BALDWIN WEALTH PARTNERS LLC/MA — 13F holdings
BALDWIN WEALTH PARTNERS LLC/MA reported 274 holdings worth $1.52B in its 13F filing for Q3 2026, filed October 13, 2026.
Largest positions
- AAPL APPLE INC — $114M (7.5%)
- NVDA NVIDIA CORPORATION — $113M (7.4%)
- GOOGL ALPHABET INC — $98.3M (6.5%)
- AMZN AMAZON COM INC — $77.1M (5.1%)
- MSFT MICROSOFT CORP — $76.2M (5.0%)
- JBND J P MORGAN EXCHANGE TRADED F — $76.0M (5.0%)
- KLAC KLA CORP — $43.1M (2.8%)
- V Visa Inc — $39.7M (2.6%)
- SCHP SCHWAB STRATEGIC TR — $39.6M (2.6%)
- GLD SPDR GOLD TR — $32.7M (2.2%)