BALDWIN WEALTH PARTNERS LLC/MA

Q4 2025 13F-HR Holdings

Location
Marion, MA
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
242
Total value ($000)
$1,563,793
Net value change ($000)
+28,632 (1.9%)
New positions
19
Sold out positions
11
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/14/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 22,624 26.4%
INTU 12,251 2097.8%
NVDA 7,255 8.9%
GLD 6,228 24.4%
GOOGL 4,764 35.9%
GBIL 4,078 331.8%
AAPL 3,753 3.8%
AMZN 3,289 4.4%
AXSM 2,972 50.4%
IAU 2,366 11.0%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -12,701 -81.2%
ZTS -10,977 -100.0%
MSFT -6,083 -7.0%
FISV -5,926 -60.0%
PTC -4,898 -35.7%
URI -4,884 -14.3%
AJG -4,138 -17.4%
BX -4,025 -10.1%
GARMIN LTD -3,872 -19.5%
VEEV -3,067 -35.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type