CIK 1021258
BALDWIN WEALTH PARTNERS LLC/MA
Institutional 13F holdings & portfolio
Holdings
242
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 477K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 167K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.5M | $1M+ | SH |
| AMZN | AMAZON COM INC | 337K | $1M+ | SH |
| TIP | ISHARES TR | 460K | $1M+ | SH |
| KLAC | KLA CORP | 31K | $1M+ | SH |
| BX | BLACKSTONE INC | 233K | $1M+ | SH |
| GLD | SPDR GOLD TR | 80K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 96K | $1M+ | SH |
| URI | UNITED RENTALS INC | 36K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 132K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 455K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 84K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 294K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 286K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 76K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 68K | $1M+ | SH |
| GOOG | ALPHABET INC | 56K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 27K | $1M+ | SH |
| GRMN | GARMIN LTD | 79K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 59K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 127K | $1M+ | SH |
| UNP | UNION PAC CORP | 65K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 249K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 48K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 38K | $1M+ | SH |
| REG | REGENCY CTRS CORP | 159K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 20K | $1M+ | SH |
| IVV | ISHARES TR | 15K | $1M+ | SH |
| AMLP | ALPS ETF TR | 215K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 24K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 95K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 108K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 18K | $1M+ | SH |
| AXSM | AXSOME THERAPEUTICS INC | 49K | $1M+ | SH |
| PTC | PTC INC | 51K | $1M+ | SH |
| WAT | WATERS CORP | 23K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 146K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 243K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 87K | $1M+ | SH |
| DOV | DOVER CORP | 37K | $1M+ | SH |
| AZO | AUTOZONE INC | 2K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 27K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 46K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 25K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 53K | $1M+ | SH |
| MRK | MERCK & CO INC | 42K | $1M+ | SH |
| NVS | NOVARTIS AG | 32K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 27K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 258K | $1M+ | SH |