Baldwin Wealth Partners LLC 13F Holdings · Q2 2026
Baldwin Wealth Partners LLC reported 234 securities worth $1.53B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (6.74%), AAPL (6.66%), NVDA (6.50%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $103.1M | 6.74% | 288,390 | Trimmed |
| 2 | AAPL | APPLE INC | $101.8M | 6.66% | 351,829 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $99.4M | 6.50% | 496,839 | Added |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $78.7M | 5.14% | 1.5M | Added |
| 5 | AMZN | AMAZON COM INC | $74.5M | 4.87% | 312,500 | Trimmed |
| 6 | KLAC | KLA CORP | $67.1M | 4.39% | 222,332 | Added |
| 7 | MSFT | MICROSOFT CORP | $55.6M | 3.63% | 148,926 | Trimmed |
| 8 | TIP | ISHARES TR | $43.5M | 2.84% | 397,604 | Added |
| 9 | V | VISA INC | $38.1M | 2.49% | 110,919 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $31.2M | 2.04% | 84,652 | Trimmed |
| 11 | ASML | ASML HLDG NV | $28.7M | 1.88% | 14,435 | Trimmed |
| 12 | OMFL | INVESCO EXCH TRD SLF IDX FD | $28.3M | 1.85% | 412,246 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $28.2M | 1.84% | 86,040 | Added |
| 14 | URI | UNITED RENTALS INC | $27.1M | 1.77% | 23,897 | Trimmed |
| 15 | WM | WASTE MGMT INC DEL | $26.8M | 1.75% | 120,059 | Trimmed |
| 16 | BX | BLACKSTONE INC | $25.6M | 1.67% | 217,697 | Added |
| 17 | ADI | ANALOG DEVICES INC | $24.6M | 1.61% | 62,039 | Trimmed |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $22.9M | 1.50% | 81,560 | Trimmed |
| 19 | IAU | ISHARES GOLD TR | $22.8M | 1.49% | 301,674 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $22.7M | 1.48% | 24,252 | Trimmed |
| 21 | NEE | NEXTERA ENERGY INC | $22.3M | 1.46% | 253,797 | Trimmed |
| 22 | UNP | UNION PAC CORP | $22.0M | 1.44% | 80,842 | Added |
| 23 | PWR | QUANTA SVCS INC | $17.5M | 1.14% | 24,268 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $16.4M | 1.07% | 64,436 | Trimmed |
| 25 | GOOG | ALPHABET INC | $16.1M | 1.05% | 45,427 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR