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 51–100 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FISV | FISERV INC | 59K | $1M+ | SH |
| PAYX | PAYCHEX INC | 35K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| PEP | PEPSICO INC | 26K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 8K | $1M+ | SH |
| PSF | COHEN & STEERS SELECT PFD & | 169K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT | 35K | $1M+ | SH |
| EOG | EOG RES INC | 28K | $1M+ | SH |
| AVGO | BROADCOM INC | 9K | $1M+ | SH |
| ADBE | ADOBE INC | 8K | $1M+ | SH |
| NVCT | NUVECTIS PHARMA INC | 390K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 11K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 48K | $1M+ | SH |
| DCRE | DOUBLELINE ETF TRUST | 52K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 8K | $1M+ | SH |
| KO | COCA COLA CO | 37K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| TRGP | TARGA RES CORP | 13K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 28K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 5K | $1M+ | SH |
| BIDU | BAIDU INC | 17K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 34K | $1M+ | SH |
| HCI | HCI GROUP INC | 11K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 25K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 18K | $1M+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 44K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 13K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 27K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 13K | $1M+ | SH |
| GXO | GXO LOGISTICS INCORPORATED | 32K | $1M+ | SH |
| PLD | PROLOGIS INC. | 12K | $1M+ | SH |
| FAST | FASTENAL CO | 36K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| LINE | LINEAGE INC | 41K | $1M+ | SH |
| SIL | GLOBAL X FDS | 17K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 20K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 23K | $1M+ | SH |
| NU | NU HLDGS LTD | 65K | $1M+ | SH |
| TTAN | SERVICETITAN INC | 10K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| LDP | COHEN & STEERS LTD DURATION | 50K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| OKE | ONEOK INC NEW | 14K | $1M+ | SH |