Holdings
Baldwin Wealth Partners LLC
As of Sep 30, 2026, Baldwin Wealth Partners LLC reported 158 positions worth US$1.16B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 344K | US$114M | −8,135 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 330K | US$113M | −3,699 | Sep 30, 2026 |
| Nvidia Corporation | 493K | US$113M | −4,119 | Sep 30, 2026 |
| Amazon.com, Inc. | 310K | US$77.1M | −2,981 | Sep 30, 2026 |
| Microsoft Corp. | 148K | US$76.2M | −438 | Sep 30, 2026 |
| Kla Corporation | 221K | US$43.1M | −1,105 | Sep 30, 2026 |
| Visa Inc. | 110K | US$39.7M | −442 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 85,930 | US$28.4M | −110 | Sep 30, 2026 |
| Asml Holding Nv | 14,377 | US$26M | −58 | Sep 30, 2026 |
| Waste Management, Inc. | 119K | US$24.3M | −793 | Sep 30, 2026 |