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BALDWIN WEALTH PARTNERS LLC/MA
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,517,390,590
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $114,456,975
- NVIDIA CORPORATION · COM · 67066G104 · shares: $112,527,394
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $98,274,409
- AMAZON COM INC · COM · 023135106 · shares: $77,116,659
- MICROSOFT CORP · COM · 594918104 · shares: $76,159,496
- J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF · 46654Q716 · shares: $76,008,897
- KLA CORP · COM NEW · 482480100 · shares: $43,123,779
- VISA INC · COM CL A · 92826C839 · shares: $39,697,700
- SCHWAB STRATEGIC TR · US TIPS ETF · 808524870 · shares: $39,649,134
- SPDR GOLD TR · GOLD SHS · 78463V107 · shares: $32,727,485
Reported holdings
274 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 17,956 shares | $1,267,873 |
| BLACKROCK INC | COM | 09290D101 | — | 1,120 shares | $1,185,285 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 19,875 shares | $1,178,786 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 | — | 13,365 shares | $1,149,524 |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | 25861R303 | — | 22,495 shares | $1,147,695 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 5,687 shares | $1,063,753 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | — | 12,358 shares | $1,046,723 |
| AMGEN INC | COM | 031162100 | — | 2,397 shares | $1,010,359 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 1,463 shares | $987,598 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 8,305 shares | $987,465 |
| ONEOK INC NEW | COM | 30609A109 | — | 11,392 shares | $971,396 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 2,759 shares | $964,022 |
| BROADCOM INC | COM | 11135F101 | — | 2,616 shares | $918,713 |
| DEERE & CO | COM | 244199105 | — | 1,358 shares | $911,965 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 2,517 shares | $897,336 |
| STOCK YDS BANCORP INC | COM | 861025104 | — | 11,348 shares | $874,817 |
| HINGHAM INSTN SVGS MASS | COM | 433323102 | — | 3,006 shares | $849,466 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | — | 6,600 shares | $849,288 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | — | 2,583 shares | $827,877 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,461 shares | $808,463 |
| GLOBAL PARTNERS LP | COM UNITS | 37946R109 | — | 16,500 shares | $763,950 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 3,378 shares | $729,918 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 | — | 9,860 shares | $718,498 |
| TC ENERGY CORP | COM | 87807B107 | — | 12,380 shares | $715,722 |
| RESMED INC | COM | 761152107 | — | 3,183 shares | $703,761 |
| PFIZER INC | COM | 717081103 | — | 23,579 shares | $672,473 |
| CARLYLE GROUP INC | COM | 14316J108 | — | 15,720 shares | $623,455 |
| TESLA INC | COM | 88160R101 | — | 1,745 shares | $619,143 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 | — | 17,525 shares | $611,272 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 5,540 shares | $602,974 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,923 shares | $600,534 |
| SOUTHERN CO | COM | 842587107 | — | 7,166 shares | $593,990 |
| HOME DEPOT INC | COM | 437076102 | — | 2,087 shares | $593,731 |
| WALMART INC | COM | 931142103 | — | 5,587 shares | $580,601 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 46138G102 | — | 11,693 shares | $572,295 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 10,956 shares | $552,073 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 4,000 shares | $550,720 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | — | 13,070 shares | $532,341 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 5,374 shares | $531,112 |
| GE VERNOVA INC | COM | 36828A101 | — | 550 shares | $522,770 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 | — | 2,875 shares | $519,081 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 4,305 shares | $510,745 |
| SEACOAST BKG CORP FLA | COM NEW | 811707801 | — | 16,005 shares | $509,439 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | — | 21,409 shares | $507,821 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 3,700 shares | $506,900 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 1,345 shares | $503,353 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 5,745 shares | $490,680 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 3,894 shares | $487,334 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 3,180 shares | $465,806 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | 78463X541 | — | 6,249 shares | $462,239 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 825 shares | $454,963 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 7,383 shares | $454,055 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 1,581 shares | $451,296 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 | — | 14,675 shares | $448,908 |
| DISNEY WALT CO | COM | 254687106 | — | 4,232 shares | $443,937 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | — | 11,068 shares | $441,060 |
| WELLS FARGO & CO | COM | 949746101 | — | 5,499 shares | $440,195 |
| DATADOG INC | CL A COM | 23804L103 | — | 1,600 shares | $438,160 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 3,220 shares | $436,407 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | — | 3,750 shares | $427,313 |
| QUALCOMM INC | COM | 747525103 | — | 2,312 shares | $425,500 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 9,116 shares | $422,982 |
| ORACLE CORP | COM | 68389X105 | — | 3,074 shares | $422,060 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,989 shares | $419,560 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 4,292 shares | $418,298 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,860 shares | $412,083 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 3,979 shares | $410,195 |
| SPDR SERIES TRUST | ST STR SP METAL | 78464A755 | — | 3,950 shares | $409,062 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 3,100 shares | $401,357 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | — | 12,596 shares | $399,293 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 539 shares | $398,736 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,259 shares | $389,031 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 5,527 shares | $387,719 |
| ISHARES INC | MSCI GLB SLV&MTL | 464286327 | — | 10,610 shares | $371,032 |
| AMPLIFY ETF TR | JR SILV MINE ETF | 032108649 | — | 13,100 shares | $357,368 |
| VANECK ETF TRUST | RARE EAR STR ETF | 92189H805 | — | 5,536 shares | $355,743 |
| AT&T INC | COM | 00206R102 | — | 14,384 shares | $350,970 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 874 shares | $347,249 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 5,185 shares | $346,308 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,000 shares | $340,740 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 1,435 shares | $327,582 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 10,750 shares | $315,083 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,796 shares | $311,733 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,989 shares | $308,235 |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | 294821608 | — | 33,639 shares | $307,797 |
| FEDEX CORP | COM | 31428X106 | — | 1,076 shares | $306,757 |
| SERVICENOW INC | COM | 81762P102 | — | 2,215 shares | $296,832 |
| PROSHARES TR | ULTRA ETHER ETF | 74349Y571 | — | 15,100 shares | $290,373 |
| TJX COS INC NEW | COM | 872540109 | — | 2,188 shares | $289,494 |
| CISCO SYS INC | COM | 17275R102 | — | 2,685 shares | $288,987 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | — | 893 shares | $278,946 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 3,220 shares | $277,950 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 2,640 shares | $275,986 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 1,500 shares | $274,905 |
| MPLX LP | COM UNIT REP LTD | 55336V100 | — | 4,796 shares | $270,111 |
| NATWEST GROUP PLC | SPONS ADR | 639057207 | — | 14,840 shares | $269,346 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,120 shares | $265,551 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 8,798 shares | $265,260 |
| TERADYNE INC | COM | 880770102 | — | 650 shares | $260,592 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 5,465 shares | $258,822 |