§ 13F · FUND PROFILE
BALDWIN WEALTH PARTNERS LLC/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 261Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 352K | $89M | 6.5% | −7% |
| 2 | GOOGL | ALPHABET INC | 292K | $84M | 6.1% | −15% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 1.47M | $79M | 5.7% | +1% |
| 4 | NVDA | NVIDIA CORPORATION | 450K | $79M | 5.7% | −6% |
| 5 | AMZN | AMAZON COM INC | 312K | $65M | 4.7% | −7% |
| 6 | MSFT | MICROSOFT CORP | 149K | $55M | 4.0% | −11% |
| 7 | TIP | ISHARES TR | 394K | $44M | 3.2% | −14% |
| 8 | KLAC | KLA CORP | 27K | $39M | 2.8% | −13% |
| 9 | GLD | SPDR GOLD TR | 86K | $37M | 2.7% | +7% |
| 10 | V | VISA INC | 112K | $34M | 2.5% | −7% |
§ 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 261 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed