Institutions / Baldwin Wealth Partners LLC/MA
Baldwin Wealth Partners LLC/MA
CIK 1021258 · Institution · as of Mar 31, 2026
Portfolio value
$1.38B
Positions
222
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.38B-12.0%Positions
222-8.3%Top holdings
Mar 31, 2026View all 222 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $89.39M | 6.5% |
| Alphabet Inc. | $84.44M | 6.1% |
| J P Morgan Exchange Traded F | $79.00M | 5.7% |
| NVIDIA Corp | $78.53M | 5.7% |
| Amazon.com Inc | $65.10M | 4.7% |
| Microsoft Corp | $55.35M | 4.0% |
| iShares Tr | $43.51M | 3.2% |
| Kla Corp | $39.10M | 2.8% |
| SPDR Gold Tr | $36.99M | 2.7% |
| Visa Inc | $33.81M | 2.5% |
| Waste Management Inc | $27.80M | 2.0% |
| Invesco Exch Trd Slf Idx Fd | $26.40M | 1.9% |
| iShares Gold Tr | $25.99M | 1.9% |
| JPMorgan Chase & Co | $24.92M | 1.8% |
| Blackstone Inc | $24.71M | 1.8% |
| Costco Wholesale Corp /New | $24.30M | 1.8% |
| Nextera Energy Inc | $23.65M | 1.7% |
| United Rentals Inc | $21.94M | 1.6% |
| Analog Devices Inc | $20.47M | 1.5% |
| Exxon Mobil Corp | $20.25M | 1.5% |
| International Business Machines Corp | $19.99M | 1.5% |
| Asml Hldg NV | $19.20M | 1.4% |
| Johnson & Johnson | $15.84M | 1.2% |
| Vanguard Scottsdale Fds | $15.05M | 1.1% |
| Arthur J. Gallagher & Co. | $14.93M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-15.07M | -52K -15.14% | 293,650 6.13% of portfolio | medium |
| Q1 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-12.81M | -13K -34.53% | 24,384 1.77% of portfolio | medium |
| Q1 2026 as of | Exit | Sherwin Williams Co Common stock | $-12.38M | -38K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Accenture plc Common stock | $-11.59M | -58K -97.59% | 1,442 0.02% of portfolio | medium |
| Q1 2026 as of | New | McKesson Corp Common stock | $10.47M | +12K | 12,104 0.76% of portfolio | medium |
| Q1 2026 as of | Add | 464287804 Common stock | $7.51M | +60K +2207.93% | 63,191 0.57% of portfolio | medium |
| Q1 2026 as of | Trim | 464287176 Common stock | $-7.30M | -66K -14.37% | 394,233 3.16% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-6.63M | -18K -10.70% | 149,528 4.02% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-6.56M | -26K -6.83% | 352,224 6.49% of portfolio | medium |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-6.05M | -4K -13.41% | 26,552 2.84% of portfolio | medium |