Baldwin Wealth Partners LLC

Baldwin Wealth Partners LLC reported 274 holdings worth US$1.52B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Baldwin Wealth Partners LLC reported 274 holdings worth US$1.52B as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Oct 13, 2026 (Form 13F).

Holdings
274
Value as reported
US$1.52B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc344KUS$114M7.5%
Alphabet Inc (google) Class C330KUS$113M7.5%
Nvidia Corporation493KUS$113M7.4%
Amazon.com, Inc.310KUS$77.1M5.1%
Microsoft Corp.148KUS$76.2M5.0%
Kla Corporation221KUS$43.1M2.8%
Visa Inc.110KUS$39.7M2.6%
Jp Morgan Chase & Co.85,930US$28.4M1.9%
Asml Holding Nv14,377US$26M1.7%
Waste Management, Inc.119KUS$24.3M1.6%
Blackstone Inc.216KUS$24.2M1.6%
Analog Devices, Inc.60,917US$24.2M1.6%
United Rentals, Inc.23,376US$23.4M1.5%
Quanta Services, Inc.34,686US$22.3M1.5%
Costco Wholesale Corporation24,263US$22.1M1.5%
Union Pacific Corporation80,639US$21.9M1.4%
Nextera Energy, Inc.251KUS$19M1.3%
International Business Machines Corporation76,411US$16.8M1.1%
Johnson & Johnson63,359US$16.8M1.1%
Arthur J. Gallagher & Co.67,882US$15.5M1.0%
Marriott International41,424US$14.7M0.97%
Chevron Corporation68,115US$13.9M0.92%
Ulta Beauty, Inc.23,231US$12.7M0.84%
Ares Capital Corporation588KUS$11.2M0.74%
Regency Centers Corporation146KUS$10.5M0.69%
Mckesson Corporation12,056US$10.3M0.68%
Waters Corporation19,597US$8.61M0.57%
Berkshire Hathaway Inc.17,254US$8.59M0.57%
Axsome Therapeutics, Inc.44,070US$8.13M0.54%
Nuvectis Pharma, Inc.382KUS$8.07M0.53%
Charles Schwab Corporation (the)79,277US$7.75M0.51%
S&p Global Inc.18,819US$7.42M0.49%
Bank Of America Corporation136KUS$7.41M0.49%
Church & Dwight Company, Inc.77,486US$7.3M0.48%
Ptc Inc.51,228US$7.19M0.47%
Enterprise Products Partners L.p.181KUS$6.46M0.43%
Autozone, Inc.2,280US$6.45M0.43%
Dover Corporation32,957US$6.16M0.41%
Illinois Tool Works Inc.23,189US$5.97M0.39%
Procter & Gamble Company (the)38,284US$5.56M0.37%
Taiwan Semiconductor Manufacturing Co., Ltd.10,900US$4.97M0.33%
Energy Transfer Lp238KUS$4.7M0.31%
Philip Morris International Inc24,282US$4.63M0.31%
Vertex Pharmaceuticals Incorporated7,824US$4.09M0.27%
Toronto-dominion Bank34,675US$4.08M0.27%
Novartis Ag26,283US$3.75M0.25%
Advanced Micro Devices Inc6,098US$3.73M0.25%
Corning Incorporated23,568US$3.62M0.24%
Eog Resources, Inc.25,167US$3.47M0.23%
Transdigm Group Inc.3,024US$3.27M0.22%
Meta Platforms, Inc.3,966US$2.88M0.19%
Netflix, Inc.39,629US$2.76M0.18%
Targa Resources, Inc.10,135US$2.74M0.18%
Coca-cola Company (the)31,559US$2.72M0.18%
The Bank Of New York Mellon Corporation16,922US$2.45M0.16%
Paychex, Inc.24,310US$2.39M0.16%
Altria Group, Inc.33,677US$2.27M0.15%
Merck & Company, Inc.15,402US$2.24M0.15%
Automatic Data Processing, Inc.8,287US$2.14M0.14%
Hci Group, Inc.11,337US$1.97M0.13%
Emerson Electric Company12,700US$1.97M0.13%
Glacier Bancorp, Inc.44,080US$1.9M0.13%
Abbvie Inc.6,913US$1.81M0.12%
Pepsico, Inc.14,233US$1.8M0.12%
Eli Lilly And Company1,540US$1.78M0.12%
Fiserv, Inc.36,651US$1.66M0.11%
Adobe Inc.6,853US$1.64M0.11%
Fastenal Company31,273US$1.55M0.10%
Apollo Global Management, Inc. (new)13,180US$1.53M0.10%
Prologis, Inc.11,590US$1.5M0.10%
Caterpillar, Inc.1,827US$1.48M0.10%
Uber Technologies, Inc.21,411US$1.47M0.10%
Stryker Corporation5,148US$1.42M0.09%
Blackrock, Inc.1,295US$1.37M0.09%
Palantir Technologies Inc.5,687US$1.06M0.07%
Amgen Inc.2,397US$1.01M0.07%
Thermo Fisher Scientific Inc1,463US$988K0.07%
Canadian National Railway Company8,305US$987K0.07%
Roper Technologies, Inc.2,759US$964K0.06%
Broadcom Inc.2,616US$919K0.06%
Deere & Company1,358US$912K0.06%
The Travelers Companies, Inc.2,517US$897K0.06%
Stock Yards Bancorp, Inc.11,348US$875K0.06%
Hingham Institution For Savings3,006US$849K0.06%
Lam Research Corporation2,461US$808K0.05%
Global Partners Lp16,500US$764K0.05%
Sunoco Lp9,860US$718K0.05%
Tc Energy Corporation12,380US$716K0.05%
Resmed Inc.3,183US$704K0.05%
Pfizer, Inc.23,579US$672K0.04%
The Carlyle Group Inc.15,720US$623K0.04%
Tesla, Inc.1,745US$619K0.04%
Alliancebernstein Holding L.p.17,525US$611K0.04%
Ge Aerospace1,923US$601K0.04%
Southern Company (the)7,166US$594K0.04%
Home Depot, Inc. (the)2,087US$594K0.04%
Walmart Inc.5,587US$581K0.04%
Abbott Laboratories5,679US$561K0.04%
Ge Vernova Inc.550US$523K0.03%
American Electric Power Company, Inc.4,305US$511K0.03%

Every holding of Baldwin Wealth Partners LLC

Source

View original at SEC

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