BALDWIN WEALTH PARTNERS LLC/MA

CIK

1021258

Location

Marion, MA

Portfolio Value

Mid $1,254,650,906

Diversification

Diversified

Filing Date

Global Rank

#1,726 / 8,700 ▲ 157

Top Industry

Semiconductors 11.3%

Period ended 2 months ago

Filed Jul 14, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

171 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

+1.0 pts

Top 5

35.5%

+5.0 pts

Top 10

50.0%

+2.4 pts

HHI

360

Diversified+56

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$442,202,804	30
Financial Services	13.6%	$170,114,696	32
Industrials	10.4%	$130,171,331	26
Consumer Cyclical	8.8%	$110,419,692	8
Communication Services	8.7%	$109,763,897	7
Healthcare	6.7%	$83,640,209	22
Unclassified	4.8%	$60,455,384	7
Energy	4.0%	$49,645,488	15
Consumer Defensive	3.9%	$49,541,244	9
Utilities	1.9%	$23,958,484	4
Real Estate	1.1%	$13,892,247	4
Basic Materials	0.9%	$10,845,430	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	+241,593	439,021	$8,135,059
KLAC	Kla Corp	+195,780	222,332	$67,079,787
NVDA	Nvidia Corp	+46,572	496,839	$99,412,515
NFLX	Netflix Inc	+36,759	39,592	$2,826,868
UNP	Union Pacific Corp	+25,756	80,842	$21,989,024
IAU	Ishares Gold Trust	+6,861	301,674	$22,779,403
NVCT	Nuvectis Pharma, Inc.	+3,390	382,015	$7,025,255
AB	Alliancebernstein Holding L.P.	+3,000	17,525	$617,230
BX	Blackstone Inc.	+2,808	217,697	$25,616,405
REG	Regency Centers Corp	+2,629	146,695	$11,697,459
AXSM	Axsome Therapeutics, Inc.	+2,000	44,070	$10,787,013
UBER	Uber Technologies, Inc	+1,966	25,062	$1,808,473
APO	Apollo Global Management, Inc.	+1,500	13,180	$1,559,325
GLP	Global Partners LP	+1,500	17,000	$792,030
PAA	Plains All American Pipeline LP	+1,500	21,409	$476,564
JPM	Jpmorgan Chase & Co	+1,313	86,040	$28,163,473
EPD	Enterprise Products Partners L.P.	+1,194	182,920	$6,724,139
SPGI	S&P Global Inc.	+521	18,328	$7,061,741
TRGP	Targa Resources Corp.	+500	10,135	$2,717,598
ABBV	AbbVie Inc.	+463	6,976	$1,755,440
OKE	Oneok Inc /New/	+377	11,446	$995,115
AZO	Autozone Inc	+248	2,302	$7,357,053
BRK-B	Berkshire Hathaway Inc	+89	17,349	$8,681,266
MCK	Mckesson Corp	+27	12,131	$9,166,183
AMD	Advanced Micro Devices Inc	+19	6,098	$3,542,389
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−51,942	288,390	$103,061,933
VEEV	Veeva Systems Inc	−26,820	1,681	$298,327
INTU	Intuit Inc.	−16,791	782	$204,102
ET	Energy Transfer LP	−11,517	240,664	$4,601,495
SCHW	Schwab Charles Corp	−11,345	81,615	$7,530,616
FISV	Fiserv Inc	−11,306	42,534	$2,086,292
MO	Altria Group, Inc.	−10,486	35,104	$2,525,732
—		−10,000	19,720	$193,058
URI	United Rentals, Inc.	−6,220	23,897	$27,072,672
PAYX	Paychex Inc	−5,269	27,095	$2,664,251
MKC	Mccormick & Co Inc	−5,025	11,246	$567,023
XOM	ExxonMobil Holdings Corp	−3,742	115,589	$15,803,328
PSF	Cohen & Steers Select Preferred & Income Fund, Inc.	−3,664	157,153	$3,163,489
DHR	Danaher Corp /De/	−3,572	65,935	$12,559,298
PG	PROCTER & GAMBLE Co	−3,236	40,645	$5,960,182
CHD	Church & Dwight Co Inc /De/	−3,231	79,110	$7,664,176
FAST	Fastenal Co	−3,155	32,636	$1,567,507
NVS	Novartis AG	−2,316	27,679	$4,337,852
ADI	Analog Devices Inc	−2,292	62,039	$24,640,029
PEP	Pepsico Inc	−2,292	16,400	$2,220,560
OTIS	Otis Worldwide Corp	−1,952	98,210	$7,031,836
ITW	Illinois Tool Works Inc	−1,828	23,696	$6,409,057
KMI	Kinder Morgan, Inc.	−1,520	8,798	$281,272
MRK	Merck & Co., Inc.	−1,485	15,669	$2,013,466
GLD	Spdr Gold Trust	−1,323	84,652	$31,184,103
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
CRH	Crh Public Ltd Co	87,717	$9,385,719
TSM	Taiwan Semiconductor Manufacturing Co Ltd	11,073	$5,288,132
TDG	TransDigm Group INC	2,971	$3,957,490
TER	Teradyne, Inc	650	$314,496
LGND	Ligand Pharmaceuticals Inc	911	$287,957
INTC	Intel Corp	1,805	$252,032
MU	Micron Technology Inc	213	$245,863
CMI	Cummins Inc	337	$240,351
TT	Trane Technologies plc	466	$228,880
MDY	Spdr S&P Midcap 400 ETF Trust	302	$212,408
USB	US Bancorp De	3,483	$210,373
AMAT	Applied Materials Inc /De	286	$206,778
MRVL	Marvell Technology, Inc.	683	$203,458
CM	Canadian Imperial Bank Of Commerce /Can/	1,762	$202,630
GD	General Dynamics Corp	568	$201,208
TDY	Teledyne Technologies Inc	300	$200,070
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	1,469,232	$79,000,604
AAXJ	iShares MSCI All Country Asia ex Japan ETF	621,044	$67,109,153
BNDW	Vanguard Total World Bond ETF	252,676	$15,046,855
ACES	ALPS Clean Energy ETF	208,811	$10,991,811
VB	Vanguard Morningstar Small-Cap ETF	25,274	$8,081,817
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	64,847	$6,497,020
BAFE	Brown Advisory Flexible Equity ETF	198,958	$4,520,325
AFK	VanEck Africa Index ETF	33,408	$3,118,509
CWI	State Street SPDR MSCI ACWI ex-US ETF	62,297	$2,896,901
AGNG	Global X Funds Global X Aging Population ETF	34,843	$2,567,970
AKRE	Akre Focus ETF	33,926	$1,792,989
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	32,485	$1,687,920
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	17,279	$1,322,880
VEA	Vanguard FTSE Developed Markets ETF	19,695	$1,262,054
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	20,960	$1,241,628
VIG	Vanguard Dividend Appreciation ETF	5,500	$1,182,830
EDV	Vanguard World Funds Extended Duration ETF	5,261	$1,107,123
VEU	Vanguard FTSE All-World Ex-US ETF	19,719	$1,065,811
HON	Honeywell International Inc	4,129	$933,278
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	6,180	$790,015
BKF	iShares MSCI BIC ETF	9,471	$656,531
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	20,334	$583,789
BAB	Invesco Taxable Municipal Bond ETF	11,693	$551,909
—		4,000	$512,480
BIV	Vanguard Intermediate-Term Bond ETF	5,927	$436,464
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

171 tracked positions · $1,254,650,906 total · as of Jun 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 171 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	288,390	-51,942	$103,061,933	+5.3%	8.21%
AAPL	Apple Inc. Technology	Reduced	351,829	-395	$101,805,239	+13.9%	8.11%
NVDA	Nvidia Corp Technology	Added	496,839	+46,572	$99,412,515	+26.6%	7.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	312,500	-77	$74,481,250	+14.4%	5.94%
KLAC	Kla Corp Technology	Added	222,332	+195,780	$67,079,787	+71.6%	5.35%
MSFT	Microsoft Corp Technology	Reduced	148,926	-602	$55,552,375	+0.4%	4.43%
V	Visa Inc. Financial Services	Reduced	110,919	-941	$38,055,199	+12.6%	3.03%
GLD	Spdr Gold Trust	Reduced	84,652	-1,323	$31,184,103	−15.7%	2.49%
ASML	Asml Holding NV Technology	Reduced	14,435	-104	$28,717,564	+49.5%	2.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	86,040	+1,313	$28,163,473	+13.0%	2.24%
URI	United Rentals, Inc. Industrials	Reduced	23,897	-6,220	$27,072,672	+23.4%	2.16%
WM	Waste Management Inc Industrials	Reduced	120,059	-930	$26,758,749	−3.8%	2.13%
BX	Blackstone Inc. Financial Services	Added	217,697	+2,808	$25,616,405	+3.7%	2.04%
ADI	Analog Devices Inc Technology	Reduced	62,039	-2,292	$24,640,029	+20.4%	1.96%
IBM	International Business Machines Corp Technology	Reduced	81,560	-890	$22,935,487	+14.8%	1.83%
IAU	Ishares Gold Trust	Added	301,674	+6,861	$22,779,403	−12.4%	1.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	24,252	-132	$22,687,017	−6.6%	1.81%
NEE	Nextera Energy Inc Utilities	Reduced	253,797	-837	$22,275,762	−5.8%	1.78%
UNP	Union Pacific Corp Industrials	Added	80,842	+25,756	$21,989,024	+64.5%	1.75%
PWR	Quanta Services, Inc. Industrials	Reduced	24,268	-30	$17,473,930	+31.0%	1.39%
JNJ	Johnson & Johnson Healthcare	Reduced	64,436	-372	$16,364,810	+3.3%	1.30%
XOM	ExxonMobil Holdings Corp Energy	Reduced	115,589	-3,742	$15,803,328	−21.9%	1.26%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	68,374	-560	$15,696,619	+5.1%	1.25%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	41,935	-873	$15,540,691	+11.0%	1.24%
GRMN	Garmin Ltd Technology	Reduced	54,039	-828	$12,836,424	+0.8%	1.02%
DHR	Danaher Corp /De/ Healthcare	Reduced	65,935	-3,572	$12,559,298	−4.7%	1.00%
REG	Regency Centers Corp Real Estate	Added	146,695	+2,629	$11,697,459	+7.3%	0.93%
CVX	Chevron Corp Energy	Reduced	69,398	-823	$11,503,412	−20.8%	0.92%
AXSM	Axsome Therapeutics, Inc. Healthcare	Added	44,070	+2,000	$10,787,013	+51.7%	0.86%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	23,601	-175	$10,643,578	−14.4%	0.85%
CRH	Crh Public Ltd Co Basic Materials	NEW	87,717	NEW	$9,385,719	NEW	0.75%
MCK	Mckesson Corp Healthcare	Added	12,131	+27	$9,166,183	−12.5%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,349	+89	$8,681,266	+5.0%	0.69%
ARCC	Ares Capital Corp Financial Services	Added	439,021	+241,593	$8,135,059	+128.7%	0.65%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	136,291	-785	$7,765,861	+16.2%	0.62%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	79,110	-3,231	$7,664,176	−0.3%	0.61%
WAT	Waters Corp /De/ Healthcare	Reduced	20,367	-1,263	$7,638,439	+18.6%	0.61%
DOV	DOVER Corp Industrials	Held	34,005	0	$7,626,641	+7.6%	0.61%
SCHW	Schwab Charles Corp Financial Services	Reduced	81,615	-11,345	$7,530,616	−13.8%	0.60%
AZO	Autozone Inc Consumer Cyclical	Added	2,302	+248	$7,357,053	+6.0%	0.59%
SPGI	S&P Global Inc. Financial Services	Added	18,328	+521	$7,061,741	−6.8%	0.56%
OTIS	Otis Worldwide Corp Industrials	Reduced	98,210	-1,952	$7,031,836	−8.9%	0.56%
NVCT	Nuvectis Pharma, Inc. Healthcare	Added	382,015	+3,390	$7,025,255	+140.0%	0.56%
EPD	Enterprise Products Partners L.P. Energy	Added	182,920	+1,194	$6,724,139	−2.2%	0.54%
ITW	Illinois Tool Works Inc Industrials	Reduced	23,696	-1,828	$6,409,057	−3.5%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	40,645	-3,236	$5,960,182	−6.0%	0.48%
PTC	Ptc Inc. Technology	Reduced	51,563	-1,278	$5,858,071	−22.2%	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	11,073	NEW	$5,288,132	NEW	0.42%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	25,792	-332	$4,666,030	+8.0%	0.37%
ET	Energy Transfer LP Energy	Reduced	240,664	-11,517	$4,601,495	−5.5%	0.37%

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.