BALDWIN WEALTH PARTNERS LLC/MA
Q3 2025 13F Holdings
- Locationmarion, MA
- Num holdings
234
- Value ($000)
$1,535,161
- Date Filed10/14/2025
- Form type13F-HR
- CIK0001021258
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $99.03 M | 7 % | 388,900 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $87.06 M | 6 % | 168,087 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $85.69 M | 6 % | 352,495 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $81.68 M | 5 % | 437,790 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $75.98 M | 5 % | 1,402,872 | ||
AMZN AMAZON COM INC | COM | 023135106 | $74.55 M | 5 % | 339,527 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $49.31 M | 3 % | 443,375 | ||
V VISA INC | COM CL A | 92826C839 | $41.49 M | 3 % | 121,540 | ||
KLAC KLA CORP | COM NEW | 482480100 | $40.15 M | 3 % | 37,223 | ||
BX BLACKSTONE INC | COM | 09260D107 | $39.99 M | 3 % | 234,070 |
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