Baldwin Wealth Partners LLC

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Baldwin Wealth Partners LLC reported 222 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Alphabet Class A (GOOGL, 6.1%) and JPMorgan Active Bond ETF (JBND, 5.7%). Compared with Q4 2025, it opened 17 new positions, sold out of 37, added to 22 and reduced 137. The biggest buy was a new position in McKesson (MCK) and the biggest sale Microsoft (MSFT, shares −11%).

Most Recent 13F: Q2 2026
Location: Marion, MA
CIK: 0001021258
Portfolio Value: $1.4B (Q1 2026)
SEC Filing: 0001193125-26-154830 ↗ filed Apr 14, 2026

Holdings Value

Holdings 222 stocks · $1.4B


AAPL Apple Inc.	6.49%	352,224	$89.4M	Reduce -6.8%
GOOGL Alphabet Inc. Class A	6.13%	293,650	$84.4M	Reduce -15.1%
JBND JPMorgan Active Bond ETF	5.74%	1,469,232	$79.0M	Add +0.9%
NVDA Nvidia Corp.	5.70%	450,267	$78.5M	Reduce -5.6%
AMZN Amazon.com Inc.	4.73%	312,577	$65.1M	Reduce -7.3%
MSFT Microsoft Corp.	4.02%	149,528	$55.4M	Reduce -10.7%
TIP iShares Tips Bond ETF	3.16%	394,233	$43.5M	Reduce -14.4%
KLAC KLA Corp.	2.84%	26,552	$39.1M	Reduce -13.4%
GLD SPDR Gold Shares	2.69%	85,975	$37.0M	Add +7.3%
V Visa Inc. Class A	2.46%	111,860	$33.8M	Reduce -6.7%
WM Waste Management Inc.	2.02%	120,989	$27.8M	Reduce -8.5%
OMFL Invesco Russell 1000 DYN M/F	1.92%	439,187	$26.4M	Reduce -3.5%
IAU iShares Gold Trust	1.89%	294,813	$26.0M	Add +0.3%
JPM JPMorgan Chase & Co.	1.81%	84,727	$24.9M	Reduce -11.6%
BX Blackstone Inc.	1.80%	214,889	$24.7M	Reduce -7.9%
COST Costco Wholesale Corp.	1.77%	24,384	$24.3M	Reduce -34.5%
NEE Nextera Energy Inc.	1.72%	254,634	$23.7M	Reduce -10.9%
URI United Rentals Inc.	1.59%	30,117	$21.9M	Reduce -16.7%
ADI Analog Devices Inc.	1.49%	64,331	$20.5M	Reduce -4.8%
XOM Exxon Mobil Corp.	1.47%	119,331	$20.2M	Reduce -6.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.45%	82,450	$20.0M	Reduce -1.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	1.40%	14,539	$19.2M	Reduce -9.8%
JNJ Johnson & Johnson	1.15%	64,808	$15.8M	Reduce -3.5%
VGIT Vanguard Intermediate-Term T	1.09%	252,676	$15.0M	Add +1.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	1.08%	68,934	$14.9M	Reduce -9.3%
CVX Chevron Corp.	1.06%	70,221	$14.5M	Reduce -1.2%
MAR Marriott International Class A	1.02%	42,808	$14.0M	Reduce -10.2%
GOOG Alphabet Inc. Class C	0.97%	46,682	$13.4M	Reduce -18.7%
UNP Union Pacific Corp.	0.97%	55,086	$13.4M	Reduce -15.0%
PWR Quanta Services Inc.	0.97%	24,298	$13.3M	Add +2.8%
DHR Danaher Corp.	0.96%	69,507	$13.2M	Reduce -10.7%
GRMN Garmin Ltd.	0.92%	54,867	$12.7M	Reduce -30.4%
ULTA Ulta Beauty Inc.	0.90%	23,776	$12.4M	Reduce -11.6%
AMLP Alerian MLP ETF	0.80%	208,811	$11.0M	Reduce -3.0%
REG Regency Centers Corp.	0.79%	144,066	$10.9M	Reduce -9.3%
MCK McKesson Corp.	0.76%	12,104	$10.5M	New
SCHW Schwab (charles) Corp.	0.63%	92,960	$8.7M	Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B	0.60%	17,260	$8.3M	Reduce -2.9%
IJR iShares Core S&P Small-Cap E	0.57%	63,191	$7.9M	Add +2207.9%
OTIS Otis Worldwide Corp.	0.56%	100,162	$7.7M	Reduce -7.6%
CHD Church & Dwight Co. Inc.	0.56%	82,341	$7.7M	Reduce -5.6%
INTU Intuit Inc.	0.55%	17,573	$7.6M	Reduce -9.3%
SPGI S&P Global Inc.	0.55%	17,807	$7.6M	Reduce -11.2%
PTC PTC Inc.	0.55%	52,841	$7.5M	Add +4.2%
IVV iShares Core S&P 500 ETF	0.52%	11,045	$7.2M	Reduce -27.8%
AXSM Axsome Therapeutics Inc.	0.52%	42,070	$7.1M	Reduce -13.4%
DOV Dover Corp.	0.52%	34,005	$7.1M	Reduce -7.1%
AZO AutoZone Inc.	0.50%	2,054	$6.9M	Reduce -1.5%
EPD Enterprise Products Partners	0.50%	181,726	$6.9M	Reduce -25.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.49%	137,076	$6.7M	Reduce -6.0%
ITW Illinois Tool Works	0.48%	25,524	$6.6M	Reduce -5.5%
GBIL Goldman Sachs Access Treasur	0.47%	64,847	$6.5M	Add +22.1%
WAT Waters Corp.	0.47%	21,630	$6.4M	Reduce -5.1%
PG The Procter & Gamble Co.	0.46%	43,881	$6.3M	Reduce -4.8%
ESGE iShares Inc. iShares ESG Awar	0.42%	127,953	$5.8M	New
VEEV Veeva Systems Inc. Class A	0.36%	28,501	$5.0M	Add +14.9%
ET Energy Transfer LP	0.35%	252,181	$4.9M	Reduce -2.1%
NVS Novartis AG-Sponsored ADR	0.33%	29,995	$4.6M	Reduce -7.1%
BASG Brown Adviso Sustain Gro ETF	0.33%	198,958	$4.5M	New
PM Philip Morris International	0.31%	26,124	$4.3M	Reduce -2.5%
VOO Vanguard S&P 500 ETF	0.29%	6,608	$3.9M	Add +9.1%
EOG EOG Resources Inc.	0.26%	25,106	$3.6M	Reduce -11.6%
ARCC Ares Capital Corp.	0.26%	197,428	$3.6M	New
VRTX Vertex Pharmaceuticals Inc.	0.25%	7,824	$3.5M	No change
TD Toronto-Dominion Bank	0.24%	34,675	$3.2M	Reduce -0.6%
PSF Cohen & Steers Select Prefer	0.23%	160,817	$3.1M	Reduce -4.8%
MO Altria Group Inc.	0.22%	45,590	$3.0M	Reduce -4.0%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.22%	13,848	$3.0M	Reduce -12.2%
FISV Fiserv Inc.	0.22%	53,840	$3.0M	Reduce -8.4%
PAYX Paychex Inc.	0.22%	32,364	$3.0M	Reduce -6.9%
NVCT Nuvectis Pharma Inc.	0.21%	378,625	$2.9M	Reduce -2.8%
PEP Pepsico Inc.	0.21%	18,692	$2.9M	Reduce -28.5%
META Meta Platforms Inc. Class A	0.21%	5,006	$2.9M	Reduce -10.1%
EEMX State Street SPDR MSCI Emerg	0.18%	57,584	$2.5M	Add +473.6%
KO The Coca-Cola Co.	0.18%	32,824	$2.5M	Reduce -10.2%
TRGP Targa Resources Corp.	0.18%	9,635	$2.4M	Reduce -23.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.17%	3,512	$2.3M	Reduce -1.4%
GDX Vaneck Gold Miners ETF	0.16%	24,004	$2.2M	Reduce -3.6%
MRK Merck & Co. Inc.	0.15%	17,154	$2.1M	Reduce -59.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	0.15%	17,099	$2.0M	Reduce -2.9%
GBCI Glacier Bancorp Inc.	0.14%	44,080	$2.0M	No change
SYK Stryker Corp.	0.14%	5,870	$1.9M	Reduce -22.4%
ADBE Adobe Inc.	0.14%	7,752	$1.9M	Reduce -7.9%
ADP Automatic Data Processing	0.13%	9,106	$1.9M	Reduce -14.7%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO	0.13%	33,926	$1.8M	Reduce -1.2%
HCI Hci Group Inc.	0.13%	11,337	$1.8M	No change
DCRE DBL Comm Real Est Debt	0.12%	32,485	$1.7M	Reduce -37.5%
EMR Emerson Electric Co.	0.12%	12,800	$1.7M	Reduce -0.4%
UBER Uber Technologies Inc.	0.12%	23,096	$1.7M	Reduce -18.6%
FAST Fastenal Co.	0.12%	35,791	$1.7M	Reduce -1.1%
PLD Prologis Inc.	0.12%	12,122	$1.6M	Reduce -0.0%
SLV iShares Silver Trust	0.11%	22,059	$1.5M	Reduce -17.8%
LLY Eli Lilly & Co.	0.10%	1,564	$1.4M	Reduce -32.3%
ROP Roper Technologies Inc.	0.10%	4,047	$1.4M	Reduce -21.0%
ABBV Abbvie Inc.	0.10%	6,513	$1.4M	Reduce -14.8%
BLK BlackRock Inc.	0.10%	1,436	$1.4M	Reduce -5.9%
APO Apollo Global Management Inc.	0.09%	11,680	$1.3M	Reduce -11.4%
CAT Caterpillar Inc.	0.09%	1,831	$1.3M	Reduce -0.9%
IWM iShares Russell 2000 ETF	0.09%	5,162	$1.3M	Reduce -6.4%
VEA Vanguard Ftse Developed ETF	0.09%	19,695	$1.3M	Reduce -5.5%

Show all 222 holdings

Portfolio Sells Q4 2025 → Q1 2026


MSFT Microsoft Corp.	Reduce -10.7%	4.02%	−1.16
ACN Accenture PLC Class A	Reduce -97.6%	0.02%	−1.01
GOOGL Alphabet Inc. Class A	Reduce -15.1%	6.13%	−0.79
SHW The Sherwin-Williams Co.	Sold out	0.00%	−0.79
BX Blackstone Inc.	Reduce -7.9%	1.80%	−0.50
COST Costco Wholesale Corp.	Reduce -34.5%	1.77%	−0.29
URI United Rentals Inc.	Reduce -16.7%	1.59%	−0.28
INTU Intuit Inc.	Reduce -9.3%	0.55%	−0.27
AMZN Amazon.com Inc.	Reduce -7.3%	4.73%	−0.25
V Visa Inc. Class A	Reduce -6.7%	2.46%	−0.23
DHR Danaher Corp.	Reduce -10.7%	0.96%	−0.18
GOOG Alphabet Inc. Class C	Reduce -18.7%	0.97%	−0.18
AJG Arthur J Gallagher & Co.	Reduce -9.3%	1.08%	−0.17
JPM JPMorgan Chase & Co.	Reduce -11.6%	1.81%	−0.16
IVV iShares Core S&P 500 ETF	Reduce -27.8%	0.52%	−0.15
BIDU Baidu Inc. - Spon ADR	Sold out	0.00%	−0.15
ULTA Ulta Beauty Inc.	Reduce -11.6%	0.90%	−0.14
IBM Intl Business Machines Corp.	Reduce -1.7%	1.45%	−0.14
MRK Merck & Co. Inc.	Reduce -59.7%	0.15%	−0.14
AVGO Broadcom Inc.	Reduce -69.2%	0.06%	−0.13
SPGI S&P Global Inc.	Reduce -11.2%	0.55%	−0.12
GXO Gxo Logistics Inc.	Sold out	0.00%	−0.11
GRMN Garmin Ltd.	Reduce -30.4%	0.92%	−0.10
LINE Lineage Inc.	Sold out	0.00%	−0.09
WAT Waters Corp.	Reduce -5.1%	0.47%	−0.09
AAPL Apple Inc.	Reduce -6.8%	6.49%	−0.08
TIP iShares Tips Bond ETF	Reduce -14.4%	3.16%	−0.08
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.07
NU Nu Holdings Ltd./Cayman Isl-A	Sold out	0.00%	−0.07
TTAN Servicetitan Inc. Class A	Sold out	0.00%	−0.07
LDP Cohen & Steers Limited Durat	Sold out	0.00%	−0.07
HIMS Hims & Hers Health Inc.	Sold out	0.00%	−0.05
LLY Eli Lilly & Co.	Reduce -32.3%	0.10%	−0.05
ETN Eaton Corp. PLC	Reduce -82.6%	0.02%	−0.05
ADBE Adobe Inc.	Reduce -7.9%	0.14%	−0.05
AXSM Axsome Therapeutics Inc.	Reduce -13.4%	0.52%	−0.05
DCRE DBL Comm Real Est Debt	Reduce -37.5%	0.12%	−0.05
OTIS Otis Worldwide Corp.	Reduce -7.6%	0.56%	−0.04
ROP Roper Technologies Inc.	Reduce -21.0%	0.10%	−0.04
ADP Automatic Data Processing	Reduce -14.7%	0.13%	−0.04
PGR Progressive Corp.	Sold out	0.00%	−0.04
AHR American Healthcare REIT Inc.	Sold out	0.00%	−0.04
FISV Fiserv Inc.	Reduce -8.4%	0.22%	−0.03
KMB Kimberly-Clark Corp.	Sold out	0.00%	−0.03
PAYX Paychex Inc.	Reduce -6.9%	0.22%	−0.03
TMO Thermo Fisher Scientific Inc.	Reduce -34.1%	0.06%	−0.03
SYK Stryker Corp.	Reduce -22.4%	0.14%	−0.03
PEP Pepsico Inc.	Reduce -28.5%	0.21%	−0.03
MKC McCormick & Co.-Non VTG SHRS	Reduce -19.5%	0.06%	−0.03
UBER Uber Technologies Inc.	Reduce -18.6%	0.12%	−0.03

Portfolio Buys Q4 2025 → Q1 2026


MCK McKesson Corp.	New	0.76%	+0.76
JBND JPMorgan Active Bond ETF	Add +0.9%	5.74%	+0.70
GLD SPDR Gold Shares	Add +7.3%	2.69%	+0.66
IJR iShares Core S&P Small-Cap E	Add +2207.9%	0.57%	+0.55
ESGE iShares Inc. iShares ESG Awar	New	0.42%	+0.42
IAU iShares Gold Trust	Add +0.3%	1.89%	+0.36
PWR Quanta Services Inc.	Add +2.8%	0.97%	+0.33
BASG Brown Adviso Sustain Gro ETF	New	0.33%	+0.33
ARCC Ares Capital Corp.	New	0.26%	+0.26
EEMX State Street SPDR MSCI Emerg	Add +473.6%	0.18%	+0.16
VGIT Vanguard Intermediate-Term T	Add +1.4%	1.09%	+0.14
GBIL Goldman Sachs Access Treasur	Add +22.1%	0.47%	+0.13
VOO Vanguard S&P 500 ETF	Add +9.1%	0.29%	+0.04
AEP American Electric Power	New	0.04%	+0.04
VSNT Versant Media Group Inc.	New	0.03%	+0.03
XLE SS Energy Select Sector	Add +38.5%	0.05%	+0.03
GNR State Street SPDR S&P Global	New	0.03%	+0.03
AA Alcoa Corp.	New	0.02%	+0.02
ESGV Vanguard ESG US Stock ETF	New	0.02%	+0.02
COPX Global X Copper Miners ETF	Add +24.7%	0.06%	+0.02
REMX Vaneck Rar Earth ND STG-Usdi	Add +23.9%	0.04%	+0.02
Q Qnity Electronics Inc.	New	0.02%	+0.02
STRL Sterling Infrastructure Inc.	New	0.02%	+0.02
HASI Ha Sustainable Infrastructur	New	0.02%	+0.02
WES Western Midstream Partners L	New	0.01%	+0.01
AXP American Express Co.	New	0.01%	+0.01
BIL SS SPDR BB 1-3M T-Bill ETF	New	0.01%	+0.01
FCX Freeport-McMoran Inc.	New	0.01%	+0.01
BHP BHP Group Ltd.-Spon ADR	New	0.01%	+0.01
VWO Vanguard Ftse Emerging Marke	Add +5.6%	0.08%	+0.01
FDX FedEx Corp.	Add +13.0%	0.03%	+0.01
VEEV Veeva Systems Inc. Class A	Add +14.9%	0.36%	+0.01
AMD Advanced Micro Devices	Add +1.7%	0.09%	+0.01
SBCF Seacoast Banking Corp.	Add +2.1%	0.04%	+0.00
MA Mastercard Inc. Class A	Add +12.2%	0.03%	+0.00
NFLX Netflix Inc.	Add +0.8%	0.02%	+0.00
LYG Lloyds Banking Group PLC-ADR	Add +8.5%	0.01%	+0.00
GE General Electric	Add +0.1%	0.03%	+0.00
PTC PTC Inc.	Add +4.2%	0.55%	−0.02

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