BALDWIN WEALTH PARTNERS LLC/MA
Q3 2026 13F filing
Updated 6 days ago274 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $114.4M | 343.5K | 7.54% | — |
| 2 | N NVIDIA CORPORATION | $112.5M | 492.5K | 7.41% | — |
| 3 | G ALPHABET INC | $97.9M | 284.6K | 6.45% | — |
| 4 | A AMAZON COM INC | $77M | 309.2K | 5.08% | — |
| 5 | M MICROSOFT CORP | $76.1M | 148.3K | 5.01% | — |
| 6 | ? N/A J P MORGAN EXCHANGE TRADED F | $76M | 1.49M | 5.01% | — |
| 7 | K KLA CORP | $43.1M | 221.2K | 2.84% | — |
| 8 | V VISA INC | $39.7M | 110.4K | 2.61% | — |
| 9 | S SCHWAB STRATEGIC TR | $39.6M | 1.58M | 2.61% | — |
| 10 | G SPDR GOLD TR | $32.7M | 85.9K | 2.16% | — |
| 11 | J JPMORGAN CHASE & CO | $28.4M | 85.9K | 1.87% | — |
| 12 | ? N/A INVESCO EXCH TRD SLF IDX FD | $28M | 401.1K | 1.84% | — |
| 13 | A ASML HLDG NV | $26M | 14.4K | 1.71% | — |
| 14 | W WASTE MGMT INC DEL | $24.3M | 119.3K | 1.60% | — |
| 15 | B BLACKSTONE INC | $24.2M | 215.9K | 1.60% | — |
| 16 | A ANALOG DEVICES INC | $24.2M | 60.9K | 1.59% | — |
| 17 | U UNITED RENTALS INC | $23.4M | 23.4K | 1.54% | — |
| 18 | I ISHARES GOLD TR | $23.2M | 297.0K | 1.53% | — |
| 19 | P QUANTA SVCS INC | $22.3M | 34.7K | 1.47% | — |
| 20 | C COSTCO WHOLESALE CORPORATION | $22.1M | 24.2K | 1.45% | — |
| 21 | U UNION PAC CORP | $21.9M | 80.6K | 1.45% | — |
| 22 | N NEXTERA ENERGY INC | $19M | 250.5K | 1.25% | — |
| 23 | X EXXONMOBIL HOLDINGS CORP | $18.6M | 114.5K | 1.23% | — |
| 24 | I INTERNATIONAL BUSINESS MACHS | $16.8M | 76.4K | 1.11% | — |
| 25 | J JOHNSON & JOHNSON | $16.7M | 63.0K | 1.10% | — |
| 26 | A GALLAGHER ARTHUR J & CO | $15.5M | 67.8K | 1.02% | — |
| 27 | G GARMIN LTD | $15.3M | 53.4K | 1.01% | — |
| 28 | V VANGUARD SCOTTSDALE FDS | $14.7M | 260.0K | 0.97% | — |
| 29 | M MARRIOTT INTL INC NEW | $14.7M | 41.4K | 0.97% | — |
| 30 | G ALPHABET INC | $14.6M | 43.0K | 0.97% | — |
| 31 | C CHEVRON CORPORATION | $13.9M | 68.0K | 0.92% | — |
| 32 | U ULTA BEAUTY INC | $12.7M | 23.2K | 0.84% | — |
| 33 | A ARES CAPITAL CORP | $11.2M | 587.9K | 0.74% | — |
| 34 | R REGENCY CTRS CORP | $10.5M | 145.6K | 0.69% | — |
| 35 | M MCKESSON CORP | $10.3M | 12.0K | 0.68% | — |
| 36 | A ALPS ETF TR | $10.1M | 194.8K | 0.67% | — |
| 37 | F FIDELITY COVINGTON TRUST | $9.8M | 155.2K | 0.65% | — |
| 38 | W WATERS CORP | $8.6M | 19.6K | 0.57% | — |
| 39 | B BERKSHIRE HATHAWAY INC DEL | $8.6M | 17.3K | 0.57% | — |
| 40 | E ISHARES TR | $8.3M | 61.3K | 0.55% | — |
| 41 | A AXSOME THERAPEUTICS INC. | $8.1M | 44.1K | 0.54% | — |
| 42 | ? N/A NUVECTIS PHARMA INC | $8.1M | 382.0K | 0.53% | — |
| 43 | E ISHARES TR | $7.8M | 10.2K | 0.52% | — |
| 44 | S CHARLES SCHWAB CORP (THE) | $7.7M | 79.3K | 0.51% | — |
| 45 | S S&P GLOBAL INC | $7.4M | 18.8K | 0.49% | — |
| 46 | B BANK OF AMER CORP | $7.4M | 136.2K | 0.49% | — |
| 47 | C CHURCH & DWIGHT CO INC | $7.3M | 77.5K | 0.48% | — |
| 48 | E ISHARES INC | $7.2M | 133.0K | 0.47% | — |
| 49 | P PTC INC | $7.2M | 51.2K | 0.47% | — |
| 50 | R CRH PLC | $7.2M | 86.4K | 0.47% | — |