BALDWIN WEALTH PARTNERS LLC/MA
CIK: 0001021258SEC EDGAR →
Portfolio Value
$1.6B
Holdings
242
As of
Q4 2025
New Positions
16
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 346,058 | $108.3M | 6.93% |
| 2 | APPLE INC | 378,060 | $102.8M | 6.57% |
| 3 | NVIDIA CORPORATION | 476,882 | $88.9M | 5.69% |
| 4 | MICROSOFT CORP | 167,441 | $81.0M | 5.18% |
| 5 | J P MORGAN EXCHANGE TRADED F | 1,456,617 | $78.8M | 5.04% |
| 6 | AMAZON COM INC | 337,227 | $77.8M | 4.98% |
| 7 | ISHARES TR | 460,411 | $50.6M | 3.24% |
| 8 | VISA INC | 119,858 | $42.0M | 2.69% |
| 9 | KLA CORP | 30,664 | $37.3M | 2.38% |
| 10 | BLACKSTONE INC | 233,330 | $36.0M | 2.30% |
Quarterly Changes
Top Buys
New Positions (19)
$2.2M · 34K shares
$1.4M · 41K shares
$1.1M · 66K shares
$1.1M · 10K shares
$1.1M · 3K shares
$486K · 18K shares
$428K · 10K shares
$426K · 4K shares
$396K · 5K shares
$283K · 5K shares
$281K · 3K shares
$274K · 5K shares
$271K · 2K shares
$259K · 4K shares
$254K · 2K shares
$247K · 3K shares
$224K · 439 shares
$211K · 3K shares
$207K · 100 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 30 | $445.2M | 28.5% |
| Financial Services | 91 | $421.7M | 27.0% |
| Communication Services | 7 | $131.7M | 8.4% |
| Industrials | 27 | $127.5M | 8.2% |
| Consumer Cyclical | 12 | $120.0M | 7.7% |
| Healthcare | 23 | $80.5M | 5.1% |
| Unknown | 12 | $78.5M | 5.0% |
| Consumer Defensive | 10 | $56.7M | 3.6% |
| Energy | 15 | $48.9M | 3.1% |
| Utilities | 3 | $23.8M | 1.5% |
| Real Estate | 7 | $15.6M | 1.0% |
| Basic Materials | 5 | $13.6M | 0.9% |