Baldwin Wealth Partners Llc/Ma
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.38B
Q ending 2026-03-31
Prior quarter
$1.56B
Q ending 2025-12-31
Change
-12.0% QoQ · -3.4% YoY
Positions
222
reported holdings
Largest positions
Top 100 of 222 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $89.4M | 352K |
| Alphabet Inc | GOOGL | Shares | $84.4M | 294K |
| J P Morgan Exchange Traded F | JBND | Shares | $79.0M | 1.5M |
| Nvidia Corporation | NVDA | Shares | $78.5M | 450K |
| Amazon Com Inc | AMZN | Shares | $65.1M | 313K |
| Microsoft Corp | MSFT | Shares | $55.4M | 150K |
| Ishares Tr | TIP | Shares | $43.5M | 394K |
| Kla Corp | KLAC | Shares | $39.1M | 27K |
| Spdr Gold Tr | GLD | Shares | $37.0M | 86K |
| Visa Inc | V | Shares | $33.8M | 112K |
| Waste Mgmt Inc Del | WM | Shares | $27.8M | 121K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $26.4M | 439K |
| Ishares Gold Tr | IAU | Shares | $26.0M | 295K |
| Jpmorgan Chase & Co | JPM | Shares | $24.9M | 85K |
| Blackstone Inc | BX | Shares | $24.7M | 215K |
| Costco Wholesale Corporation | COST | Shares | $24.3M | 24K |
| Nextera Energy Inc | NEE | Shares | $23.7M | 255K |
| United Rentals Inc | URI | Shares | $21.9M | 30K |
| Analog Devices Inc | ADI | Shares | $20.5M | 64K |
| Exxon Mobil Corp | XOM | Shares | $20.2M | 119K |
| International Business Machs | IBM | Shares | $20.0M | 82K |
| Asml Hldg Nv | Shares | $19.2M | 15K | |
| Johnson & Johnson | JNJ | Shares | $15.8M | 65K |
| Vanguard Scottsdale Fds | VGIT | Shares | $15.0M | 253K |
| Gallagher Arthur J & Co | AJG | Shares | $14.9M | 69K |
| Chevron Corporation | CVX | Shares | $14.5M | 70K |
| Marriott Intl Inc New | MAR | Shares | $14.0M | 43K |
| Alphabet Inc | GOOG | Shares | $13.4M | 47K |
| Union Pac Corp | UNP | Shares | $13.4M | 55K |
| Quanta Svcs Inc | PWR | Shares | $13.3M | 24K |
| Danaher Corp Del | DHR | Shares | $13.2M | 70K |
| Garmin Ltd | Shares | $12.7M | 55K | |
| Ulta Beauty Inc | ULTA | Shares | $12.4M | 24K |
| Alps Etf Tr | AMLP | Shares | $11.0M | 209K |
| Regency Ctrs Corp | REG | Shares | $10.9M | 144K |
| Mckesson Corp | MCK | Shares | $10.5M | 12K |
| Schwab Charles Corp | SCHW | Shares | $8.7M | 93K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.3M | 17K |
| Ishares Tr | IJR | Shares | $7.9M | 63K |
| Otis Worldwide Corp | OTIS | Shares | $7.7M | 100K |
| Church & Dwight Co Inc | CHD | Shares | $7.7M | 82K |
| Intuit | INTU | Shares | $7.6M | 18K |
| S&P Global Inc | SPGI | Shares | $7.6M | 18K |
| Ptc Inc | PTC | Shares | $7.5M | 53K |
| Ishares Tr | IVV | Shares | $7.2M | 11K |
| Axsome Therapeutics Inc. | AXSM | Shares | $7.1M | 42K |
| Dover Corp | DOV | Shares | $7.1M | 34K |
| Autozone Inc | AZO | Shares | $6.9M | 2K |
| Enterprise Prods Partners L | EPD | Shares | $6.9M | 182K |
| Bank America Corp | BAC | Shares | $6.7M | 137K |
| Illinois Tool Wks Inc | ITW | Shares | $6.6M | 26K |
| Goldman Sachs Etf Tr | GBIL | Shares | $6.5M | 65K |
| Waters Corp | WAT | Shares | $6.4M | 22K |
| Procter & Gamble Co | PG | Shares | $6.3M | 44K |
| Ishares Inc | ESGE | Shares | $5.8M | 128K |
| Veeva Sys Inc | VEEV | Shares | $5.0M | 29K |
| Energy Transfer L P | ET | Shares | $4.9M | 252K |
| Novartis Ag | NVS | Shares | $4.6M | 30K |
| Advisors Inner Circle Fd Iii | BASG | Shares | $4.5M | 199K |
| Philip Morris Intl Inc | PM | Shares | $4.3M | 26K |
| Vanguard Index Fds | VOO | Shares | $3.9M | 7K |
| Eog Res Inc | EOG | Shares | $3.6M | 25K |
| Ares Capital Corp | ARCC | Shares | $3.6M | 197K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $3.5M | 8K |
| Toronto Dominion Bk Ont | TD | Shares | $3.2M | 35K |
| Cohen & Steers Select Pfd & | PSF | Shares | $3.1M | 161K |
| Altria Group Inc | MO | Shares | $3.0M | 46K |
| Vanguard Index Fds | VBR | Shares | $3.0M | 14K |
| Fiserv Inc | FISV | Shares | $3.0M | 54K |
| Paychex Inc | PAYX | Shares | $3.0M | 32K |
| Nuvectis Pharma Inc | NVCT | Shares | $2.9M | 379K |
| Pepsico Inc | PEP | Shares | $2.9M | 19K |
| Meta Platforms Inc | META | Shares | $2.9M | 5K |
| Spdr Index Shs Fds | EEMX | Shares | $2.5M | 58K |
| Coca Cola Co | KO | Shares | $2.5M | 33K |
| Targa Res Corp | TRGP | Shares | $2.4M | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.3M | 4K |
| Vaneck Etf Trust | GDX | Shares | $2.2M | 24K |
| Merck & Co Inc | MRK | Shares | $2.1M | 17K |
| Bank New York Mellon Corp | BNY | Shares | $2.0M | 17K |
| Glacier Bancorp Inc New | GBCI | Shares | $2.0M | 44K |
| Stryker Corporation | SYK | Shares | $1.9M | 6K |
| Adobe Inc | ADBE | Shares | $1.9M | 8K |
| Automatic Data Processing In | ADP | Shares | $1.9M | 9K |
| Profesionally Managed Portfo | AKRE | Shares | $1.8M | 34K |
| Hci Group Inc | HCI | Shares | $1.8M | 11K |
| Doubleline Etf Trust | DCRE | Shares | $1.7M | 32K |
| Emerson Elec Co | EMR | Shares | $1.7M | 13K |
| Uber Technologies Inc | UBER | Shares | $1.7M | 23K |
| Fastenal Co | FAST | Shares | $1.7M | 36K |
| Prologis Inc. | PLD | Shares | $1.6M | 12K |
| Ishares Silver Tr | SLV | Shares | $1.5M | 22K |
| Eli Lilly & Co | LLY | Shares | $1.4M | 2K |
| Roper Technologies Inc | ROP | Shares | $1.4M | 4K |
| Abbvie Inc | ABBV | Shares | $1.4M | 7K |
| Blackrock Inc | BLK | Shares | $1.4M | 1K |
| Apollo Global Mgmt Inc | APO | Shares | $1.3M | 12K |
| Caterpillar Inc | CAT | Shares | $1.3M | 2K |
| Ishares Tr | IWM | Shares | $1.3M | 5K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.3M | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.