BALDWIN WEALTH PARTNERS LLC/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 SYBT
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $780,896 | 11,780 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $765,111 | 11,780 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $824,482 | 11,780 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $950,129 | 12,030 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $830,791 | 12,030 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $861,468 | 12,030 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $745,739 | 12,030 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $597,530 | 12,030 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $588,387 | 12,030 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $619,424 | 12,030 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $445,155 | 11,330 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $527,698 | 11,631 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,410,298 | 61,848 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,018,883 | 61,848 | Shares | Sole | 2023-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||