BALDWIN WEALTH PARTNERS LLC/MA Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$1.6T
Holdings
242
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 346,058 | $108.3B | 6.93% | |
| 2 | AAPLAPPLE INC | 378,060 | $102.8B | 6.57% | |
| 3 | NVDANVIDIA CORPORATION | 476,882 | $88.9B | 5.69% | |
| 4 | MSFTMICROSOFT CORP | 167,441 | $81.0B | 5.18% | |
| 5 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,456,617 | $78.8B | 5.04% | |
| 6 | AMZNAMAZON COM INC | 337,227 | $77.8B | 4.98% | |
| 7 | TIPISHARES TR | 460,411 | $50.6B | 3.24% | |
| 8 | VVISA INC | 119,858 | $42.0B | 2.69% | |
| 9 | KLACKLA CORP | 30,664 | $37.3B | 2.38% | |
| 10 | BXBLACKSTONE INC | 233,330 | $36.0B | 2.30% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 37,244 | $32.1B | 2.05% | |
| 12 | GQ9SPDR GOLD TR | 80,154 | $31.8B | 2.03% | |
| 13 | JPMJPMORGAN CHASE & CO. | 95,821 | $30.9B | 1.97% | |
| 14 | URIUNITED RENTALS INC | 36,144 | $29.3B | 1.87% | |
| 15 | WMWASTE MGMT INC DEL | 132,173 | $29.0B | 1.86% | |
| 16 | OMFLINVESCO EXCH TRD SLF IDX FD | 455,248 | $27.8B | 1.78% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 83,870 | $24.8B | 1.59% | |
| 18 | IAU*ISHARES GOLD TR | 293,802 | $23.8B | 1.52% | |
| 19 | NEENEXTERA ENERGY INC | 285,710 | $22.9B | 1.47% | |
| 20 | AJGGALLAGHER ARTHUR J & CO | 75,965 | $19.7B | 1.26% | |
| 21 | ADIANALOG DEVICES INC | 67,570 | $18.3B | 1.17% | |
| 22 | GOOGALPHABET INC | 57,412 | $18.0B | 1.15% | |
| 23 | DHRDANAHER CORPORATION | 77,809 | $17.8B | 1.14% | |
| 24 | ASMLASML HOLDING N V | 16,121 | $17.2B | 1.10% | |
| 25 | ULTAULTA BEAUTY INC | 26,881 | $16.3B | 1.04% | |
| 26 | ACNACCENTURE PLC IRELAND | 59,868 | $16.1B | 1.03% | |
| 27 | GRMNGARMIN LTD | 78,788 | $16.0B | 1.02% | |
| 28 | XOMEXXON MOBIL CORP | 127,390 | $15.3B | 0.98% | |
| 29 | UNPUNION PAC CORP | 64,796 | $15.0B | 0.96% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 249,236 | $14.9B | 0.96% | |
| 31 | MARMARRIOTT INTL INC NEW | 47,681 | $14.8B | 0.95% | |
| 32 | JNJJOHNSON & JOHNSON | 67,196 | $13.9B | 0.89% | |
| 33 | INTUINTUIT | 19,376 | $12.8B | 0.82% | |
| 34 | SHWSHERWIN WILLIAMS CO | 38,192 | $12.4B | 0.79% | |
| 35 | REGREGENCY CTRS CORP | 158,872 | $11.0B | 0.70% | |
| 36 | CVXCHEVRON CORP NEW | 71,046 | $10.8B | 0.69% | |
| 37 | SPGIS&P GLOBAL INC | 20,053 | $10.5B | 0.67% | |
| 38 | IVVISHARES TR | 15,298 | $10.5B | 0.67% | |
| 39 | AMLPALPS ETF TR | 215,274 | $10.1B | 0.65% | |
| 40 | PWRQUANTA SVCS INC | 23,626 | $10.0B | 0.64% | |
| 41 | SCHWSCHWAB CHARLES CORP | 95,129 | $9.5B | 0.61% | |
| 42 | OTISOTIS WORLDWIDE CORP | 108,400 | $9.5B | 0.61% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,768 | $8.9B | 0.57% | |
| 44 | AXSMAXSOME THERAPEUTICS INC | 48,570 | $8.9B | 0.57% | |
| 45 | PTCPTC INC | 50,729 | $8.8B | 0.57% | |
| 46 | WATWATERS CORP | 22,797 | $8.7B | 0.55% | |
| 47 | BACBANK AMERICA CORP | 145,779 | $8.0B | 0.51% | |
| 48 | EPDENTERPRISE PRODS PARTNERS L | 242,535 | $7.8B | 0.50% | |
| 49 | CHDCHURCH & DWIGHT CO INC | 87,243 | $7.3B | 0.47% | |
| 50 | DOVDOVER CORP | 36,621 | $7.1B | 0.46% | |
| 51 | AZOAUTOZONE INC | 2,086 | $7.1B | 0.45% | |
| 52 | ITWILLINOIS TOOL WKS INC | 27,001 | $6.7B | 0.43% | |
| 53 | PGPROCTER AND GAMBLE CO | 46,105 | $6.6B | 0.42% | |
| 54 | VEEVVEEVA SYS INC | 24,813 | $5.5B | 0.35% | |
| 55 | GBILGOLDMAN SACHS ETF TR | 53,106 | $5.3B | 0.34% | |
| 56 | MRKMERCK & CO INC | 42,549 | $4.5B | 0.29% | |
| 57 | NVSNNOVARTIS AG | 32,288 | $4.5B | 0.28% | |
| 58 | 4I1PHILIP MORRIS INTL INC | 26,791 | $4.3B | 0.27% | |
| 59 | ETENERGY TRANSFER L P | 257,603 | $4.2B | 0.27% | |
| 60 | FISVFISERV INC | 58,753 | $3.9B | 0.25% | |
| 61 | PAYXPAYCHEX INC | 34,750 | $3.9B | 0.25% | |
| 62 | VOOVANGUARD INDEX FDS | 6,055 | $3.8B | 0.24% | |
| 63 | PEPPEPSICO INC | 26,128 | $3.7B | 0.24% | |
| 64 | METAMETA PLATFORMS INC | 5,569 | $3.7B | 0.24% | |
| 65 | VRTXVERTEX PHARMACEUTICALS INC | 7,824 | $3.5B | 0.23% | |
| 66 | PSFCOHEN & STEERS SELECT PFD & | 168,944 | $3.4B | 0.22% | |
| 67 | VBRVANGUARD INDEX FDS | 15,774 | $3.3B | 0.21% | |
| 68 | TDTORONTO DOMINION BK ONT | 34,875 | $3.3B | 0.21% | |
| 69 | EOGEOG RES INC | 28,408 | $3.0B | 0.19% | |
| 70 | AVGOBROADCOM INC | 8,601 | $3.0B | 0.19% | |
| 71 | ADBEADOBE INC | 8,415 | $2.9B | 0.19% | |
| 72 | NVCTNUVECTIS PHARMA INC | 389,625 | $2.9B | 0.19% | |
| 73 | ADPAUTOMATIC DATA PROCESSING IN | 10,671 | $2.7B | 0.18% | |
| 74 | MOALTRIA GROUP INC | 47,513 | $2.7B | 0.18% | |
| 75 | DCREDOUBLELINE ETF TRUST | 52,003 | $2.7B | 0.17% | |
| 76 | SYKSTRYKER CORPORATION | 7,563 | $2.7B | 0.17% | |
| 77 | KOCOCA COLA CO | 36,543 | $2.6B | 0.16% | |
| 78 | LLYELI LILLY & CO | 2,311 | $2.5B | 0.16% | |
| 79 | SPYSPDR S&P 500 ETF TR | 3,561 | $2.4B | 0.16% | |
| 80 | TRGPTARGA RES CORP | 12,652 | $2.3B | 0.15% | |
| 81 | UBERUBER TECHNOLOGIES INC | 28,385 | $2.3B | 0.15% | |
| 82 | ROPROPER TECHNOLOGIES INC | 5,122 | $2.3B | 0.15% | |
| 83 | BIDUNBAIDU INC | 17,397 | $2.3B | 0.15% | |
| 84 | AKREPROFESIONALLY MANAGED PORTFO | 34,333 | $2.2B | 0.14% | |
| 85 | HCIHCI GROUP INC | 11,337 | $2.2B | 0.14% | |
| 86 | GDXVANECK ETF TRUST | 24,914 | $2.1B | 0.14% | |
| 87 | BKBANK NEW YORK MELLON CORP | 17,617 | $2.0B | 0.13% | |
| 88 | GBCIGLACIER BANCORP INC NEW | 44,080 | $1.9B | 0.12% | |
| 89 | APOAPOLLO GLOBAL MGMT INC | 13,180 | $1.9B | 0.12% | |
| 90 | ABBVABBVIE INC | 7,649 | $1.7B | 0.11% | |
| 91 | SLVISHARES SILVER TR | 26,846 | $1.7B | 0.11% | |
| 92 | EMREMERSON ELEC CO | 12,850 | $1.7B | 0.11% | |
| 93 | GXOGXO LOGISTICS INCORPORATED | 31,857 | $1.7B | 0.11% | |
| 94 | BLKBLACKROCK INC | 1,526 | $1.6B | 0.10% | |
| 95 | PLDPROLOGIS INC. | 12,123 | $1.5B | 0.10% | |
| 96 | FASTFASTENAL CO | 36,169 | $1.5B | 0.09% | |
| 97 | LINELINEAGE INC | 41,193 | $1.4B | 0.09% | |
| 98 | SILGLOBAL X FDS | 17,175 | $1.4B | 0.09% | |
| 99 | TMOTHERMO FISHER SCIENTIFIC INC | 2,382 | $1.4B | 0.09% | |
| 100 | MCXMCCORMICK & CO INC | 20,206 | $1.4B | 0.09% |
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