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 |
|---|---|---|---|---|---|
| 201 | KNSLKINSALE CAP GROUP INC | 760 | $297.0M | 0.02% | |
| 202 | SAPSAP SE | 1,220 | $296.0M | 0.02% | |
| 203 | MMM3M CO | 1,848 | $295.0M | 0.02% | |
| 204 | FDXFEDEX CORP | 1,000 | $288.0M | 0.02% | |
| 205 | CDNSCADENCE DESIGN SYSTEM INC | 916 | $286.0M | 0.02% | |
| 206 | EEMISHARES TR | 5,179 | $283.0M | 0.02% | |
| 207 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,785 | $282.0M | 0.02% | |
| 208 | SCHBSCHWAB STRATEGIC TR | 10,751 | $281.0M | 0.02% | |
| 209 | SUBISHARES TR | 2,640 | $281.0M | 0.02% | |
| 210 | GDGENERAL DYNAMICS CORP | 818 | $275.0M | 0.02% | |
| 211 | VTEBVANGUARD MUN BD FDS | 5,465 | $274.0M | 0.02% | |
| 212 | NWGNATWEST GROUP PLC | 15,516 | $271.0M | 0.02% | |
| 213 | DWDMORGAN STANLEY | 1,532 | $271.0M | 0.02% | |
| 214 | NFLXNETFLIX INC | 2,810 | $263.0M | 0.02% | |
| 215 | CIBRFIRST TR EXCHANGE TRADED FD | 3,627 | $259.0M | 0.02% | |
| 216 | GSGOLDMAN SACHS GROUP INC | 294 | $258.0M | 0.02% | |
| 217 | MPLXMPLX LP | 4,796 | $255.0M | 0.02% | |
| 218 | AEMAGNICO EAGLE MINES LTD | 1,500 | $254.0M | 0.02% | |
| 219 | USFRWISDOMTREE TR | 5,015 | $252.0M | 0.02% | |
| 220 | IWFISHARES TR | 530 | $250.0M | 0.02% | |
| 221 | SESEA LTD | 1,966 | $249.0M | 0.02% | |
| 222 | XBISPDR SERIES TRUST | 2,050 | $249.0M | 0.02% | |
| 223 | GEVGE VERNOVA INC | 378 | $247.0M | 0.02% | |
| 224 | CSCOCISCO SYS INC | 3,214 | $247.0M | 0.02% | |
| 225 | LOWLOWES COS INC | 988 | $238.0M | 0.02% | |
| 226 | CTVACORTEVA INC | 3,508 | $234.0M | 0.01% | |
| 227 | IDXXIDEXX LABS INC | 347 | $234.0M | 0.01% | |
| 228 | IBBISHARES TR | 1,385 | $233.0M | 0.01% | |
| 229 | FXIISHARES TR | 6,100 | $233.0M | 0.01% | |
| 230 | USBUS BANCORP DEL | 4,363 | $232.0M | 0.01% | |
| 231 | MINTPIMCO ETF TR | 2,265 | $227.0M | 0.01% | |
| 232 | CMICUMMINS INC | 439 | $224.0M | 0.01% | |
| 233 | CMECME GROUP INC | 811 | $221.0M | 0.01% | |
| 234 | OLLIOLLIES BARGAIN OUTLET HLDGS | 1,977 | $216.0M | 0.01% | |
| 235 | IJHISHARES TR | 3,200 | $211.0M | 0.01% | |
| 236 | WTMWHITE MTNS INS GROUP LTD | 100 | $207.0M | 0.01% | |
| 237 | QUALISHARES TR | 1,045 | $207.0M | 0.01% | |
| 238 | HRHEALTHCARE RLTY TR | 12,100 | $205.0M | 0.01% | |
| 239 | UNFIUNITED NAT FOODS INC | 6,007 | $202.0M | 0.01% | |
| 240 | LYGLLOYDS BANKING GROUP PLC | 22,191 | $117.0M | 0.01% | |
| 241 | GRABGRAB HOLDINGS LIMITED | 13,159 | $65.0M | 0.00% | |
| 242 | XAIRBEYOND AIR INC | 14,800 | $10.0M | 0.00% |
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