BALDWIN WEALTH PARTNERS LLC/MA

Est. AUM

$1.01B

13F long equity, this entity only

Positions

222

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$79.0M	1469232	7.83%	SOLE
2	NVIDIA CORPORATION	COM	$78.5M	450124	7.78%	SOLE
3	AMAZON COM INC	COM	$65.0M	312277	6.44%	SOLE
4	ISHARES TR	TIPS BD ETF	$43.5M	394233	4.31%	SOLE
5	KLA CORP	COM NEW	$39.1M	26552	3.87%	SOLE
6	VISA INC	COM CL A	$33.8M	111780	3.35%	SOLE
7	WASTE MGMT INC DEL	COM	$27.8M	120989	2.75%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$26.4M	439187	2.62%	SOLE
9	ISHARES GOLD TR	ISHARES NEW	$26.0M	294813	2.57%	SOLE
10	JPMORGAN CHASE & CO	COM	$24.9M	84727	2.47%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$24.3M	24344	2.40%	SOLE
12	NEXTERA ENERGY INC	COM	$23.6M	254634	2.34%	SOLE
13	UNITED RENTALS INC	COM	$21.9M	30117	2.17%	SOLE
14	ANALOG DEVICES INC	COM	$20.5M	64331	2.03%	SOLE
15	EXXON MOBIL CORP	COM	$20.2M	119331	2.01%	SOLE
16	INTERNATIONAL BUSINESS MACHS	COM	$20.0M	82450	1.98%	SOLE
17	ASML HLDG NV	N Y REGISTRY SHS	$19.1M	14490	1.90%	SOLE
18	JOHNSON & JOHNSON	COM	$15.7M	64358	1.56%	SOLE
19	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$15.0M	252676	1.49%	SOLE
20	GALLAGHER ARTHUR J & CO	COM	$14.9M	68869	1.48%	SOLE
21	CHEVRON CORPORATION	COM	$14.5M	70156	1.44%	SOLE
22	MARRIOTT INTL INC NEW	CL A	$14.0M	42763	1.39%	SOLE
23	UNION PAC CORP	COM	$13.4M	55086	1.32%	SOLE
24	DANAHER CORP DEL	COM	$13.2M	69407	1.30%	SOLE
25	GARMIN LTD	SHS	$12.7M	54867	1.26%	SOLE
26	ALPS ETF TR	ALERIAN MLP	$11.0M	208811	1.09%	SOLE
27	REGENCY CTRS CORP	COM	$10.9M	144066	1.08%	SOLE
28	MCKESSON CORP	COM	$10.5M	12090	1.04%	SOLE
29	SCHWAB CHARLES CORP	COM	$8.7M	92960	0.87%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.3M	17260	0.82%	SOLE
31	ISHARES TR	CORE S&P SCP ETF	$7.9M	63191	0.78%	SOLE
32	CHURCH & DWIGHT CO INC	COM	$7.7M	82341	0.76%	SOLE
33	S&P GLOBAL INC	COM	$7.6M	17807	0.75%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$7.2M	11045	0.71%	SOLE
35	AXSOME THERAPEUTICS INC.	COM	$7.1M	42070	0.70%	SOLE
36	DOVER CORP	COM	$7.1M	34005	0.70%	SOLE
37	AUTOZONE INC	COM	$6.9M	2054	0.69%	SOLE
38	ENTERPRISE PRODS PARTNERS L	COM	$6.9M	181726	0.68%	SOLE
39	BANK AMERICA CORP	COM	$6.7M	137076	0.66%	SOLE
40	ILLINOIS TOOL WKS INC	COM	$6.6M	25524	0.66%	SOLE
41	GOLDMAN SACHS ETF TR	ACCES TREASURY	$6.5M	64847	0.64%	SOLE
42	WATERS CORP	COM	$6.4M	21630	0.64%	SOLE
43	PROCTER & GAMBLE CO	COM	$6.3M	43881	0.63%	SOLE
44	ISHARES INC	ESG AWR MSCI EM	$5.8M	127953	0.58%	SOLE
45	VEEVA SYS INC	CL A COM	$5.0M	28501	0.50%	SOLE
46	ENERGY TRANSFER L P	COM UT LTD PTN	$4.9M	252181	0.48%	SOLE
47	ADVISORS INNER CIRCLE FD III	BROWN ADVISORY	$4.5M	198958	0.45%	SOLE
48	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.9M	6608	0.39%	SOLE
49	EOG RES INC	COM	$3.6M	25106	0.36%	SOLE
50	ARES CAPITAL CORP	COM	$3.6M	197428	0.35%	SOLE

1–50 of 222

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.