BALDWIN WEALTH PARTNERS LLC/MA
BALDWIN WEALTH PARTNERS LLC/MA reported 234 positions worth $1.53B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: GOOGL (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $103.1M | 6.74% | 288,390 | — | — | |
| ▸ 2 | AAPL | SH | $101.8M | 6.66% | 351,829 | — | — | |
| ▸ 3 | NVDA | SH | $99.4M | 6.50% | 496,839 | — | — | |
| ▸ 4 | JBND | SH | $78.7M | 5.14% | 1,470,097 | — | — | |
| ▸ 5 | AMZN | SH | $74.5M | 4.87% | 312,500 | — | — | |
| ▸ 6 | KLAC | SH | $67.1M | 4.39% | 222,332 | — | — | |
| ▸ 7 | MSFT | SH | $55.6M | 3.63% | 148,926 | — | — | |
| ▸ 8 | TIP | SH | $43.5M | 2.84% | 397,604 | — | — | |
| ▸ 9 | V | SH | $38.1M | 2.49% | 110,919 | — | — | |
| ▸ 10 | GLD | SH | $31.2M | 2.04% | 84,652 | — | — |
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Frequently Asked Questions
What stocks does BALDWIN WEALTH PARTNERS LLC/MA hold as of Q2 2026?
BALDWIN WEALTH PARTNERS LLC/MA reported 234 positions worth $1.53B in its Q2 2026 13F filing. Largest positions: GOOGL (6.7%), AAPL (6.7%), NVDA (6.5%), JBND (5.1%) and AMZN (4.9%).
What did BALDWIN WEALTH PARTNERS LLC/MA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BALDWIN WEALTH PARTNERS LLC/MA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.