,610,725	+12.7%	0.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,254	-95	$8,591,629	−1.0%	0.57%
IJR	iShares Core S&P Small-Cap ETF	Reduced	61,263	-1,964	$8,334,218	−11.1%	0.55%
AXSM	Axsome Therapeutics, Inc. Healthcare	Held	44,070	0	$8,126,067	−24.7%	0.54%
NVCT	Nuvectis Pharma, Inc. Healthcare	Held	382,015	0	$8,068,156	+14.8%	0.54%
IVV	iShares Core S&P 500 ETF	Reduced	10,203	-634	$7,813,967	−3.7%	0.52%
SCHW	Schwab Charles Corp Financial Services	Reduced	79,277	-2,338	$7,748,533	+2.9%	0.52%
SPGI	S&P Global Inc. Financial Services	Added	18,819	+491	$7,423,530	−0.5%	0.49%
BAC	Bank Of America Corp Financial Services	Reduced	136,194	-97	$7,413,039	−4.5%	0.49%
CHD	Church & Dwight Co Inc Consumer Defensive	Reduced	77,486	-1,624	$7,300,730	−4.7%	0.49%
PTC	Ptc Inc. Technology	Reduced	51,228	-335	$7,187,288	+22.7%	0.48%
CRH	Crh Public Ltd Co Basic Materials	Reduced	86,363	-1,354	$7,150,856	−23.8%	0.48%
EPD	Enterprise Products Partners L.P. Energy	Reduced	181,408	-1,512	$6,459,938	−3.9%	0.43%

Showing the top 50 of 233 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.