BALDWIN WEALTH PARTNERS LLC/MA
CIK: 1021258SEC EDGAR →
Portfolio Value
$313.0B
Holdings
222
As of
Q1 2026
New Positions
222
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 1,469,232 | $79.0B | 25.24% |
| 2 | INVESCO EXCH TRD SLF IDX FD | 439,187 | $26.4B | 8.44% |
| 3 | ISHARES GOLD TR | 294,813 | $26.0B | 8.30% |
| 4 | NEXTERA ENERGY INC | 254,634 | $23.7B | 7.56% |
| 5 | VANGUARD SCOTTSDALE FDS | 252,676 | $15.0B | 4.81% |
| 6 | ALPS ETF TR | 208,811 | $11.0B | 3.51% |
| 7 | REGENCY CTRS CORP | 144,066 | $10.9B | 3.48% |
| 8 | SCHWAB CHARLES CORP | 92,960 | $8.7B | 2.79% |
| 9 | OTIS WORLDWIDE CORP | 100,162 | $7.7B | 2.47% |
| 10 | CHURCH & DWIGHT CO INC | 82,341 | $7.7B | 2.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 87 | $193.5B | 61.8% |
| Unknown | 11 | $27.0B | 8.6% |
| Utilities | 4 | $24.3B | 7.8% |
| Energy | 16 | $16.3B | 5.2% |
| Consumer Defensive | 7 | $13.2B | 4.2% |
| Industrials | 25 | $13.2B | 4.2% |
| Real Estate | 5 | $11.5B | 3.7% |
| Technology | 25 | $7.2B | 2.3% |
| Healthcare | 20 | $4.0B | 1.3% |
| Communication Services | 6 | $1.2B | 0.4% |
| Basic Materials | 6 | $1.0B | 0.3% |
| Consumer Cyclical | 10 | $635.2M | 0.2% |