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 151–200 of 242
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EEMX | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 741 | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 298 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 7K | $100K–$500K | SH |
| ORLA | ORLA MNG LTD NEW | 30K | $100K–$500K | SH |
| REMX | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 21K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 41K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 611 | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 4K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $100K–$500K | SH |
| SLVP | ISHARES INC | 11K | $100K–$500K | SH |
| EWJ | ISHARES INC | 4K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 866 | $100K–$500K | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 35K | $100K–$500K | SH |
| MCO | MOODYS CORP | 657 | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 2K | $100K–$500K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 7K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 998 | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| XME | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 995 | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 760 | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 916 | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 3K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 818 | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 16K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 294 | $100K–$500K | SH |
| MPLX | MPLX LP | 5K | $100K–$500K | SH |