BALDWIN WEALTH PARTNERS LLC/MA

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 ...