BALDWIN WEALTH PARTNERS LLC/MA

Q2 2026 13F-HR Detailed Holdings

Location
Marion, MA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
284
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/14/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Bank Of America Private Bank (BOAPB)
2 Fiduciary Trust Company International (FTCI)