Baldwin Wealth Partners Llc/ma
Baldwin Wealth Partners Llc/ma reported 234 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (7.5%), NVDA (7.4%) and GOOGL (6.5%). Compared with Q2 2026, the fund opened new positions in SCHP, XOM and GLW, added to JBND, GLD and PWR, trimmed AAPL, NVDA and GOOGL and sold out of TIP, XOM and OTIS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $114M | 7.5% | 344K | −8,135 (−2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $113M | 7.4% | 493K | −4,119 (−1%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $98.3M | 6.5% | 286K | −2,775 (−1%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $77.1M | 5.1% | 310K | −2,981 (−1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $76.2M | 5.0% | 148K | −438 (−0%) | 8 of 8 | |
| 6 |  JBND J P Morgan Exchange Traded F | $76M | 5.0% | 1.5M | +17K (+1%) | 8 of 8 | |
| 7 |  KLAC Kla Corp | $43.1M | 2.8% | 221K | −1,105 (−0%) | 8 of 8 | |
| 8 |  V Visa Inc | $39.7M | 2.6% | 110K | −442 (−0%) | 8 of 8 | |
| 9 |  SCHP Schwab US Tips ETF | $39.6M | 2.6% | 1.6M | New position | 1 of 8 | |
| 10 |  GLD Spdr Gold TR | $32.7M | 2.2% | 86K | +1,283 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TIP Ishares Tips Bond ETF | $43.5M | 398K |
 XOM Exxon Mobil Corp | $15.8M | 116K |
 OTIS Otis Worldwide Corp | $7M | 98K |
 OKE Oneok Inc New | $995K | 11K |
 IJH Ishares TR | $247K | 3,200 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baldwin Wealth Partners Llc/ma 13F FAQ
What does Baldwin Wealth Partners Llc/ma own?
Baldwin Wealth Partners Llc/ma reported 234 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are AAPL (7.5%), NVDA (7.4%) and GOOGL (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Baldwin Wealth Partners Llc/ma buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 28 added to, 107 trimmed and 14 sold out. New positions include SCHP, XOM and GLW. It sold all of TIP, XOM and OTIS.
When will Baldwin Wealth Partners Llc/ma file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Baldwin Wealth Partners Llc/ma's portfolio worth?
The Q3 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.