Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BALDWIN WEALTH PARTNERS LLC/MA (CIK 1021258) reported $1.38B across 220 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($89.4M, 6.49%), GOOGL ($84.4M, 6.13%), JBND ($79.0M, 5.74%), NVDA ($78.5M, 5.70%), AMZN ($65.1M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $89.4M | 6.49% | 352,224 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $84.4M | 6.13% | 293,650 | Trimmed |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $79.0M | 5.74% | 1.5M | Added |
| 4 | NVDA | NVIDIA CORPORATION | $78.5M | 5.70% | 450,267 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $65.1M | 4.73% | 312,577 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $55.4M | 4.02% | 149,528 | Trimmed |
| 7 | TIP | ISHARES TR | $43.5M | 3.16% | 394,233 | Trimmed |
| 8 | KLAC | KLA CORP | $39.1M | 2.84% | 26,552 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $37.0M | 2.69% | 85,975 | Added |
| 10 | V | VISA INC | $33.8M | 2.46% | 111,860 | Trimmed |
| 11 | WM | WASTE MGMT INC DEL | $27.8M | 2.02% | 120,989 | Trimmed |
| 12 | OMFL | INVESCO EXCH TRD SLF IDX FD | $26.4M | 1.92% | 439,187 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $26.0M | 1.89% | 294,813 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $24.9M | 1.81% | 84,727 | Trimmed |
| 15 | BX | BLACKSTONE INC | $24.7M | 1.80% | 214,889 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $24.3M | 1.77% | 24,384 | Trimmed |
| 17 | NEE | NEXTERA ENERGY INC | $23.7M | 1.72% | 254,634 | Trimmed |
| 18 | URI | UNITED RENTALS INC | $21.9M | 1.59% | 30,117 | Trimmed |
| 19 | ADI | ANALOG DEVICES INC | $20.5M | 1.49% | 64,331 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $20.2M | 1.47% | 119,331 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $20.0M | 1.45% | 82,450 | Trimmed |
| 22 | ASML | ASML HLDG NV | $19.2M | 1.40% | 14,539 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $15.8M | 1.15% | 64,808 | Trimmed |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $15.0M | 1.09% | 252,676 | Added |
| 25 | AJG | GALLAGHER ARTHUR J & CO | $14.9M | 1.08% | 68,934 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31