Q3 2026 13F · SEC CIK 1021258

Baldwin Wealth Partners Llc/ma

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 234
Top holdings a year, 3 yrs: +18.5%
Average holding period: 8.3 yrs

Baldwin Wealth Partners Llc/ma is a wealth manager that reported 234 positions worth $1.5B in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Apple Inc (AAPL, 7.5%), Nvidia Corporation (NVDA, 7.4%), Alphabet Inc (GOOGL, 6.5%). A portfolio copying its top holdings returned 18.5% a year over the last 3 years, against 20.4% for the S&P 500.

Baldwin Wealth Partners Llc/ma holdings largest 50 of 234 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baldwin Wealth Partners Llc/ma 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	7.5%	6.7%	343,694	-2.3%	$114.5M
NVDANvidia Corporation	7.4%	6.5%	492,720	-0.8%	$112.5M
GOOGLAlphabet Inc	6.5%	6.7%	285,615	-1.0%	$98.3M
AMZNAmazon Com Inc	5.1%	4.9%	309,519	-1.0%	$77.1M
MSFTMicrosoft Corp	5.0%	3.6%	148,488	-0.3%	$76.2M
JBNDJ P Morgan Exchange Traded F	5.0%	5.1%	1,486,872	+1.1%	$76.0M
KLACKla Corp	2.8%	4.4%	221,227	-0.5%	$43.1M
VVisa Inc	2.6%	2.5%	110,477	-0.4%	$39.7M
SCHPSchwab Strategic Tr	2.6%	—	1,577,761	—	$39.6M
GLDSpdr Gold Tr	2.2%	2.0%	85,935	+1.5%	$32.7M
JPMJpmorgan Chase & Co	1.9%	1.8%	85,930	-0.1%	$28.4M
OMFLInvesco Exch Trd Slf Idx Fd	1.8%	1.8%	401,093	-2.7%	$28.0M
ASMLAsml Hldg NV	1.7%	1.9%	14,377	-0.4%	$26.0M
WMWaste Mgmt Inc Del	1.6%	1.8%	119,266	-0.7%	$24.3M
BXBlackstone Inc	1.6%	1.7%	216,044	-0.8%	$24.2M
ADIAnalog Devices Inc	1.6%	1.6%	60,917	-1.8%	$24.2M
URIUnited Rentals Inc	1.5%	1.8%	23,376	-2.2%	$23.4M
IAUIshares Gold Tr	1.5%	1.5%	296,978	-1.6%	$23.2M
PWRQuanta Svcs Inc	1.5%	1.1%	34,686	+42.9%	$22.3M
COSTCostco Wholesale Corporation	1.5%	1.5%	24,263	+0.0%	$22.1M
UNPUnion Pac Corp	1.4%	1.4%	80,639	-0.3%	$21.9M
NEENextera Energy Inc	1.3%	1.5%	250,538	-1.3%	$19.0M
XOMExxonmobil Holdings Corp	1.2%	—	114,549	—	$18.6M
IBMInternational Business Machs	1.1%	1.5%	76,411	-6.3%	$16.8M
JNJJohnson & Johnson	1.1%	1.1%	63,359	-1.7%	$16.8M
AJGGallagher Arthur J & Co	1.0%	1.0%	67,882	-0.7%	$15.5M
GRMNGarmin Ltd	1.0%	0.8%	53,376	-1.2%	$15.3M
GOOGAlphabet Inc	1.0%	1.0%	43,989	-3.2%	$15.0M
MARMarriott Intl Inc New	1.0%	1.0%	41,424	-1.2%	$14.7M
VGITVanguard Scottsdale Fds	1.0%	1.0%	259,961	+1.1%	$14.7M
CVXChevron Corporation	0.9%	0.8%	68,115	-1.8%	$13.9M
ULTAUlta Beauty Inc	0.8%	0.7%	23,231	-1.6%	$12.7M
ARCCAres Capital Corp	0.7%	0.5%	587,917	+33.9%	$11.2M
REGRegency Ctrs Corp	0.7%	0.8%	145,570	-0.8%	$10.5M
MCKMckesson Corp	0.7%	0.6%	12,056	-0.6%	$10.3M
AMLPAlps ETF Tr	0.7%	0.7%	194,825	-2.5%	$10.1M
FBCGFidelity Covington Trust	0.6%	0.6%	155,189	-2.3%	$9.8M
WATWaters Corp	0.6%	0.5%	19,597	-3.8%	$8.6M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	17,254	-0.5%	$8.6M
IJRIshares Tr	0.5%	0.6%	61,263	-3.1%	$8.3M
AXSMAxsome Therapeutics, Inc.	0.5%	0.7%	44,070	+0.0%	$8.1M
NVCTNuvectis Pharma Inc	0.5%	—	382,015	—	$8.1M
IVVIshares Tr	0.5%	0.5%	10,203	-5.9%	$7.8M
SCHWCharles Schwab Corp (the)	0.5%	0.5%	79,277	-2.9%	$7.7M
SPGIS&p Global Inc	0.5%	0.5%	18,819	+2.7%	$7.4M
BACBank of Amer Corp	0.5%	0.5%	136,194	-0.1%	$7.4M
CHDChurch & Dwight Co Inc	0.5%	0.5%	77,486	-2.1%	$7.3M
ESGEiShares ESG Aware MSCI EM ETF	0.5%	—	132,951	—	$7.2M
PTCPtc Inc	0.5%	—	51,228	—	$7.2M
CRHCrh PLC	0.5%	0.6%	86,363	-1.5%	$7.2M

What Baldwin Wealth Partners Llc/ma bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

PWR Quanta Svcs Inc+42.9% shares
ARCC Ares Capital Corp+33.9% shares

Reduced

IBM International Business Machs-6.3% shares
IVV Ishares Tr-5.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +18.5% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.5B	234
Q2 2026	$1.5B	234
Q1 2026	$1.4B	222
Q4 2025	$1.6B	242
Q3 2025	$1.5B	234
Q2 2025	$1.5B	218
Q1 2025	$1.4B	228
Q4 2024	$1.4B	238
Q3 2024	$1.5B	1,079
Q2 2024	$1.3B	798
Q1 2024	$1.3B	696
Q4 2023	$1.3B	725

Questions about Baldwin Wealth Partners Llc/ma's portfolio

What stocks does Baldwin Wealth Partners Llc/ma own?

Baldwin Wealth Partners Llc/ma's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 234 positions worth $1.5B. The largest are Apple Inc (AAPL) at 7.5%, Nvidia Corporation (NVDA) at 7.4%, Alphabet Inc (GOOGL) at 6.5%, Amazon Com Inc (AMZN) at 5.1% and Microsoft Corp (MSFT) at 5.0%.

What did Baldwin Wealth Partners Llc/ma buy last quarter?

In Q3 2026, Baldwin Wealth Partners Llc/ma added Quanta Svcs Inc (PWR) (+42.9% shares) and Ares Capital Corp (ARCC) (+33.9% shares), compared with its Q2 2026 filing.

What did Baldwin Wealth Partners Llc/ma sell last quarter?

In Q3 2026, Baldwin Wealth Partners Llc/ma cut from its top 50 Ishares Tr (TIP), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Danaher Corp Del (DHR), cut from its top 50 Dover Corp (DOV), cut from its top 50 Autozone Inc (AZO), International Business Machs (IBM) (-6.3% shares) and Ishares Tr (IVV) (-5.9% shares), compared with its Q2 2026 filing.

How has Baldwin Wealth Partners Llc/ma's portfolio performed?

A portfolio copying Baldwin Wealth Partners Llc/ma's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Baldwin Wealth Partners Llc/ma's next 13F filing due?

13F filings are due 45 days after each quarter ends. Baldwin Wealth Partners Llc/ma's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.