DOSSIER · 13F-HR · Q1 2026
BALDWIN WEALTH PARTNERS LLC/MA
BALDWIN WEALTH /MA's family office based in Boston, MA — $1.4B in tracked AUM across 271 positions as of Q1 2026.
BW
BALDWIN WEALTH /MA·Boston, MA·Family Office
CIK 0001021258 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 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 ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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