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BALDWIN WEALTH PARTNERS LLC/MA
hedge fundUpdated 6 days agoManaged by Baldwin Wealth Partners Llc/Ma • Latest filing Q3 2026
Portfolio value
$1.5B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-1.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.5B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.4B |
| Q2 2026 | $1.5B |
| Q3 2026 | $1.5B |
Top holdings
274 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $114.4M | 343.5K | 7.54% | Trimmed(-2.3%) | |
| 2 | $112.5M | 492.5K | 7.41% | Trimmed(-0.8%) | |
| 3 | $97.9M | 284.6K | 6.45% | Trimmed(-0.9%) | |
| 4 | $77M | 309.2K | 5.08% | Added(+102973.0%) | |
| 5 | $76.1M | 148.3K | 5.01% | Trimmed(-0.3%) | |
| 6 | ? N/A J P MORGAN EXCHANGE TRADED F | $76M | 1.49M | 5.01% | Added(+1.1%) |
| 7 | $43.1M | 221.2K | 2.84% | Trimmed(-0.5%) | |
| 8 | $39.7M | 110.4K | 2.61% | Trimmed(-0.4%) | |
| 9 | $39.6M | 1.58M | 2.61% | — | |
| 10 | $32.7M | 85.9K | 2.16% | Added(+158938.9%) | |
| 11 | $28.4M | 85.9K | 1.87% | Trimmed(-0.1%) | |
| 12 | ? N/A INVESCO EXCH TRD SLF IDX FD | $28M | 401.1K | 1.84% | Trimmed(-2.7%) |
| 13 | $26M | 14.4K | 1.71% | Added(+102492.9%) | |
| 14 | $24.3M | 119.3K | 1.60% | Trimmed(-0.7%) | |
| 15 | $24.2M | 215.9K | 1.60% | Trimmed(-0.8%) | |
| 16 | $24.2M | 60.9K | 1.59% | Trimmed(-1.8%) | |
| 17 | $23.4M | 23.4K | 1.54% | Trimmed(-2.2%) | |
| 18 | $23.2M | 297.0K | 1.53% | Trimmed(-1.6%) | |
| 19 | $22.3M | 34.7K | 1.47% | Added(+433062.5%) | |
| 20 | $22.1M | 24.2K | 1.45% | Added(+0.1%) |