Baldwin Wealth Partners LLC
$1.4B Assets Reported
259 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 352,224 | $89M | 6.5% |
| GOOGL | ALPHABET INC | 293,650 | $84M | 6.1% |
| JBND | J P MORGAN EXCHANGE TRADED F | 1,469,232 | $79M | 5.7% |
| NVDA | NVIDIA CORPORATION | 450,267 | $79M | 5.7% |
| AMZN | AMAZON COM INC | 312,577 | $65M | 4.7% |
| MSFT | MICROSOFT CORP | 149,528 | $55M | 4.0% |
| TIP | ISHARES TR | 394,233 | $44M | 3.2% |
| KLAC | KLA CORP | 26,552 | $39M | 2.8% |
| GLD | SPDR GOLD TR | 85,975 | $37M | 2.7% |
| V | VISA INC | 111,860 | $34M | 2.5% |
Track Baldwin Wealth Partners LLC's 13F portfolio: $1.4B in reported holdings, 259 positions. Top holdings, AUM, and quarterly changes on SentiSense.