BALDWIN WEALTH PARTNERS LLC/MA

CIK

1021258

Location

Marion, MA

Portfolio Value

Mid $1,118,862,197

Diversification

Diversified

Filing Date

Global Rank

#1,400 / 8,232 ▼ 8

Top Industry

Semiconductors 9.7%

3Y Alpha vs SPY

-5.9%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.7%

SPY

+76.3%

Annualised alpha

-5.9%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

163 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.3 pts

Top 5

33.3%

−1.7 pts

Top 10

48.0%

−0.8 pts

HHI

332

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$364,651,244	26
Financial Services	13.7%	$153,476,382	29
Industrials	9.7%	$108,597,409	23
Consumer Cyclical	9.1%	$101,269,772	10
Communication Services	8.0%	$89,186,446	7
Healthcare	7.2%	$80,485,233	22
Unclassified	6.3%	$70,123,147	6
Energy	5.1%	$57,596,271	15
Consumer Defensive	4.7%	$52,583,879	9
Utilities	2.3%	$25,328,245	4
Real Estate	1.2%	$13,485,968	5
Basic Materials	0.2%	$2,078,201	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+5,821	85,975	$36,994,182
VEEV	Veeva Systems Inc	+3,688	28,501	$5,006,485
PTC	Ptc Inc.	+2,112	52,841	$7,529,313
LYG	Lloyds Banking Group plc	+1,883	24,074	$121,091
IAU	Ishares Gold Trust	+1,011	294,813	$25,990,714
PWR	Quanta Services, Inc.	+672	24,298	$13,340,087
SBCF	Seacoast Banking Corp Of Florida	+325	16,005	$484,791
FDX	Fedex Corp	+130	1,130	$402,483
AMD	Advanced Micro Devices Inc	+100	6,079	$1,236,650
MA	Mastercard Inc	+90	831	$415,217
NFLX	Netflix Inc	+23	2,833	$272,392
GE	General Electric Co	+1	1,214	$344,496
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	−60,809	181,726	$6,876,511
ACN	Accenture plc	−58,426	1,442	$285,934
GOOGL	Alphabet Inc.	−52,408	293,650	$84,441,993
NEE	Nextera Energy Inc	−31,076	254,634	$23,650,405
NVDA	Nvidia Corp	−26,615	450,267	$78,526,564
AAPL	Apple Inc.	−25,836	352,224	$89,390,928
MRK	Merck & Co., Inc.	−25,395	17,154	$2,063,453
AMZN	Amazon Com Inc	−24,650	312,577	$65,100,411
GRMN	Garmin Ltd	−23,921	54,867	$12,729,692
BX	Blackstone Inc.	−18,441	214,889	$24,710,086
MSFT	Microsoft Corp	−17,913	149,528	$55,350,778
REG	Regency Centers Corp	−14,806	144,066	$10,900,033
COST	Costco Wholesale Corp /New	−12,860	24,384	$24,296,948
WM	Waste Management Inc	−11,184	120,989	$27,802,062
JPM	Jpmorgan Chase & Co	−11,094	84,727	$24,923,294
NVCT	Nuvectis Pharma, Inc.	−11,000	378,625	$2,926,771
UNP	Union Pacific Corp	−9,710	55,086	$13,364,965
BAC	Bank Of America Corp /De/	−8,703	137,076	$6,682,455
DHR	Danaher Corp /De/	−8,302	69,507	$13,178,527
OTIS	Otis Worldwide Corp	−8,238	100,162	$7,720,486
PSF	Cohen & Steers Select Preferred & Income Fund, Inc.	−8,127	160,817	$3,118,241
XOM	Exxon Mobil Corp	−8,059	119,331	$20,245,697
V	Visa Inc.	−7,998	111,860	$33,808,566
PEP	Pepsico Inc	−7,436	18,692	$2,902,680
AJG	Arthur J. Gallagher & Co.	−7,031	68,934	$14,929,725
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MCK	Mckesson Corp	12,104	$10,474,317
ARCC	Ares Capital Corp	197,428	$3,557,652
AEP	American Electric Power Co Inc	4,305	$564,299
VSNT	Versant Media Group, Inc.	12,600	$466,452
AA	Alcoa Corp	4,750	$315,067
Q	Qnity Electronics, Inc.	1,977	$228,106
STRL	Sterling Infrastructure, Inc.	555	$226,034
HASI	HA Sustainable Infrastructure Capital, Inc.	5,950	$218,662
WES	Western Midstream Partners, LP	5,000	$205,850
AXP	American Express Co	672	$203,266
FCX	Freeport-Mcmoran Inc	3,420	$201,027
BHP	BHP Group Ltd	2,750	$200,035
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SHW	Sherwin Williams Co	38,192	$12,375,353
BIDU	Baidu, Inc.	17,397	$2,273,092
GXO	GXO Logistics, Inc.	31,857	$1,676,952
LINE	Lineage, Inc.	41,193	$1,441,755
NVO	Novo Nordisk A S	23,036	$1,172,071
NU	Nu Holdings Ltd.	66,383	$1,111,250
TTAN	ServiceTitan, Inc.	10,165	$1,082,572
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	50,393	$1,066,819
HIMS	Hims & Hers Health, Inc.	26,217	$851,265
PGR	Progressive Corp/Oh/	2,770	$630,784
AHR	American Healthcare REIT, Inc.	12,108	$569,802
KMB	Kimberly Clark Corp	5,282	$532,900
APD	Air Products & Chemicals, Inc.	1,714	$423,392
PYPL	PayPal Holdings, Inc.	6,859	$400,428
GSBD	Goldman Sachs BDC, Inc.	40,954	$380,053
TEL	TE Connectivity plc	1,620	$368,566
TT	Trane Technologies plc	866	$337,047
MCO	Moodys Corp /De/	657	$335,628
SPOT	Spotify Technology S.A.	570	$331,004
UNH	Unitedhealth Group Inc	998	$329,449
SAP	Sap SE	1,220	$296,350
CDNS	Cadence Design Systems Inc	916	$286,323
BFAM	Bright Horizons Family Solutions Inc.	2,785	$282,399
GD	General Dynamics Corp	818	$275,387
GS	Goldman Sachs Group Inc	294	$258,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

163 positions · $1,118,862,197 total · as of Mar 31, 2026

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

Showing 1–50 of 163 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	352,224	-25,836	$89,390,928	−13.0%	7.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	293,650	-52,408	$84,441,993	−22.0%	7.55%
NVDA	Nvidia Corp Technology	Reduced	450,267	-26,615	$78,526,564	−11.7%	7.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	312,577	-24,650	$65,100,411	−16.4%	5.82%
MSFT	Microsoft Corp Technology	Reduced	149,528	-17,913	$55,350,778	−31.6%	4.95%
KLAC	Kla Corp Technology	Reduced	26,552	-4,112	$39,095,430	+4.9%	3.49%
GLD	Spdr Gold Trust	Added	85,975	+5,821	$36,994,182	+16.5%	3.31%
V	Visa Inc. Financial Services	Reduced	111,860	-7,998	$33,808,566	−19.6%	3.02%
WM	Waste Management Inc Industrials	Reduced	120,989	-11,184	$27,802,062	−4.3%	2.48%
IAU	Ishares Gold Trust	Added	294,813	+1,011	$25,990,714	+9.0%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	84,727	-11,094	$24,923,294	−19.3%	2.23%
BX	Blackstone Inc. Financial Services	Reduced	214,889	-18,441	$24,710,086	−31.3%	2.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	24,384	-12,860	$24,296,948	−24.3%	2.17%
NEE	Nextera Energy Inc Utilities	Reduced	254,634	-31,076	$23,650,405	+3.1%	2.11%
URI	United Rentals, Inc. Industrials	Reduced	30,117	-6,027	$21,942,041	−25.0%	1.96%
ADI	Analog Devices Inc Technology	Reduced	64,331	-3,239	$20,466,264	+11.7%	1.83%
XOM	Exxon Mobil Corp Energy	Reduced	119,331	-8,059	$20,245,697	+32.1%	1.81%
IBM	International Business Machines Corp Technology	Reduced	82,450	-1,420	$19,985,055	−19.6%	1.79%
ASML	Asml Holding NV Technology	Reduced	14,539	-1,582	$19,203,546	+11.3%	1.72%
JNJ	Johnson & Johnson Healthcare	Reduced	64,808	-2,388	$15,841,667	+13.9%	1.42%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	68,934	-7,031	$14,929,725	−24.1%	1.33%
CVX	Chevron Corp Energy	Reduced	70,221	-825	$14,528,724	+34.2%	1.30%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	42,808	-4,873	$14,001,212	−5.3%	1.25%
UNP	Union Pacific Corp Industrials	Reduced	55,086	-9,710	$13,364,965	−10.8%	1.19%
PWR	Quanta Services, Inc. Industrials	Added	24,298	+672	$13,340,087	+33.8%	1.19%
DHR	Danaher Corp /De/ Healthcare	Reduced	69,507	-8,302	$13,178,527	−26.0%	1.18%
GRMN	Garmin Ltd Technology	Reduced	54,867	-23,921	$12,729,692	−20.4%	1.14%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	23,776	-3,105	$12,427,952	−23.6%	1.11%
REG	Regency Centers Corp Real Estate	Reduced	144,066	-14,806	$10,900,033	−0.6%	0.97%
MCK	Mckesson Corp Healthcare	NEW	12,104	NEW	$10,474,317	NEW	0.94%
SCHW	Schwab Charles Corp Financial Services	Reduced	92,960	-2,169	$8,736,380	−8.1%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,260	-508	$8,270,992	−7.4%	0.74%
OTIS	Otis Worldwide Corp Industrials	Reduced	100,162	-8,238	$7,720,486	−18.5%	0.69%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	82,341	-4,902	$7,684,062	+5.0%	0.69%
INTU	Intuit Inc. Technology	Reduced	17,573	-1,803	$7,598,213	−40.8%	0.68%
SPGI	S&P Global Inc. Financial Services	Reduced	17,807	-2,246	$7,574,029	−27.7%	0.68%
PTC	Ptc Inc. Technology	Added	52,841	+2,112	$7,529,313	−14.8%	0.67%
AXSM	Axsome Therapeutics, Inc. Healthcare	Reduced	42,070	-6,500	$7,110,671	−19.8%	0.64%
DOV	DOVER Corp Industrials	Reduced	34,005	-2,616	$7,088,342	−0.9%	0.63%
AZO	Autozone Inc Consumer Cyclical	Reduced	2,054	-32	$6,937,960	−1.9%	0.62%
EPD	Enterprise Products Partners L.P. Energy	Reduced	181,726	-60,809	$6,876,511	−11.6%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	137,076	-8,703	$6,682,455	−16.7%	0.60%
ITW	Illinois Tool Works Inc Industrials	Reduced	25,524	-1,477	$6,643,641	−0.1%	0.59%
WAT	Waters Corp /De/ Healthcare	Reduced	21,630	-1,167	$6,441,414	−25.6%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	43,881	-2,224	$6,338,171	−4.1%	0.57%
VEEV	Veeva Systems Inc Healthcare	Added	28,501	+3,688	$5,006,485	−9.6%	0.45%
ET	Energy Transfer LP Energy	Reduced	252,181	-5,422	$4,867,093	+14.6%	0.44%
NVS	Novartis AG Healthcare	Reduced	29,995	-2,293	$4,581,735	+2.9%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	26,124	-667	$4,319,341	+0.5%	0.39%
EOG	Eog Resources Inc Energy	Reduced	25,106	-3,302	$3,629,574	+21.7%	0.32%