BALDWIN WEALTH PARTNERS LLC/MA
Top Portfolio Positions
163 positions ·
$1,118,862,197 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 REG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,900,033 | 144,066 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,966,934 | 158,872 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,606,409 | 159,210 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,726,096 | 164,623 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,477,315 | 169,161 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,367,601 | 167,288 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $11,254,734 | 155,818 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $9,594,163 | 154,247 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $9,913,308 | 163,694 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $11,231,612 | 167,636 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $9,921,546 | 166,917 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $10,329,611 | 167,227 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $10,134,650 | 165,653 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,269,125 | 132,306 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $7,161,242 | 132,985 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $177,930 | 3,000 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $203,033 | 2,846 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $214,446 | 2,846 | Shares | Other | 2022-01-14 | |
| 2021-09-30 | $191,621 | 2,846 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $182,343 | 2,846 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $161,396 | 2,846 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $129,749 | 2,846 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $108,204 | 2,846 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $130,602 | 2,846 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $109,371 | 2,846 | Shares | Other | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||