BALDWIN WEALTH PARTNERS LLC/MA
Q4 2025 13F Holdings
- Locationmarion, MA
- Num holdings
242
- Value ($000)
$1,563,793
- Date Filed01/07/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
G ALPHABET INC | CAP STK CL A | 02079K305 | $108.32 M | 7 % | 346,058 | ||
A APPLE INC | COM | 037833100 | $102.78 M | 7 % | 378,060 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $88.94 M | 6 % | 476,882 | ||
M MICROSOFT CORP | COM | 594918104 | $80.98 M | 5 % | 167,441 | ||
J J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $78.76 M | 5 % | 1,456,617 | ||
A AMAZON COM INC | COM | 023135106 | $77.84 M | 5 % | 337,227 | ||
T ISHARES TR | TIPS BD ETF | 464287176 | $50.60 M | 3 % | 460,411 | ||
V VISA INC | COM CL A | 92826C839 | $42.04 M | 3 % | 119,858 | ||
K KLA CORP | COM NEW | 482480100 | $37.26 M | 2 % | 30,664 | ||
B BLACKSTONE INC | COM | 09260D107 | $35.97 M | 2 % | 233,330 |
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