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 |
|---|---|---|---|---|---|
| 101 | IWMISHARES TR | 5,517 | $1.4B | 0.09% | |
| 102 | VEAVANGUARD TAX-MANAGED FDS | 20,835 | $1.3B | 0.08% | |
| 103 | AMDADVANCED MICRO DEVICES INC | 5,979 | $1.3B | 0.08% | |
| 104 | VIGVANGUARD SPECIALIZED FUNDS | 5,500 | $1.2B | 0.08% | |
| 105 | NVONOVO-NORDISK A S | 23,036 | $1.2B | 0.07% | |
| 106 | NUNU HLDGS LTD | 66,383 | $1.1B | 0.07% | |
| 107 | TTANSERVICETITAN INC | 10,165 | $1.1B | 0.07% | |
| 108 | ETNEATON CORP PLC | 3,372 | $1.1B | 0.07% | |
| 109 | HDHOME DEPOT INC | 3,115 | $1.1B | 0.07% | |
| 110 | LDPCOHEN & STEERS LTD DURATION | 50,393 | $1.1B | 0.07% | |
| 111 | CATCATERPILLAR INC | 1,847 | $1.1B | 0.07% | |
| 112 | OKEONEOK INC NEW | 14,226 | $1.0B | 0.07% | |
| 113 | AMGNAMGEN INC | 3,121 | $1.0B | 0.07% | |
| 114 | VWOVANGUARD INTL EQUITY INDEX F | 18,674 | $1.0B | 0.06% | |
| 115 | HONHONEYWELL INTL INC | 4,920 | $959.0M | 0.06% | |
| 116 | RMERESMED INC | 3,957 | $953.0M | 0.06% | |
| 117 | HIFSHINGHAM INSTN SVGS MASS | 3,295 | $935.0M | 0.06% | |
| 118 | CGCARLYLE GROUP INC | 15,720 | $929.0M | 0.06% | |
| 119 | TSLATESLA INC | 1,962 | $882.0M | 0.06% | |
| 120 | TRPTC ENERGY CORP | 15,927 | $876.0M | 0.06% | |
| 121 | ABTABBOTT LABS | 6,941 | $869.0M | 0.06% | |
| 122 | CNRCANADIAN NATL RY CO | 8,710 | $860.0M | 0.05% | |
| 123 | HIMSHIMS & HERS HEALTH INC | 26,217 | $851.0M | 0.05% | |
| 124 | TRVTRAVELERS COMPANIES INC | 2,715 | $787.0M | 0.05% | |
| 125 | FTGCFIRST TR EXCHANGE TRAD FD VI | 33,808 | $785.0M | 0.05% | |
| 126 | VISVANGUARD WORLD FD | 2,583 | $770.0M | 0.05% | |
| 127 | SYBTSTOCK YDS BANCORP INC | 11,780 | $765.0M | 0.05% | |
| 128 | RWLINVESCO EXCH TRADED FD TR II | 6,600 | $755.0M | 0.05% | |
| 129 | XSLVINVESCO EXCH TRADED FD TR II | 16,138 | $748.0M | 0.05% | |
| 130 | DISDISNEY WALT CO | 6,324 | $719.0M | 0.05% | |
| 131 | PFEPFIZER INC | 28,871 | $718.0M | 0.05% | |
| 132 | GLPGLOBAL PARTNERS LP | 17,000 | $711.0M | 0.05% | |
| 133 | CLOZSERIES PORTFOLIOS TR | 25,598 | $677.0M | 0.04% | |
| 134 | ABALLIANCEBERNSTEIN HLDG L P | 17,525 | $674.0M | 0.04% | |
| 135 | URAGLOBAL X FDS | 15,678 | $669.0M | 0.04% | |
| 136 | COPXGLOBAL X FDS | 9,300 | $667.0M | 0.04% | |
| 137 | DEDEERE & CO | 1,429 | $665.0M | 0.04% | |
| 138 | VTIVANGUARD INDEX FDS | 1,982 | $664.0M | 0.04% | |
| 139 | XLYSELECT SECTOR SPDR TR | 5,540 | $661.0M | 0.04% | |
| 140 | WMTWALMART INC | 5,846 | $651.0M | 0.04% | |
| 141 | VTVVANGUARD INDEX FDS | 3,378 | $645.0M | 0.04% | |
| 142 | BWXTBWX TECHNOLOGIES INC | 3,700 | $639.0M | 0.04% | |
| 143 | ORCLORACLE CORP | 3,245 | $632.0M | 0.04% | |
| 144 | PGRPROGRESSIVE CORP | 2,770 | $630.0M | 0.04% | |
| 145 | SOSOUTHERN CO | 7,166 | $624.0M | 0.04% | |
| 146 | EPIWISDOMTREE TR | 13,070 | $605.0M | 0.04% | |
| 147 | ORLYOREILLY AUTOMOTIVE INC | 6,255 | $570.0M | 0.04% | |
| 148 | AHRAMERICAN HEALTHCARE REIT INC | 12,108 | $569.0M | 0.04% | |
| 149 | WFCWELLS FARGO CO NEW | 6,100 | $568.0M | 0.04% | |
| 150 | IWPISHARES TR | 4,000 | $547.0M | 0.03% | |
| 151 | KMBKIMBERLY-CLARK CORP | 5,282 | $532.0M | 0.03% | |
| 152 | WYWEYERHAEUSER CO MTN BE | 22,393 | $530.0M | 0.03% | |
| 153 | SUNSUNOCO LP/SUNOCO FIN CORP | 9,860 | $516.0M | 0.03% | |
| 154 | DXJWISDOMTREE TR | 3,475 | $500.0M | 0.03% | |
| 155 | SBG1SEACOAST BKG CORP FLA | 15,680 | $492.0M | 0.03% | |
| 156 | SILJAMPLIFY ETF TR | 17,600 | $486.0M | 0.03% | |
| 157 | AWCAMERICAN WTR WKS CO INC NEW | 3,547 | $462.0M | 0.03% | |
| 158 | BNDVANGUARD BD INDEX FDS | 6,089 | $451.0M | 0.03% | |
| 159 | TFXTELEFLEX INCORPORATED | 3,703 | $451.0M | 0.03% | |
| 160 | SDYSPDR SERIES TRUST | 3,230 | $449.0M | 0.03% | |
| 161 | LRCXLAM RESEARCH CORP | 2,551 | $436.0M | 0.03% | |
| 162 | COPCONOCOPHILLIPS | 4,644 | $434.0M | 0.03% | |
| 163 | EEMXSPDR INDEX SHS FDS | 10,039 | $428.0M | 0.03% | |
| 164 | GDXJVANECK ETF TRUST | 3,750 | $426.0M | 0.03% | |
| 165 | MAMASTERCARD INCORPORATED | 741 | $423.0M | 0.03% | |
| 166 | APDAIR PRODS & CHEMS INC | 1,714 | $423.0M | 0.03% | |
| 167 | MTDMETTLER TOLEDO INTERNATIONAL | 298 | $415.0M | 0.03% | |
| 168 | TJXTJX COS INC NEW | 2,696 | $414.0M | 0.03% | |
| 169 | NDQINVESCO QQQ TR | 661 | $405.0M | 0.03% | |
| 170 | QCOMQUALCOMM INC | 2,362 | $404.0M | 0.03% | |
| 171 | PYPLPAYPAL HLDGS INC | 6,859 | $400.0M | 0.03% | |
| 172 | OLAORLA MNG LTD NEW | 29,720 | $400.0M | 0.03% | |
| 173 | REMXVANECK ETF TRUST | 5,370 | $396.0M | 0.03% | |
| 174 | NSCNORFOLK SOUTHN CORP | 1,357 | $391.0M | 0.03% | |
| 175 | AMTAMERICAN TOWER CORP NEW | 2,195 | $385.0M | 0.02% | |
| 176 | PAAPLAINS ALL AMERN PIPELINE L | 21,409 | $384.0M | 0.02% | |
| 177 | GSBDGOLDMAN SACHS BDC INC | 40,954 | $380.0M | 0.02% | |
| 178 | XLESELECT SECTOR SPDR TR | 8,473 | $378.0M | 0.02% | |
| 179 | GEGE AEROSPACE | 1,213 | $373.0M | 0.02% | |
| 180 | EWEDWARDS LIFESCIENCES CORP | 4,353 | $371.0M | 0.02% | |
| 181 | TELTE CONNECTIVITY PLC | 1,620 | $368.0M | 0.02% | |
| 182 | SLVPISHARES INC | 10,610 | $363.0M | 0.02% | |
| 183 | EWJISHARES INC | 4,292 | $346.0M | 0.02% | |
| 184 | TAT&T INC | 13,694 | $340.0M | 0.02% | |
| 185 | TTTRANE TECHNOLOGIES PLC | 866 | $337.0M | 0.02% | |
| 186 | ERICTELEFONAKTIEBOLAGET LM ERICS | 34,870 | $336.0M | 0.02% | |
| 187 | MCOMOODYS CORP | 657 | $335.0M | 0.02% | |
| 188 | CHKPCHECK POINT SOFTWARE TECH LT | 1,803 | $334.0M | 0.02% | |
| 189 | SPOTSPOTIFY TECHNOLOGY S A | 570 | $330.0M | 0.02% | |
| 190 | FBINFORTUNE BRANDS INNOVATIONS I | 6,607 | $330.0M | 0.02% | |
| 191 | UNHUNITEDHEALTH GROUP INC | 998 | $329.0M | 0.02% | |
| 192 | IJRISHARES TR | 2,738 | $329.0M | 0.02% | |
| 193 | PLTRPALANTIR TECHNOLOGIES INC | 1,848 | $328.0M | 0.02% | |
| 194 | KMIKINDER MORGAN INC DEL | 11,738 | $322.0M | 0.02% | |
| 195 | RTXRTX CORPORATION | 1,756 | $321.0M | 0.02% | |
| 196 | IVEISHARES TR | 1,455 | $308.0M | 0.02% | |
| 197 | XMESPDR SERIES TRUST | 2,950 | $305.0M | 0.02% | |
| 198 | MCDMCDONALDS CORP | 995 | $304.0M | 0.02% | |
| 199 | BACVERIZON COMMUNICATIONS INC | 7,476 | $304.0M | 0.02% | |
| 200 | LINLINDE PLC | 711 | $302.0M | 0.02% |