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 101–150 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 19K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| RMD | RESMED INC | 4K | $500K+ | SH |
| HIFS | HINGHAM INSTN SVGS MASS | 3K | $500K+ | SH |
| CG | CARLYLE GROUP INC | 16K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| TRP | TC ENERGY CORP | 16K | $500K+ | SH |
| CNI | CANADIAN NATL RY CO | 9K | $500K+ | SH |
| HIMS | HIMS & HERS HEALTH INC | 26K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 34K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 3K | $500K+ | SH |
| SYBT | STOCK YDS BANCORP INC | 12K | $500K+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 7K | $500K+ | SH |
| XSLV | INVESCO EXCH TRADED FD TR II | 16K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| PFE | PFIZER INC | 29K | $500K+ | SH |
| GLP | GLOBAL PARTNERS LP | 17K | $500K+ | SH |
| CLOZ | SERIES PORTFOLIOS TR | 26K | $500K+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 18K | $500K+ | SH |
| URA | GLOBAL X FDS | 16K | $500K+ | SH |
| COPX | GLOBAL X FDS | 9K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| EPI | WISDOMTREE TR | 13K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 6K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 12K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 5K | $500K+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 22K | $500K+ | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 10K | $500K+ | SH |
| DXJ | WISDOMTREE TR | 3K | $500K+ | SH |
| SBCF | SEACOAST BKG CORP FLA | 16K | $100K–$500K | SH |
| SILJ | AMPLIFY ETF TR | 18K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 4K | $100K–$500K | SH |
| TFX | TELEFLEX INCORPORATED | 4K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |