Holders — by stockHoldings — by fund
BALDWIN WEALTH PARTNERS LLC/MA
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1021258
$1.53B
disclosed book value
234
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 100 of 234 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 288,390 | $103.1M | 6.7% |
| 2 | AAPLAPPLE INC | 351,829 | $101.8M | 6.7% |
| 3 | NVDANVIDIA CORPORATION | 496,839 | $99.4M | 6.5% |
| 4 | JBNDJ P MORGAN EXCHANGE TRADED F | 1.5M | $78.7M | 5.1% |
| 5 | AMZNAMAZON COM INC | 312,500 | $74.5M | 4.9% |
| 6 | KLACKLA CORP | 222,332 | $67.1M | 4.4% |
| 7 | MSFTMICROSOFT CORP | 148,926 | $55.6M | 3.6% |
| 8 | TIPISHARES TR | 397,604 | $43.5M | 2.8% |
| 9 | VVISA INC | 110,919 | $38.1M | 2.5% |
| 10 | GLDSPDR GOLD TR | 84,652 | $31.2M | 2% |
| 11 | ASML HLDG NV | 14,435 | $28.7M | 1.9% |
| 12 | OMFLINVESCO EXCH TRD SLF IDX FD | 412,246 | $28.3M | 1.8% |
| 13 | JPMJPMORGAN CHASE & CO | 86,040 | $28.2M | 1.8% |
| 14 | URIUNITED RENTALS INC | 23,897 | $27.1M | 1.8% |
| 15 | WMWASTE MGMT INC DEL | 120,059 | $26.8M | 1.7% |
| 16 | BXBLACKSTONE INC | 217,697 | $25.6M | 1.7% |
| 17 | ADIANALOG DEVICES INC | 62,039 | $24.6M | 1.6% |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 81,560 | $22.9M | 1.5% |
| 19 | IAUISHARES GOLD TR | 301,674 | $22.8M | 1.5% |
| 20 | COSTCOSTCO WHOLESALE CORPORATION | 24,252 | $22.7M | 1.5% |
| 21 | NEENEXTERA ENERGY INC | 253,797 | $22.3M | 1.5% |
| 22 | UNPUNION PAC CORP | 80,842 | $22.0M | 1.4% |
| 23 | PWRQUANTA SVCS INC | 24,268 | $17.5M | 1.1% |
| 24 | JNJJOHNSON & JOHNSON | 64,436 | $16.4M | 1.1% |
| 25 | GOOGALPHABET INC | 45,427 | $16.1M | 1% |
| 26 | EXMOCEXXON MOBIL CORP | 115,589 | $15.8M | 1% |
| 27 | AJGGALLAGHER ARTHUR J & CO | 68,374 | $15.7M | 1% |
| 28 | MARMARRIOTT INTL INC NEW | 41,935 | $15.5M | 1% |
| 29 | VGITVANGUARD SCOTTSDALE FDS | 257,240 | $15.2M | 1% |
| 30 | GARMIN LTD | 54,039 | $12.8M | 0.8% |
| 31 | DHRDANAHER CORP DEL | 65,935 | $12.6M | 0.8% |
| 32 | REGREGENCY CTRS CORP | 146,695 | $11.7M | 0.8% |
| 33 | CVXCHEVRON CORPORATION | 69,398 | $11.5M | 0.8% |
| 34 | AXSMAXSOME THERAPEUTICS INC. | 44,070 | $10.8M | 0.7% |
| 35 | ULTAULTA BEAUTY INC | 23,601 | $10.6M | 0.7% |
| 36 | AMLPALPS ETF TR | 199,762 | $10.4M | 0.7% |
| 37 | FBCGFIDELITY COVINGTON TRUST | 158,777 | $9.9M | 0.6% |
| 38 | CRH PLC | 87,717 | $9.4M | 0.6% |
| 39 | IJRISHARES TR | 63,227 | $9.4M | 0.6% |
| 40 | MCKMCKESSON CORP | 12,131 | $9.2M | 0.6% |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,349 | $8.7M | 0.6% |
| 42 | ARCCARES CAPITAL CORP | 439,021 | $8.1M | 0.5% |
| 43 | IVVISHARES TR | 10,837 | $8.1M | 0.5% |
| 44 | BACBANK OF AMER CORP | 136,291 | $7.8M | 0.5% |
| 45 | CHDCHURCH & DWIGHT CO INC | 79,110 | $7.7M | 0.5% |
| 46 | WATWATERS CORP | 20,367 | $7.6M | 0.5% |
| 47 | DOVDOVER CORP | 34,005 | $7.6M | 0.5% |
| 48 | SCHWSCHWAB CHARLES CORP | 81,615 | $7.5M | 0.5% |
| 49 | SPGIS&P GLOBAL INC | 18,328 | $7.5M | 0.5% |
| 50 | AZOAUTOZONE INC | 2,302 | $7.4M | 0.5% |
| 51 | ESGEISHARES INC | 130,114 | $7.1M | 0.5% |
| 52 | OTISOTIS WORLDWIDE CORP | 98,210 | $7.0M | 0.5% |
| 53 | NVCTNUVECTIS PHARMA INC | 382,015 | $7.0M | 0.5% |
| 54 | EPDENTERPRISE PRODS PARTNERS L | 182,920 | $6.7M | 0.4% |
| 55 | ITWILLINOIS TOOL WKS INC | 23,696 | $6.4M | 0.4% |
| 56 | PGPROCTER & GAMBLE CO | 40,645 | $6.0M | 0.4% |
| 57 | PTCPTC INC | 51,563 | $5.9M | 0.4% |
| 58 | BASGADVISORS INNER CIRCLE FD III | 205,799 | $5.5M | 0.4% |
| 59 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 11,073 | $5.3M | 0.3% |
| 60 | PMPHILIP MORRIS INTL INC | 25,792 | $4.7M | 0.3% |
| 61 | ETENERGY TRANSFER L P | 240,664 | $4.6M | 0.3% |
| 62 | NVSNOVARTIS AG | 27,679 | $4.3M | 0.3% |
| 63 | VOOVANGUARD INDEX FDS | 6,232 | $4.3M | 0.3% |
| 64 | TDTORONTO DOMINION BK ONT | 34,675 | $4.2M | 0.3% |
| 65 | TDGTRANSDIGM GROUP INC | 2,971 | $4.0M | 0.3% |
| 66 | VRTXVERTEX PHARMACEUTICALS INC | 7,824 | $3.9M | 0.3% |
| 67 | AMDADVANCED MICRO DEVICES INC | 6,098 | $3.5M | 0.2% |
| 68 | VBRVANGUARD INDEX FDS | 13,705 | $3.3M | 0.2% |
| 69 | EEMXSPDR INDEX SHS FDS | 60,865 | $3.3M | 0.2% |
| 70 | EOGEOG RES INC | 24,843 | $3.2M | 0.2% |
| 71 | PSFCOHEN & STEERS SELECT PFD & | 157,153 | $3.2M | 0.2% |
| 72 | NFLXNETFLIX INC. | 39,592 | $2.8M | 0.2% |
| 73 | TRGPTARGA RES CORP | 10,135 | $2.7M | 0.2% |
| 74 | PAYXPAYCHEX INC | 27,095 | $2.7M | 0.2% |
| 75 | SPYSTATE STR SPDR S&P 500 ETF T | 3,512 | $2.6M | 0.2% |
| 76 | KOCOCA COLA CO | 31,954 | $2.6M | 0.2% |
| 77 | GBILGOLDMAN SACHS ETF TR | 25,840 | $2.6M | 0.2% |
| 78 | MOALTRIA GROUP INC | 35,104 | $2.5M | 0.2% |
| 79 | METAMETA PLATFORMS INC | 4,402 | $2.5M | 0.2% |
| 80 | BNYBANK OF NY MELLON CORP | 16,922 | $2.4M | 0.2% |
| 81 | GBCIGLACIER BANCORP INC NEW | 44,080 | $2.3M | 0.1% |
| 82 | PEPPEPSICO INC | 16,400 | $2.2M | 0.1% |
| 83 | FISVFISERV INC | 42,534 | $2.1M | 0.1% |
| 84 | MRKMERCK & CO INC | 15,669 | $2.0M | 0.1% |
| 85 | HCIHCI GROUP INC | 11,337 | $2.0M | 0.1% |
| 86 | CATCATERPILLAR INC | 1,831 | $1.9M | 0.1% |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 8,702 | $1.9M | 0.1% |
| 88 | LLYELI LILLY & CO | 1,561 | $1.9M | 0.1% |
| 89 | EMREMERSON ELEC CO | 12,700 | $1.8M | 0.1% |
| 90 | UBERUBER TECHNOLOGIES INC | 25,062 | $1.8M | 0.1% |
| 91 | GDXVANECK ETF TRUST | 23,937 | $1.8M | 0.1% |
| 92 | ABBVABBVIE INC | 6,976 | $1.8M | 0.1% |
| 93 | AKREPROFESIONALLY MANAGED PORTFO | 31,938 | $1.7M | 0.1% |
| 94 | SYKSTRYKER CORPORATION | 5,330 | $1.7M | 0.1% |
| 95 | PLDPROLOGIS INC. | 11,735 | $1.6M | 0.1% |
| 96 | FASTFASTENAL CO | 32,636 | $1.6M | 0.1% |
| 97 | APOAPOLLO GLOBAL MGMT INC | 13,180 | $1.6M | 0.1% |
| 98 | IWMISHARES TR | 5,162 | $1.6M | 0.1% |
| 99 | ADBEADOBE INC | 7,161 | $1.5M | 0.1% |
| 100 | VEAVANGUARD TAX-MANAGED FDS | 18,825 | $1.3M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.