EdgeMarket › What Baldwin Wealth Partners Llc/Ma reported owning
What Baldwin Wealth Partners Llc/Ma reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
222Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 89.4M | 6.5% | 352.2K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 84.4M | 6.1% | 293.6K | 344.82 | +73.0% |
| JBND JPMorgan Active Bond ETF | 79.0M | 5.7% | 1.5M | 52.65 | -1.7% |
| NVDA NVIDIA CORP | 78.5M | 5.7% | 450.3K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 65.1M | 4.7% | 312.6K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 55.4M | 4.0% | 149.5K | 483.24 | -4.4% |
| TIP iShares TIPS Bond ETF | 43.5M | 3.2% | 394.2K | 107.13 | -2.7% |
| KLAC KLA CORP | 39.1M | 2.8% | 26.6K | 183.99 | +109.5% |
| GLD SPDR GOLD TRUST | 37.0M | 2.7% | 86.0K | 423.36 | +37.3% |
| V VISA INC. | 33.8M | 2.5% | 111.9K | 371.04 | +7.9% |
| WM WASTE MANAGEMENT INC | 27.8M | 2.0% | 121.0K | 224.06 | -2.6% |
| OMFL Invesco Russell 1000 Dynamic Multifactor ETF | 26.4M | 1.9% | 439.2K | 70.70 | +19.6% |
| IAU ISHARES GOLD TRUST | 26.0M | 1.9% | 294.8K | 86.79 | +37.5% |
| JPM JPMORGAN CHASE & CO | 24.9M | 1.8% | 84.7K | 351.58 | +20.3% |
| BX Blackstone Inc. | 24.7M | 1.8% | 214.9K | 143.38 | -12.8% |
| COST COSTCO WHOLESALE CORP /NEW | 24.3M | 1.8% | 24.4K | 947.74 | -4.7% |
| NEE NEXTERA ENERGY INC | 23.7M | 1.7% | 254.6K | 83.65 | +9.8% |
| URI UNITED RENTALS, INC. | 21.9M | 1.6% | 30.1K | 1,098.51 | +21.8% |
| ADI ANALOG DEVICES INC | 20.5M | 1.5% | 64.3K | 373.09 | +52.4% |
| XOM ExxonMobil Holdings Corp | 20.2M | 1.5% | 119.3K | 165.11 | +52.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 20.0M | 1.5% | 82.5K | 235.68 | -2.8% |
| ASML ASML HOLDING NV | 19.2M | 1.4% | 14.5K | 1,763.76 | +135.3% |
| JNJ JOHNSON & JOHNSON | 15.8M | 1.2% | 64.8K | 270.24 | +51.1% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 15.0M | 1.1% | 252.7K | 58.31 | -2.3% |
| AJG Arthur J. Gallagher & Co. | 14.9M | 1.1% | 68.9K | 263.81 | -12.8% |
| CVX CHEVRON CORP | 14.5M | 1.1% | 70.2K | 205.27 | +34.0% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 14.0M | 1.0% | 42.8K | 356.39 | +35.2% |
| GOOG Alphabet Inc. | 13.4M | 1.0% | 46.7K | 341.75 | +70.7% |
| UNP UNION PACIFIC CORP | 13.4M | 1.0% | 55.1K | 308.05 | +36.5% |
| PWR QUANTA SERVICES, INC. | 13.3M | 1.0% | 24.3K | 639.34 | +70.1% |
| DHR DANAHER CORP /DE/ | 13.2M | 1.0% | 69.5K | 218.85 | +3.5% |
| GRMN GARMIN LTD | 12.7M | 0.9% | 54.9K | 294.85 | +28.1% |
| ULTA Ulta Beauty, Inc. | 12.4M | 0.9% | 23.8K | 521.46 | +0.9% |
| AMLP Alerian MLP ETF | 11.0M | 0.8% | 208.8K | 54.75 | +13.9% |
| REG REGENCY CENTERS CORP | 10.9M | 0.8% | 144.1K | 76.06 | +6.0% |
| MCK MCKESSON CORP | 10.5M | 0.8% | 12.1K | 858.90 | +22.2% |
| SCHW SCHWAB CHARLES CORP | 8.7M | 0.6% | 93.0K | 112.30 | +17.6% |
| unmapped CUSIP 084670702 | 8.3M | 0.6% | 17.3K | — | — |
| IJR iShares Core S&P Small-Cap ETF | 7.9M | 0.6% | 63.2K | 147.31 | +29.0% |
| OTIS Otis Worldwide Corp | 7.7M | 0.6% | 100.2K | 71.49 | -19.8% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 7.7M | 0.6% | 82.3K | 98.80 | +4.1% |
| INTU INTUIT INC. | 7.6M | 0.6% | 17.6K | 367.00 | -47.5% |
| SPGI S&P Global Inc. | 7.6M | 0.6% | 17.8K | 431.29 | -22.6% |
| PTC PTC INC. | 7.5M | 0.5% | 52.8K | 154.68 | -26.7% |
| IVV iShares Core S&P 500 ETF | 7.2M | 0.5% | 11.0K | 769.31 | +20.0% |
| AXSM Axsome Therapeutics, Inc. | 7.1M | 0.5% | 42.1K | 207.77 | +77.6% |
| DOV DOVER Corp | 7.1M | 0.5% | 34.0K | 201.92 | +13.0% |
| AZO AUTOZONE INC | 6.9M | 0.5% | 2.1K | 2,957.95 | -28.9% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 6.9M | 0.5% | 181.7K | 38.01 | +20.6% |
| BAC BANK OF AMERICA CORP /DE/ | 6.7M | 0.5% | 137.1K | 61.69 | +27.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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