BALDWIN WEALTH PARTNERS LLC/MA

Institutional manager (13F) · CIK 1021258

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	APPLE INC	$89M	352,224
2	ALPHABET INC	$84M	293,650
3	J P MORGAN EXCHANGE TRADED F	$79M	1,469,232
4	NVIDIA CORPORATION	$79M	450,267
5	AMAZON COM INC	$65M	312,577
6	MICROSOFT CORP	$55M	149,528
7	ISHARES TR	$44M	394,233
8	KLA CORP	$39M	26,552
9	SPDR GOLD TR	$37M	85,975
10	VISA INC	$34M	111,860
11	WASTE MGMT INC DEL	$28M	120,989
12	INVESCO EXCH TRD SLF IDX FD	$26M	439,187
13	ISHARES GOLD TR	$26M	294,813
14	JPMORGAN CHASE & CO	$25M	84,727
15	BLACKSTONE INC	$25M	214,889
16	COSTCO WHOLESALE CORPORATION	$24M	24,384
17	NEXTERA ENERGY INC	$24M	254,634
18	UNITED RENTALS INC	$22M	30,117
19	ANALOG DEVICES INC	$20M	64,331
20	EXXON MOBIL CORP	$20M	119,331
21	INTERNATIONAL BUSINESS MACHS	$20M	82,450
22	ASML HLDG NV	$19M	14,539
23	JOHNSON & JOHNSON	$16M	64,808
24	VANGUARD SCOTTSDALE FDS	$15M	252,676
25	GALLAGHER ARTHUR J & CO	$15M	68,934
26	CHEVRON CORPORATION	$15M	70,221
27	MARRIOTT INTL INC NEW	$14M	42,808
28	ALPHABET INC	$13M	46,682
29	UNION PAC CORP	$13M	55,086
30	QUANTA SVCS INC	$13M	24,298
31	DANAHER CORP DEL	$13M	69,507
32	GARMIN LTD	$13M	54,867
33	ULTA BEAUTY INC	$12M	23,776
34	ALPS ETF TR	$11M	208,811
35	REGENCY CTRS CORP	$11M	144,066
36	MCKESSON CORP	$10M	12,104
37	SCHWAB CHARLES CORP	$9M	92,960
38	BERKSHIRE HATHAWAY INC DEL	$8M	17,260
39	ISHARES TR	$8M	63,191
40	OTIS WORLDWIDE CORP	$8M	100,162
41	CHURCH & DWIGHT CO INC	$8M	82,341
42	INTUIT	$8M	17,573
43	S&P GLOBAL INC	$8M	17,807
44	PTC INC	$8M	52,841
45	ISHARES TR	$7M	11,045
46	AXSOME THERAPEUTICS INC.	$7M	42,070
47	DOVER CORP	$7M	34,005
48	AUTOZONE INC	$7M	2,054
49	ENTERPRISE PRODS PARTNERS L	$7M	181,726
50	BANK AMERICA CORP	$7M	137,076

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.