BALDWIN WEALTH PARTNERS LLC/MA

Q2 2026 13F-HR Holdings

Location
Marion, MA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$1,529,382
Net value change ($000)
+152,913 (11.1%)
New positions
23
Sold out positions
11
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
KLAC 27,985 71.6%
NVDA 20,886 26.6%
GOOGL 18,620 22.1%
AAPL 12,414 13.9%
FBCG 9,862 NEW
ASML 9,514 49.5%
CRH 9,386 NEW
AMZN 9,381 14.4%
UNP 8,624 64.5%
TSM 5,288 NEW
Top Reduces (Value $000, Stocks/ETFs)
INTU -7,394 -97.3%
GLD -5,810 -15.7%
VEEV -4,708 -94.0%
XOM -4,443 -21.9%
GBIL -3,909 -60.2%
IAU -3,212 -12.4%
CVX -3,026 -20.8%
ULTA -1,784 -14.4%
PTC -1,671 -22.2%
COST -1,610 -6.6%
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