Q2 2026 13F · SEC CIK 1021258

Baldwin Wealth Partners Llc/ma

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 234
Top holdings a year, 3 yrs: +18.5%
Average holding period: 8.3 yrs

Baldwin Wealth Partners Llc/ma is a wealth manager that reported 234 positions worth $1.5B in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Alphabet Inc (GOOGL, 6.7%), Apple Inc (AAPL, 6.7%), Nvidia Corporation Com (NVDA, 6.5%). A portfolio copying its top holdings returned 18.5% a year over the last 3 years, against 20.4% for the S&P 500.

Baldwin Wealth Partners Llc/ma holdings largest 50 of 234 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baldwin Wealth Partners Llc/ma 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	6.7%	6.1%	288,390	-1.8%	$103.1M
AAPLApple Inc	6.7%	6.5%	351,829	-0.1%	$101.8M
NVDANvidia Corporation Com	6.5%	5.7%	496,839	+10.3%	$99.4M
JBNDJpmorgan Active Bond ETF	5.1%	5.7%	1,470,097	+0.1%	$78.7M
AMZNAmazon Com Inc Com	4.9%	4.7%	312,500	-0.0%	$74.5M
KLACKla Corp	4.4%	2.8%	222,332	+737.3%	$67.1M
MSFTMicrosoft Corp	3.6%	4.0%	148,926	-0.4%	$55.6M
TIPiShares TIPS Bond ETF	2.8%	3.2%	397,604	+0.9%	$43.5M
VVisa Inc Com Cl A	2.5%	2.5%	110,919	-0.8%	$38.1M
GLDSpdr Gold Shares	2.0%	2.7%	84,652	-1.5%	$31.2M
ASMLAsml Hldg NV	1.9%	1.4%	14,435	-0.7%	$28.7M
OMFLInvesco Rusl 1000	1.8%	1.9%	412,246	-6.1%	$28.3M
JPMJpmorgan Chase & Co	1.8%	1.8%	86,040	+1.5%	$28.2M
URIUnited Rentals Inc Com	1.8%	1.6%	23,897	-20.7%	$27.1M
WMWaste Mgmt Inc Del	1.8%	2.0%	120,059	-0.8%	$26.8M
BXBlackstone Inc Com	1.7%	1.8%	217,697	+1.3%	$25.6M
ADIAnalog Devices Inc	1.6%	1.5%	62,039	-3.6%	$24.6M
IBMInternational Business Machs	1.5%	1.5%	81,560	-1.1%	$22.9M
IAUIshares Gold Trust	1.5%	1.9%	301,674	+2.3%	$22.8M
COSTCostco Whsl Corp New	1.5%	1.8%	24,252	-0.5%	$22.7M
NEENextera Energy Inc Com	1.5%	1.7%	253,797	-0.3%	$22.3M
UNPUnion Pac Corp	1.4%	1.0%	80,842	+46.8%	$22.0M
PWRQuanta Svcs Inc Com	1.1%	1.0%	24,268	-0.1%	$17.5M
JNJJohnson & Johnson	1.1%	1.2%	64,436	-0.6%	$16.4M
GOOGAlphabet Inc	1.0%	1.0%	45,427	-2.7%	$16.1M
XOMExxon Mobil Corp	1.0%	1.5%	115,589	-3.1%	$15.8M
AJGGallagher Arthur J & Co	1.0%	1.1%	68,374	-0.8%	$15.7M
MARMarriott Intl Inc New Cl A	1.0%	1.0%	41,935	-2.0%	$15.5M
VGITVanguard Intermediate Treasury ETF	1.0%	1.1%	257,240	+1.8%	$15.2M
GRMNGarmin Ltd	0.8%	0.9%	54,039	-1.5%	$12.8M
DHRDanaher Corporation	0.8%	1.0%	65,935	-5.1%	$12.6M
REGRegency Ctrs Corp	0.8%	0.8%	146,695	+1.8%	$11.7M
CVXChevron Corp New	0.8%	1.1%	69,398	-1.2%	$11.5M
AXSMAxsome Therapeutics Inc.	0.7%	0.5%	44,070	+4.8%	$10.8M
ULTAUlta Beauty Inc	0.7%	0.9%	23,601	-0.7%	$10.6M
AMLPAlps ETF Tr	0.7%	0.8%	199,762	-4.3%	$10.4M
FBCGFidelity Blue Chip Growth ETF	0.6%	—	158,777	—	$9.9M
CRHCrh PLC	0.6%	—	87,717	—	$9.4M
IJRIshares Core S&p Small Cap ETF	0.6%	0.6%	63,227	+0.1%	$9.4M
MCKMckesson Corp Com	0.6%	0.8%	12,131	+0.2%	$9.2M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	17,349	+0.5%	$8.7M
ARCCAres Capital Corp.	0.5%	—	439,021	—	$8.1M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	10,837	-1.9%	$8.1M
BACBank of Amer Corp	0.5%	0.5%	136,291	-0.6%	$7.8M
CHDChurch & Dwight Co Inc	0.5%	0.6%	79,110	-3.9%	$7.7M
WATWaters Corp.	0.5%	—	20,367	—	$7.6M
DOVDover Corp Common	0.5%	0.5%	34,005	+0.0%	$7.6M
SCHWSchwab Charles Corp	0.5%	0.6%	81,615	-12.2%	$7.5M
SPGIS&P Global Inc.	0.5%	0.6%	18,328	+2.9%	$7.5M
AZOAutozone Inc	0.5%	0.5%	2,302	+12.1%	$7.4M

What Baldwin Wealth Partners Llc/ma bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+737.3% shares
UNP Union Pac Corp+46.8% shares
AZO Autozone Inc+12.1% shares
NVDA Nvidia Corporation Com+10.3% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +18.5% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	234
Q1 2026	$1.4B	222
Q4 2025	$1.6B	242
Q3 2025	$1.5B	234
Q2 2025	$1.5B	218
Q1 2025	$1.4B	228
Q4 2024	$1.4B	238
Q3 2024	$1.5B	1,079
Q2 2024	$1.3B	798
Q1 2024	$1.3B	696
Q4 2023	$1.3B	725
Q3 2023	$1.2B	755

Questions about Baldwin Wealth Partners Llc/ma's portfolio

What stocks does Baldwin Wealth Partners Llc/ma own?

Baldwin Wealth Partners Llc/ma's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 234 positions worth $1.5B. The largest are Alphabet Inc (GOOGL) at 6.7%, Apple Inc (AAPL) at 6.7%, Nvidia Corporation Com (NVDA) at 6.5%, Jpmorgan Active Bond ETF (JBND) at 5.1% and Amazon Com Inc Com (AMZN) at 4.9%.

What did Baldwin Wealth Partners Llc/ma buy last quarter?

In Q2 2026, Baldwin Wealth Partners Llc/ma added Kla Corp (KLAC) (+737.3% shares), Union Pac Corp (UNP) (+46.8% shares) and Autozone Inc (AZO) (+12.1% shares), compared with its Q1 2026 filing.

What did Baldwin Wealth Partners Llc/ma sell last quarter?

In Q2 2026, Baldwin Wealth Partners Llc/ma cut from its top 50 Otis Worldwide Corp (OTIS), cut from its top 50 Intuit (INTU), cut from its top 50 Ptc Inc (PTC), cut from its top 50 Enterprise Prods Partners L (EPD), United Rentals Inc Com (URI) (-20.7% shares), Schwab Charles Corp (SCHW) (-12.2% shares) and Invesco Rusl 1000 (OMFL) (-6.1% shares), compared with its Q1 2026 filing.

How has Baldwin Wealth Partners Llc/ma's portfolio performed?

A portfolio copying Baldwin Wealth Partners Llc/ma's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Baldwin Wealth Partners Llc/ma's next 13F filing due?

13F filings are due 45 days after each quarter ends. Baldwin Wealth Partners Llc/ma's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.