BALDWIN WEALTH PARTNERS LLC/MA

Q3 2025 13F Holdings

  • Location
    marion, MA
  • Num holdings

    234

  • Value ($000)

    $1,535,161

  • Date Filed
    10/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$99.03M
7 %

388,900

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$87.06M
6 %

168,087

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$85.69M
6 %

352,495

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$81.68M
5 %

437,790

JBND
JBND

J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF
46654Q716
$75.98M
5 %

1,402,872

AMZN
AMZN

AMAZON COM INC

COM
023135106
$74.55M
5 %

339,527

TIP
TIP

ISHARES TR

TIPS BD ETF
464287176
$49.31M
3 %

443,375

V
V

VISA INC

COM CL A
92826C839
$41.49M
3 %

121,540

KLAC
KLAC

KLA CORP

COM NEW
482480100
$40.15M
3 %

37,223

BX
BX

BLACKSTONE INC

COM
09260D107
$39.99M
3 %

234,070

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