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CIK: 0001021258
Total reported value
$1.5B
$1.5B
234 檔
28.3%
The Q3 2025 SEC filing reveals that Baldwin Wealth Partners Llc/ma held a total portfolio value of $1.5B, covering 234 public equity positions.
In Q3 2025, Baldwin Wealth Partners Llc/ma adopted a defensive or profit-taking posture, trimming 113 positions and completely liquidating 19 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 28.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
ASML
市值: $15.6M
Top Position Liquidated / Trimmed
HUBS
前期市值: $367.3K
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.45% | +0.88% | -1.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.67% | +1.39% | -1.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.58% | -0.26% | -1.47% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.32% | +0.92% | -2.28% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 4.95% | -0.13% | +4.40% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.86% | +0.21% | -1.29% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.21% | -2.84% | EXIT | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.70% | +0.13% | -1.98% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 2.62% | -1.55% | -2.39% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 2.60% | -0.08% | -1.65% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.28% | -0.02% | -1.33% | |
| 12 | URI | United Rentals Inc | Stock-Industrials | 2.22% | -0.23% | -1.53% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 1.93% | -0.15% | -2.16% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | +0.03% | -1.85% | |
| 15 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.76% | -0.01% | -0.26% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.66% | +0.12% | +10.42% | |
| 17 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.55% | -0.01% | -2.40% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | -0.39% | -0.13% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.41% | -0.21% | -1.93% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.40% | +0.04% | -1.02% | |
| 21 | GRMN | Garmin Ltd. | Stock-Tech | 1.29% | +0.17% | -3.82% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.09% | -0.02% | -1.46% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.02% | -0.79% | -3.96% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.02% | +0.01% | -2.41% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.02% | -0.16% | -0.41% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.99% | — | -4.41% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.99% | +0.01% | -1.22% | |
| 28 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.96% | +0.14% | -0.57% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -1.03% | EXIT | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.91% | -0.02% | -0.60% | |
| 31 | PTC | Ptc Inc | Stock-Tech | 0.89% | +0.09% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.06% | +0.01% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | — | -2.29% | |
| 34 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.82% | -0.05% | -3.87% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | +0.04% | -5.34% | |
| 36 | REG | Regency Centers CORP | Stock-Real Estate | 0.76% | -0.07% | -3.29% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.72% | +0.17% | -1.19% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | — | -3.10% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | -1.39% | |
| 40 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.68% | -0.46% | EXIT | |
| 41 | AMLP | Alerian Mlp ETF | ETF-Other | 0.68% | -0.01% | -1.06% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.64% | -0.03% | -0.97% | |
| 43 | AZO | Autozone Inc | Stock-Consumer Disc | 0.63% | -0.05% | — | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.62% | — | -1.71% | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.60% | +0.02% | -1.26% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | +0.33% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | -0.34% | |
| 48 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.56% | +0.01% | — | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | -0.01% | -4.01% | |
| 50 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.50% | -0.02% | -1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -2.28% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.6% | -1.47% | Trim |
| 3 | KLAC | Kla CORP | +0.8% | -2.39% | Trim |
| 4 | URI | United Rentals Inc | +0.6% | -1.53% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | -1.86% | Trim |
| 6 | GLD | Spdr Gold Shares | +0.3% | +10.42% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -1.85% | Trim |
| 8 | ULTA | Ulta Beauty Inc | +0.3% | -0.57% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +0.01% | Add |
| 10 | BX | Blackstone Inc | +0.2% | -1.65% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -1.42% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.2% | -1.29% | Trim |
| 13 | IAU | Ishares Gold Trust | +0.2% | -1.02% | Trim |
| 14 | OMFL | Invesco Russell 1000 Dyn M/f | +0.1% | -0.26% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.1% | -0.13% | Trim |
| 16 | AVGO | Broadcom Inc | +0.1% | -1.02% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.39% | Trim |
| 18 | SCHW | Schwab (charles) CORP | 0% | -1.26% | Trim |
| 19 | META | Meta Platforms Inc-class A | 0% | -0.62% | Trim |
| 20 | UBER | Uber Technologies Inc | 0% | — | Add |
| 21 | HIMS | Hims & Hers Health Inc | 0% | -0.17% | Add |
| 22 | GDX | Vaneck Gold Miners ETF | 0% | +9.95% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | +3.62% | Add |
| 24 | ORCL | Oracle CORP | 0% | +0.60% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | -1.92% | Trim |
| 26 | BNY | Bank Of New York Mellon CORP | 0% | — | Add |
| 27 | SIL | Global X Silver Miners ETF | 0% | +19.05% | Add |
| 28 | TSLA | Tesla Inc | 0% | -5.84% | Add |
| 29 | GRMN | Garmin Ltd. | 0% | -3.82% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.09% | Add |
| 31 | HCI | Hci Group Inc | 0% | -5.56% | Trim |
| 32 | CG | Carlyle Group Inc/the | 0% | — | Unchanged |
| 33 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 34 | CAT | Caterpillar Inc | 0% | — | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | — | Add |
| 36 | IWM | Ishares Russell 2000 ETF | 0% | — | Trim |
| 37 | ABBV | Abbvie Inc | 0% | +1.77% | Add |
| 38 | BLK | Blackrock Inc | 0% | -4.34% | Trim |
| 39 | T | At&t Inc | 0% | +34.98% | Add |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Add |
| 41 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 42 | SE | Sea Ltd-adr | 0% | — | Add |
| 43 | SLVP | Ishares Msci Global Silver A | 0% | — | Unchanged |
| 44 | VIS | Vanguard Industrials ETF | 0% | — | Unchanged |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 47 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 48 | GE | General Electric | 0% | -12.64% | Trim |
| 49 | SCHB | Schwab US Broad Market ETF | 0% | — | Add |
| 50 | VBR | Vanguard Small-cap Value ETF | — | -1.70% | Trim |
According to official SEC Form 13F filings, Baldwin Wealth Partners Llc/ma reported a total U.S. public equity portfolio value of $1.5B across 234 disclosed positions in Q3 2025.
During Q3 2025, Baldwin Wealth Partners Llc/ma's top holdings by market value included AAPL (6.5%)、MSFT (5.7%)、GOOGL (5.6%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q3 2025, Baldwin Wealth Partners Llc/ma made 181 total portfolio adjustments, initiating 24 new buys, adding to 25 positions, trimming 113 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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