Baldwin Wealth Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Baldwin Wealth Partners LLC reported 218 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Apple (AAPL, 5.5%) and Amazon.com (AMZN, 5.1%). Compared with Q1 2025, it opened 10 new positions, sold out of 20, added to 35 and reduced 121. The biggest buy was a new position in ASML Holding NV-NY Reg SHS (ASML) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Marion, MA
- CIK
- 0001021258
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0000950123-25-006571 ↗ filed Jul 24, 2025
Holdings Value
Holdings 218 stocks · $1.5B
| MSFT Microsoft Corp. | 5.79% | 171,265 | $85.2M | Reduce -14.3% |
| AAPL Apple Inc. | 5.50% | 394,491 | $80.9M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 5.12% | 343,956 | $75.5M | Reduce -2.5% |
| JBND JPMorgan Active Bond ETF | 4.89% | 1,343,741 | $72.0M | Reduce -0.6% |
| NVDA Nvidia Corp. | 4.81% | 447,984 | $70.8M | Reduce -6.5% |
| GOOGL Alphabet Inc. Class A | 4.28% | 357,736 | $63.0M | Reduce -2.1% |
| TIP iShares Tips Bond ETF | 3.42% | 457,224 | $50.3M | Reduce -0.2% |
| V Visa Inc. Class A | 2.99% | 123,989 | $44.0M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 2.57% | 38,294 | $37.9M | Reduce -0.9% |
| BX Blackstone Inc. | 2.42% | 238,004 | $35.6M | Reduce -2.6% |
| KLAC KLA Corp. | 2.32% | 38,135 | $34.2M | Reduce -1.1% |
| WM Waste Management Inc. | 2.13% | 137,375 | $31.4M | Reduce -0.2% |
| URI United Rentals Inc. | 1.86% | 36,314 | $27.4M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 1.86% | 94,334 | $27.3M | Add +0.3% |
| OMFL Invesco Russell 1000 DYN M/F | 1.77% | 449,830 | $26.0M | Add +1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.71% | 78,717 | $25.2M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.69% | 84,256 | $24.8M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.47% | 163,743 | $21.6M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 1.38% | 293,180 | $20.4M | Reduce -0.5% |
| GLD SPDR Gold Shares | 1.35% | 65,064 | $19.8M | Reduce -0.4% |
| ACN Accenture PLC Class A | 1.31% | 64,768 | $19.4M | Reduce -0.5% |
| IAU iShares Gold Trust | 1.26% | 298,243 | $18.6M | Reduce -1.7% |
| ADBE Adobe Inc. | 1.19% | 45,446 | $17.6M | Reduce -2.4% |
| GRMN Garmin Ltd. | 1.19% | 83,836 | $17.5M | Reduce -0.6% |
| ADI Analog Devices Inc. | 1.12% | 69,382 | $16.5M | Reduce -17.1% |
| DHR Danaher Corp. | 1.11% | 82,504 | $16.3M | Add +3.0% |
| MRK Merck & Co. Inc. | 1.06% | 198,062 | $15.7M | Reduce -1.2% |
| UNP Union Pacific Corp. | 1.02% | 65,204 | $15.0M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.97% | 131,833 | $14.2M | Reduce -3.6% |
| VGIT Vanguard Intermediate-Term T | 0.95% | 233,514 | $14.0M | Add +1.9% |
| MAR Marriott International Class A | 0.93% | 50,320 | $13.7M | Reduce -1.1% |
| FISV Fiserv Inc. | 0.91% | 77,319 | $13.3M | Reduce -4.0% |
| SHW The Sherwin-Williams Co. | 0.89% | 38,300 | $13.2M | Reduce -1.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.88% | 16,188 | $13.0M | New |
| ULTA Ulta Beauty Inc. | 0.86% | 27,187 | $12.7M | Add +1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.85% | 181,125 | $12.5M | Add +6.8% |
| ZTS Zoetis Inc. | 0.82% | 77,422 | $12.1M | Reduce -0.9% |
| COO The Cooper Cos Inc. | 0.81% | 167,391 | $11.9M | Add +1.7% |
| REG Regency Centers Corp. | 0.80% | 164,623 | $11.7M | Reduce -2.7% |
| OTIS Otis Worldwide Corp. | 0.79% | 117,312 | $11.6M | New |
| JNJ Johnson & Johnson | 0.74% | 71,686 | $10.9M | Reduce -3.0% |
| AMLP Alerian MLP ETF | 0.74% | 223,358 | $10.9M | Reduce -2.1% |
| SPGI S&P Global Inc. | 0.71% | 19,938 | $10.5M | Reduce -1.4% |
| CVX Chevron Corp. | 0.70% | 71,776 | $10.3M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.69% | 16,284 | $10.1M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.66% | 54,408 | $9.7M | No change |
| PLD Prologis Inc. | 0.63% | 87,990 | $9.2M | Add +0.6% |
| SCHW Schwab (charles) Corp. | 0.61% | 98,509 | $9.0M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.59% | 17,832 | $8.7M | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 0.58% | 88,821 | $8.5M | Reduce -2.2% |
| WAT Waters Corp. | 0.58% | 24,332 | $8.5M | Reduce -4.6% |
| PG The Procter & Gamble Co. | 0.55% | 50,428 | $8.0M | Reduce -3.5% |
| EPD Enterprise Products Partners | 0.54% | 257,030 | $8.0M | Reduce -0.7% |
| ITW Illinois Tool Works | 0.49% | 29,061 | $7.2M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 145,104 | $6.9M | Reduce -15.7% |
| DOV Dover Corp. | 0.46% | 37,171 | $6.8M | Reduce -0.8% |
| PAYX Paychex Inc. | 0.36% | 36,243 | $5.3M | Reduce -3.6% |
| AXSM Axsome Therapeutics Inc. | 0.34% | 48,570 | $5.1M | Reduce -2.0% |
| PM Philip Morris International | 0.34% | 27,451 | $5.0M | Reduce -0.5% |
| ET Energy Transfer LP | 0.33% | 266,003 | $4.8M | Reduce -1.0% |
| NVS Novartis AG-Sponsored ADR | 0.31% | 37,644 | $4.6M | Reduce -9.1% |
| ROP Roper Technologies Inc. | 0.29% | 7,471 | $4.2M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 0.28% | 5,509 | $4.1M | Add +0.1% |
| EOG EOG Resources Inc. | 0.25% | 30,941 | $3.7M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 0.25% | 6,357 | $3.6M | Reduce -0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 7,994 | $3.6M | Reduce -1.5% |
| PSF Cohen & Steers Select Prefer | 0.23% | 170,354 | $3.4M | Add +0.1% |
| ADP Automatic Data Processing | 0.23% | 10,860 | $3.3M | Reduce -0.8% |
| MO Altria Group Inc. | 0.21% | 53,820 | $3.2M | Add +4.6% |
| SYK Stryker Corp. | 0.21% | 7,911 | $3.1M | Reduce -2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 16,036 | $3.1M | Add +1.0% |
| DCRE DBL Comm Real Est Debt | 0.20% | 55,595 | $2.9M | Reduce -5.7% |
| KO The Coca-Cola Co. | 0.18% | 37,143 | $2.6M | Reduce -4.1% |
| NVCT Nuvectis Pharma Inc. | 0.18% | 350,461 | $2.6M | Reduce -2.2% |
| TD Toronto-Dominion Bank | 0.17% | 34,875 | $2.6M | Reduce -24.8% |
| UBER Uber Technologies Inc. | 0.17% | 27,267 | $2.5M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 3,954 | $2.4M | No change |
| AVGO Broadcom Inc. | 0.16% | 8,746 | $2.4M | Reduce -8.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.16% | 30,649 | $2.3M | Reduce -9.8% |
| TRGP Targa Resources Corp. | 0.15% | 12,683 | $2.2M | Add +0.2% |
| GBCI Glacier Bancorp Inc. | 0.13% | 43,820 | $1.9M | No change |
| APO Apollo Global Management Inc. | 0.13% | 13,180 | $1.9M | No change |
| HCI Hci Group Inc. | 0.12% | 12,004 | $1.8M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.12% | 2,277 | $1.8M | No change |
| EMR Emerson Electric Co. | 0.11% | 12,630 | $1.7M | No change |
| FAST Fastenal Co. | 0.11% | 38,292 | $1.6M | Reduce -13.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 17,617 | $1.6M | Add +2.6% |
| BLK BlackRock Inc. | 0.11% | 1,496 | $1.6M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.10% | 7,777 | $1.4M | Add +0.2% |
| OKE Oneok Inc. | 0.09% | 16,839 | $1.4M | No change |
| HD Home Depot Inc. | 0.09% | 3,610 | $1.3M | Reduce -4.7% |
| HON Honeywell International Inc. | 0.09% | 5,665 | $1.3M | Reduce -89.9% |
| HIMS Hims & Hers Health Inc. | 0.09% | 25,261 | $1.3M | Add +15.5% |
| GBIL Goldman Sachs Access Treasur | 0.08% | 12,065 | $1.2M | Add +1.4% |
| IWM iShares Russell 2000 ETF | 0.08% | 5,517 | $1.2M | Reduce -1.6% |
| LDP Cohen & Steers Limited Durat | 0.08% | 54,892 | $1.2M | Reduce -33.2% |
| RMD Resmed Inc. | 0.08% | 4,422 | $1.1M | Reduce -15.6% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 5,500 | $1.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 2,592 | $1.1M | Reduce -52.8% |
| ABT Abbott Laboratories | 0.07% | 7,211 | $981K | Add +5.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.8% | 5.50% | −0.76 |
| HON Honeywell International Inc. | Reduce -89.9% | 0.09% | −0.74 |
| FISV Fiserv Inc. | Reduce -4.0% | 0.91% | −0.34 |
| PEP Pepsico Inc. | Reduce -2.6% | 1.47% | −0.30 |
| AJG Arthur J Gallagher & Co. | Reduce -1.4% | 1.71% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 1.06% | −0.20 |
| JBND JPMorgan Active Bond ETF | Reduce -0.6% | 4.89% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.97% | −0.18 |
| TIP iShares Tips Bond ETF | Reduce -0.2% | 3.42% | −0.15 |
| CHD Church & Dwight Co. Inc. | Reduce -2.2% | 0.58% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -52.8% | 0.07% | −0.12 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.74% | −0.12 |
| V Visa Inc. Class A | Reduce -1.6% | 2.99% | −0.11 |
| ACN Accenture PLC Class A | Reduce -0.5% | 1.31% | −0.11 |
| WM Waste Management Inc. | Reduce -0.2% | 2.13% | −0.10 |
| GRMN Garmin Ltd. | Reduce -0.6% | 1.19% | −0.10 |
| AMLP Alerian MLP ETF | Reduce -2.1% | 0.74% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -0.5% | 1.38% | −0.08 |
| WAT Waters Corp. | Reduce -4.6% | 0.58% | −0.08 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.82% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.55% | −0.08 |
| REG Regency Centers Corp. | Reduce -2.7% | 0.80% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.59% | −0.08 |
| EPD Enterprise Products Partners | Reduce -0.7% | 0.54% | −0.08 |
| NVCT Nuvectis Pharma Inc. | Reduce -2.2% | 0.18% | −0.07 |
| ADI Analog Devices Inc. | Reduce -17.1% | 1.12% | −0.06 |
| UNP Union Pacific Corp. | Reduce -0.0% | 1.02% | −0.06 |
| AXSM Axsome Therapeutics Inc. | Reduce -2.0% | 0.34% | −0.06 |
| ADBE Adobe Inc. | Reduce -2.4% | 1.19% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -1.1% | 0.89% | −0.06 |
| PAYX Paychex Inc. | Reduce -3.6% | 0.36% | −0.05 |
| MMM 3M Co. | Reduce -70.9% | 0.02% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -5.9% | 0.29% | −0.04 |
| LDP Cohen & Steers Limited Durat | Reduce -33.2% | 0.08% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -9.8% | 0.16% | −0.04 |
| BAC Bank of America Corp. | Reduce -15.7% | 0.47% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.5% | 0.24% | −0.03 |
| XLE SS Energy Select Sector | Reduce -34.6% | 0.04% | −0.03 |
| ITW Illinois Tool Works | Reduce -2.2% | 0.49% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -11.2% | 0.03% | −0.03 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -17.3% | 0.06% | −0.02 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.02 |
| ET Energy Transfer LP | Reduce -1.0% | 0.33% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.02 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.02 |
| TD Toronto-Dominion Bank | Reduce -24.8% | 0.17% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -21.0% | 0.04% | −0.02 |
| DCRE DBL Comm Real Est Debt | Reduce -5.7% | 0.20% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| ASML ASML Holding NV-NY Reg SHS | New | 0.88% | +0.88 |
| OTIS Otis Worldwide Corp. | New | 0.79% | +0.79 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.86% | +0.24 |
| ULTA Ulta Beauty Inc. | Add +1.9% | 0.86% | +0.18 |
| OMFL Invesco Russell 1000 DYN M/F | Add +1.3% | 1.77% | +0.10 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.28% | +0.05 |
| UBER Uber Technologies Inc. | Add +7.9% | 0.17% | +0.04 |
| HIMS Hims & Hers Health Inc. | Add +15.5% | 0.09% | +0.04 |
| BWXT BWX Technologies Inc. | New | 0.03% | +0.03 |
| SAP Sap SE-Sponsored ADR | New | 0.03% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +6.8% | 0.85% | +0.02 |
| AMD Advanced Micro Devices | Add +22.1% | 0.05% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +23.8% | 0.05% | +0.01 |
| FXI iShares China Large-Cap ETF | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +8.6% | 0.06% | +0.01 |
| TSLA Tesla Inc. | Add +9.3% | 0.04% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +2.6% | 0.11% | +0.01 |
| SIL Global X Silver Miners ETF | Add +22.5% | 0.02% | +0.01 |
| SE Sea Ltd.-ADR | Add +24.4% | 0.02% | +0.01 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.01% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.0% | 0.21% | +0.00 |
| ERIC Ericsson (lm) Tel-SP ADR | Add +22.2% | 0.02% | +0.00 |
| KMI Kinder Morgan Inc. | Add +23.1% | 0.02% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 0.06% | +0.00 |
| T AT&T Inc. | Add +23.3% | 0.02% | +0.00 |
| ABT Abbott Laboratories | Add +5.4% | 0.07% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.03% | +0.00 |
| SO The Southern Co. | Add +2.9% | 0.04% | −0.00 |
| LIN Linde PLC | Add +1.0% | 0.02% | −0.00 |
| GBIL Goldman Sachs Access Treasur | Add +1.4% | 0.08% | −0.00 |
| MO Altria Group Inc. | Add +4.6% | 0.21% | −0.00 |
| XSLV Invesco S&P Smallcap Low Vol | Add +0.0% | 0.05% | −0.00 |
| PSF Cohen & Steers Select Prefer | Add +0.1% | 0.23% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +1.9% | 0.95% | −0.01 |
| ABBV Abbvie Inc. | Add +0.2% | 0.10% | −0.02 |
| EOG EOG Resources Inc. | Add +1.6% | 0.25% | −0.02 |
| TRGP Targa Resources Corp. | Add +0.2% | 0.15% | −0.03 |
| DHR Danaher Corp. | Add +3.0% | 1.11% | −0.04 |
| PLD Prologis Inc. | Add +0.6% | 0.63% | −0.06 |
| CVX Chevron Corp. | Add +0.5% | 0.70% | −0.14 |
| COO The Cooper Cos Inc. | Add +1.7% | 0.81% | −0.16 |
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 |