§ 13F · FUND PROFILE
BALDWIN WEALTH PARTNERS LLC/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1472.5T (13F)Positions · 248Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 345K | $107.9T | 6.9% | −2% |
| 2 | AAPL | APPLE INC | 378K | $102.7T | 6.6% | −3% |
| 3 | NVDA | NVIDIA CORPORATION | 477K | $88.9T | 5.7% | +9% |
| 4 | MSFT | MICROSOFT CORP | 167K | $80.9T | 5.2% | ±0% |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | 1.46M | $78.8T | 5.0% | +4% |
| 6 | AMZN | AMAZON COM INC | 337K | $77.8T | 5.0% | — |
| 7 | TIP | ISHARES TR | 460K | $50.6T | 3.2% | +4% |
| 8 | V | VISA INC | 120K | $42.0T | 2.7% | −1% |
| 9 | KLAC | KLA CORP | 31K | $37.3T | 2.4% | −18% |
| 10 | BX | BLACKSTONE INC | 233K | $36.0T | 2.3% | ±0% |
§ 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 $1472465.9 trillion in assets. The fund runs a broad portfolio of 248 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed