BALDWIN WEALTH PARTNERS LLC/MA
CIK 1021258
13F filing for Q2 2026・No. 1,975
- Holdings
- US$1.53B
- Quarter change
- +US$152.91M
- Entries
- 284
- Net bought (estimate)
- +US$21.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 11
- Cut 111
- Added 42
- Corporate actions 2
- Unchanged 58
Largest holdings
234 stocks worth US$1.53B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 288,390 | US$103.06M | 6.74% |
| AAPLAppleCOM | Cut | 351,829 | US$101.81M | 6.66% |
| NVDANvidiaCOM | Added | 496,839 | US$99.41M | 6.50% |
| J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | Added | 1,470,097 | US$78.65M | 5.14% |
| AMZNAmazonCOM | Cut | 312,500 | US$74.48M | 4.87% |
| KLACKLA CORPCOM NEW | AddedSplit 8:1 | 222,332 | US$67.08M | 4.39% |
| MSFTMicrosoftCOM | Cut | 148,926 | US$55.55M | 3.63% |
| ISHARES TRTIPS BD ETF | Added | 397,604 | US$43.51M | 2.84% |
| VVISA INCCOM CL A | Cut | 110,919 | US$38.06M | 2.49% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 84,652 | US$31.18M | 2.04% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.