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 XAIR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,212 | 14,800 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,744 | 14,800 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $35,574 | 15,400 | Shares | Sole | 2025-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||