Baldwin Wealth Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Baldwin Wealth Partners LLC reported 242 stock positions worth $1.6 billion. Its top holding was Alphabet Class A (GOOGL) at 6.9% of the portfolio, followed by Apple (AAPL, 6.6%) and Nvidia (NVDA, 5.7%). Compared with Q3 2025, it opened 19 new positions, sold out of 11, added to 56 and reduced 95. The biggest buy was Intuit (INTU, shares +2166%) and the biggest sale Adobe (ADBE, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- Marion, MA
- CIK
- 0001021258
- Portfolio Value
- $1.6B (Q4 2025)
- SEC Filing
- 0001193125-26-005964 ↗ filed Jan 7, 2026
Holdings Value
Holdings 242 stocks · $1.6B
| GOOGL Alphabet Inc. Class A | 6.93% | 346,058 | $108.3M | Reduce -1.8% |
| AAPL Apple Inc. | 6.57% | 378,060 | $102.8M | Reduce -2.8% |
| NVDA Nvidia Corp. | 5.69% | 476,882 | $88.9M | Add +8.9% |
| MSFT Microsoft Corp. | 5.18% | 167,441 | $81.0M | Reduce -0.4% |
| JBND JPMorgan Active Bond ETF | 5.04% | 1,456,617 | $78.8M | Add +3.8% |
| AMZN Amazon.com Inc. | 4.98% | 337,227 | $77.8M | Reduce -0.7% |
| TIP iShares Tips Bond ETF | 3.24% | 460,411 | $50.6M | Add +3.8% |
| V Visa Inc. Class A | 2.69% | 119,858 | $42.0M | Reduce -1.4% |
| KLAC KLA Corp. | 2.38% | 30,664 | $37.3M | Reduce -17.6% |
| BX Blackstone Inc. | 2.30% | 233,330 | $36.0M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 2.05% | 37,244 | $32.1M | Reduce -1.4% |
| GLD SPDR Gold Shares | 2.03% | 80,154 | $31.8M | Add +11.6% |
| JPM JPMorgan Chase & Co. | 1.97% | 95,821 | $30.9M | Add +3.5% |
| URI United Rentals Inc. | 1.87% | 36,144 | $29.3M | Add +1.1% |
| WM Waste Management Inc. | 1.86% | 132,173 | $29.0M | Reduce -1.7% |
| OMFL Invesco Russell 1000 DYN M/F | 1.78% | 455,248 | $27.8M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.59% | 83,870 | $24.8M | Reduce -0.3% |
| IAU iShares Gold Trust | 1.52% | 293,802 | $23.8M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.47% | 285,710 | $22.9M | Reduce -0.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.26% | 75,965 | $19.7M | Reduce -1.1% |
| ADI Analog Devices Inc. | 1.17% | 67,570 | $18.3M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.15% | 57,412 | $18.0M | Add +5.5% |
| DHR Danaher Corp. | 1.14% | 77,809 | $17.8M | Reduce -1.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.10% | 16,121 | $17.2M | No change |
| ULTA Ulta Beauty Inc. | 1.04% | 26,881 | $16.3M | Reduce -0.6% |
| ACN Accenture PLC Class A | 1.03% | 59,868 | $16.1M | Reduce -3.3% |
| GRMN Garmin Ltd. | 1.02% | 78,788 | $16.0M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.98% | 127,390 | $15.3M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.96% | 64,796 | $15.0M | Add +0.6% |
| VGIT Vanguard Intermediate-Term T | 0.96% | 249,236 | $14.9M | Add +7.4% |
| MAR Marriott International Class A | 0.95% | 47,681 | $14.8M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.89% | 67,196 | $13.9M | Reduce -1.0% |
| INTU Intuit Inc. | 0.82% | 19,376 | $12.8M | Add +2166.2% |
| SHW The Sherwin-Williams Co. | 0.79% | 38,192 | $12.4M | Add +2.0% |
| REG Regency Centers Corp. | 0.70% | 158,872 | $11.0M | Reduce -0.2% |
| CVX Chevron Corp. | 0.69% | 71,046 | $10.8M | Add +0.2% |
| SPGI S&P Global Inc. | 0.67% | 20,053 | $10.5M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.67% | 15,298 | $10.5M | Reduce -4.7% |
| AMLP Alerian MLP ETF | 0.65% | 215,274 | $10.1M | Reduce -2.6% |
| PWR Quanta Services Inc. | 0.64% | 23,626 | $10.0M | Add +6.2% |
| SCHW Schwab (charles) Corp. | 0.61% | 95,129 | $9.5M | Reduce -2.2% |
| OTIS Otis Worldwide Corp. | 0.61% | 108,400 | $9.5M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 17,768 | $8.9M | Reduce -0.0% |
| AXSM Axsome Therapeutics Inc. | 0.57% | 48,570 | $8.9M | No change |
| PTC PTC Inc. | 0.57% | 50,729 | $8.8M | Reduce -25.0% |
| WAT Waters Corp. | 0.55% | 22,797 | $8.7M | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 145,779 | $8.0M | Add +1.4% |
| EPD Enterprise Products Partners | 0.50% | 242,535 | $7.8M | Reduce -1.7% |
| CHD Church & Dwight Co. Inc. | 0.47% | 87,243 | $7.3M | Reduce -0.6% |
| DOV Dover Corp. | 0.46% | 36,621 | $7.1M | Reduce -0.3% |
| AZO AutoZone Inc. | 0.45% | 2,086 | $7.1M | Reduce -7.4% |
| ITW Illinois Tool Works | 0.43% | 27,001 | $6.7M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.42% | 46,105 | $6.6M | Reduce -4.1% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 24,813 | $5.5M | Reduce -14.1% |
| GBIL Goldman Sachs Access Treasur | 0.34% | 53,106 | $5.3M | Add +333.0% |
| MRK Merck & Co. Inc. | 0.29% | 42,549 | $4.5M | Reduce -11.7% |
| NVS Novartis AG-Sponsored ADR | 0.28% | 32,288 | $4.5M | Reduce -4.6% |
| PM Philip Morris International | 0.27% | 26,791 | $4.3M | Reduce -1.5% |
| ET Energy Transfer LP | 0.27% | 257,603 | $4.2M | Reduce -1.1% |
| FISV Fiserv Inc. | 0.25% | 58,753 | $3.9M | Reduce -23.3% |
| PAYX Paychex Inc. | 0.25% | 34,750 | $3.9M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.24% | 6,055 | $3.8M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.24% | 26,128 | $3.7M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 0.24% | 5,569 | $3.7M | Add +1.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 7,824 | $3.5M | Reduce -1.5% |
| PSF Cohen & Steers Select Prefer | 0.22% | 168,944 | $3.4M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 15,774 | $3.3M | Add +0.1% |
| TD Toronto-Dominion Bank | 0.21% | 34,875 | $3.3M | No change |
| EOG EOG Resources Inc. | 0.19% | 28,408 | $3.0M | Reduce -5.9% |
| AVGO Broadcom Inc. | 0.19% | 8,601 | $3.0M | Reduce -0.7% |
| ADBE Adobe Inc. | 0.19% | 8,415 | $2.9M | Reduce -81.0% |
| NVCT Nuvectis Pharma Inc. | 0.19% | 389,625 | $2.9M | Add +11.2% |
| ADP Automatic Data Processing | 0.18% | 10,671 | $2.7M | Reduce -1.3% |
| MO Altria Group Inc. | 0.18% | 47,513 | $2.7M | Reduce -8.1% |
| DCRE DBL Comm Real Est Debt | 0.17% | 52,003 | $2.7M | Reduce -6.5% |
| SYK Stryker Corp. | 0.17% | 7,563 | $2.7M | Add +0.0% |
| KO The Coca-Cola Co. | 0.16% | 36,543 | $2.6M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.16% | 2,311 | $2.5M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 3,561 | $2.4M | Reduce -10.9% |
| TRGP Targa Resources Corp. | 0.15% | 12,652 | $2.3M | No change |
| UBER Uber Technologies Inc. | 0.15% | 28,385 | $2.3M | Add +4.1% |
| ROP Roper Technologies Inc. | 0.15% | 5,122 | $2.3M | Reduce -21.7% |
| BIDU Baidu Inc. - Spon ADR | 0.15% | 17,397 | $2.3M | Add +37.6% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.14% | 34,333 | $2.2M | New |
| HCI Hci Group Inc. | 0.14% | 11,337 | $2.2M | No change |
| GDX Vaneck Gold Miners ETF | 0.14% | 24,914 | $2.1M | Add +47.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.13% | 17,617 | $2.0M | No change |
| GBCI Glacier Bancorp Inc. | 0.12% | 44,080 | $1.9M | Add +1.4% |
| APO Apollo Global Management Inc. | 0.12% | 13,180 | $1.9M | No change |
| ABBV Abbvie Inc. | 0.11% | 7,649 | $1.7M | Reduce -3.4% |
| SLV iShares Silver Trust | 0.11% | 26,846 | $1.7M | Add +101.1% |
| EMR Emerson Electric Co. | 0.11% | 12,850 | $1.7M | Add +1.7% |
| GXO Gxo Logistics Inc. | 0.11% | 31,857 | $1.7M | Add +4.3% |
| BLK BlackRock Inc. | 0.10% | 1,526 | $1.6M | Add +6.6% |
| PLD Prologis Inc. | 0.10% | 12,123 | $1.5M | Reduce -20.9% |
| FAST Fastenal Co. | 0.09% | 36,169 | $1.5M | Reduce -5.3% |
| LINE Lineage Inc. | 0.09% | 41,193 | $1.4M | New |
| SIL Global X Silver Miners ETF | 0.09% | 17,175 | $1.4M | Add +96.3% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 2,382 | $1.4M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.09% | 20,206 | $1.4M | Reduce -29.4% |
Portfolio Sells Q3 2025 → Q4 2025
| ADBE Adobe Inc. | Reduce -81.0% | 0.19% | −0.83 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.72 |
| MSFT Microsoft Corp. | Reduce -0.4% | 5.18% | −0.49 |
| FISV Fiserv Inc. | Reduce -23.3% | 0.25% | −0.39 |
| PTC PTC Inc. | Reduce -25.0% | 0.57% | −0.33 |
| BX Blackstone Inc. | Reduce -0.3% | 2.30% | −0.31 |
| AJG Arthur J Gallagher & Co. | Reduce -1.1% | 1.26% | −0.29 |
| GRMN Garmin Ltd. | Reduce -2.3% | 1.02% | −0.27 |
| KLAC KLA Corp. | Reduce -17.6% | 2.38% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 2.05% | −0.22 |
| VEEV Veeva Systems Inc. Class A | Reduce -14.1% | 0.35% | −0.21 |
| AZO AutoZone Inc. | Reduce -7.4% | 0.45% | −0.18 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.11 |
| OTIS Otis Worldwide Corp. | Reduce -5.7% | 0.61% | −0.08 |
| WM Waste Management Inc. | Reduce -1.7% | 1.86% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -21.7% | 0.15% | −0.07 |
| ITW Illinois Tool Works | Reduce -5.7% | 0.43% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.42% | −0.06 |
| REG Regency Centers Corp. | Reduce -0.2% | 0.70% | −0.05 |
| PEP Pepsico Inc. | Reduce -18.3% | 0.24% | −0.05 |
| MO Altria Group Inc. | Reduce -8.1% | 0.18% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -29.2% | 0.07% | −0.04 |
| PAYX Paychex Inc. | Reduce -1.1% | 0.25% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -29.4% | 0.09% | −0.04 |
| CHD Church & Dwight Co. Inc. | Reduce -0.6% | 0.47% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.18% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -4.7% | 0.67% | −0.03 |
| EOG EOG Resources Inc. | Reduce -5.9% | 0.19% | −0.03 |
| FAST Fastenal Co. | Reduce -5.3% | 0.09% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -2.6% | 0.65% | −0.03 |
| NFLX Netflix Inc. | Reduce -51.1% | 0.02% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| ET Energy Transfer LP | Reduce -1.1% | 0.27% | −0.02 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.9% | 0.16% | −0.02 |
| BCPC Balchem Corp. | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Reduce -13.5% | 0.06% | −0.02 |
| DCRE DBL Comm Real Est Debt | Reduce -6.5% | 0.17% | −0.02 |
| BWXT BWX Technologies Inc. | Reduce -21.3% | 0.04% | −0.02 |
| PLD Prologis Inc. | Reduce -20.9% | 0.10% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -1.4% | 2.69% | −0.01 |
| HD Home Depot Inc. | Reduce -0.6% | 0.07% | −0.01 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.01 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.01 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.01 |
| TFX Teleflex Inc. | Reduce -29.7% | 0.03% | −0.01 |
| PM Philip Morris International | Reduce -1.5% | 0.27% | −0.01 |
| FTGC First Trust Global Tactical | Reduce -8.5% | 0.05% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| INTU Intuit Inc. | Add +2166.2% | 0.82% | +0.78 |
| GLD SPDR Gold Shares | Add +11.6% | 2.03% | +0.37 |
| NVDA Nvidia Corp. | Add +8.9% | 5.69% | +0.37 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 1.15% | +0.29 |
| GBIL Goldman Sachs Access Treasur | Add +333.0% | 0.34% | +0.26 |
| AKRE Akre Focus ETF | New | 0.14% | +0.14 |
| LINE Lineage Inc. | New | 0.09% | +0.09 |
| JBND JPMorgan Active Bond ETF | Add +3.8% | 5.04% | +0.09 |
| SLV iShares Silver Trust | Add +101.1% | 0.11% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 1.97% | +0.07 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.07% | +0.07 |
| TTAN Servicetitan Inc. Class A | New | 0.07% | +0.07 |
| ETN Eaton Corp. PLC | New | 0.07% | +0.07 |
| GDX Vaneck Gold Miners ETF | Add +47.0% | 0.14% | +0.05 |
| SIL Global X Silver Miners ETF | Add +96.3% | 0.09% | +0.05 |
| NVCT Nuvectis Pharma Inc. | Add +11.2% | 0.19% | +0.05 |
| SPGI S&P Global Inc. | Add +2.3% | 0.67% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +7.4% | 0.96% | +0.05 |
| LLY Eli Lilly & Co. | Add +1.5% | 0.16% | +0.05 |
| PWR Quanta Services Inc. | Add +6.2% | 0.64% | +0.04 |
| BIDU Baidu Inc. - Spon ADR | Add +37.6% | 0.15% | +0.04 |
| SILJ Amplify Junior Silver Miners | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +1.4% | 0.51% | +0.03 |
| EEMX State Street SPDR MSCI Emerg | New | 0.03% | +0.03 |
| GDXJ Vaneck Junior Gold Miners | New | 0.03% | +0.03 |
| URA Global X Uranium ETF | Add +190.9% | 0.04% | +0.03 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.03% | +0.03 |
| TIP iShares Tips Bond ETF | Add +3.8% | 3.24% | +0.02 |
| COPX Global X Copper Miners ETF | Add +75.5% | 0.04% | +0.02 |
| AMD Advanced Micro Devices | Add +4.4% | 0.08% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +99.9% | 0.04% | +0.02 |
| OMFL Invesco Russell 1000 DYN M/F | Add +1.5% | 1.78% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +25.3% | 0.08% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| SUB iShares Short-Term National | New | 0.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.02% | +0.02 |
| MS Morgan Stanley | New | 0.02% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.02% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | New | 0.02% | +0.02 |
| ORLA Orla Mining Ltd. | Add +90.5% | 0.03% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | New | 0.01% | +0.01 |
| WTM White Mountains Insurance GP | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +39.8% | 0.02% | +0.01 |
| TSLA Tesla Inc. | Add +14.7% | 0.06% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +10.8% | 0.06% | +0.00 |
| WMT Walmart Inc. | Add +2.5% | 0.04% | +0.00 |
| GXO Gxo Logistics Inc. | Add +4.3% | 0.11% | +0.00 |
| TEL Te Connectivity PLC | Add +6.8% | 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 |