BALDWIN WEALTH PARTNERS LLC/MA

CIK 0001021258 • 6 13F filings • Apr 14, 2025 – Jul 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.43B1 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$932K	0.1%	6,348 SH
ABBOTT LABS	COM	$907K	0.1%	6,839 SH
ABBVIE INC	COM	$1.6M	0.1%	7,758 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$20.3M	1.4%	65,062 SH
ADOBE INC	COM	$17.9M	1.3%	46,552 SH
ADVANCED MICRO DEVICES INC	COM	$465K	0.0%	4,529 SH
AIR PRODS & CHEMS INC	COM	$506K	0.0%	1,715 SH
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$671K	0.0%	17,525 SH
ALPHABET INC	CAP STK CL A	$56.5M	4.0%	365,321 SH
ALPHABET INC	CAP STK CL C	$8.5M	0.6%	54,408 SH
ALPS ETF TR	ALERIAN MLP	$11.9M	0.8%	228,198 SH
ALTRIA GROUP INC	COM	$3.1M	0.2%	51,439 SH
AMAZON COM INC	COM	$67.1M	4.7%	352,752 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$526K	0.0%	17,373 SH
AMERICAN TOWER CORP NEW	COM	$460K	0.0%	2,115 SH
AMERICAN WTR WKS CO INC NEW	COM	$523K	0.0%	3,547 SH
AMGEN INC	COM	$1.2M	0.1%	3,918 SH
ANALOG DEVICES INC	COM	$16.9M	1.2%	83,729 SH
APOLLO GLOBAL MGMT INC	COM	$1.8M	0.1%	13,180 SH
APPLE INC	COM	$89.2M	6.3%	401,625 SH
AT&T INC	COM	$259K	0.0%	9,150 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.3M	0.2%	10,944 SH
AXON ENTERPRISE INC	COM	$303K	0.0%	577 SH
AXSOME THERAPEUTICS INC	COM	$5.8M	0.4%	49,570 SH
BALCHEM CORP	COM	$318K	0.0%	1,914 SH
BANK AMERICA CORP	COM	$7.2M	0.5%	172,129 SH
BANK NEW YORK MELLON CORP	COM	$1.4M	0.1%	17,177 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.5M	0.7%	17,852 SH
BEYOND AIR INC	COM	$84K	0.0%	308,000 SH
BLACKROCK INC	COM	$1.5M	0.1%	1,545 SH
BLACKSTONE INC	COM	$34.2M	2.4%	244,450 SH
BRIGHT HORIZONS FAM SOL IN D	COM	$356K	0.0%	2,804 SH
BROADCOM INC	COM	$1.6M	0.1%	9,549 SH
CADENCE DESIGN SYSTEM INC	COM	$233K	0.0%	916 SH
CANADIAN NATL RY CO	COM	$851K	0.1%	8,728 SH
CARLYLE GROUP INC	COM	$685K	0.0%	15,720 SH
CATERPILLAR INC	COM	$645K	0.0%	1,955 SH
CHECK POINT SOFTWARE TECH LT	ORD	$451K	0.0%	1,979 SH
CHEVRON CORP NEW	COM	$11.9M	0.8%	71,410 SH
CHIMERA INVT CORP	COM SHS	$151K	0.0%	11,744 SH
CHURCH & DWIGHT CO INC	COM	$10.0M	0.7%	90,846 SH
CISCO SYS INC	COM	$232K	0.0%	3,763 SH
CME GROUP INC	COM	$238K	0.0%	896 SH
COCA COLA CO	COM	$2.8M	0.2%	38,743 SH
COHEN & STEERS LTD DURATION	COM	$1.7M	0.1%	82,150 SH
COHEN & STEERS SELECT PFD &	COM	$3.4M	0.2%	170,105 SH
COLGATE PALMOLIVE CO	COM	$210K	0.0%	2,237 SH
CONOCOPHILLIPS	COM	$467K	0.0%	4,450 SH
COOPER COS INC	COM	$13.9M	1.0%	164,581 SH
CORTEVA INC	COM	$212K	0.0%	3,368 SH
COSTCO WHSL CORP NEW	COM	$36.6M	2.6%	38,662 SH
CVS HEALTH CORP	COM	$247K	0.0%	3,652 SH
DANAHER CORPORATION	COM	$16.4M	1.2%	80,080 SH
DEERE & CO	COM	$772K	0.1%	1,644 SH
DEXCOM INC	COM	$220K	0.0%	3,219 SH
DISNEY WALT CO	COM	$643K	0.0%	6,515 SH
DOUBLELINE ETF TRUST	COMMERCIAL REAL	$3.1M	0.2%	58,937 SH
DOVER CORP	COM	$6.6M	0.5%	37,471 SH
DUPONT DE NEMOURS INC	COM	$322K	0.0%	4,308 SH
EDWARDS LIFESCIENCES CORP	COM	$482K	0.0%	6,648 SH
ELI LILLY & CO	COM	$1.9M	0.1%	2,277 SH
EMERSON ELEC CO	COM	$1.4M	0.1%	12,630 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$5.0M	0.4%	268,753 SH
ENTERPRISE PRODS PARTNERS L	COM	$8.8M	0.6%	258,824 SH
EOG RES INC	COM	$3.9M	0.3%	30,469 SH
EXPEDIA GROUP INC	COM NEW	$336K	0.0%	2,000 SH
EXXON MOBIL CORP	COM	$16.3M	1.1%	136,758 SH
FASTENAL CO	COM	$1.7M	0.1%	22,158 SH
FEDEX CORP	COM	$380K	0.0%	1,560 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.0M	0.1%	41,006 SH
FISERV INC	COM	$17.8M	1.2%	80,567 SH
FORTUNE BRANDS INNOVATIONS I	COM	$428K	0.0%	7,027 SH
GALLAGHER ARTHUR J & CO	COM	$27.6M	1.9%	79,824 SH
GARMIN LTD	SHS	$18.3M	1.3%	84,342 SH
GE AEROSPACE	COM NEW	$309K	0.0%	1,543 SH
GENERAL DYNAMICS CORP	COM	$223K	0.0%	818 SH
GLACIER BANCORP INC NEW	COM	$1.9M	0.1%	43,820 SH
GLOBAL PARTNERS LP	COM UNITS	$907K	0.1%	17,000 SH
GLOBAL X FDS	GLOBAL X SILVER	$237K	0.0%	6,000 SH
GOLDMAN SACHS BDC INC	SHS	$476K	0.0%	40,954 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.2M	0.1%	11,895 SH
GRAB HOLDINGS LIMITED	CLASS A ORD	$82K	0.0%	17,995 SH
HCI GROUP INC	COM	$1.8M	0.1%	12,234 SH
HEALTHCARE RLTY TR	CL A COM	$204K	0.0%	12,100 SH
HELIOS TECHNOLOGIES INC	COM	$249K	0.0%	7,746 SH
HESS MIDSTREAM LP	CL A SHS	$254K	0.0%	6,000 SH
HIMS & HERS HEALTH INC	COM CL A	$646K	0.0%	21,871 SH
HINGHAM INSTN SVGS MASS	COM	$992K	0.1%	4,173 SH
HOME DEPOT INC	COM	$1.4M	0.1%	3,789 SH
HONEYWELL INTL INC	COM	$11.8M	0.8%	55,875 SH
HUBSPOT INC	COM	$367K	0.0%	643 SH
ILLINOIS TOOL WKS INC	COM	$7.4M	0.5%	29,708 SH
INFOSYS LTD	SPONSORED ADR	$203K	0.0%	11,143 SH
INTERNATIONAL BUSINESS MACHS	COM	$21.0M	1.5%	84,501 SH
INTUIT	COM	$525K	0.0%	855 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$656K	0.0%	6,600 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$766K	0.1%	16,584 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$23.7M	1.7%	443,925 SH
INVESCO QQQ TR	UNIT SER 1	$355K	0.0%	756 SH
ISHARES GOLD TR	ISHARES NEW	$17.9M	1.3%	303,420 SH
ISHARES INC	MSCI GLB SLV&MTL	$159K	0.0%	10,610 SH
ISHARES INC	MSCI JPN ETF NEW	$294K	0.0%	4,292 SH
ISHARES SILVER TR	ISHARES	$414K	0.0%	13,350 SH
ISHARES TR	CORE S&P SCP ETF	$312K	0.0%	2,983 SH
ISHARES TR	CORE S&P500 ETF	$9.2M	0.6%	16,373 SH
ISHARES TR	ISHARES BIOTECH	$217K	0.0%	1,695 SH
ISHARES TR	RUS MD CP GR ETF	$470K	0.0%	4,000 SH
ISHARES TR	RUS MID CAP ETF	$209K	0.0%	2,453 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.1%	5,609 SH
ISHARES TR	S&P 500 VAL ETF	$293K	0.0%	1,537 SH
ISHARES TR	TIPS BD ETF	$50.9M	3.6%	458,115 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$72.4M	5.1%	1,352,137 SH
JOHNSON & JOHNSON	COM	$12.3M	0.9%	73,918 SH
JPMORGAN CHASE & CO.	COM	$23.1M	1.6%	94,046 SH
KIMBERLY-CLARK CORP	COM	$772K	0.1%	5,429 SH
KINDER MORGAN INC DEL	COM	$280K	0.0%	9,811 SH
KINSALE CAP GROUP INC	COM	$516K	0.0%	1,060 SH
KLA CORP	COM NEW	$26.2M	1.8%	38,578 SH
KT CORP	SPONSORED ADR	$180K	0.0%	10,171 SH
LAM RESEARCH CORP	COM NEW	$227K	0.0%	3,129 SH
LINDE PLC	SHS	$317K	0.0%	681 SH
LOWES COS INC	COM	$278K	0.0%	1,194 SH
MARRIOTT INTL INC NEW	CL A	$12.1M	0.9%	50,889 SH
MARSH & MCLENNAN COS INC	COM	$207K	0.0%	847 SH
MASTERCARD INCORPORATED	CL A	$426K	0.0%	778 SH
MCCORMICK & CO INC	COM NON VTG	$2.8M	0.2%	33,965 SH
MCDONALDS CORP	COM	$375K	0.0%	1,199 SH
MERCK & CO INC	COM	$18.0M	1.3%	200,550 SH
META PLATFORMS INC	CL A	$3.2M	0.2%	5,502 SH
METTLER TOLEDO INTERNATIONAL	COM	$522K	0.0%	442 SH
MICROSOFT CORP	COM	$75.1M	5.3%	199,953 SH
MOODYS CORP	COM	$306K	0.0%	657 SH
MPLX LP	COM UNIT REP LTD	$257K	0.0%	4,796 SH
MSCI INC	COM	$277K	0.0%	490 SH
NATWEST GROUP PLC	SPONS ADR	$282K	0.0%	23,686 SH
NETFLIX INC	COM	$605K	0.0%	649 SH
NEXTERA ENERGY INC	COM	$20.9M	1.5%	294,608 SH
NORFOLK SOUTHN CORP	COM	$345K	0.0%	1,456 SH
NOVARTIS AG	SPONSORED ADR	$4.6M	0.3%	41,420 SH
NOVO-NORDISK A S	ADR	$11.8M	0.8%	169,516 SH
NUVECTIS PHARMA INC	COM	$3.5M	0.2%	358,461 SH
NVIDIA CORPORATION	COM	$51.9M	3.6%	479,269 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$246K	0.0%	2,112 SH
ONEOK INC NEW	COM	$1.7M	0.1%	16,839 SH
ORACLE CORP	COM	$444K	0.0%	3,175 SH
OREILLY AUTOMOTIVE INC	COM	$597K	0.0%	417 SH
ORLA MNG LTD NEW	COM	$146K	0.0%	15,600 SH
PAYCHEX INC	COM	$5.8M	0.4%	37,612 SH
PAYPAL HLDGS INC	COM	$489K	0.0%	7,491 SH
PEPSICO INC	COM	$25.2M	1.8%	168,072 SH
PFIZER INC	COM	$739K	0.1%	29,163 SH
PHILIP MORRIS INTL INC	COM	$4.4M	0.3%	27,592 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$258K	0.0%	2,565 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$528K	0.0%	26,409 SH
PROCTER AND GAMBLE CO	COM	$8.9M	0.6%	52,269 SH
PROGRESSIVE CORP	COM	$907K	0.1%	3,205 SH
PROLOGIS INC.	COM	$9.8M	0.7%	87,430 SH
QUALCOMM INC	COM	$386K	0.0%	2,512 SH
REGENCY CTRS CORP	COM	$12.5M	0.9%	169,161 SH
RESMED INC	COM	$1.2M	0.1%	5,237 SH
ROPER TECHNOLOGIES INC	COM	$4.7M	0.3%	7,943 SH
RTX CORPORATION	COM	$222K	0.0%	1,676 SH
S&P GLOBAL INC	COM	$10.3M	0.7%	20,230 SH
SCHWAB CHARLES CORP	COM	$8.0M	0.6%	101,868 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$350K	0.0%	16,243 SH
SEA LTD	SPONSORD ADS	$208K	0.0%	1,593 SH
SEACOAST BKG CORP FLA	COM NEW	$411K	0.0%	15,980 SH
SELECT SECTOR SPDR TR	ENERGY	$1.0M	0.1%	10,995 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$547K	0.0%	2,770 SH
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$822K	0.1%	30,931 SH
SERVICENOW INC	COM	$315K	0.0%	396 SH
SHERWIN WILLIAMS CO	COM	$13.5M	0.9%	38,709 SH
SOUTHERN CO	COM	$640K	0.0%	6,964 SH
SPDR GOLD TR	GOLD SHS	$18.8M	1.3%	65,300 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.2%	3,954 SH
SPDR SER TR	S&P DIVID ETF	$438K	0.0%	3,230 SH
SPOTIFY TECHNOLOGY S A	SHS	$497K	0.0%	903 SH
STARBUCKS CORP	COM	$205K	0.0%	2,088 SH
STOCK YDS BANCORP INC	COM	$831K	0.1%	12,030 SH
STRYKER CORPORATION	COM	$3.0M	0.2%	8,140 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$660K	0.0%	11,360 SH
T-MOBILE US INC	COM	$234K	0.0%	878 SH
TARGA RES CORP	COM	$2.5M	0.2%	12,661 SH
TC ENERGY CORP	COM	$837K	0.1%	17,727 SH
TE CONNECTIVITY PLC	ORD SHS	$214K	0.0%	1,517 SH
TELEFLEX INCORPORATED	COM	$775K	0.1%	5,610 SH
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$227K	0.0%	29,196 SH
TESLA INC	COM	$431K	0.0%	1,662 SH
THE TRADE DESK INC	COM CL A	$317K	0.0%	5,784 SH
THERMO FISHER SCIENTIFIC INC	COM	$2.7M	0.2%	5,490 SH
TJX COS INC NEW	COM	$426K	0.0%	3,496 SH
TORONTO DOMINION BK ONT	COM NEW	$2.8M	0.2%	46,375 SH
TRANE TECHNOLOGIES PLC	SHS	$292K	0.0%	866 SH
TRAVELERS COMPANIES INC	COM	$725K	0.1%	2,741 SH
UBER TECHNOLOGIES INC	COM	$1.8M	0.1%	25,271 SH
ULTA BEAUTY INC	COM	$9.8M	0.7%	26,691 SH
UNION PAC CORP	COM	$15.4M	1.1%	65,214 SH
UNITED RENTALS INC	COM	$22.8M	1.6%	36,372 SH
UNITEDHEALTH GROUP INC	COM	$845K	0.1%	1,614 SH
US BANCORP DEL	COM NEW	$205K	0.0%	4,866 SH
VANECK ETF TRUST	GOLD MINERS ETF	$573K	0.0%	12,455 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$581K	0.0%	7,904 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	0.2%	6,365 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.0M	0.2%	15,877 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$591K	0.0%	2,150 SH
VANGUARD INDEX FDS	VALUE ETF	$292K	0.0%	1,690 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$748K	0.1%	16,519 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$13.6M	1.0%	229,246 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.1%	5,500 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$778K	0.1%	15,308 SH
VANGUARD WORLD FD	ESG US STK ETF	$377K	0.0%	3,848 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$639K	0.0%	2,583 SH
VERIZON COMMUNICATIONS INC	COM	$315K	0.0%	6,954 SH
VERTEX PHARMACEUTICALS INC	COM	$3.9M	0.3%	8,119 SH
VISA INC	COM CL A	$44.2M	3.1%	126,062 SH
WALMART INC	COM	$506K	0.0%	5,762 SH
WASTE MGMT INC DEL	COM	$31.9M	2.2%	137,698 SH
WATERS CORP	COM	$9.4M	0.7%	25,513 SH
WATSCO INC	COM	$207K	0.0%	407 SH
WELLS FARGO CO NEW	COM	$587K	0.0%	8,178 SH
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$205K	0.0%	5,000 SH
WEYERHAEUSER CO MTN BE	COM NEW	$890K	0.1%	30,399 SH
WISDOMTREE TR	FLOATNG RAT TREA	$252K	0.0%	5,015 SH
WISDOMTREE TR	INDIA ERNGS FD	$571K	0.0%	13,070 SH
WISDOMTREE TR	JAPN HEDGE EQT	$450K	0.0%	4,084 SH
WISDOMTREE TR	YIELD ENHANCD US	$239K	0.0%	5,499 SH
ZOETIS INC	CL A	$12.9M	0.9%	78,107 SH
ZSCALER INC	COM	$238K	0.0%	1,200 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001193125-26-419624	—	View
Jan 7, 2026	Q4 2025	13F-HR	0001193125-26-005964	$1.56B	View
Oct 14, 2025	Q3 2025