BALDWIN WEALTH PARTNERS LLC/MA

Q3 2026 13F-HR Holdings

Location
Marion, MA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$1,517,391
Net value change ($000)
-11,991 (-0.8%)
New positions
14
Sold out positions
14
Turnover %
9.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHP 39,649 NEW
MSFT 20,607 37.1%
EXXONMOBIL HOLDINGS CORP 18,643 NEW
NVDA 13,114 13.2%
AAPL 12,652 12.4%
PWR 4,812 27.5%
GLW 3,624 NEW
ARCC 3,094 38.0%
AMZN 2,636 3.5%
GARMIN LTD 2,474 19.3%
Top Reduces (Value $000, Stocks/ETFs)
TIP -43,510 -100.0%
KLAC -23,956 -35.7%
XOM -15,803 -100.0%
DHR -12,147 -96.7%
OTIS -7,032 -100.0%
IBM -6,130 -26.7%
GOOGL -4,788 -4.6%
URI -3,679 -13.6%
NEE -3,300 -14.8%
ASML -2,672 -9.3%
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