Baldwin Wealth Partners LLC
$1.5B 13F equity value
245 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Baldwin Wealth Partners LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 288,390 | $103M | 6.7% |
| AAPL | APPLE INC | 351,829 | $102M | 6.7% |
| NVDA | NVIDIA CORPORATION | 496,839 | $99M | 6.5% |
| JBND | J P MORGAN EXCHANGE TRADED F | 1,470,097 | $79M | 5.1% |
| AMZN | AMAZON COM INC | 312,500 | $74M | 4.9% |
| KLAC | KLA CORP | 222,332 | $67M | 4.4% |
| MSFT | MICROSOFT CORP | 148,926 | $56M | 3.6% |
| TIP | ISHARES TR | 397,604 | $44M | 2.8% |
| V | VISA INC | 110,919 | $38M | 2.5% |
| GLD | SPDR GOLD TR | 84,652 | $31M | 2.0% |
Track Baldwin Wealth Partners LLC's 13F portfolio: $1.5B in reported holdings, 245 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}