BALDWIN WEALTH PARTNERS LLC/MA

Q1 2026 13F-HR Holdings

Location
Marion, MA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
222
Total value ($000)
$1,376,469
Net value change ($000)
-187,324 (-12.0%)
New positions
17
Sold out positions
37
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MCK 10,474 NEW
IJR 7,526 2287.5%
ESGE 5,818 NEW
GLD 5,228 16.5%
XOM 4,916 32.1%
BASG 4,520 NEW
CVX 3,701 34.2%
ARCC 3,558 NEW
PWR 3,368 33.8%
IAU 2,143 9.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -25,627 -31.6%
GOOGL -23,874 -22.0%
ACN -15,777 -98.2%
AAPL -13,388 -13.0%
AMZN -12,739 -16.4%
SHW -12,375 -100.0%
BX -11,256 -31.3%
NVDA -10,411 -11.7%
V -8,226 -19.6%
COST -7,820 -24.3%
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