13F Insight
DOSSIER · 13F-HR · Q3 2026

BALDWIN WEALTH PARTNERS LLC/MA

$1.5B in tracked AUM across 274 positions as of Q3 2026.

BW
CIK 0001021258 · last filed Sep 30, 2026
Total AUM
$1.5B
as of Q3 2026
Holdings
274
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Portfolio Overview

Baldwin Wealth Partners LLC/MA has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 104.8% quarter-over-quarter, rising from approximately $763.47 million to $1.56 billion. This doubling of assets suggests a substantial influx of client capital or strong performance from underlying holdings during the period ending December 31, 2025. The portfolio consists of 292 holdings, indicating a high level ...

Key Holdings

The portfolio is anchored by a "Magnificent Seven" heavy allocation, with Alphabet Inc. (GOOGL) and Apple Inc. (AAPL) serving as the top two holdings, representing 6.93% and 6.57% of the portfolio, respectively. NVIDIA (NVDA) and Microsoft (MSFT) follow closely, making up 5.69% and 5.18%. This indicates a strong conviction in large-cap technology dominance.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$114M344K7.5%02
NVDA
NVIDIA CORPORATION
$113M493K7.4%03
GOOGL
ALPHABET INC
$98M286K6.5%04
AMZN
AMAZON COM INC
$77M310K5.1%05
MSFT
MICROSOFT CORP
$76M148K5.0%06
JBND
J P MORGAN EXCHANGE TRADED F
$76M1.5M5.0%07
KLAC
KLA CORP
$43M221K2.8%08
V
VISA INC
$40M110K2.6%09
SCHP
SCHWAB STRATEGIC TR
$40M1.6M2.6%10
GLD
SPDR GOLD TR
$33M86K2.2%

Filing history

2026Q3Sep 30
$1.5B▼ 0.8%
274 positionsView →2026Q2Jun 30
$1.5B▲ 11.1%
284 positionsView →2026Q1Mar 31
$1.4B▼ 12.0%
271 positionsView →2025Q4Dec 31
$1.6B▲ 1.9%
292 positionsView →2025Q3Sep 30
$1.5B▲ 4.3%
261 positionsLocked2025Q2Jun 30
$1.5B▲ 3.3%
248 positionsLocked2025Q1Mar 31
$1.4B▼ 1.5%
253 positionsLocked2024Q4Dec 31
$1.4B▼ 1.3%
292 positionsLocked2024Q3Sep 30
$1.5B▲ 14.3%
1,161 positionsLocked2024Q2Jun 30
$1.3B▼ 3.3%
854 positionsLocked2024Q1Mar 31
$1.3B▲ 4.3%
767 positionsLocked2023Q4Dec 31
$1.3B▲ 9.5%
801 positionsLocked
Showing 12 of 80