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CIK: 0001021258
Total reported value
$1.5B
$1.5B
222 檔
25.9%
According to the latest 13F quarterly dataset, Baldwin Wealth Partners Llc/ma managed an equity portfolio of $1.5B at the end of Q1 2026, spanning 222 distinct U.S. exchange-listed positions.
In Q1 2026, Baldwin Wealth Partners Llc/ma adopted a defensive or profit-taking posture, trimming 113 positions and completely liquidating 37 holdings to manage risk exposure.
Showing top 200 holdings (of 222 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.49% | +0.17% | -6.83% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.13% | +0.61% | -15.14% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.74% | -0.60% | +0.87% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.70% | +0.80% | -5.58% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.73% | +0.14% | -7.31% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.39% | -10.70% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.16% | -0.32% | -14.37% | |
| 8 | KLAC | Kla CORP | Stock-Tech | 2.84% | +1.55% | -13.41% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.69% | -0.65% | +7.26% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.46% | +0.03% | -6.67% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 2.02% | -0.27% | -8.46% | |
| 12 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.92% | -0.07% | -3.53% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.89% | -0.40% | +0.34% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.03% | -11.58% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.80% | -0.12% | -7.90% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.77% | -0.29% | -34.53% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.72% | -0.26% | -10.88% | |
| 18 | URI | United Rentals Inc | Stock-Industrials | 1.59% | +0.18% | -16.68% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 1.49% | +0.12% | -4.79% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.44% | -6.33% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.45% | +0.05% | -1.69% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.40% | +0.48% | -9.81% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.08% | -3.55% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.09% | -0.10% | +1.38% | |
| 25 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.08% | -0.05% | -9.26% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.31% | -1.16% | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.02% | — | -10.22% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.08% | -18.69% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.97% | +0.47% | -14.99% | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.97% | +0.17% | +2.84% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.96% | -0.14% | -10.67% | |
| 32 | GRMN | Garmin Ltd. | Stock-Tech | 0.92% | -0.08% | -30.36% | |
| 33 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.90% | -0.20% | -11.55% | |
| 34 | AMLP | Alerian Mlp ETF | ETF-Other | 0.80% | -0.12% | -3.00% | |
| 35 | REG | Regency Centers CORP | Stock-Real Estate | 0.79% | -0.03% | -9.32% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.16% | — | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | -0.14% | -2.28% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.03% | -2.86% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.04% | +2207.93% | |
| 40 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.56% | -0.10% | -7.60% | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.56% | -0.06% | -5.62% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.55% | -0.54% | -9.31% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.06% | -11.20% | |
| 44 | PTC | Ptc Inc | Stock-Tech | 0.55% | -0.17% | +4.16% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.01% | -27.80% | |
| 46 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.52% | +0.19% | -13.38% | |
| 47 | DOV | Dover CORP | Stock-Industrials | 0.51% | -0.02% | -7.14% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.50% | -0.02% | -1.53% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | -0.06% | -25.07% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.02% | -5.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +0.7% | +0.87% | Add |
| 2 | GLD | Spdr Gold Shares | +0.7% | +7.26% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.6% | +2207.93% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.5% | -6.33% | Trim |
| 5 | KLAC | Kla CORP | +0.5% | -13.41% | Trim |
| 6 | CVX | Chevron CORP | +0.4% | -1.16% | Trim |
| 7 | IAU | Ishares Gold Trust | +0.4% | +0.34% | Add |
| 8 | PWR | Quanta Services Inc | +0.3% | +2.84% | Add |
| 9 | ADI | Analog Devices Inc | +0.3% | -4.79% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.3% | -9.81% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.3% | -3.55% | Trim |
| 12 | NEE | Nextera Energy Inc | +0.3% | -10.88% | Trim |
| 13 | WM | Waste Management Inc | +0.2% | -8.46% | Trim |
| 14 | EEMX | State Street Spdr Msci Emerg | +0.2% | +473.60% | Add |
| 15 | AMLP | Alerian Mlp ETF | +0.2% | -3.00% | Trim |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | +0.1% | -3.53% | Trim |
| 17 | GBIL | Goldman Sachs Access Treasur | +0.1% | +22.11% | Add |
| 18 | VGIT | Vanguard Intermediate-term T | +0.1% | +1.38% | Add |
| 19 | CHD | Church & Dwight Co Inc | +0.1% | -5.62% | Trim |
| 20 | REG | Regency Centers CORP | +0.1% | -9.32% | Trim |
| 21 | ET | Energy Transfer LP | +0.1% | -2.10% | Trim |
| 22 | MAR | Marriott International -cl A | +0.1% | -10.22% | Trim |
| 23 | EOG | Eog Resources Inc | +0.1% | -11.62% | Trim |
| 24 | DOV | Dover CORP | +0.1% | -7.14% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.13% | Add |
| 26 | AZO | Autozone Inc | +0.1% | -1.53% | Trim |
| 27 | NVS | Novartis Ag-sponsored Adr | +0.1% | -7.10% | Trim |
| 28 | PG | Procter & Gamble Co/the | 0% | -4.82% | Trim |
| 29 | MO | Altria Group Inc | 0% | -4.05% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.86% | Trim |
| 31 | XLE | Ss Energy Select Sector | 0% | +38.55% | Add |
| 32 | FAST | Fastenal Co | 0% | -1.05% | Trim |
| 33 | TRGP | Targa Resources CORP | 0% | -23.85% | Trim |
| 34 | TD | Toronto-dominion Bank | 0% | -0.57% | Trim |
| 35 | SCHW | Schwab (charles) CORP | 0% | -2.28% | Trim |
| 36 | CAT | Caterpillar Inc | 0% | -0.87% | Trim |
| 37 | COPX | Global X Copper Miners ETF | 0% | +24.73% | Add |
| 38 | DE | Deere & Co | 0% | -1.40% | Trim |
| 39 | SUN | Sunoco LP | 0% | — | Unchanged |
| 40 | BWXT | Bwx Technologies Inc | 0% | — | Unchanged |
| 41 | GDX | Vaneck Gold Miners ETF | 0% | -3.65% | Trim |
| 42 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.60% | Add |
| 43 | KO | Coca-cola Co/the | 0% | -10.18% | Trim |
| 44 | PLD | Prologis Inc | 0% | -0.01% | Trim |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 46 | NVDA | Nvidia CORP | 0% | -5.58% | Trim |
| 47 | UNP | Union Pacific CORP | 0% | -14.99% | Trim |
| 48 | VEEV | Veeva Systems Inc-class A | 0% | +14.86% | Add |
| 49 | VBR | Vanguard Small-cap Value ETF | 0% | -12.21% | Trim |
| 50 | PSF | Cohen & Steers Select Prefer | 0% | -4.81% | 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 222 disclosed positions in Q1 2026.
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 AAPL, GOOGL, JBND) accounted for 25.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
MCK
市值: $10.5M
Top Position Liquidated / Trimmed
SHW
前期市值: $12.4M
During Q1 2026, Baldwin Wealth Partners Llc/ma's top holdings by market value included AAPL (6.5%)、GOOGL (6.1%)、JBND (5.7%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2026, Baldwin Wealth Partners Llc/ma made 183 total portfolio adjustments, initiating 17 new buys, adding to 16 positions, trimming 113 holdings, and fully liquidating 37 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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