BALDWIN WEALTH PARTNERS LLC/MA
Sector Allocation
- Technology38.0%$576.8M
- Financials17.0%$258.6M
- Other14.9%$226.3M
- Consumer Discretionary7.5%$113.0M
- Industrials6.2%$94.0M
- Healthcare4.1%$62.4M
- Consumer Staples3.9%$58.7M
- Energy3.6%$54.1M
- Utilities3.0%$44.8M
- Real Estate0.8%$12.4M
AUM History
13fpro.ai/research/fund/baldwin-wealth-partners-llc-ma-1021258
Conviction and streaks
Concentrating · top 10 = 46.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$114.5MNVDA
$112.5MGOOGL
$98.3MAMZN
$77.1MMSFT
$76.2M- J$76.0M
KLAC
$43.1MV
$39.7M- SCHWAB$39.6M
GLD
$32.7MJPM
$28.4MIVZ
$28.0MASML
$26.0MWM
$24.3MBX
$24.2MADI
$24.2MURI
$23.4MIAU
$23.2MPWR
$22.3MCOST
$22.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/baldwin-wealth-partners-llc-ma-1021258
BALDWIN WEALTH PARTNERS LLC/MA 13F holdings — Q3 2026
$1.5B portfolio (-0.8% QoQ) · 234 holdings · Q3 2026 13F · top 10 are 47% of the stock portfolio
$114.5M
7.5% of stocks
-2%This quarter+0.8%Since filed7+ qtrsHeld$112.5M
7.4% of stocks
-0.8%This quarter-5.5%Since filed7+ qtrsHeld$98.3M
6.5% of stocks
-1.0%This quarter-10.1%Since filed7+ qtrsHeld$77.1M
5.1% of stocks
-1.0%This quarter-3.7%Since filed7+ qtrsHeld$76.2M
5.0% of stocks
-0.3%This quarter-2.0%Since filed7+ qtrsHeld- 6
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
$76.0M
5.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $43.1M
2.8% of stocks
-0.5%This quarter-18.9%Since filed7+ qtrsHeld$39.7M
2.6% of stocks
-0.4%This quarter+2.0%Since filed7+ qtrsHeld- 9
SCHWAB STRATEGIC TR - US TIPS ETF
$39.6M
2.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $32.7M
2.2% of stocks
+2%This quarter-3.6%Since filed7+ qtrsHeld
All holdings — BALDWIN WEALTH PARTNERS LLC/MA (Q3 2026)
234 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $28.4M | 1.9% | 86K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Invesco Ltd. | Financials | $28.0M | 1.8% | 401K | -3% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ASML HOLDING NV | Technology | $26.0M | 1.7% | 14K | -0.4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | WASTE MANAGEMENT INC | Utilities | $24.3M | 1.6% | 119K | -0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Blackstone Inc. | Financials | $24.2M | 1.6% | 216K | -0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ANALOG DEVICES INC | Technology | $24.2M | 1.6% | 61K | -2% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | UNITED RENTALS, INC. | Industrials | $23.4M | 1.5% | 23K | -2% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ISHARES GOLD TRUSTetf/fund | Financials | $23.2M | 1.5% | 297K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | QUANTA SERVICES, INC. | Industrials | $22.3M | 1.5% | 35K | +43% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $22.1M | 1.5% | 24K | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | UNION PACIFIC CORP | Industrials | $21.9M | 1.4% | 81K | -0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NEXTERA ENERGY INC | Utilities | $19.0M | 1.3% | 251K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $18.6M | 1.2% | 115K | -0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $16.8M | 1.1% | 76K | -6% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $16.8M | 1.1% | 63K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AJG | Arthur J. Gallagher & Co. | Financials | $15.5M | 1.0% | 68K | -0.7% | |||
| 27 | $GRMN | GARMIN LTD | Technology | $15.3M | 1.0% | 53K | -1% | |||
| 28 | $GOOG | Alphabet Inc. | Technology | $15.0M | 1.0% | 44K | -3% | |||
| 29 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $14.7M | 1.0% | 41K | -1% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $14.7M | 1.0% | 260K | +1% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $13.9M | 0.9% | 68K | -2% | |||
| 32 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $12.7M | 0.8% | 23K | -2% | |||
| 33 | $ARCC | ARES CAPITAL CORP | Other | $11.2M | 0.7% | 588K | +34% | |||
| 34 | $REG | REGENCY CENTERS CORP | Real Estate | $10.5M | 0.7% | 146K | -0.8% | |||
| 35 | $MCK | MCKESSON CORP | Consumer Staples | $10.3M | 0.7% | 12K | -0.6% | |||
| 36 | — | ALPS ETF TR - ALERIAN MLP | — | $10.1M | 0.7% | 195K | -2% | |||
| 37 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $9.8M | 0.7% | 155K | -2% | |||
| 38 | $WAT | WATERS CORP /DE/ | Healthcare | $8.6M | 0.6% | 20K | -4% | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $8.6M | 0.6% | 17K | -0.5% | |||
| 40 | — | ISHARES TR - CORE S&P SCP ETF | — | $8.3M | 0.6% | 61K | -3% | |||
| 41 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $8.1M | 0.5% | 44K | — | |||
| 42 | $NVCT | Nuvectis Pharma, Inc. | Healthcare | $8.1M | 0.5% | 382K | — | |||
| 43 | — | ISHARES TR - CORE S&P500 ETF | — | $7.8M | 0.5% | 10K | -6% | |||
| 44 | $SCHW | SCHWAB CHARLES CORP | Financials | $7.7M | 0.5% | 79K | -3% | |||
| 45 | $SPGI | S&P Global Inc. | Financials | $7.4M | 0.5% | 19K | +3% | |||
| 46 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.4M | 0.5% | 136K | -0.1% | |||
| 47 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $7.3M | 0.5% | 77K | -2% | |||
| 48 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $7.2M | 0.5% | 133K | +2% | |||
| 49 | $PTC | PTC INC. | Technology | $7.2M | 0.5% | 51K | -0.6% | |||
| 50 | $CRH | CRH PUBLIC LTD CO | Materials | $7.2M | 0.5% | 86K | -2% | |||
| 51 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $6.5M | 0.4% | 181K | -0.8% | |||
| 52 | $AZO | AUTOZONE INC | Consumer Discretionary | $6.5M | 0.4% | 2,280 | -1.0% | |||
| 53 | $DOV | DOVER Corp | Industrials | $6.2M | 0.4% | 33K | -3% | |||
| 54 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $6.0M | 0.4% | 23K | -2% | |||
| 55 | — | ADVISORS INNER CIRCLE FD III - BROWN ADVISORY | — | $5.7M | 0.4% | 201K | -2% | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.6M | 0.4% | 38K | -6% | |||
| 57 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.0M | 0.3% | 11K | -2% | |||
| 58 | $ET | Energy Transfer LP | Energy | $4.7M | 0.3% | 238K | -1% | |||
| 59 | $PM | Philip Morris International Inc. | Consumer Staples | $4.6M | 0.3% | 24K | -6% | |||
| 60 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.4M | 0.3% | 6,346 | +2% | |||
| 61 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $4.1M | 0.3% | 7,824 | — | |||
| 62 | $TD | TORONTO DOMINION BANK | Financials | $4.1M | 0.3% | 35K | — | |||
| 63 | $NVS | NOVARTIS AG | Healthcare | $3.7M | 0.3% | 26K | -5% | |||
| 64 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.7M | 0.3% | 6,098 | — | |||
| 65 | $GLW | CORNING INC /NY | Materials | $3.6M | 0.2% | 24K | New | |||
| 66 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.6M | 0.2% | 4,737 | +35% | |||
| 67 | $EOG | EOG RESOURCES INC | Energy | $3.5M | 0.2% | 25K | +1% | |||
| 68 | — | SPDR INDEX SHS FDS - ST STR MSCI EMRG | — | $3.4M | 0.2% | 65K | +7% | |||
| 69 | $TDG | TransDigm Group INC | Industrials | $3.3M | 0.2% | 3,024 | +2% | |||
| 70 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $3.1M | 0.2% | 13K | -3% | |||
| 71 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.1M | 0.2% | 31K | +18% | |||
| 72 | $META | Meta Platforms, Inc. | Technology | $2.9M | 0.2% | 3,966 | -10% | |||
| 73 | $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | Other | $2.8M | 0.2% | 155K | -1% | |||
| 74 | $NFLX | NETFLIX INC | Communication Services | $2.8M | 0.2% | 40K | +0.1% | |||
| 75 | $TRGP | Targa Resources Corp. | Energy | $2.7M | 0.2% | 10K | — | |||
| 76 | $KO | COCA COLA CO | Consumer Staples | $2.7M | 0.2% | 32K | -1% | |||
| 77 | $BNY | Bank of New York Mellon Corp | Financials | $2.4M | 0.2% | 17K | — | |||
| 78 | $PAYX | PAYCHEX INC | Technology | $2.4M | 0.2% | 24K | -10% | |||
| 79 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.3M | 0.1% | 34K | -4% | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $2.2M | 0.1% | 15K | -2% | |||
| 81 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.1M | 0.1% | 8,287 | -5% | |||
| 82 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $2.1M | 0.1% | 24K | -1% | |||
| 83 | $HCI | HCI Group, Inc. | Financials | $2.0M | 0.1% | 11K | — | |||
| 84 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.0M | 0.1% | 13K | — | |||
| 85 | $GBCI | GLACIER BANCORP, INC. | Financials | $1.9M | 0.1% | 44K | — | |||
| 86 | $ABBV | AbbVie Inc. | Healthcare | $1.8M | 0.1% | 6,913 | -0.9% | |||
| 87 | $PEP | PEPSICO INC | Consumer Staples | $1.8M | 0.1% | 14K | -13% | |||
| 88 | $LLY | ELI LILLY & Co | Healthcare | $1.8M | 0.1% | 1,540 | -1% | |||
| 89 | $FISV | FISERV INC | Financials | $1.7M | 0.1% | 37K | -14% | |||
| 90 | $ADBE | ADOBE INC. | Technology | $1.6M | 0.1% | 6,853 | -4% | |||
| 91 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $1.6M | 0.1% | 31K | -3% | |||
| 92 | $FAST | FASTENAL CO | Industrials | $1.5M | 0.1% | 31K | -4% | |||
| 93 | $APO | Apollo Global Management, Inc. | Financials | $1.5M | 0.1% | 13K | — | |||
| 94 | $PLD | Prologis, Inc. | Real Estate | $1.5M | 0.1% | 12K | -1% | |||
| 95 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.1% | 1,827 | -0.2% | |||
| 96 | $UBER | Uber Technologies, Inc | Technology | $1.5M | 0.1% | 21K | -15% | |||
| 97 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.4M | 0.1% | 5,162 | — | |||
| 98 | $SYK | STRYKER CORP | Healthcare | $1.4M | 0.1% | 5,148 | -3% | |||
| 99 | $BLK | BlackRock, Inc. | Financials | $1.4M | 0.1% | 1,295 | -5% | |||
| 100 | $SLV | iShares Silver Trust | Financials | $1.3M | 0.1% | 24K | +9% | |||
| 101 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.3M | 0.1% | 18K | -3% | |||
| 102 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.3M | 0.1% | 5,503 | — | |||
| 103 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.2M | 0.1% | 20K | -1% | |||
| 104 | — | GLOBAL X FDS - GLOBAL X SILVER | — | $1.1M | 0.1% | 13K | — | |||
| 105 | — | DOUBLELINE ETF TRUST - COMMERCIAL REAL | — | $1.1M | 0.1% | 22K | -4% | |||
| 106 | $PLTR | Palantir Technologies Inc. | Technology | $1.1M | 0.1% | 5,687 | New | |||
| 107 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $1.0M | 0.1% | 12K | +2% | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $1.0M | 0.1% | 2,397 | -0.7% | |||
| 109 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $988K | 0.1% | 1,463 | -6% | |||
| 110 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $987K | 0.1% | 8,305 | -2% | |||
| 111 | $OKE | ONEOK INC /NEW/ | Energy | $971K | 0.1% | 11K | -0.5% | |||
| 112 | $ROP | ROPER TECHNOLOGIES INC | Technology | $964K | 0.1% | 2,759 | -12% | |||
| 113 | $AVGO | Broadcom Inc. | Technology | $919K | 0.1% | 2,616 | -0.5% | |||
| 114 | $DE | DEERE & CO | Industrials | $912K | 0.1% | 1,358 | -0.6% | |||
| 115 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $897K | 0.1% | 2,517 | — | |||
| 116 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $875K | 0.1% | 11K | -4% | |||
| 117 | — | HINGHAM INSTN SVGS MASS - COM | — | $849K | 0.1% | 3,006 | — | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $849K | 0.1% | 6,600 | — | |||
| 119 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $828K | 0.1% | 2,583 | — | |||
| 120 | $LRCX | LAM RESEARCH CORP | Technology | $808K | 0.1% | 2,461 | — | |||
| 121 | $GLP | GLOBAL PARTNERS LP | Consumer Staples | $764K | 0.1% | 17K | -3% | |||
| 122 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $730K | 0.1% | 3,378 | — | |||
| 123 | $SUN | Sunoco LP | Energy | $718K | 0.1% | 9,860 | — | |||
| 124 | $TRP | TC ENERGY CORP | Energy | $716K | 0.1% | 12K | -15% | |||
| 125 | $RMD | RESMED INC | Healthcare | $704K | 0.1% | 3,183 | -13% | |||
| 126 | $PFE | PFIZER INC | Healthcare | $672K | 0.0% | 24K | — | |||
| 127 | $CG | Carlyle Group Inc. | Financials | $623K | 0.0% | 16K | — | |||
| 128 | $TSLA | Tesla, Inc. | Consumer Discretionary | $619K | 0.0% | 1,745 | -1% | |||
| 129 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $611K | 0.0% | 18K | — | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $603K | 0.0% | 5,540 | — | |||
| 131 | $GE | GENERAL ELECTRIC CO | Industrials | $601K | 0.0% | 1,923 | +57% | |||
| 132 | $SO | SOUTHERN CO | Utilities | $594K | 0.0% | 7,166 | — | |||
| 133 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $594K | 0.0% | 2,087 | -7% | |||
| 134 | $WMT | Walmart Inc. | Consumer Staples | $581K | 0.0% | 5,587 | -3% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $572K | 0.0% | 12K | — | |||
| 136 | $ABT | ABBOTT LABORATORIES | Healthcare | $561K | 0.0% | 5,679 | -0.2% | |||
| 137 | $WT | WisdomTree, Inc. | Financials | $552K | 0.0% | 11K | +118% | |||
| 138 | — | ISHARES TR - RUS MD CP GR ETF | — | $551K | 0.0% | 4,000 | — | |||
| 139 | $WT | WisdomTree, Inc. | Financials | $532K | 0.0% | 13K | — | |||
| 140 | $GEV | GE Vernova Inc. | Industrials | $523K | 0.0% | 550 | +45% | |||
| 141 | $WT | WisdomTree, Inc. | Financials | $519K | 0.0% | 2,875 | — | |||
| 142 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $511K | 0.0% | 4,305 | — | |||
| 143 | $SBCF | SEACOAST BANKING CORP OF FLORIDA | Financials | $509K | 0.0% | 16K | — | |||
| 144 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $508K | 0.0% | 21K | — | |||
| 145 | $BWXT | BWX Technologies, Inc. | Industrials | $507K | 0.0% | 3,700 | — | |||
| 146 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $503K | 0.0% | 1,345 | — | |||
| 147 | $COP | CONOCOPHILLIPS | Energy | $494K | 0.0% | 3,944 | — | |||
| 148 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $491K | 0.0% | 5,745 | — | |||
| 149 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $466K | 0.0% | 3,180 | — | |||
| 150 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $462K | 0.0% | 6,249 | +29% |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 30 added to, 110 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- SCHWAB STRATEGIC TR - US TIPS ETF$39.6M
first bought this quarter
$GLWCORNING INC /NY$3.6M
first bought this quarter
$PLTRPalantir Technologies Inc.$1.1M
first bought this quarter
$DDOGDatadog, Inc.$438K
first bought this quarter
$PANWPalo Alto Networks Inc$359K
first bought this quarter
$NOWServiceNow, Inc.$297K
first bought this quarter
+6 more in the Excel export
Added to (30)
now $22.3M · held 5 qtrs
$ARCCARES CAPITAL CORP+34%
now $11.2M · held 3 qtrs, 3 adds in a row
$SPYSPDR S&P 500 ETF TRUST+35%
now $3.6M · held 7+ qtrs
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF+1%
now $76.0M
now $32.7M · held 7+ qtrs
$GSGOLDMAN SACHS GROUP INC+18%
now $3.1M · held 7+ qtrs
+24 more in the Excel export
Trimmed (110)
$DHRDANAHER CORP /DE/-97%
now $412K · held 7+ qtrs, 5 trims in a row
now $114.5M · held 7+ qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORP-6%
now $16.8M · held 7+ qtrs, 3 trims in a row
now $98.3M · held 7+ qtrs
now $112.5M · held 7+ qtrs
now $28.0M · held 7+ qtrs, 3 trims in a row
+104 more in the Excel export
Holdings by quarter
Every 13F BALDWIN WEALTH PARTNERS LLC/MA has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow BALDWIN WEALTH PARTNERS?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BALDWIN WEALTH PARTNERS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-4.3%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BALDWIN WEALTH PARTNERS LLC/MA disclosed 234 positions worth $1.5B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 7.5% of the equity portfolio, followed by $NVDA and $GOOGL. During the quarter the fund opened 12 new positions and exited 12. The portfolio is most concentrated in Technology (38.0% of disclosed assets). All figures are sourced directly from BALDWIN WEALTH PARTNERS LLC/MA’s Form 13F-HR filing with the SEC under CIK 1021258.
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AI-Powered Hedge Fund Analysis: BALDWIN WEALTH PARTNERS LLC/MA
13F Pro is an AI hedge fund tracker and stock research platform. For BALDWIN WEALTH PARTNERS LLC/MA (SEC CIK: 1021258), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BALDWIN WEALTH PARTNERS LLC/MA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.