§ 13F · FUND PROFILE
BALDWIN WEALTH PARTNERS LLC/MA.
AUM · $1.5B (13F)Positions · 284Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 287K | $103M | 6.7% | −2% |
| 2 | AAPL | APPLE INC | 352K | $102M | 6.7% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 497K | $99M | 6.5% | +10% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 1.47M | $79M | 5.1% | ±0% |
| 5 | AMZN | AMAZON COM INC | 312K | $74M | 4.9% | ±0% |
| 6 | KLAC | KLA CORP | 222K | $67M | 4.4% | +737% |
| 7 | MSFT | MICROSOFT CORP | 149K | $55M | 3.6% | ±0% |
| 8 | TIP | ISHARES TR | 398K | $44M | 2.8% | +1% |
| 9 | V | VISA INC | 111K | $38M | 2.5% | −1% |
| 10 | GLD | SPDR GOLD TR | 85K | $31M | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BALDWIN SIGNAL
AC read
BALDWIN WEALTH PARTNERS LLC/MA is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 284 positions.
Read the full dossier →