BALDWIN WEALTH PARTNERS LLC/MA
CIK
1021258
City
Marion
State / Country
MA
Top Portfolio Positions
164 positions ·
$1,119,081,893 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
352,224 | $89,390,928 | 7.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
293,650 | $84,441,993 | 7.55% | |
| NVDA |
Nvidia Corp
Technology
|
450,267 | $78,526,564 | 7.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
312,577 | $65,100,411 | 5.82% | |
| MSFT |
Microsoft Corp
Technology
|
149,528 | $55,350,778 | 4.95% | |
| KLAC |
Kla Corp
Technology
|
26,552 | $39,095,430 | 3.49% | |
| GLD |
Spdr Gold Trust
|
85,975 | $36,994,182 | 3.31% | |
| V |
Visa Inc.
Financial Services
|
111,860 | $33,808,566 | 3.02% | |
| WM |
Waste Management Inc
Industrials
|
120,989 | $27,802,062 | 2.48% | |
| IAU |
Ishares Gold Trust
|
294,813 | $25,990,714 | 2.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PSF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,118,241 | 160,817 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,426,184 | 168,944 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,508,432 | 168,837 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,430,929 | 170,354 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,400,398 | 170,105 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,395,181 | 171,734 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,222,732 | 150,314 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,883,033 | 145,755 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,620,029 | 131,067 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,150,801 | 113,799 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,167,691 | 64,549 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,051,445 | 57,899 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $215,987 | 11,933 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $245,849 | 13,133 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $215,520 | 12,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $244,440 | 12,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $276,960 | 12,000 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $321,600 | 12,000 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $342,000 | 12,000 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $367,800 | 12,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $332,400 | 12,000 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $337,200 | 12,000 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $318,600 | 12,000 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $295,560 | 12,000 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $265,560 | 12,000 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||