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CIK: 0001021258
Total reported value
$1.5B
$1.5B
242 檔
30.1%
As reported in its official Q4 2025 Form 13F filing, Baldwin Wealth Partners Llc/ma's tracked investment portfolio stood at $1.5B with 242 total positions.
In Q4 2025, Baldwin Wealth Partners Llc/ma adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.93% | +0.61% | -1.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.57% | +0.17% | -2.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.69% | +0.80% | +8.93% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.18% | -0.39% | -0.38% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.04% | -0.60% | +3.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.98% | +0.14% | -0.68% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.24% | -0.32% | +3.84% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.69% | +0.03% | -1.38% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 2.38% | +1.55% | -17.62% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 2.30% | -0.12% | -0.32% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.05% | -0.29% | -1.43% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.03% | -0.65% | +11.57% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.03% | +3.49% | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 1.87% | +0.18% | +1.08% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.86% | -0.27% | -1.66% | |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.78% | -0.07% | +1.47% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.59% | +0.05% | -0.33% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.53% | -0.40% | -0.47% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | -0.26% | -0.63% | |
| 20 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.26% | -0.05% | -1.12% | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 1.17% | +0.12% | -1.17% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.08% | +5.51% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | -0.14% | -1.80% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.10% | +0.48% | — | |
| 25 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.04% | -0.20% | -0.55% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.03% | -0.02% | EXIT | |
| 27 | GRMN | Garmin Ltd. | Stock-Tech | 1.02% | -0.08% | -2.29% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.44% | -1.86% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | +0.47% | +0.61% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.96% | -0.10% | +7.38% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.95% | — | -1.43% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.08% | -0.98% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.82% | -0.54% | +2166.20% | |
| 34 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.79% | — | +2.05% | |
| 35 | REG | Regency Centers CORP | Stock-Real Estate | 0.70% | -0.03% | -0.21% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.31% | +0.18% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.06% | +2.32% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | -4.73% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-Other | 0.65% | -0.12% | -2.58% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.64% | +0.17% | +6.17% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.61% | -0.14% | -2.20% | |
| 42 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.61% | -0.10% | -5.72% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.03% | -0.02% | |
| 44 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.57% | +0.19% | — | |
| 45 | PTC | Ptc Inc | Stock-Tech | 0.57% | -0.17% | -25.02% | |
| 46 | WAT | Waters CORP | Stock-Healthcare | 0.55% | +0.03% | -2.28% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.02% | +1.39% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | -0.06% | -1.70% | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.47% | -0.06% | -0.55% | |
| 50 | DOV | Dover CORP | Stock-Industrials | 0.46% | -0.02% | -0.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -1.83% | Trim |
| 2 | INTU | Intuit Inc | +0.8% | +2166.20% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +8.93% | Add |
| 4 | GLD | Spdr Gold Shares | +0.4% | +11.57% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +5.51% | Add |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.3% | +332.99% | Add |
| 7 | AXSM | Axsome Therapeutics Inc | +0.2% | — | Unchanged |
| 8 | MAR | Marriott International -cl A | +0.1% | -1.43% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | -2.79% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.68% | Trim |
| 11 | IAU | Ishares Gold Trust | +0.1% | -0.47% | Trim |
| 12 | DHR | Danaher CORP | +0.1% | -1.80% | Trim |
| 13 | JBND | Jpmorgan Active Bond ETF | +0.1% | +3.83% | Add |
| 14 | WAT | Waters CORP | +0.1% | -2.28% | Trim |
| 15 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 16 | ADI | Analog Devices Inc | +0.1% | -1.17% | Trim |
| 17 | ULTA | Ulta Beauty Inc | +0.1% | -0.55% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +3.49% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.98% | Trim |
| 20 | SLV | Ishares Silver Trust | +0.1% | +101.09% | Add |
| 21 | NEE | Nextera Energy Inc | +0.1% | -0.63% | Trim |
| 22 | DOV | Dover CORP | +0.1% | -0.34% | Trim |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | +46.95% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | +0.1% | +7.38% | Add |
| 25 | SPGI | S&p Global Inc | +0.1% | +2.32% | Add |
| 26 | NVCT | Nuvectis Pharma Inc | +0.1% | +11.18% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | -0.33% | Trim |
| 28 | TIP | Ishares Tips Bond ETF | 0% | +3.84% | Add |
| 29 | ROP | Roper Technologies Inc | -0.1% | -21.67% | Trim |
| 30 | ITW | Illinois Tool Works | -0.1% | -5.68% | Trim |
| 31 | OTIS | Otis Worldwide CORP | -0.1% | -5.72% | Trim |
| 32 | AZO | Autozone Inc | -0.2% | -7.41% | Trim |
| 33 | VEEV | Veeva Systems Inc-class A | -0.2% | -14.10% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.2% | -1.43% | Trim |
| 35 | KLAC | Kla CORP | -0.2% | -17.62% | Trim |
| 36 | GRMN | Garmin Ltd. | -0.3% | -2.29% | Trim |
| 37 | AJG | Arthur J Gallagher & Co | -0.3% | -1.12% | Trim |
| 38 | BX | Blackstone Inc | -0.3% | -0.32% | Trim |
| 39 | PTC | Ptc Inc | -0.3% | -25.02% | Trim |
| 40 | URI | United Rentals Inc | -0.4% | +1.08% | Add |
| 41 | FISV | Fiserv Inc | -0.4% | -23.27% | Trim |
| 42 | MSFT | Microsoft CORP | -0.5% | -0.38% | Trim |
| 43 | ADBE | Adobe Inc | -0.8% | -81.03% | Trim |
| 44 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 45 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 46 | COO | Cooper Cos Inc/the | — | EXIT | Sold out |
| 47 | LINE | Lineage Inc | — | NEW | New buy |
| 48 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 49 | TTAN | Servicetitan Inc-a | — | NEW | New buy |
| 50 | ETN | Eaton Corporation plc | — | NEW | New buy |
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 242 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AAPL, NVDA) accounted for 30.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $2.2M
Top Position Liquidated / Trimmed
ZTS
前期市值: $11.0M
During Q4 2025, Baldwin Wealth Partners Llc/ma's top holdings by market value included GOOGL (6.9%)、AAPL (6.6%)、NVDA (5.7%). The largest single position, GOOGL, represented 6.9% of total portfolio value.
In Q4 2025, Baldwin Wealth Partners Llc/ma made 48 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 27 holdings, and fully liquidating 2 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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