Baldwin Wealth Partners LLC

Baldwin Wealth Partners LLC reported 284 holdings worth US$1.53B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Baldwin Wealth Partners LLC reported 284 holdings worth US$1.53B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).

Holdings
284
Value as reported
US$1.53B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C333KUS$119M7.8%
Apple Inc352KUS$102M6.7%
Nvidia Corporation497KUS$99.4M6.5%
Amazon.com, Inc.313KUS$74.5M4.9%
Kla Corporation222KUS$67.1M4.4%
Microsoft Corp.149KUS$55.6M3.6%
Visa Inc.111KUS$38.1M2.5%
Asml Holding Nv14,435US$28.7M1.9%
Jp Morgan Chase & Co.86,040US$28.2M1.8%
United Rentals, Inc.23,897US$27.1M1.8%
Waste Management, Inc.120KUS$26.8M1.7%
Blackstone Inc.218KUS$25.6M1.7%
Analog Devices, Inc.62,039US$24.6M1.6%
International Business Machines Corporation81,560US$22.9M1.5%
Costco Wholesale Corporation24,252US$22.7M1.5%
Nextera Energy, Inc.254KUS$22.3M1.5%
Union Pacific Corporation80,842US$22M1.4%
Quanta Services, Inc.24,268US$17.5M1.1%
Johnson & Johnson64,436US$16.4M1.1%
Exxon Mobil Corporation116KUS$15.8M1.0%
Arthur J. Gallagher & Co.68,374US$15.7M1.0%
Marriott International41,935US$15.5M1.0%
Danaher Corporation65,935US$12.6M0.82%
Regency Centers Corporation147KUS$11.7M0.76%
Chevron Corporation69,398US$11.5M0.75%
Axsome Therapeutics, Inc.44,070US$10.8M0.71%
Ulta Beauty, Inc.23,601US$10.6M0.70%
Mckesson Corporation12,131US$9.17M0.60%
Berkshire Hathaway Inc.17,349US$8.68M0.57%
Ares Capital Corporation439KUS$8.14M0.53%
Bank Of America Corporation136KUS$7.77M0.51%
Church & Dwight Company, Inc.79,110US$7.66M0.50%
Waters Corporation20,367US$7.64M0.50%
Dover Corporation34,005US$7.63M0.50%
Charles Schwab Corporation (the)81,615US$7.53M0.49%
S&p Global Inc.18,328US$7.46M0.49%
Autozone, Inc.2,302US$7.36M0.48%
Otis Worldwide Corporation98,210US$7.03M0.46%
Nuvectis Pharma, Inc.382KUS$7.03M0.46%
Enterprise Products Partners L.p.183KUS$6.72M0.44%
Illinois Tool Works Inc.23,696US$6.41M0.42%
Procter & Gamble Company (the)40,645US$5.96M0.39%
Ptc Inc.51,563US$5.86M0.38%
Taiwan Semiconductor Manufacturing Co., Ltd.11,073US$5.29M0.35%
Philip Morris International Inc25,792US$4.67M0.31%
Energy Transfer Lp241KUS$4.6M0.30%
Novartis Ag27,679US$4.34M0.28%
Toronto-dominion Bank34,675US$4.21M0.28%
Transdigm Group Inc.2,971US$3.96M0.26%
Vertex Pharmaceuticals Incorporated7,824US$3.89M0.25%
Advanced Micro Devices Inc6,098US$3.54M0.23%
Eog Resources, Inc.24,843US$3.22M0.21%
Netflix, Inc.39,592US$2.83M0.18%
Targa Resources, Inc.10,135US$2.72M0.18%
Paychex, Inc.27,095US$2.66M0.17%
Coca-cola Company (the)31,954US$2.6M0.17%
Altria Group, Inc.35,104US$2.53M0.17%
Meta Platforms, Inc.4,402US$2.48M0.16%
The Bank Of New York Mellon Corporation16,922US$2.45M0.16%
Glacier Bancorp, Inc.44,080US$2.27M0.15%
Pepsico, Inc.16,400US$2.22M0.15%
Fiserv, Inc.42,534US$2.09M0.14%
Merck & Company, Inc.15,669US$2.01M0.13%
Hci Group, Inc.11,337US$1.99M0.13%
Caterpillar, Inc.1,831US$1.95M0.13%
Automatic Data Processing, Inc.8,702US$1.95M0.13%
Eli Lilly And Company1,561US$1.87M0.12%
Emerson Electric Company12,700US$1.82M0.12%
Uber Technologies, Inc.25,062US$1.81M0.12%
Abbvie Inc.6,976US$1.76M0.11%
Stryker Corporation5,330US$1.68M0.11%
Prologis, Inc.11,735US$1.59M0.10%
Fastenal Company32,636US$1.57M0.10%
Apollo Global Management, Inc. (new)13,180US$1.56M0.10%
Adobe Inc.7,161US$1.47M0.10%
Blackrock, Inc.1,360US$1.31M0.09%
Lam Research Corporation2,461US$1.07M0.07%
Roper Technologies, Inc.3,120US$1.06M0.07%
Canadian National Railway Company8,457US$1.01M0.07%
Oneok, Inc.11,446US$995K0.07%
Broadcom Inc.2,630US$993K0.06%
Tc Energy Corporation14,529US$963K0.06%
Hingham Institution For Savings3,006US$923K0.06%
Stock Yards Bancorp, Inc.11,780US$901K0.06%
Amgen Inc.2,413US$874K0.06%
Deere & Company1,366US$866K0.06%
The Travelers Companies, Inc.2,517US$831K0.05%
Home Depot, Inc. (the)2,246US$792K0.05%
Global Partners Lp17,000US$792K0.05%
Thermo Fisher Scientific Inc1,552US$778K0.05%
Tesla, Inc.1,770US$744K0.05%
Bwx Technologies, Inc.3,700US$720K0.05%
Resmed Inc.3,668US$715K0.05%
Southern Company (the)7,166US$686K0.04%
Sunoco Lp9,860US$666K0.04%
The Carlyle Group Inc.15,720US$662K0.04%
Walmart Inc.5,771US$654K0.04%
Alliancebernstein Holding L.p.17,525US$617K0.04%
American Electric Power Company, Inc.4,305US$589K0.04%
Pfizer, Inc.23,579US$568K0.04%

Every holding of Baldwin Wealth Partners LLC

Source

View original at SEC

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