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Baldwin Wealth Partners LLC

CIK 1021258 · latest 13F filed 13 October 2026 · Read the filing on EDGAR

Baldwin Wealth Partners LLC reported 234 US-listed holdings worth $1.52 billion in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Apple Inc. (7.5%), NVIDIA Corp. (7.4%) and Alphabet Inc. (6.5%). Against the quarter before, it opened 14 positions, added to 28, trimmed 107 and sold out of 14.

Reported holdings$1.52B-0.8% on Q2 2026
Positions234as many as Q2 2026
The largest ten46.8%of its reported holdings
Latest 13FQ3 2026filed 13 October 2026
Where the money is
OpenedAdded toTrimmed
AAPL7.5%NVDA7.4%GOOGL6.5%AMZN5.1%MSFT5.0%JBND5.0%KLAC2.8%V2.6%SCHP2.6%GLD2.2%JPM1.9%OMFL1.8%ASML1.7%WM1.6%220 more46.2%

The 14 largest of its 234 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $1.45 billion in 238 positions$1.45BQ4 24Q1 2025: $1.43 billion in 228 positions$1.43BQ1 25Q2 2025: $1.47 billion in 218 positions$1.47BQ2 25Q3 2025: $1.54 billion in 234 positions$1.54BQ3 25Q4 2025: $1.56 billion in 242 positions$1.56BQ4 25Q1 2026: $1.38 billion in 222 positions$1.38BQ1 26Q2 2026: $1.53 billion in 234 positions$1.53BQ2 26Q3 2026: $1.52 billion in 234 positions$1.52BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 14Added 28Held 85Trimmed 107Sold out 14
Opened: 14Added: 28Held: 85Trimmed: 107Sold out: 14

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 14

  1. Schwab Strategic Trust SCHP$39.6 million
  2. ExxonMobil Holdings Corp. XOM$18.6 million
  3. Corning Inc. GLW$3.6 million
  4. Palantir Technologies Inc. PLTR$1.1 million
  5. ONEOK Inc. OKE$971,396
  6. Datadog, Inc. DDOG$438,160
  7. Palo Alto Networks Inc. PANW$359,168
  8. ServiceNow, Inc. NOW$296,832

and 6 more in the table below

Added to 28

  1. Quanta Services, Inc. PWR+10,418 shares · +43%
  2. Ares Capital Corp. ARCC+148,896 shares · +34%
  3. SPDR S&P 500 SPY+1,225 shares · +35%
  4. J P Morgan Exchange Traded F JBND+16,775 shares · +1%
  5. SPDR Gold Trust GLD+1,283 shares · +2%
  6. Goldman Sachs ETF Trust GBIL+4,707 shares · +18%
  7. Wisdomtree Trust USFR+5,941 shares · +118%
  8. SPDR Index SHS FDS EEMX+4,465 shares · +7%

and 20 more in the table below

Trimmed 107

  1. Danaher Corp. DHR-64,075 shares · -97%
  2. Apple Inc. AAPL-8,135 shares · -2%
  3. International Business Machines Corp. IBM-5,149 shares · -6%
  4. Alphabet Inc. GOOGL-2,775 shares · -1%
  5. NVIDIA Corp. NVDA-4,119 shares · -1%
  6. Invesco ETFs OMFL-11,153 shares · -3%
  7. Amazon.com Inc. AMZN-2,981 shares · -1%
  8. United Rentals, Inc. URI-521 shares · -2%

and 99 more in the table below

Sold out of 14

  1. iShares Barclays Tips Bond TIP$43.5 million last quarter
  2. ExxonMobil Holdings Corp. XOM$15.8 million last quarter
  3. Otis Worldwide Corp. OTIS$7.0 million last quarter
  4. ONEOK Inc. OKE$995,115 last quarter
  5. iShares Core S&P Mid-Cap ETF IJH$246,752 last quarter
  6. Cummins Inc. CMI$240,352 last quarter
  7. SPDR S&P MidCap 400 ETF MDY$212,409 last quarter
  8. Applied Materials Inc. AMAT$206,778 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL343,694$114.5 million7.54%-8,135
NVIDIA Corp. NVDA492,720$112.5 million7.42%-4,119
Alphabet Inc. GOOGL285,615$98.3 million6.48%-2,775
Amazon.com Inc. AMZN309,519$77.1 million5.08%-2,981
Microsoft Corp. MSFT148,488$76.2 million5.02%-438
J P Morgan Exchange Traded F JBND1,486,872$76.0 million5.01%+16,775
KLA Corp. KLAC221,227$43.1 million2.84%-1,105
Visa Inc. V110,477$39.7 million2.62%-442
Schwab Strategic Trust SCHP1,577,761$39.6 million2.61%new
SPDR Gold Trust GLD85,935$32.7 million2.16%+1,283
JPMorgan Chase & Co. JPM85,930$28.4 million1.87%-110
Invesco ETFs OMFL401,093$28.0 million1.84%-11,153
ASML Holding N.V. ASML14,377$26.0 million1.72%-58
Waste Management Inc. WM119,266$24.3 million1.60%-793
Blackstone Inc. BX216,044$24.2 million1.60%-1,653
Analog Devices Inc. ADI60,917$24.2 million1.59%-1,122
United Rentals, Inc. URI23,376$23.4 million1.54%-521
iShares Gold Trust IAU296,978$23.2 million1.53%-4,696
Quanta Services, Inc. PWR34,686$22.3 million1.47%+10,418
Costco Wholesale Corp. COST24,263$22.1 million1.46%+11
Union Pacific Corp. UNP80,639$21.9 million1.45%-203
NextEra Energy Inc. NEE250,538$19.0 million1.25%-3,259
ExxonMobil Holdings Corp. XOM114,549$18.6 million1.23%new
International Business Machines Corp. IBM76,411$16.8 million1.11%-5,149
Johnson & Johnson JNJ63,359$16.8 million1.11%-1,077
Arthur J. Gallagher & Co. AJG67,882$15.5 million1.02%-492
Garmin Ltd. GRMN53,376$15.3 million1.01%-663
Alphabet Inc. GOOG43,989$15.0 million0.99%-1,438
Marriott International Inc. MAR41,424$14.7 million0.97%-511
Vanguard Scottsdale FDS VGIT259,961$14.7 million0.97%+2,721
Chevron Corp. CVX68,115$13.9 million0.92%-1,283
Ulta Beauty, Inc. ULTA23,231$12.7 million0.84%-370
Ares Capital Corp. ARCC587,917$11.2 million0.74%+148,896
Regency Centers Corp. REG145,570$10.5 million0.69%-1,125
McKesson Corp. MCK12,056$10.3 million0.68%-75
Alps ETF Trust AMLP194,825$10.1 million0.67%-4,937
Fidelity Blue Chip Growth ETF FBCG155,189$9.8 million0.65%-3,588
Waters Corp. WAT19,597$8.6 million0.57%-770
Berkshire Hathaway Inc. Class B BRKB17,254$8.6 million0.57%-95
iShares Core S&P Small-Cap ETF IJR61,263$8.3 million0.55%-1,964
Axsome Therapeutics Inc. AXSM44,070$8.1 million0.54%no change
Nuvectis Pharma Inc. NVCT382,015$8.1 million0.53%no change
iShares Core S&P 500 ETF IVV10,203$7.8 million0.51%-634
Charles Schwab Corp. SCHW79,277$7.7 million0.51%-2,338
S&P Global Inc. SPGI18,819$7.4 million0.49%+491
Bank of America Corp. BAC136,194$7.4 million0.49%-97
Church & Dwight Co. Inc. CHD77,486$7.3 million0.48%-1,624
iShares Inc. ESGE132,951$7.2 million0.47%+2,837
PTC Inc. PTC51,228$7.2 million0.47%-335
CRH Public Ltd. Co. CRH86,363$7.2 million0.47%-1,354
Enterprise Products Partners LP EPD181,408$6.5 million0.43%-1,512
Autozone Inc. AZO2,280$6.5 million0.43%-22
Dover Corp. DOV32,957$6.2 million0.41%-1,048
Illinois Tool Works Inc. ITW23,189$6.0 million0.39%-507
Advisors Inner Circle FD III BASG201,250$5.7 million0.38%-4,549
Procter & Gamble Co. PG38,284$5.6 million0.37%-2,361
Taiwan Semiconductor Manufacturing Company Limited TSM10,900$5.0 million0.33%-173
Energy Transfer LP ET237,603$4.7 million0.31%-3,061
Philip Morris International Inc. PM24,282$4.6 million0.31%-1,510
Vanguard S&P 500 VOO6,346$4.4 million0.29%+114
Vertex Pharmaceuticals Inc. VRTX7,824$4.1 million0.27%no change
Toronto-Dominion Bank TD34,675$4.1 million0.27%no change
Novartis AG NVS26,283$3.7 million0.25%-1,396
Advanced Micro Devices Inc. AMD6,098$3.7 million0.25%no change
Corning Inc. GLW23,568$3.6 million0.24%new
SPDR S&P 500 SPY4,737$3.6 million0.24%+1,225
EOG Resources Inc. EOG25,167$3.5 million0.23%+324
SPDR Index SHS FDS EEMX65,330$3.4 million0.23%+4,465
TransDigm Group Inc. TDG3,024$3.3 million0.22%+53
Vanguard Small Cap Value ETF VBR13,344$3.1 million0.20%-361
Goldman Sachs ETF Trust GBIL30,547$3.1 million0.20%+4,707
Meta Platforms, Inc. META3,966$2.9 million0.19%-436
Cohen & Steers Select PFD & PSF154,833$2.8 million0.19%-2,320
Netflix Inc. NFLX39,629$2.8 million0.18%+37
Targa Resources Corp. TRGP10,135$2.7 million0.18%no change
Coca-Cola Co. KO31,559$2.7 million0.18%-395
Bank of New York Mellon Corp. BNY16,922$2.4 million0.16%no change
Paychex Inc. PAYX24,310$2.4 million0.16%-2,785
Altria Group, Inc. MO33,677$2.3 million0.15%-1,427
Merck & Co., Inc. MRK15,402$2.2 million0.15%-267
Automatic Data Processing Inc. ADP8,287$2.1 million0.14%-415
Vaneck ETF Trust GDX23,637$2.1 million0.14%-300
HCI Group, Inc. HCI11,337$2.0 million0.13%no change
Emerson Electric Co. EMR12,700$2.0 million0.13%no change
Glacier Bancorp, Inc. GBCI44,080$1.9 million0.13%no change
AbbVie Inc. ABBV6,913$1.8 million0.12%-63
PepsiCo Inc. PEP14,233$1.8 million0.12%-2,167
Eli Lilly & Co. LLY1,540$1.8 million0.12%-21
Fiserv Inc. FISV36,651$1.7 million0.11%-5,883
Adobe Inc. ADBE6,853$1.6 million0.11%-308
Akre Focus ETF AKRE30,960$1.6 million0.11%-978
Fastenal Co. FAST31,273$1.5 million0.10%-1,363
Apollo Global Management, Inc. APO13,180$1.5 million0.10%no change
Prologis, Inc. PLD11,590$1.5 million0.10%-145
Caterpillar Inc. CAT1,827$1.5 million0.10%-4
Uber Technologies, Inc. UBER21,411$1.5 million0.10%-3,651
iShares Russell 2000 ETF IWM5,162$1.4 million0.09%no change
Stryker Corp. SYK5,148$1.4 million0.09%-182
BlackRock, Inc. BLK1,295$1.4 million0.09%-65
iShares Silver Trust SLV24,059$1.3 million0.09%+2,000
Vanguard Ftse Developed Markets VEA18,266$1.3 million0.08%-559
Vanguard Specialized Funds VIG5,503$1.3 million0.08%no change
Vanguard Ftse Emerging Markets VWO19,875$1.2 million0.08%-262
Global X FDS SIL13,365$1.1 million0.08%no change
Doubleline ETF Trust DCRE22,495$1.1 million0.08%-1,009
Palantir Technologies Inc. PLTR5,687$1.1 million0.07%new
Global X FDS COPX12,358$1.0 million0.07%+200
Amgen Inc. AMGN2,397$1.0 million0.07%-16
Thermo Fisher Scientific Inc. TMO1,463$987,5980.07%-89
Canadian Natl Ry Co. CNI8,305$987,4650.07%-152
ONEOK Inc. OKE11,392$971,3960.06%new
Roper Technologies Inc. ROP2,759$964,0220.06%-361
Broadcom Inc. AVGO2,616$918,7130.06%-14
Deere & Co. DE1,358$911,9650.06%-8
Travelers Companies, Inc. TRV2,517$897,3360.06%no change
Stock Yards Bancorp Inc. SYBT11,348$874,8170.06%-432
Hingham Instn Svgs Mass HIFS3,006$849,4660.06%no change
Invesco Exch Traded FD Trust II RWL6,600$849,2880.06%no change
Vanguard World FD VIS2,583$827,8770.05%no change
Lam Research Corp. LRCX2,461$808,4630.05%no change
Global Partners LP GLP16,500$763,9500.05%-500
Vanguard Value ETF VTV3,378$729,9180.05%no change
Sunoco Lp/sunoco Fin Corp. SUN9,860$718,4980.05%no change
TC Energy Corporation TRP12,380$715,7220.05%-2,149
Resmed Inc. RMD3,183$703,7610.05%-485
Pfizer Inc. PFE23,579$672,4730.04%no change
Carlyle Group Inc. CG15,720$623,4550.04%no change
Tesla, Inc. TSLA1,745$619,1430.04%-25
AllianceBernstein Holding LP AB17,525$611,2720.04%no change
Select Sector SPDR Trust XLY5,540$602,9740.04%no change
General Electric Co. GE1,923$600,5340.04%+697
Southern Co. SO7,166$593,9900.04%no change
Home Depot, Inc. HD2,087$593,7310.04%-159
Walmart Inc. WMT5,587$580,6010.04%-184
Invesco Exch Traded FD Trust II XSLV11,693$572,2950.04%no change
Abbott Laboratories ABT5,679$561,2550.04%-10
Wisdomtree Trust USFR10,956$552,0730.04%+5,941
iShares Russell Mid-Cap Growth ETF IWP4,000$550,7200.04%no change
Wisdomtree Trust EPI13,070$532,3410.04%no change
GE Vernova Inc. GEV550$522,7700.03%+171
Wisdomtree Trust DXJ2,875$519,0810.03%no change
American Electric Power Co. Inc. AEP4,305$510,7450.03%no change
Seacoast Banking Corp. of Florida SBCF16,005$509,4390.03%no change
Plains All American Pipeline L.p./plains All American Finance Co. PAA21,409$507,8210.03%no change
BWX Technologies, Inc. BWXT3,700$506,9000.03%no change
VG Totl STK Vprs VTI1,345$503,3530.03%no change
ConocoPhillips COP3,944$493,5920.03%no change
O'Reilly Automotive, Inc. ORLY5,745$490,6800.03%no change
SPDR S&P Dividend ETF SDY3,180$465,8060.03%no change
SPDR Index SHS FDS GNR6,249$462,2390.03%+1,401
Mastercard Inc. MA825$454,9630.03%+4
Select Sector SPDR Trust XLE7,383$454,0550.03%no change
Veeva Systems Inc. VEEV1,581$451,2960.03%-100
First Trust Exchange Trad FD Vi FTGC14,675$448,9080.03%no change
Walt Disney Co. DIS4,232$443,9370.03%-143
Global X FDS URA11,068$441,0600.03%+1,000
Wells Fargo & Company WFC5,499$440,1950.03%no change
Datadog, Inc. DDOG1,600$438,1600.03%new
Vanguard World FD ESGV3,220$436,4070.03%no change
Invesco QQQ Trust QQQ589$435,7250.03%+58
Vaneck ETF Trust GDXJ3,750$427,3130.03%no change
Qualcomm Inc. QCOM2,312$425,5000.03%-50
McCormick & Co. Inc. MKC9,116$422,9820.03%-2,130
Oracle Corp. ORCL3,074$422,0600.03%-26
Honeywell International Inc. HON1,989$419,5600.03%-322
iShares Inc. EWJ4,292$418,2980.03%no change
Danaher Corp. DHR1,860$412,0830.03%-64,075
First Trust Exchange Traded FD CIBR3,979$410,1950.03%+1,000
SPDR Ser Trust XME3,950$409,0620.03%+1,000
American Water Works Company, Inc. AWK3,100$401,3570.03%no change
Versant Media Group, Inc. VSNT12,596$399,2930.03%no change
Norfolk Southern Corp. NSC1,259$389,0310.03%no change
Vanguard Total Bond Market ETF BND5,527$387,7190.03%-155
iShares Inc. SLVP10,610$371,0320.02%no change
Palo Alto Networks Inc. PANW904$359,1680.02%new
Amplify ETF Trust SILJ13,100$357,3680.02%no change
Vaneck ETF Trust REMX5,536$355,7430.02%-1,270
AT&T Inc. T14,384$350,9700.02%+2,214
iShares Trust EEM5,185$346,3080.02%+6
iShares S&P 500 Value ETF IVE1,435$327,5820.02%no change
Schwab Strategic Trust SCHB10,750$315,0830.02%no change
Verizon Communications Inc. VZ6,796$311,7330.02%+445
RTX Corp. RTX1,675$310,9640.02%no change
Honeywell Aerospace Inc. Com HONA1,989$308,2350.02%-322
Telefonaktiebolaget LM Ericsson ERIC33,639$307,7970.02%no change
FedEx Corp. FDX1,076$306,7570.02%no change
ServiceNow, Inc. NOW2,215$296,8320.02%new
ProShares Trust ETHT15,100$290,3730.02%new
TJX Companies Inc. TJX2,188$289,4940.02%no change
Cisco Systems, Inc. CSCO2,685$288,9870.02%no change
Morgan Stanley MS1,506$283,2490.02%-11
Ligand Pharmaceuticals Inc. LGND893$278,9460.02%-18
Edwards Lifesciences Corp. EW3,220$277,9500.02%-222
iShares Trust SUB2,640$275,9860.02%no change
Agnico Eagle Mines Ltd AEM1,500$274,9050.02%no change
Mplx LP MPLX4,796$270,1110.02%no change
Corteva, Inc. CTVA3,478$270,0670.02%-30
NatWest Group plc NWG14,840$269,3460.02%no change
iShares Trust IWF2,120$265,5510.02%no change
Kinder Morgan, Inc. KMI8,798$265,2600.02%no change
Teradyne, Inc. TER650$260,5920.02%no change
Vanguard Mun BD FDS VTEB5,465$258,8220.02%no change
Sterling Infrastructure, Inc. STRL518$254,7420.02%-17
Fortune Brands Innovations, Inc. FBIN6,557$249,4940.02%-50
Weyerhaeuser Co. WY13,079$249,1550.02%-2,000
Equinox Gold Corp. EQX22,320$248,4190.02%new
Qnity Electronics, Inc. Q1,968$247,4560.02%no change
Kinsale Capital Group, Inc. KNSL760$245,2900.02%no change
Freeport-McMoRan Inc. FCX3,420$239,4000.02%no change
Series Portfolios Trust CLOZ9,098$239,2770.02%no change
3M Co. MMM1,448$237,6890.02%no change
Eaton Corp. plc ETN550$236,3400.02%-38
Linde plc LIN492$233,5280.02%-72
BHP Group Limited BHP2,750$233,3100.02%no change
iShares Inc. EMXC2,350$232,8380.02%no change
iShares Edge MSCI USA Quality F QUAL1,045$232,2410.02%no change
Defiance Quantum ETF QTUM1,521$230,6140.02%new
Mettler Toledo International Inc. MTD152$229,6640.02%new
Micron Technology Inc. MU213$226,8680.01%no change
Western Midstream Partners L WES5,000$221,8500.01%no change
Intel Corp. INTC1,805$217,0150.01%no change
Healthcare Realty Trust Inc. HR12,100$214,6540.01%no change
HA Sustainable Infrastructure Capital, Inc. HASI5,950$213,1290.01%no change
Teleflex Inc. TFX1,702$212,8180.01%+119
Trane Technologies plc TT466$210,6230.01%no change
iShares Trust IBB994$209,2670.01%-63
SPDR Ser Trust XBI1,295$204,1960.01%no change
American Express Co. AXP664$201,9220.01%no change
Intuit Inc. INTU732$201,8200.01%-50
U.S. Bancorp USB3,483$201,1780.01%no change
White Mtns Ins Group Ltd WTM100$200,6490.01%no change
Lloyds Banking Group plc LYG18,551$104,4420.01%-4,419
Kyverna Therapeutics Inc. KYTX13,969$94,9890.01%new
Allogene Therapeutics Inc. ALLO10,000$16,0000.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 14 it sold out of are in the box above.