Baldwin Wealth Partners Llc/Ma Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Baldwin Wealth Partners Llc/Ma disclosed 230 stock positions valued at approximately $1.53B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 230
- Portfolio Value
- $1.53B
Holdings by Sector
Baldwin Wealth Partners Llc/Ma Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 6.74% | 288,390 | -5,260 | -1.79% | $103,061,935 |
| APPLE INC | AAPL | Technology | 6.66% | 351,829 | -395 | -0.11% | $101,805,239 |
| NVIDIA CORPORATION | NVDA | Technology | 6.50% | 496,839 | +46,572 | +10.34% | $99,412,515 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.14% | 1,470,097 | +865 | +0.06% | $78,650,190 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.87% | 312,500 | -77 | -0.02% | $74,481,250 |
| KLA CORP | KLAC | Technology | 4.39% | 222,332 | +195,780 | +737.35% | $67,079,788 |
| MICROSOFT CORP | MSFT | Technology | 3.63% | 148,926 | -602 | -0.40% | $55,552,377 |
| ISHARES TR | TIP | Other | 2.84% | 397,604 | +3,371 | +0.86% | $43,509,806 |
| VISA INC | V | Financial Services | 2.49% | 110,919 | -941 | -0.84% | $38,055,200 |
| SPDR GOLD TR | GLD | Other | 2.04% | 84,652 | -1,323 | -1.54% | $31,184,104 |
| ASML HLDG NV | ASML | Other | 1.88% | 14,435 | -104 | -0.72% | $28,717,566 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 1.85% | 412,246 | -26,941 | -6.13% | $28,255,331 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.84% | 86,040 | +1,313 | +1.55% | $28,163,473 |
| UNITED RENTALS INC | URI | Industrials | 1.77% | 23,897 | -6,220 | -20.65% | $27,072,672 |
| WASTE MGMT INC DEL | WM | Industrials | 1.75% | 120,059 | -930 | -0.77% | $26,758,750 |
| BLACKSTONE INC | BX | Financial Services | 1.67% | 217,697 | +2,808 | +1.31% | $25,616,406 |
| ANALOG DEVICES INC | ADI | Technology | 1.61% | 62,039 | -2,292 | -3.56% | $24,640,030 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.50% | 81,560 | -890 | -1.08% | $22,935,488 |
| ISHARES GOLD TR | IAU | Other | 1.49% | 301,674 | +6,861 | +2.33% | $22,779,404 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.48% | 24,252 | -132 | -0.54% | $22,687,019 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.46% | 253,797 | -837 | -0.33% | $22,275,763 |
| UNION PAC CORP | UNP | Industrials | 1.44% | 80,842 | +25,756 | +46.76% | $21,989,024 |
| QUANTA SVCS INC | PWR | Industrials | 1.14% | 24,268 | -30 | -0.12% | $17,473,930 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.07% | 64,436 | -372 | -0.57% | $16,364,811 |
| ALPHABET INC | GOOG | Communication Services | 1.05% | 45,427 | -1,255 | -2.69% | $16,050,722 |
| EXXON MOBIL CORP | XOM | Energy | 1.03% | 115,589 | -3,742 | -3.14% | $15,803,328 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 1.03% | 68,374 | -560 | -0.81% | $15,696,619 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 1.02% | 41,935 | -873 | -2.04% | $15,540,692 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.99% | 257,240 | +4,564 | +1.81% | $15,172,015 |
| GARMIN LTD | GRMN | Other | 0.84% | 54,039 | -828 | -1.51% | $12,836,424 |
Showing 30 of 230 holdings in the latest reporting period.