BALDWIN WEALTH PARTNERS LLC/MA
All 13F Filings
- Location
- Marion, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,517,391
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 234 | 1,517,391 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q2 2026 | 7/14/2026 | 234 | 1,529,382 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q1 2026 | 4/14/2026 | 222 | 1,376,469 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q4 2025 | 1/7/2026 | 242 | 1,563,793 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q3 2025 | 10/14/2025 | 234 | 1,535,161 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q2 2014 | 8/8/2014 | 247 | 673,643 | 13F-HR | BALDWIN BROTHERS INC/MA |
| Q1 2014 | 5/9/2014 | 239 | 622,880 | 13F-HR | BALDWIN BROTHERS INC/MA |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.225 M | 80.7% | 0 | 7.16 K | -7.16 K |
| ETFs | 216.6 K | 14.3% | 0 | 2.183 K | -2.183 K |
| Debt | 76.01 K | 5.0% | 0 | 2.641 K | -2.641 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
1,517,391
Holdings
234
QoQ value change ($000)
-11,991
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.