BALDWIN WEALTH PARTNERS LLC/MA

Q2 2025 13F Holdings

  • Location
    marion, MA
  • Num holdings

    218

  • Value ($000)

    $1,472,466

  • Date Filed
    07/24/2025
  • Form type
    13F-HR
  • CIK
    0001021258
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$85.19M
6 %

171,265

AAPL
AAPL

APPLE INC

COM
037833100
$80.94M
6 %

394,491

AMZN
AMZN

AMAZON COM INC

COM
023135106
$75.46M
5 %

343,956

JBND
JBND

J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF
46654Q716
$72.01M
5 %

1,343,741

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$70.78M
5 %

447,984

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$63.04M
4 %

357,736

TIP
TIP

ISHARES TR

TIPS BD ETF
464287176
$50.31M
3 %

457,224

V
V

VISA INC

COM CL A
92826C839
$44.02M
3 %

123,989

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$37.91M
3 %

38,294

BX
BX

BLACKSTONE INC

COM
09260D107
$35.60M
2 %

238,004

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 218