Baldwin Wealth Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Baldwin Wealth Partners LLC reported 234 stock positions worth $1.5 billion. Its top holding was Alphabet Class A (GOOGL) at 6.7% of the portfolio, followed by Apple (AAPL, 6.7%) and Nvidia (NVDA, 6.5%). Compared with Q1 2026, it opened 21 new positions, sold out of 10, added to 43 and reduced 112. The biggest buy was Nvidia (NVDA, shares +10%) and the biggest sale SPDR Gold Shares (GLD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Marion, MA
- CIK
- 0001021258
- Portfolio Value
- $1.5B (Q2 2026)
- SEC Filing
- 0001193125-26-302682 ↗ filed Jul 14, 2026
Holdings Value
Holdings 234 stocks · $1.5B
| GOOGL Alphabet Inc. Class A | 6.74% | 288,390 | $103.1M | Reduce -1.8% |
| AAPL Apple Inc. | 6.66% | 351,829 | $101.8M | Reduce -0.1% |
| NVDA Nvidia Corp. | 6.50% | 496,839 | $99.4M | Add +10.3% |
| JBND JPMorgan Active Bond ETF | 5.14% | 1,470,097 | $78.7M | Add +0.1% |
| AMZN Amazon.com Inc. | 4.87% | 312,500 | $74.5M | Reduce -0.0% |
| KLAC KLA Corp. | 4.39% | 222,332 | $67.1M | Reduce -16.3% |
| MSFT Microsoft Corp. | 3.63% | 148,926 | $55.6M | Reduce -0.4% |
| TIP iShares Tips Bond ETF | 2.84% | 397,604 | $43.5M | Add +0.9% |
| V Visa Inc. Class A | 2.49% | 110,919 | $38.1M | Reduce -0.8% |
| GLD SPDR Gold Shares | 2.04% | 84,652 | $31.2M | Reduce -1.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.88% | 14,435 | $28.7M | Reduce -0.7% |
| OMFL Invesco Russell 1000 DYN M/F | 1.85% | 412,246 | $28.3M | Reduce -6.1% |
| JPM JPMorgan Chase & Co. | 1.84% | 86,040 | $28.2M | Add +1.6% |
| URI United Rentals Inc. | 1.77% | 23,897 | $27.1M | Reduce -20.6% |
| WM Waste Management Inc. | 1.75% | 120,059 | $26.8M | Reduce -0.8% |
| BX Blackstone Inc. | 1.68% | 217,697 | $25.6M | Add +1.3% |
| ADI Analog Devices Inc. | 1.61% | 62,039 | $24.6M | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.50% | 81,560 | $22.9M | Reduce -1.1% |
| IAU iShares Gold Trust | 1.49% | 301,674 | $22.8M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.48% | 24,252 | $22.7M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.46% | 253,797 | $22.3M | Reduce -0.3% |
| UNP Union Pacific Corp. | 1.44% | 80,842 | $22.0M | Add +46.8% |
| PWR Quanta Services Inc. | 1.14% | 24,268 | $17.5M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.07% | 64,436 | $16.4M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.05% | 45,427 | $16.1M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 1.03% | 115,589 | $15.8M | Reduce -3.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.03% | 68,374 | $15.7M | Reduce -0.8% |
| MAR Marriott International Class A | 1.02% | 41,935 | $15.5M | Reduce -2.0% |
| VGIT Vanguard Intermediate-Term T | 0.99% | 257,240 | $15.2M | Add +1.8% |
| GRMN Garmin Ltd. | 0.84% | 54,039 | $12.8M | Reduce -1.5% |
| DHR Danaher Corp. | 0.82% | 65,935 | $12.6M | Reduce -5.1% |
| REG Regency Centers Corp. | 0.76% | 146,695 | $11.7M | Add +1.8% |
| CVX Chevron Corp. | 0.75% | 69,398 | $11.5M | Reduce -1.2% |
| AXSM Axsome Therapeutics Inc. | 0.71% | 44,070 | $10.8M | Add +4.8% |
| ULTA Ulta Beauty Inc. | 0.70% | 23,601 | $10.6M | Reduce -0.7% |
| AMLP Alerian MLP ETF | 0.68% | 199,762 | $10.4M | Reduce -4.3% |
| FBCG Fidelity Blue Chip Grow ETF | 0.64% | 158,777 | $9.9M | New |
| CRH CRH PLC | 0.61% | 87,717 | $9.4M | New |
| IJR iShares Core S&P Small-Cap E | 0.61% | 63,227 | $9.4M | Add +0.1% |
| MCK McKesson Corp. | 0.60% | 12,131 | $9.2M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 17,349 | $8.7M | Add +0.5% |
| ARCC Ares Capital Corp. | 0.53% | 439,021 | $8.1M | Add +122.4% |
| IVV iShares Core S&P 500 ETF | 0.53% | 10,837 | $8.1M | Reduce -1.9% |
| BAC Bank of America Corp. | 0.51% | 136,291 | $7.8M | Reduce -0.6% |
| CHD Church & Dwight Co. Inc. | 0.50% | 79,110 | $7.7M | Reduce -3.9% |
| WAT Waters Corp. | 0.50% | 20,367 | $7.6M | Reduce -5.8% |
| DOV Dover Corp. | 0.50% | 34,005 | $7.6M | No change |
| SCHW Schwab (charles) Corp. | 0.49% | 81,615 | $7.5M | Reduce -12.2% |
| SPGI S&P Global Inc. | 0.49% | 18,328 | $7.5M | Add +2.9% |
| AZO AutoZone Inc. | 0.48% | 2,302 | $7.4M | Add +12.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.47% | 130,114 | $7.1M | Add +1.7% |
| OTIS Otis Worldwide Corp. | 0.46% | 98,210 | $7.0M | Reduce -1.9% |
| NVCT Nuvectis Pharma Inc. | 0.46% | 382,015 | $7.0M | Add +0.9% |
| EPD Enterprise Products Partners | 0.44% | 182,920 | $6.7M | Add +0.7% |
| ITW Illinois Tool Works | 0.42% | 23,696 | $6.4M | Reduce -7.2% |
| PG The Procter & Gamble Co. | 0.39% | 40,645 | $6.0M | Reduce -7.4% |
| PTC PTC Inc. | 0.38% | 51,563 | $5.9M | Reduce -2.4% |
| BASG Brown Adviso Sustain Gro ETF | 0.36% | 205,799 | $5.5M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 11,073 | $5.3M | New |
| PM Philip Morris International | 0.31% | 25,792 | $4.7M | Reduce -1.3% |
| ET Energy Transfer LP | 0.30% | 240,664 | $4.6M | Reduce -4.6% |
| NVS Novartis AG-Sponsored ADR | 0.28% | 27,679 | $4.3M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 0.28% | 6,232 | $4.3M | Reduce -5.7% |
| TD Toronto-Dominion Bank | 0.28% | 34,675 | $4.2M | No change |
| TDG Transdigm Group Inc. | 0.26% | 2,971 | $4.0M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 7,824 | $3.9M | No change |
| AMD Advanced Micro Devices | 0.23% | 6,098 | $3.5M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 13,705 | $3.3M | Reduce -1.0% |
| EEMX State Street SPDR MSCI Emerg | 0.22% | 60,865 | $3.3M | Add +5.7% |
| EOG EOG Resources Inc. | 0.21% | 24,843 | $3.2M | Reduce -1.1% |
| PSF Cohen & Steers Select Prefer | 0.21% | 157,153 | $3.2M | Reduce -2.3% |
| NFLX Netflix Inc. | 0.18% | 39,592 | $2.8M | Add +1297.5% |
| TRGP Targa Resources Corp. | 0.18% | 10,135 | $2.7M | Add +5.2% |
| PAYX Paychex Inc. | 0.17% | 27,095 | $2.7M | Reduce -16.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 3,512 | $2.6M | No change |
| KO The Coca-Cola Co. | 0.17% | 31,954 | $2.6M | Reduce -2.6% |
| GBIL Goldman Sachs Access Treasur | 0.17% | 25,840 | $2.6M | Reduce -60.1% |
| MO Altria Group Inc. | 0.17% | 35,104 | $2.5M | Reduce -23.0% |
| META Meta Platforms Inc. Class A | 0.16% | 4,402 | $2.5M | Reduce -12.1% |
| BNY Bank of New York Mellon Corp. | 0.16% | 16,922 | $2.4M | Reduce -1.0% |
| GBCI Glacier Bancorp Inc. | 0.15% | 44,080 | $2.3M | No change |
| PEP Pepsico Inc. | 0.15% | 16,400 | $2.2M | Reduce -12.3% |
| FISV Fiserv Inc. | 0.14% | 42,534 | $2.1M | Reduce -21.0% |
| MRK Merck & Co. Inc. | 0.13% | 15,669 | $2.0M | Reduce -8.7% |
| HCI Hci Group Inc. | 0.13% | 11,337 | $2.0M | No change |
| CAT Caterpillar Inc. | 0.13% | 1,831 | $1.9M | No change |
| ADP Automatic Data Processing | 0.13% | 8,702 | $1.9M | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.12% | 1,561 | $1.9M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.12% | 12,700 | $1.8M | Reduce -0.8% |
| UBER Uber Technologies Inc. | 0.12% | 25,062 | $1.8M | Add +8.5% |
| GDX Vaneck Gold Miners ETF | 0.12% | 23,937 | $1.8M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.11% | 6,976 | $1.8M | Add +7.1% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.11% | 31,938 | $1.7M | Reduce -5.9% |
| SYK Stryker Corp. | 0.11% | 5,330 | $1.7M | Reduce -9.2% |
| PLD Prologis Inc. | 0.10% | 11,735 | $1.6M | Reduce -3.2% |
| FAST Fastenal Co. | 0.10% | 32,636 | $1.6M | Reduce -8.8% |
| APO Apollo Global Management Inc. | 0.10% | 13,180 | $1.6M | Add +12.8% |
| IWM iShares Russell 2000 ETF | 0.10% | 5,162 | $1.6M | No change |
| ADBE Adobe Inc. | 0.10% | 7,161 | $1.5M | Reduce -7.6% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 18,825 | $1.3M | Reduce -4.4% |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -1.5% | 2.04% | −0.65 |
| INTU Intuit Inc. | Reduce -95.5% | 0.01% | −0.54 |
| XOM Exxon Mobil Corp. | Reduce -3.1% | 1.03% | −0.44 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.63% | −0.39 |
| VEEV Veeva Systems Inc. Class A | Reduce -94.1% | 0.02% | −0.34 |
| CVX Chevron Corp. | Reduce -1.2% | 0.75% | −0.30 |
| GBIL Goldman Sachs Access Treasur | Reduce -60.1% | 0.17% | −0.30 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 1.48% | −0.28 |
| WM Waste Management Inc. | Reduce -0.8% | 1.75% | −0.27 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 1.46% | −0.26 |
| ULTA Ulta Beauty Inc. | Reduce -0.7% | 0.70% | −0.21 |
| PTC PTC Inc. | Reduce -2.4% | 0.38% | −0.16 |
| SCHW Schwab (charles) Corp. | Reduce -12.2% | 0.49% | −0.14 |
| DHR Danaher Corp. | Reduce -5.1% | 0.82% | −0.14 |
| AMLP Alerian MLP ETF | Reduce -4.3% | 0.68% | −0.12 |
| OTIS Otis Worldwide Corp. | Reduce -1.9% | 0.46% | −0.10 |
| GRMN Garmin Ltd. | Reduce -1.5% | 0.84% | −0.09 |
| FISV Fiserv Inc. | Reduce -21.0% | 0.14% | −0.08 |
| JNJ Johnson & Johnson | Reduce -0.6% | 1.07% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -7.4% | 0.39% | −0.07 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -6.1% | 1.85% | −0.07 |
| PEP Pepsico Inc. | Reduce -12.3% | 0.15% | −0.07 |
| ITW Illinois Tool Works | Reduce -7.2% | 0.42% | −0.06 |
| AJG Arthur J Gallagher & Co. | Reduce -0.8% | 1.03% | −0.06 |
| CHD Church & Dwight Co. Inc. | Reduce -3.9% | 0.50% | −0.06 |
| MO Altria Group Inc. | Reduce -23.0% | 0.17% | −0.05 |
| EOG EOG Resources Inc. | Reduce -1.1% | 0.21% | −0.05 |
| ET Energy Transfer LP | Reduce -4.6% | 0.30% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -7.7% | 0.28% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -12.1% | 0.16% | −0.05 |
| DCRE DBL Comm Real Est Debt | Reduce -27.6% | 0.08% | −0.04 |
| PAYX Paychex Inc. | Reduce -16.3% | 0.17% | −0.04 |
| GDX Vaneck Gold Miners ETF | Reduce -0.3% | 0.12% | −0.04 |
| ADBE Adobe Inc. | Reduce -7.6% | 0.10% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -22.9% | 0.07% | −0.04 |
| SYK Stryker Corp. | Reduce -9.2% | 0.11% | −0.03 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.03 |
| XLE SS Energy Select Sector | Reduce -37.1% | 0.03% | −0.03 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -30.9% | 0.04% | −0.02 |
| ORLA Orla Mining Ltd. | Reduce -33.6% | 0.01% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| PSF Cohen & Steers Select Prefer | Reduce -2.3% | 0.21% | −0.02 |
| AKRE Akre Focus ETF | Reduce -5.9% | 0.11% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -8.7% | 0.13% | −0.02 |
| FAST Fastenal Co. | Reduce -8.8% | 0.10% | −0.02 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.02 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +10.3% | 6.50% | +0.80 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.64% | +0.64 |
| CRH CRH PLC | New | 0.61% | +0.61 |
| UNP Union Pacific Corp. | Add +46.8% | 1.44% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.35% | +0.35 |
| ARCC Ares Capital Corp. | Add +122.4% | 0.53% | +0.27 |
| TDG Transdigm Group Inc. | New | 0.26% | +0.26 |
| NVCT Nuvectis Pharma Inc. | Add +0.9% | 0.46% | +0.25 |
| AXSM Axsome Therapeutics Inc. | Add +4.8% | 0.71% | +0.19 |
| NFLX Netflix Inc. | Add +1297.5% | 0.18% | +0.17 |
| AMD Advanced Micro Devices | Add +0.3% | 0.23% | +0.14 |
| ESGE iShares Inc. iShares ESG Awar | Add +1.7% | 0.47% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.61% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 1.84% | +0.03 |
| EEMX State Street SPDR MSCI Emerg | Add +5.7% | 0.22% | +0.03 |
| BASG Brown Adviso Sustain Gro ETF | Add +3.4% | 0.36% | +0.03 |
| TER Teradyne Inc. | New | 0.02% | +0.02 |
| LGND Ligand Pharmaceuticals | New | 0.02% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
| MDY State Street SPDR S&P Midcap | New | 0.01% | +0.01 |
| USB US Bancorp | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| CM Can Imperial BK of Commerce | New | 0.01% | +0.01 |
| GD General Dynamics Corp. | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.01% | +0.01 |
| TDY Teledyne Technologies Inc. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +7.1% | 0.11% | +0.01 |
| APO Apollo Global Management Inc. | Add +12.8% | 0.10% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +20.2% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +0.3% | 0.03% | +0.01 |
| GE General Electric | Add +1.0% | 0.03% | +0.00 |
| GLP Global Partners LP | Add +9.7% | 0.05% | +0.00 |
| TRGP Targa Resources Corp. | Add +5.2% | 0.18% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 0.08% | +0.00 |
| AB Alliancebernstein Holding LP | Add +20.6% | 0.04% | +0.00 |
| HONA Honeywell Aerospace Inc. | Add +11.9% | 0.03% | +0.00 |
| GDXJ Vaneck Junior Gold Miners | Add +36.4% | 0.02% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.09% | −0.00 |
| PAA Plains All Amer Pipeline LP | Add +7.5% | 0.03% | −0.00 |
| UBER Uber Technologies Inc. | Add +8.5% | 0.12% | −0.00 |
| COPX Global X Copper Miners ETF | Add +4.8% | 0.06% | −0.00 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +2.3% | 0.04% | −0.00 |
| GNR State Street SPDR S&P Global | Add +2.9% | 0.02% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 234 | $1.5B | GOOGL, AAPL, NVDA, JBND, AMZN |
| Q1 2026 | 222 | $1.4B | AAPL, GOOGL, JBND, NVDA, AMZN |
| Q4 2025 | 242 | $1.6B | GOOGL, AAPL, NVDA, MSFT, JBND |
| Q3 2025 | 234 | $1.5B | AAPL, MSFT, GOOGL, NVDA, JBND |
| Q2 2025 | 218 | $1.5B | MSFT, AAPL, AMZN, JBND, NVDA |
| Q1 2025 | 228 | $1.4B | AAPL, MSFT, JBND, AMZN, GOOGL |
| Q4 2024 | 238 | $1.4B | AAPL, MSFT, AMZN, GOOGL, NVDA |
| Q3 2024 | 1,078 | $1.5B | AAPL, MSFT, AMZN, NVDA, GOOGL |
| Q2 2024 | 797 | $1.3B | AAPL, MSFT, AMZN, GOOGL, NVDA |
| Q1 2024 | 695 | $1.3B | MSFT, AAPL, AMZN, GOOGL, NVDA |