Baldwin Wealth Partners LLC

13F filer · CIK 0001021258

Reported Jul 14, 2026

13F portfolio value$1.53BU.S. long equity reported on 13F

Positions177Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight41.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026177 positions
GOOGLAlphabet Inc.	$103M	6.74%	0.00%	-1.8%	Q3 2015
AAPLApple Inc.	$102M	6.66%	0.00%	-0.1%	Q4 2014
NVDANvidia Corp	$99.4M	6.50%	0.00%	+10.3%	Q2 2017
AMZNAmazon Com Inc	$74.5M	4.87%	0.00%	0.0%	Q4 2014
KLACKla Corp	$67.1M	4.39%	0.02%	-16.3%	Q3 2017
MSFTMicrosoft Corp	$55.6M	3.63%	0.00%	-0.4%	Q4 2014
VVisa Inc.	$38.1M	2.49%	0.01%	-0.8%	Q4 2014
GLDSPDR Gold Trust	$31.2M	2.04%	0.02%	-1.5%	Q4 2014
ASMLAsml Holding NV	$28.7M	1.88%	0.00%	-0.7%	Q1 2016
JPMJPMorgan Chase & Co	$28.2M	1.84%	0.00%	+1.6%	Q4 2014
URIUnited Rentals, Inc.	$27.1M	1.77%	0.04%	-20.7%	Q4 2014
WMWaste Management Inc	$26.8M	1.75%	0.03%	-0.8%	Q2 2016
BXBlackstone Inc.	$25.6M	1.67%	0.03%	+1.3%	Q4 2014
ADIAnalog Devices Inc	$24.6M	1.61%	0.01%	-3.6%	Q1 2016
IBMInternational Business Machines Corp	$22.9M	1.50%	0.01%	-1.1%	Q4 2014
IAUIshares Gold Trust	$22.8M	1.49%	0.04%	+2.3%	Q3 2017
COSTCostco Wholesale Corp	$22.7M	1.48%	0.01%	-0.5%	Q4 2014
NEENextera Energy Inc	$22.3M	1.46%	0.01%	-0.3%	Q4 2014
UNPUnion Pacific Corp	$22M	1.44%	0.01%	+46.8%	Q4 2014
PWRQuanta Services, Inc.	$17.5M	1.14%	0.02%	-0.1%	Q3 2022
JNJJohnson & Johnson	$16.4M	1.07%	0.00%	-0.6%	Q4 2014
GOOGAlphabet Inc.	$16.1M	1.05%	Not reported	-2.7%	Q3 2015
XOMExxonMobil Holdings Corp	$15.8M	1.03%	0.00%	-3.1%	Q4 2014
AJGArthur J. Gallagher & Co.	$15.7M	1.03%	0.03%	-0.8%	Q1 2019
MARMarriott International Inc	$15.5M	1.02%	0.02%	-2.0%	Q4 2014
GRMNGarmin Ltd	$12.8M	0.84%	0.03%	-1.5%	Q3 2018
DHRDanaher Corp	$12.6M	0.82%	0.01%	-5.1%	Q4 2014
REGRegency Centers Corp	$11.7M	0.76%	0.08%	+1.8%	Q1 2017
CVXChevron Corp	$11.5M	0.75%	0.00%	-1.2%	Q4 2014
AXSMAxsome Therapeutics, Inc.	$10.8M	0.71%	0.08%	+4.8%	Q3 2016
ULTAUlta Beauty, Inc.	$10.6M	0.70%	0.05%	-0.7%	Q3 2024
CRHCRH Public Ltd Co	$9.39M	0.61%	0.01%	Not reported	Q3 2019
MCKMckesson Corp	$9.17M	0.60%	0.01%	+0.2%	Q2 2024
BRK.BBerkshire Hathaway Inc	$8.68M	0.57%	Not reported	+0.5%	Q4 2014
ARCCAres Capital Corp	$8.14M	0.53%	0.06%	+122.4%	Q1 2016
BACBank of America Corp	$7.77M	0.51%	0.00%	-0.6%	Q4 2014
CHDChurch & Dwight Co Inc	$7.66M	0.50%	0.03%	-3.9%	Q4 2014
WATWaters Corp	$7.64M	0.50%	0.02%	-5.8%	Q4 2014
DOVDOVER Corp	$7.63M	0.50%	0.03%	Not reported	Q1 2016
SCHWSchwab Charles Corp	$7.53M	0.49%	0.00%	-12.2%	Q2 2016
SPGIS&P Global Inc.	$7.46M	0.49%	0.01%	+2.9%	Q3 2016
AZOAutozone Inc	$7.36M	0.48%	0.01%	+12.1%	Q1 2017
OTISOtis Worldwide Corp	$7.03M	0.46%	0.03%	-2.0%	Q2 2020
NVCTNuvectis Pharma, Inc.	$7.03M	0.46%	1.43%	+0.9%	Q2 2022
EPDEnterprise Products Partners L.P.	$6.72M	0.44%	0.01%	+0.7%	Q4 2014
ITWIllinois Tool Works Inc	$6.41M	0.42%	0.01%	-7.2%	Q4 2014
PGPROCTER & GAMBLE Co	$5.96M	0.39%	0.00%	-7.4%	Q4 2014
PTCPTC Inc.	$5.86M	0.38%	0.05%	-2.4%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.29M	0.35%	0.00%	Not reported	Q2 2018
PMPhilip Morris International Inc.	$4.67M	0.31%	0.00%	-1.3%	Q4 2014

Q1 2026Reported Apr 14, 2026167 positions
AAPLApple Inc.	$89.4M	6.49%	0.00%	-6.8%	Q4 2014
GOOGLAlphabet Inc.	$84.4M	6.13%	0.00%	-15.1%	Q3 2015
NVDANvidia Corp	$78.5M	5.70%	0.00%	-5.6%	Q2 2017
AMZNAmazon Com Inc	$65.1M	4.73%	0.00%	-7.3%	Q4 2014
MSFTMicrosoft Corp	$55.4M	4.02%	0.00%	-10.7%	Q4 2014
KLACKla Corp	$39.1M	2.84%	0.02%	-13.4%	Q3 2017
GLDSPDR Gold Trust	$37M	2.69%	0.02%	+7.3%	Q4 2014
VVisa Inc.	$33.8M	2.46%	0.01%	-6.7%	Q4 2014
WMWaste Management Inc	$27.8M	2.02%	0.03%	-8.5%	Q2 2016
IAUIshares Gold Trust	$26M	1.89%	0.03%	+0.3%	Q3 2017
JPMJPMorgan Chase & Co	$24.9M	1.81%	0.00%	-11.6%	Q4 2014
BXBlackstone Inc.	$24.7M	1.80%	0.03%	-7.9%	Q4 2014
COSTCostco Wholesale Corp	$24.3M	1.77%	0.01%	-34.5%	Q4 2014
NEENextera Energy Inc	$23.7M	1.72%	0.01%	-10.9%	Q4 2014
URIUnited Rentals, Inc.	$21.9M	1.59%	0.05%	-16.7%	Q4 2014
ADIAnalog Devices Inc	$20.5M	1.49%	0.01%	-4.8%	Q1 2016
XOMExxonMobil Holdings Corp	$20.2M	1.47%	0.00%	-6.3%	Q4 2014
IBMInternational Business Machines Corp	$20M	1.45%	0.01%	-1.7%	Q4 2014
ASMLAsml Holding NV	$19.2M	1.40%	0.00%	-9.8%	Q1 2016
JNJJohnson & Johnson	$15.8M	1.15%	0.00%	-3.6%	Q4 2014
AJGArthur J. Gallagher & Co.	$14.9M	1.08%	0.03%	-9.3%	Q1 2019
CVXChevron Corp	$14.5M	1.06%	0.00%	-1.2%	Q4 2014
MARMarriott International Inc	$14M	1.02%	0.02%	-10.2%	Q4 2014
GOOGAlphabet Inc.	$13.4M	0.97%	Not reported	-18.7%	Q3 2015
UNPUnion Pacific Corp	$13.4M	0.97%	0.01%	-15.0%	Q4 2014
PWRQuanta Services, Inc.	$13.3M	0.97%	0.02%	+2.8%	Q3 2022
DHRDanaher Corp	$13.2M	0.96%	0.01%	-10.7%	Q4 2014
GRMNGarmin Ltd	$12.7M	0.92%	0.03%	-30.4%	Q3 2018
ULTAUlta Beauty, Inc.	$12.4M	0.90%	0.05%	-11.6%	Q3 2024
REGRegency Centers Corp	$10.9M	0.79%	0.08%	-9.3%	Q1 2017
MCKMckesson Corp	$10.5M	0.76%	0.01%	Not reported	Q2 2024
SCHWSchwab Charles Corp	$8.74M	0.63%	0.01%	-2.3%	Q2 2016
BRK.BBerkshire Hathaway Inc	$8.27M	0.60%	Not reported	-2.9%	Q4 2014
OTISOtis Worldwide Corp	$7.72M	0.56%	0.03%	-7.6%	Q2 2020
CHDChurch & Dwight Co Inc	$7.68M	0.56%	0.03%	-5.6%	Q4 2014
INTUIntuit Inc.	$7.6M	0.55%	0.01%	-9.3%	Q1 2016
SPGIS&P Global Inc.	$7.57M	0.55%	0.01%	-11.2%	Q3 2016
PTCPTC Inc.	$7.53M	0.55%	0.05%	+4.2%	Q3 2025
AXSMAxsome Therapeutics, Inc.	$7.11M	0.52%	0.08%	-13.4%	Q3 2016
DOVDOVER Corp	$7.09M	0.51%	0.03%	-7.1%	Q1 2016
AZOAutozone Inc	$6.94M	0.50%	0.01%	-1.5%	Q1 2017
EPDEnterprise Products Partners L.P.	$6.88M	0.50%	0.01%	-25.1%	Q4 2014
BACBank of America Corp	$6.68M	0.49%	0.00%	-6.0%	Q4 2014
ITWIllinois Tool Works Inc	$6.64M	0.48%	0.01%	-5.5%	Q4 2014
WATWaters Corp	$6.44M	0.47%	0.02%	-5.1%	Q4 2014
PGPROCTER & GAMBLE Co	$6.34M	0.46%	0.00%	-4.8%	Q4 2014
VEEVVeeva Systems Inc	$5.01M	0.36%	0.02%	+14.9%	Q3 2018
ETEnergy Transfer LP	$4.87M	0.35%	0.01%	-2.1%	Q4 2014
NVSNovartis AG	$4.58M	0.33%	0.00%	-7.1%	Q4 2014
PMPhilip Morris International Inc.	$4.32M	0.31%	0.00%	-2.5%	Q4 2014

Q4 2025Reported Jan 7, 2026188 positions
GOOGLAlphabet Inc.	$108M	6.93%	0.00%	-1.8%	Q3 2015
AAPLApple Inc.	$103M	6.57%	0.00%	-2.8%	Q4 2014
NVDANvidia Corp	$88.9M	5.69%	0.00%	+8.9%	Q2 2017
MSFTMicrosoft Corp	$81M	5.18%	0.00%	-0.4%	Q4 2014
AMZNAmazon Com Inc	$77.8M	4.98%	0.00%	-0.7%	Q4 2014
VVisa Inc.	$42M	2.69%	0.01%	-1.4%	Q4 2014
KLACKla Corp	$37.3M	2.38%	0.02%	-17.6%	Q3 2017
BXBlackstone Inc.	$36M	2.30%	0.03%	-0.3%	Q4 2014
COSTCostco Wholesale Corp	$32.1M	2.05%	0.01%	-1.4%	Q4 2014
GLDSPDR Gold Trust	$31.8M	2.03%	0.02%	+11.6%	Q4 2014
JPMJPMorgan Chase & Co	$30.9M	1.97%	0.00%	+3.5%	Q4 2014
URIUnited Rentals, Inc.	$29.3M	1.87%	0.06%	+1.1%	Q4 2014
WMWaste Management Inc	$29M	1.86%	0.03%	-1.7%	Q2 2016
IBMInternational Business Machines Corp	$24.8M	1.59%	0.01%	-0.3%	Q4 2014
IAUIshares Gold Trust	$23.8M	1.53%	0.04%	-0.5%	Q3 2017
NEENextera Energy Inc	$22.9M	1.47%	0.01%	-0.6%	Q4 2014
AJGArthur J. Gallagher & Co.	$19.7M	1.26%	0.03%	-1.1%	Q1 2019
ADIAnalog Devices Inc	$18.3M	1.17%	0.01%	-1.2%	Q1 2016
GOOGAlphabet Inc.	$18M	1.15%	Not reported	+5.5%	Q3 2015
DHRDanaher Corp	$17.8M	1.14%	0.01%	-1.8%	Q4 2014
ASMLAsml Holding NV	$17.2M	1.10%	0.00%	Not reported	Q1 2016
ULTAUlta Beauty, Inc.	$16.3M	1.04%	0.06%	-0.6%	Q3 2024
ACNAccenture plc	$16.1M	1.03%	0.01%	-3.3%	Q4 2014
GRMNGarmin Ltd	$16M	1.02%	0.04%	-2.3%	Q3 2018
XOMExxonMobil Holdings Corp	$15.3M	0.98%	0.00%	-1.9%	Q4 2014
UNPUnion Pacific Corp	$15M	0.96%	0.01%	+0.6%	Q4 2014
MARMarriott International Inc	$14.8M	0.95%	0.02%	-1.4%	Q4 2014
JNJJohnson & Johnson	$13.9M	0.89%	0.00%	-1.0%	Q4 2014
INTUIntuit Inc.	$12.8M	0.82%	0.01%	+2166.2%	Q1 2016
SHWSherwin Williams Co	$12.4M	0.79%	0.02%	+2.1%	Q1 2018
REGRegency Centers Corp	$11M	0.70%	0.09%	-0.2%	Q1 2017
CVXChevron Corp	$10.8M	0.69%	0.00%	+0.2%	Q4 2014
SPGIS&P Global Inc.	$10.5M	0.67%	0.01%	+2.3%	Q3 2016
PWRQuanta Services, Inc.	$9.97M	0.64%	0.02%	+6.2%	Q3 2022
SCHWSchwab Charles Corp	$9.5M	0.61%	0.01%	-2.2%	Q2 2016
OTISOtis Worldwide Corp	$9.47M	0.61%	0.03%	-5.7%	Q2 2020
BRK.BBerkshire Hathaway Inc	$8.93M	0.57%	Not reported	0.0%	Q4 2014
AXSMAxsome Therapeutics, Inc.	$8.87M	0.57%	0.10%	Not reported	Q3 2016
PTCPTC Inc.	$8.84M	0.57%	0.04%	-25.0%	Q3 2025
WATWaters Corp	$8.66M	0.55%	0.04%	-2.3%	Q4 2014
BACBank of America Corp	$8.02M	0.51%	0.00%	+1.4%	Q4 2014
EPDEnterprise Products Partners L.P.	$7.78M	0.50%	0.01%	-1.7%	Q4 2014
CHDChurch & Dwight Co Inc	$7.32M	0.47%	0.04%	-0.6%	Q4 2014
DOVDOVER Corp	$7.15M	0.46%	0.03%	-0.3%	Q1 2016
AZOAutozone Inc	$7.07M	0.45%	0.01%	-7.4%	Q1 2017
ITWIllinois Tool Works Inc	$6.65M	0.43%	0.01%	-5.7%	Q4 2014
PGPROCTER & GAMBLE Co	$6.61M	0.42%	0.00%	-4.1%	Q4 2014
VEEVVeeva Systems Inc	$5.54M	0.35%	0.02%	-14.1%	Q3 2018
MRKMerck & Co., Inc.	$4.48M	0.29%	0.00%	-11.7%	Q4 2014
NVSNovartis AG	$4.45M	0.28%	0.00%	-4.6%	Q4 2014

Q3 2025Reported Oct 14, 2025186 positions
AAPLApple Inc.	$99M	6.45%	0.00%	-1.4%	Q4 2014
MSFTMicrosoft Corp	$87.1M	5.67%	0.00%	-1.9%	Q4 2014
GOOGLAlphabet Inc.	$85.7M	5.58%	0.00%	-1.5%	Q3 2015
NVDANvidia Corp	$81.7M	5.32%	0.00%	-2.3%	Q2 2017
AMZNAmazon Com Inc	$74.5M	4.86%	0.00%	-1.3%	Q4 2014
VVisa Inc.	$41.5M	2.70%	0.01%	-2.0%	Q4 2014
KLACKla Corp	$40.1M	2.62%	0.03%	-2.4%	Q3 2017
BXBlackstone Inc.	$40M	2.60%	0.03%	-1.7%	Q4 2014
COSTCostco Wholesale Corp	$35M	2.28%	0.01%	-1.3%	Q4 2014
URIUnited Rentals, Inc.	$34.1M	2.22%	0.06%	-1.5%	Q4 2014
WMWaste Management Inc	$29.7M	1.93%	0.03%	-2.2%	Q2 2016
JPMJPMorgan Chase & Co	$29.2M	1.90%	0.00%	-1.9%	Q4 2014
GLDSPDR Gold Trust	$25.5M	1.66%	0.02%	+10.4%	Q4 2014
AJGArthur J. Gallagher & Co.	$23.8M	1.55%	0.03%	-2.4%	Q1 2019
IBMInternational Business Machines Corp	$23.7M	1.55%	0.01%	-0.1%	Q4 2014
NEENextera Energy Inc	$21.7M	1.41%	0.01%	-1.9%	Q4 2014
IAUIshares Gold Trust	$21.5M	1.40%	0.04%	-1.0%	Q3 2017
GRMNGarmin Ltd	$19.9M	1.29%	0.04%	-3.8%	Q3 2018
ADIAnalog Devices Inc	$16.8M	1.09%	0.01%	-1.5%	Q1 2016
DHRDanaher Corp	$15.7M	1.02%	0.01%	-4.0%	Q4 2014
ADBEAdobe Inc.	$15.6M	1.02%	0.01%	-2.4%	Q4 2014
ASMLAsml Holding NV	$15.6M	1.02%	0.00%	-0.4%	Q1 2016
ACNAccenture plc	$15.3M	0.99%	0.01%	-4.4%	Q4 2014
UNPUnion Pacific Corp	$15.2M	0.99%	0.01%	-1.2%	Q4 2014
ULTAUlta Beauty, Inc.	$14.8M	0.96%	0.06%	-0.6%	Q3 2024
XOMExxonMobil Holdings Corp	$14.6M	0.95%	0.00%	-1.5%	Q4 2014
PTCPTC Inc.	$13.7M	0.89%	0.06%	New	Q3 2025
GOOGAlphabet Inc.	$13.3M	0.86%	Not reported	0.0%	Q3 2015
SHWSherwin Williams Co	$13M	0.84%	0.02%	-2.3%	Q1 2018
MARMarriott International Inc	$12.6M	0.82%	0.02%	-3.9%	Q4 2014
JNJJohnson & Johnson	$12.6M	0.82%	0.00%	-5.3%	Q4 2014
REGRegency Centers Corp	$11.6M	0.76%	0.09%	-3.3%	Q1 2017
CVXChevron Corp	$11M	0.72%	0.00%	-1.2%	Q4 2014
ZTSZoetis Inc.	$11M	0.72%	0.02%	-3.1%	Q1 2017
OTISOtis Worldwide Corp	$10.5M	0.68%	0.03%	-2.0%	Q2 2020
FISVFiserv Inc	$9.87M	0.64%	0.01%	-1.0%	Q4 2014
AZOAutozone Inc	$9.67M	0.63%	0.01%	Not reported	Q1 2017
SPGIS&P Global Inc.	$9.54M	0.62%	0.01%	-1.7%	Q3 2016
SCHWSchwab Charles Corp	$9.29M	0.60%	0.01%	-1.3%	Q2 2016
PWRQuanta Services, Inc.	$9.22M	0.60%	0.01%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$8.93M	0.58%	Not reported	-0.3%	Q4 2014
VEEVVeeva Systems Inc	$8.61M	0.56%	0.02%	Not reported	Q3 2018
EPDEnterprise Products Partners L.P.	$7.72M	0.50%	0.01%	-4.0%	Q4 2014
CHDChurch & Dwight Co Inc	$7.69M	0.50%	0.04%	-1.2%	Q4 2014
ITWIllinois Tool Works Inc	$7.46M	0.49%	0.01%	-1.5%	Q4 2014
BACBank of America Corp	$7.42M	0.48%	0.00%	-0.9%	Q4 2014
PGPROCTER & GAMBLE Co	$7.39M	0.48%	0.00%	-4.6%	Q4 2014
WATWaters Corp	$6.99M	0.46%	0.04%	-4.1%	Q4 2014
DOVDOVER Corp	$6.13M	0.40%	0.03%	-1.1%	Q1 2016
AXSMAxsome Therapeutics, Inc.	$5.9M	0.38%	0.10%	Not reported	Q3 2016

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