BALDWIN WEALTH PARTNERS LLC/MA
Top Portfolio Positions
162 positions ·
$1,110,591,205 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
352,224 | $89,390,928 | 8.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
293,650 | $84,441,993 | 7.60% |
| NVDA |
Nvidia Corp
Technology
|
450,267 | $78,526,564 | 7.07% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
312,577 | $65,100,411 | 5.86% |
| MSFT |
Microsoft Corp
Technology
|
149,528 | $55,350,778 | 4.98% |
| KLAC |
Kla Corp
Technology
|
26,552 | $39,095,430 | 3.52% |
| GLD |
Spdr Gold Trust
|
85,975 | $36,994,182 | 3.33% |
| V |
Visa Inc.
Financial Services
|
111,860 | $33,808,566 | 3.04% |
| WM |
Waste Management Inc
Industrials
|
120,989 | $27,802,062 | 2.50% |
| IAU |
Ishares Gold Trust
|
294,813 | $25,990,714 | 2.34% |
Holdings in ET
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,867,093 | 252,181 | Shares | Sole | 2026-04-14 | |
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