← Every investor
Baldwin Wealth Partners LLC/Ma Portfolio
$1.5B across 234 positions as of 2026-09-30, with 47% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.9%
-5.5% a year vs the S&P 500
3 years
+16.1%
-5.2% a year vs the S&P 500
5 years
+7.7%
-4.5% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $114.5M | 7.5% | 343,694 |
| NVDANVIDIA Corp | $112.5M | 7.4% | 492,720 |
| GOOGLAlphabet Inc | $98.3M | 6.5% | 285,615 |
| AMZNAmazon.com Inc | $77.1M | 5.1% | 309,519 |
| MSFTMicrosoft Corp | $76.2M | 5.0% | 148,488 |
| JBNDJPMorgan Active Bond ETF | $76M | 5.0% | 1,486,872 |
| KLACKLA Corp | $43.1M | 2.8% | 221,227 |
| VVisa Inc | $39.7M | 2.6% | 110,477 |
| SCHPSCHWAB STRATEGIC TR | $39.6M | 2.6% | 1,577,761 |
| GLDSPDR Gold Shares | $32.7M | 2.2% | 85,935 |
| JPMJPMorgan Chase & Co | $28.4M | 1.9% | 85,930 |
| INVESCO EXCH TRD SLF IDX FD | $28M | 1.8% | 401,093 |
| ASML HLDG NV | $26M | 1.7% | 14,377 |
| WMWaste Management Inc | $24.3M | 1.6% | 119,266 |
| BXBlackstone Inc | $24.2M | 1.6% | 216,044 |
| ADIAnalog Devices Inc | $24.2M | 1.6% | 60,917 |
| URIUnited Rentals Inc | $23.4M | 1.5% | 23,376 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $23.2M | 1.5% | 296,978 |
| PWRQuanta Services Inc | $22.3M | 1.5% | 34,686 |
| COSTCostco Wholesale Corp | $22.1M | 1.5% | 24,263 |
| UNPUnion Pacific Corp | $21.9M | 1.4% | 80,639 |
| NEENextera Energy Inc | $19M | 1.3% | 250,538 |
| XOMExxonmobil Holdings Corp | $18.6M | 1.2% | 114,549 |
| IBMInternational Business Machines Corp | $16.8M | 1.1% | 76,411 |
| JNJJohnson & Johnson | $16.8M | 1.1% | 63,359 |
| AJGArthur J. Gallagher & Co. | $15.5M | 1.0% | 67,882 |
| GARMIN LTD | $15.3M | 1.0% | 53,376 |
| GOOGAlphabet Inc | $15M | 1.0% | 43,989 |
| MARMarriott International Inc | $14.7M | 1.0% | 41,424 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $14.7M | 1.0% | 259,961 |
| CVXChevron Corp | $13.9M | 0.9% | 68,115 |
| ULTAUlta Beauty Inc | $12.7M | 0.8% | 23,231 |
| ARCCAres Capital Corp | $11.2M | 0.7% | 587,917 |
| REGRegency Centers Corp | $10.5M | 0.7% | 145,570 |
| MCKMcKesson Corp | $10.3M | 0.7% | 12,056 |
| AMLPAlerian MLP ETF | $10.1M | 0.7% | 194,825 |
| FBCGFidelity Blue Chip Growth ETF | $9.8M | 0.6% | 155,189 |
| WATWaters Corp | $8.6M | 0.6% | 19,597 |
| BRK.BBerkshire Hathaway Inc | $8.6M | 0.6% | 17,254 |
| IJRiShares Core S&P Small-Cap ETF | $8.3M | 0.5% | 61,263 |
| AXSMAxsome Therapeutics Inc | $8.1M | 0.5% | 44,070 |
| NUVECTIS PHARMA INC | $8.1M | 0.5% | 382,015 |
| IVViShares Core S&P 500 ETF | $7.8M | 0.5% | 10,203 |
| SCHWCharles Schwab Corp | $7.7M | 0.5% | 79,277 |
| SPGIS&P Global Inc | $7.4M | 0.5% | 18,819 |
| BACBank of America Corp | $7.4M | 0.5% | 136,194 |
| CHDChurch & Dwight Co Inc | $7.3M | 0.5% | 77,486 |
| ESGEiShares ESG Aware MSCI EM ETF | $7.2M | 0.5% | 132,951 |
| PTCPTC Inc | $7.2M | 0.5% | 51,228 |
| CRH PLC | $7.2M | 0.5% | 86,363 |
| EPDEnterprise Products Partners L.P | $6.5M | 0.4% | 181,408 |
| AZOAutozone Inc | $6.5M | 0.4% | 2,280 |
| DOVDover Corp | $6.2M | 0.4% | 32,957 |
| ITWIllinois Tool Works Inc | $6M | 0.4% | 23,189 |
| ADVISORS INNER CIRCLE FD III | $5.7M | 0.4% | 201,250 |
| PGProcter & Gamble Co | $5.6M | 0.4% | 38,284 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5M | 0.3% | 10,900 |
| ETEnergy Transfer LP | $4.7M | 0.3% | 237,603 |
| PMPhilip Morris International Inc | $4.6M | 0.3% | 24,282 |
| VOOVanguard S&P 500 ETF | $4.4M | 0.3% | 6,346 |
| VRTXVertex Pharmaceuticals Inc | $4.1M | 0.3% | 7,824 |
| TDToronto-Dominion Bank | $4.1M | 0.3% | 34,675 |
| NVSNovartis AG | $3.7M | 0.2% | 26,283 |
| AMDAdvanced Micro Devices Inc | $3.7M | 0.2% | 6,098 |
| GLWCorning Inc | $3.6M | 0.2% | 23,568 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.6M | 0.2% | 4,737 |
| EOGEOG Resources Inc | $3.5M | 0.2% | 25,167 |
| EEMXSPDR MSCI Emerging Markets Fuel Reserves Free ETF | $3.4M | 0.2% | 65,330 |
| TDGTransDigm Group Inc | $3.3M | 0.2% | 3,024 |
| VBRVanguard Small-Cap Value ETF | $3.1M | 0.2% | 13,344 |
| GBILGOLDMAN SACHS ETF TR | $3.1M | 0.2% | 30,547 |
| METAMeta Platforms Inc | $2.9M | 0.2% | 3,966 |
| COHEN & STEERS SELECT PFD & | $2.8M | 0.2% | 154,833 |
| NFLXNetflix Inc | $2.8M | 0.2% | 39,629 |
| TRGPTarga Resources Corp | $2.7M | 0.2% | 10,135 |
| KOCoca-Cola Co | $2.7M | 0.2% | 31,559 |
| BANK OF NY MELLON CORP | $2.4M | 0.2% | 16,922 |
| PAYXPaychex Inc | $2.4M | 0.2% | 24,310 |
| MOAltria Group Inc | $2.3M | 0.1% | 33,677 |
| MRKMerck & Co Inc | $2.2M | 0.1% | 15,402 |
| ADPAutomatic Data Processing Inc | $2.1M | 0.1% | 8,287 |
| GDXVanEck Gold Miners ETF | $2.1M | 0.1% | 23,637 |
| HCI GROUP INC | $2M | 0.1% | 11,337 |
| EMREmerson Electric Co | $2M | 0.1% | 12,700 |
| GBCIGlacier Bancorp Inc | $1.9M | 0.1% | 44,080 |
| ABBVAbbVie Inc | $1.8M | 0.1% | 6,913 |
| PEPPepsiCo Inc | $1.8M | 0.1% | 14,233 |
| LLYEli Lilly and Co | $1.8M | 0.1% | 1,540 |
| FISVFiserv Inc | $1.7M | 0.1% | 36,651 |
| ADBEAdobe Inc | $1.6M | 0.1% | 6,853 |
| AKREAkre Focus ETF | $1.6M | 0.1% | 30,960 |
| FASTFastenal Co | $1.5M | 0.1% | 31,273 |
| APOApollo Global Management Inc | $1.5M | 0.1% | 13,180 |
| PLDPrologis Inc | $1.5M | 0.1% | 11,590 |
| CATCaterpillar Inc | $1.5M | 0.1% | 1,827 |
| UBERUber Technologies Inc | $1.5M | 0.1% | 21,411 |
| IWMiShares Russell 2000 Index Fund | $1.4M | 0.1% | 5,162 |
| SYKStryker Corp | $1.4M | 0.1% | 5,148 |
| BLKBlackRock Inc | $1.4M | 0.1% | 1,295 |
| SLViShares Silver Trust | $1.3M | 0.1% | 24,059 |
| VEAVanguard FTSE Developed Markets ETF | $1.3M | 0.1% | 18,266 |
| VIGVanguard Div Appreciation ETF | $1.3M | 0.1% | 5,503 |
| VWOVanguard FTSE Emerging Markets ETF | $1.2M | 0.1% | 19,875 |
| SILGLOBAL X FDS | $1.1M | 0.1% | 13,365 |
| DOUBLELINE ETF TRUST | $1.1M | 0.1% | 22,495 |
| PLTRPalantir Technologies Inc | $1.1M | 0.1% | 5,687 |
| COPXGlobal X Copper Miners ETF | $1M | 0.1% | 12,358 |
| AMGNAmgen Inc | $1M | 0.1% | 2,397 |
| TMOThermo Fisher Scientific Inc | $987.6K | 0.1% | 1,463 |
| CNICanadian National Railway Co | $987.5K | 0.1% | 8,305 |
| OKEONEOK Inc | $971.4K | 0.1% | 11,392 |
| ROPRoper Technologies Inc | $964K | 0.1% | 2,759 |
| AVGOBroadcom Inc | $918.7K | 0.1% | 2,616 |
| DEDeere & Co | $912K | 0.1% | 1,358 |
| TRVTravelers Companies Inc | $897.3K | 0.1% | 2,517 |
| STOCK YDS BANCORP INC | $874.8K | 0.1% | 11,348 |
| HINGHAM INSTN SVGS MASS | $849.5K | 0.1% | 3,006 |
| INVESCO EXCH TRADED FD TR II | $849.3K | 0.1% | 6,600 |
| VISVanguard Industrials ETF | $827.9K | 0.1% | 2,583 |
| LRCXLam Research Corp | $808.5K | 0.1% | 2,461 |
| GLOBAL PARTNERS LP | $764K | 0.1% | 16,500 |
| VTVVanguard Value ETF | $729.9K | 0.0% | 3,378 |
| SUNSunoco LP | $718.5K | 0.0% | 9,860 |
| TRPTC Energy Corp | $715.7K | 0.0% | 12,380 |
| RMDResmed Inc | $703.8K | 0.0% | 3,183 |
| PFEPfizer Inc | $672.5K | 0.0% | 23,579 |
| CGCarlyle Group Inc | $623.5K | 0.0% | 15,720 |
| TSLATesla Inc | $619.1K | 0.0% | 1,745 |
| ABAllianceBernstein Holding LP | $611.3K | 0.0% | 17,525 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $603K | 0.0% | 5,540 |
| GEGeneral Electric Co | $600.5K | 0.0% | 1,923 |
| SOSouthern Co | $594K | 0.0% | 7,166 |
| HDHome Depot Inc | $593.7K | 0.0% | 2,087 |
| WMTWalmart Inc | $580.6K | 0.0% | 5,587 |
| XSLVINVESCO EXCH TRADED FD TR II | $572.3K | 0.0% | 11,693 |
| ABTAbbott Laboratories | $561.3K | 0.0% | 5,679 |
| USFRWISDOMTREE TR | $552.1K | 0.0% | 10,956 |
| IWPiShares Russell Midcap Growth ETF | $550.7K | 0.0% | 4,000 |
| WISDOMTREE TR | $532.3K | 0.0% | 13,070 |
| GEVGE Vernova Inc | $522.8K | 0.0% | 550 |
| WISDOMTREE TR | $519.1K | 0.0% | 2,875 |
| AEPAmerican Electric Power Company Inc | $510.7K | 0.0% | 4,305 |
| SBCFSeacoast Banking Corporation of Florida | $509.4K | 0.0% | 16,005 |
| PAAPlains All American Pipeline LP | $507.8K | 0.0% | 21,409 |
| BWXTBWX Technologies Inc | $506.9K | 0.0% | 3,700 |
| VTIVanguard Total Stock Market ETF | $503.4K | 0.0% | 1,345 |
| COPConocoPhillips | $493.6K | 0.0% | 3,944 |
| ORLYO'Reilly Automotive Inc | $490.7K | 0.0% | 5,745 |
| SDYState Street SPDR S&P Dividend ETF | $465.8K | 0.0% | 3,180 |
| GNRState Street SPDR S&P Global Natural Resources ETF | $462.2K | 0.0% | 6,249 |
| MAMastercard Inc | $455K | 0.0% | 825 |
| XLEState Street Energy Select Sector SPDR ETF | $454.1K | 0.0% | 7,383 |
| VEEVVeeva Systems Inc | $451.3K | 0.0% | 1,581 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $448.9K | 0.0% | 14,675 |
| DISWalt Disney Co | $443.9K | 0.0% | 4,232 |
| URAGlobal X Uranium ETF | $441.1K | 0.0% | 11,068 |
| WFCWells Fargo & Co | $440.2K | 0.0% | 5,499 |
| DDOGDatadog Inc (Pre-Reincorporation) | $438.2K | 0.0% | 1,600 |
| ESGVVanguard ESG U.S. Stock ETF | $436.4K | 0.0% | 3,220 |
| QQQInvesco QQQ Trust, Series 1 | $435.7K | 0.0% | 589 |
| GDXJVANECK ETF TRUST | $427.3K | 0.0% | 3,750 |
| QCOMQualcomm Inc | $425.5K | 0.0% | 2,312 |
| MKCMcCormick & Company Inc | $423K | 0.0% | 9,116 |
| ORCLOracle Corp | $422.1K | 0.0% | 3,074 |
| HONHoneywell International Inc | $419.6K | 0.0% | 1,989 |
| EWJiShares MSCI Japan Index Fund | $418.3K | 0.0% | 4,292 |
| DHRDanaher Corp | $412.1K | 0.0% | 1,860 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $410.2K | 0.0% | 3,979 |
| SPDR SERIES TRUST | $409.1K | 0.0% | 3,950 |
| AWKAmerican Water Works Co Inc | $401.4K | 0.0% | 3,100 |
| VSNTVersant Media Group Inc | $399.3K | 0.0% | 12,596 |
| NSCNorfolk Southern Corp | $389K | 0.0% | 1,259 |
| BNDVanguard Total Bond Market ETF | $387.7K | 0.0% | 5,527 |
| ISHARES INC | $371K | 0.0% | 10,610 |
| PANWPalo Alto Networks Inc | $359.2K | 0.0% | 904 |
| AMPLIFY ETF TR | $357.4K | 0.0% | 13,100 |
| REMXVANECK ETF TRUST | $355.7K | 0.0% | 5,536 |
| TAT&T Inc | $351K | 0.0% | 14,384 |
| EEMiShares MSCI Emerging Index Fund | $346.3K | 0.0% | 5,185 |
| IVEiShares S&P 500 Value ETF | $327.6K | 0.0% | 1,435 |
| SCHBSchwab U.S. Broad Market ETF | $315.1K | 0.0% | 10,750 |
| VZVerizon Communications Inc | $311.7K | 0.0% | 6,796 |
| RTXRTX Corp | $311K | 0.0% | 1,675 |
| HONAHoneywell Aerospace Inc | $308.2K | 0.0% | 1,989 |
| ERICTelefonaktiebolaget LM Ericsson | $307.8K | 0.0% | 33,639 |
| FDXFedEx Corp | $306.8K | 0.0% | 1,076 |
| NOWServiceNow Inc | $296.8K | 0.0% | 2,215 |
| PROSHARES TR | $290.4K | 0.0% | 15,100 |
| TJXTJX Companies Inc | $289.5K | 0.0% | 2,188 |
| CSCOCisco Systems Inc | $289K | 0.0% | 2,685 |
| MSMorgan Stanley | $283.2K | 0.0% | 1,506 |
| LGNDLigand Pharmaceuticals Inc | $278.9K | 0.0% | 893 |
| EWEdwards Lifesciences Corp | $278K | 0.0% | 3,220 |
| SUBiShares Short-Term National Muni Bond ETF | $276K | 0.0% | 2,640 |
| AGNICO EAGLE MINES LTD | $274.9K | 0.0% | 1,500 |
| MPLXMPLX LP | $270.1K | 0.0% | 4,796 |
| CTVACorteva Inc | $270.1K | 0.0% | 3,478 |
| NWGNatWest Group PLC | $269.3K | 0.0% | 14,840 |
| IWFiShares Russell 1000 Growth ETF | $265.6K | 0.0% | 2,120 |
| KMIKinder Morgan Inc | $265.3K | 0.0% | 8,798 |
| TERTeradyne Inc | $260.6K | 0.0% | 650 |
| VTEBVanguard Tax-Exempt Bond ETF | $258.8K | 0.0% | 5,465 |
| STRLSterling Infrastructure Inc | $254.7K | 0.0% | 518 |
| FBINFortune Brands Innovations Inc | $249.5K | 0.0% | 6,557 |
| WYWeyerhaeuser Co | $249.2K | 0.0% | 13,079 |
| EQUINOX GOLD CORP | $248.4K | 0.0% | 22,320 |
| QQnity Electronics Inc | $247.5K | 0.0% | 1,968 |
| KNSLKinsale Capital Group, Inc. | $245.3K | 0.0% | 760 |
| FCXFreeport-McMoRan Inc | $239.4K | 0.0% | 3,420 |
| SERIES PORTFOLIOS TR | $239.3K | 0.0% | 9,098 |
| MMM3M Co | $237.7K | 0.0% | 1,448 |
| EATON CORP PLC | $236.3K | 0.0% | 550 |
| LINDE PLC | $233.5K | 0.0% | 492 |
| BHPBHP Group Ltd | $233.3K | 0.0% | 2,750 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $232.8K | 0.0% | 2,350 |
| QUALiShares MSCI USA Quality Factor ETF | $232.2K | 0.0% | 1,045 |
| QTUMDefiance Quantum ETF | $230.6K | 0.0% | 1,521 |
| MTDMettler-toledo International Inc | $229.7K | 0.0% | 152 |
| MUMicron Technology Inc | $226.9K | 0.0% | 213 |
| WESWestern Midstream Partners LP | $221.9K | 0.0% | 5,000 |
| INTCIntel Corp | $217K | 0.0% | 1,805 |
| HRHealthcare Realty Trust Inc | $214.7K | 0.0% | 12,100 |
| HASIHA Sustainable Infrastructure Capital Inc | $213.1K | 0.0% | 5,950 |
| TFXTeleflex Inc | $212.8K | 0.0% | 1,702 |
| TRANE TECHNOLOGIES PLC | $210.6K | 0.0% | 466 |
| IBBiShares Nasdaq Biotechnology Index Fund | $209.3K | 0.0% | 994 |
| XBIState Street SPDR S&P Biotech ETF | $204.2K | 0.0% | 1,295 |
| AXPAmerican Express Co | $201.9K | 0.0% | 664 |
| INTUIntuit Inc | $201.8K | 0.0% | 732 |
| USBUS Bancorp | $201.2K | 0.0% | 3,483 |
| WHITE MTNS INS GROUP LTD | $200.6K | 0.0% | 100 |
| LYGLloyds Banking Group PLC | $104.4K | 0.0% | 18,551 |
| KYVERNA THERAPEUTICS INC | $95K | 0.0% | 13,969 |
| ALLOGENE THERAPEUTICS INC | $16K | 0.0% | 10,000 |
Quarter ending 2026-09-30.
Follow Baldwin Wealth Partners LLC/Ma by email
Baldwin Wealth Partners LLC/Ma's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.