Institutional Fund
Baldwin Wealth Partners LLC/Ma
Marion, MACIK 10212585 filings on record
Portfolio Value
$1.38B
Q1 2026
Holdings
222
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-12.0%
from $1.56B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.5%
- Alphabet Inc6.1%
- J P Morgan Exchange Traded F5.7%
- Nvidia Corporation5.7%
- Amazon Com Inc4.7%
- Microsoft Corp4.0%
- Other67.2%
Portfolio Holdings
222 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 352.2K | $89.39M | 6.5% | −25.8K | Reduced |
| 2 | Alphabet Inc | 293.6K | $84.44M | 6.1% | −52.4K | Reduced |
| 3 | J P Morgan Exchange Traded F | 1.47M | $79.00M | 5.7% | +12.6K | Added |
| 4 | Nvidia Corporation | 450.3K | $78.53M | 5.7% | −26.6K | Reduced |
| 5 | Amazon Com Inc | 312.6K | $65.10M | 4.7% | −24.6K | Reduced |
| 6 | Microsoft Corp | 149.5K | $55.35M | 4.0% | −17.9K | Reduced |
| 7 | Ishares Tr | 394.2K | $43.51M | 3.2% | −66.2K | Reduced |
| 8 | Kla Corp | 26.6K | $39.10M | 2.8% | −4.1K | Reduced |
| 9 | Spdr Gold Tr | 86.0K | $36.99M | 2.7% | +5.8K | Added |
| 10 | Visa Inc | 111.9K | $33.81M | 2.5% | −8.0K | Reduced |
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