Baldwin Wealth Partners Llc/Ma Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Baldwin Wealth Partners Llc/Ma disclosed 233 stock positions valued at approximately $1.52B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 233
- Portfolio Value
- $1.52B
Holdings by Sector
Baldwin Wealth Partners Llc/Ma Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.54% | 343,694 | -8,135 | -2.31% | $114,456,975 |
| NVIDIA CORPORATION | NVDA | Technology | 7.42% | 492,720 | -4,119 | -0.83% | $112,527,394 |
| ALPHABET INC | GOOGL | Communication Services | 6.48% | 285,615 | -2,775 | -0.96% | $98,274,409 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.08% | 309,519 | -2,981 | -0.95% | $77,116,659 |
| MICROSOFT CORP | MSFT | Technology | 5.02% | 148,488 | -438 | -0.29% | $76,159,496 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.01% | 1,486,872 | +16,775 | +1.14% | $76,008,897 |
| KLA CORP | KLAC | Technology | 2.84% | 221,227 | -1,105 | -0.50% | $43,123,779 |
| VISA INC | V | Financial Services | 2.62% | 110,477 | -442 | -0.40% | $39,697,700 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.61% | 1,577,761 | +1,577,761 | +100.00% | $39,649,134 |
| SPDR GOLD TR | GLD | Other | 2.16% | 85,935 | +1,283 | +1.52% | $32,727,485 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.87% | 85,930 | -110 | -0.13% | $28,428,222 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 1.84% | 401,093 | -11,153 | -2.71% | $27,960,193 |
| ASML HLDG NV | ASML | Technology | 1.72% | 14,377 | -58 | -0.40% | $26,046,379 |
| WASTE MGMT INC DEL | WM | Industrials | 1.60% | 119,266 | -793 | -0.66% | $24,320,723 |
| BLACKSTONE INC | BX | Financial Services | 1.60% | 216,044 | -1,653 | -0.76% | $24,216,372 |
| ANALOG DEVICES INC | ADI | Technology | 1.59% | 60,917 | -1,122 | -1.81% | $24,166,383 |
| UNITED RENTALS INC | URI | Industrials | 1.54% | 23,376 | -521 | -2.18% | $23,394,233 |
| ISHARES GOLD TR | IAU | Other | 1.53% | 296,978 | -4,696 | -1.56% | $23,193,982 |
| QUANTA SVCS INC | PWR | Industrials | 1.47% | 34,686 | +10,418 | +42.93% | $22,286,102 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.46% | 24,263 | +11 | +0.05% | $22,087,580 |
| UNION PAC CORP | UNP | Industrials | 1.45% | 80,639 | -203 | -0.25% | $21,944,291 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.25% | 250,538 | -3,259 | -1.28% | $18,975,748 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.23% | 114,549 | -1,040 | -0.90% | $18,642,850 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.11% | 76,411 | -5,149 | -6.31% | $16,805,071 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.11% | 63,359 | -1,077 | -1.67% | $16,773,662 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 1.02% | 67,882 | -492 | -0.72% | $15,484,563 |
| GARMIN LTD | GRMN | Technology | 1.01% | 53,376 | -663 | -1.23% | $15,310,372 |
| ALPHABET INC | GOOG | Communication Services | 0.99% | 43,989 | -1,438 | -3.17% | $14,988,812 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.97% | 41,424 | -511 | -1.22% | $14,733,274 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.97% | 259,961 | +2,721 | +1.06% | $14,729,390 |
Showing 30 of 233 holdings in the latest reporting period.