BALDWIN WEALTH PARTNERS LLC/MA
CIK
1021258
City
Marion
State / Country
MA
Top Portfolio Positions
162 positions ·
$1,110,591,205 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in LDP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,066,819 | 50,393 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,169,031 | 53,947 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,151,634 | 54,892 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,672,574 | 82,150 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,793,315 | 88,778 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,947,081 | 89,521 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,781,467 | 89,521 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,833,946 | 91,332 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,683,248 | 91,332 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,559,037 | 91,332 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,662,242 | 91,332 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,715,708 | 96,172 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,833,566 | 96,402 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,744,876 | 96,402 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,907,795 | 96,402 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,321,129 | 319,421 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $8,460,704 | 319,513 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $8,717,296 | 319,549 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $8,755,405 | 319,657 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $8,362,344 | 320,151 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $8,775,552 | 329,908 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $7,800,228 | 333,771 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $7,527,456 | 334,405 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $7,289,331 | 354,712 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||