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BALDWIN WEALTH PARTNERS LLC/MA

Q2 2026 13F Holdings

  • Location
    marion, MA
  • Num holdings

    234

  • Value ($000)

    $1,529,382

  • Date Filed
    07/14/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$103.06M
7 %

288,390

A
AAPL

APPLE INC

COM
037833100
$101.81M
7 %

351,829

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$99.41M
7 %

496,839

J
JBND

J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF
46654Q716
$78.65M
5 %

1,470,097

A
AMZN

AMAZON COM INC

COM
023135106
$74.48M
5 %

312,500

K
KLAC

KLA CORP

COM NEW
482480100
$67.08M
4 %

222,332

M
MSFT

MICROSOFT CORP

COM
594918104
$55.55M
4 %

148,926

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$43.51M
3 %

397,604

V
V

VISA INC

COM CL A
92826C839
$38.06M
3 %

110,919

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$31.18M
2 %

84,652

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