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CIK: 0001021258
Total reported value
$1.5B
$1.5B
234 檔
30.1%
At the close of Q2 2026, Baldwin Wealth Partners Llc/ma disclosed equity holdings valued at approximately $1.5B, spread across 234 reported holdings.
In Q2 2026, Baldwin Wealth Partners Llc/ma adopted a defensive or profit-taking posture, trimming 90 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.74% | -0.26% | -1.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.66% | +0.88% | -0.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.50% | +0.92% | +10.34% | |
| 4 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.14% | -0.13% | +0.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.87% | +0.21% | -0.02% | |
| 6 | KLAC | Kla CORP | Stock-Tech | 4.39% | -1.55% | +737.35% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | +1.39% | -0.40% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.84% | -2.84% | EXIT | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.49% | +0.13% | -0.84% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.04% | +0.12% | -1.54% | |
| 11 | ASML | ASML Holding N.V. | Stock-Tech | 1.88% | -0.16% | -0.72% | |
| 12 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.85% | -0.01% | -6.13% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.03% | +1.55% | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 1.77% | -0.23% | -20.65% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.75% | -0.15% | -0.77% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.67% | -0.08% | +1.31% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 1.61% | -0.02% | -3.56% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.50% | -0.39% | -1.08% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.49% | +0.04% | +2.33% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.48% | -0.02% | -0.54% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.46% | -0.21% | -0.33% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.44% | +0.01% | +46.76% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 1.14% | +0.33% | -0.12% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.04% | -0.57% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | -0.06% | -2.69% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -1.03% | EXIT | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.03% | -0.01% | -0.81% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.02% | -0.05% | -2.04% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.99% | -0.02% | +1.81% | |
| 30 | GRMN | Garmin Ltd. | Stock-Tech | 0.84% | +0.17% | -1.51% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | -0.79% | -5.14% | |
| 32 | REG | Regency Centers CORP | Stock-Real Estate | 0.76% | -0.07% | +1.82% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.75% | +0.17% | -1.17% | |
| 34 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.71% | -0.17% | +4.75% | |
| 35 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.70% | +0.14% | -0.74% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.68% | -0.01% | -4.33% | |
| 37 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.64% | +0.01% | — | |
| 38 | CRH | CRH plc | Stock-Materials | 0.61% | -0.14% | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | -0.06% | +0.06% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.60% | +0.08% | +0.22% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | — | +0.52% | |
| 42 | ARCC | Ares Capital CORP | Stock-Financials | 0.53% | +0.21% | +122.37% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | -1.88% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.02% | -0.57% | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.50% | -0.02% | -3.92% | |
| 46 | WAT | Waters CORP | Stock-Healthcare | 0.50% | +0.07% | -5.84% | |
| 47 | DOV | Dover CORP | Stock-Industrials | 0.50% | -0.09% | — | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.49% | +0.02% | -12.20% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | — | +2.93% | |
| 50 | AZO | Autozone Inc | Stock-Consumer Disc | 0.48% | -0.05% | +12.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | +1.6% | +737.35% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +10.34% | Add |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | +0.6% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.79% | Trim |
| 5 | CRH | CRH plc | +0.6% | NEW | New buy |
| 6 | ASML | ASML Holding N.V. | +0.5% | -0.72% | Trim |
| 7 | UNP | Union Pacific CORP | +0.5% | +46.76% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | NEW | New buy |
| 9 | ARCC | Ares Capital CORP | +0.3% | +122.37% | Add |
| 10 | TDG | Transdigm Group Inc | +0.3% | NEW | New buy |
| 11 | NVCT | Nuvectis Pharma Inc | +0.3% | +0.90% | Add |
| 12 | AXSM | Axsome Therapeutics Inc | +0.2% | +4.75% | Add |
| 13 | URI | United Rentals Inc | +0.2% | -20.65% | Trim |
| 14 | AAPL | Apple Inc | +0.2% | -0.11% | Trim |
| 15 | PWR | Quanta Services Inc | +0.2% | -0.12% | Trim |
| 16 | NFLX | Netflix Inc | +0.2% | +1297.53% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.02% | Trim |
| 18 | AMD | Advanced Micro Devices | +0.1% | +0.31% | Add |
| 19 | ADI | Analog Devices Inc | +0.1% | -3.56% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -2.69% | Trim |
| 21 | IBM | Intl Business Machines CORP | +0.1% | -1.08% | Trim |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | +1.69% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +0.06% | Add |
| 24 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 25 | EEMX | State Street Spdr Msci Emerg | 0% | +5.70% | Add |
| 26 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 27 | V | Visa Inc-class A Shares | 0% | -0.84% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +1.55% | Add |
| 29 | WAT | Waters CORP | 0% | -5.84% | Trim |
| 30 | BASG | Brown Adviso Sustain Gro ETF | 0% | +3.44% | Add |
| 31 | LRCX | Lam Research CORP | 0% | -3.53% | Trim |
| 32 | ✓ | 0% | NEW | New buy | |
| 33 | ✓ | 0% | NEW | New buy | |
| 34 | BAC | Bank Of America CORP | 0% | -0.57% | Trim |
| 35 | LLY | Eli Lilly & Co | 0% | -0.19% | Trim |
| 36 | TER | Teradyne Inc | 0% | NEW | New buy |
| 37 | LGND | Ligand Pharmaceuticals | 0% | NEW | New buy |
| 38 | CIBR | First Trust Nasdaq Cybersecu | 0% | NEW | New buy |
| 39 | INTC | Intel CORP | 0% | NEW | New buy |
| 40 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | NEW | New buy |
| 42 | CMI | Cummins Inc | 0% | NEW | New buy |
| 43 | TT | Trane Technologies plc | 0% | NEW | New buy |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | -1.88% | Trim |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | -1.04% | Trim |
| 46 | ABBV | Abbvie Inc | 0% | +7.11% | Add |
| 47 | GBCI | Glacier Bancorp Inc | 0% | — | Unchanged |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 49 | APO | Apollo Global Management Inc | 0% | +12.84% | Add |
| 50 | STRL | Sterling Infrastructure Inc | 0% | -3.60% | 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 Q2 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 GOOGL, AAPL, NVDA) accounted for 30.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
FBCG
市值: $9.9M
Top Position Liquidated / Trimmed
HON
前期市值: $933.3K
During Q2 2026, Baldwin Wealth Partners Llc/ma's top holdings by market value included GOOGL (6.7%)、AAPL (6.7%)、NVDA (6.5%). The largest single position, GOOGL, represented 6.7% of total portfolio value.
In Q2 2026, Baldwin Wealth Partners Llc/ma made 163 total portfolio adjustments, initiating 23 new buys, adding to 39 positions, trimming 90 holdings, and fully liquidating 11 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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