What Baldwin Wealth Partners LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1021258 · Filed Jul 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 351.8K |
| −0.1% |
| $101.8M |
| 6.7% |
NVDANVIDIA Corp | 496.8K | +10.3% | $99.4M | 6.5% |
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | 1.5M | +0.1% | $78.7M | 5.1% |
AMZNAmazon Com Inc | 312.5K | −0.0% | $74.5M | 4.9% |
KLACKLA Corp | 222.3K | +737.3% | $67.1M | 4.4% |
MSFTMicrosoft Corp | 148.9K | −0.4% | $55.6M | 3.6% |
ISHARES TRTIPS BD ETF | 397.6K | +0.9% | $43.5M | 2.8% |
VVisa Inc. | 110.9K | −0.8% | $38.1M | 2.5% |
GLDSPDR Gold Trust | 84.7K | −1.5% | $31.2M | 2% |
ASMLASML Holding NV | 14.4K | −0.7% | $28.7M | 1.9% |
INVESCO EXCH TRD SLF IDX FDRUSL 1000 DYNM | 412.2K | −6.1% | $28.3M | 1.8% |
JPMJPMorgan Chase & Co | 86K | +1.5% | $28.2M | 1.8% |
URIUnited Rentals, Inc. | 23.9K | −20.7% | $27.1M | 1.8% |
WMWaste Management Inc | 120.1K | −0.8% | $26.8M | 1.7% |
BXBlackstone Inc. | 217.7K | +1.3% | $25.6M | 1.7% |
ADIAnalog Devices Inc | 62K | −3.6% | $24.6M | 1.6% |
IBMInternational Business Machines Corp | 81.6K | −1.1% | $22.9M | 1.5% |
IAUiShares Gold Trust | 301.7K | +2.3% | $22.8M | 1.5% |
COSTCostco Wholesale Corp | 24.3K | −0.5% | $22.7M | 1.5% |
NEENextEra Energy Inc | 253.8K | −0.3% | $22.3M | 1.5% |
UNPUnion Pacific Corp | 80.8K | +46.8% | $22M | 1.4% |
PWRQuanta Services, Inc. | 24.3K | −0.1% | $17.5M | 1.1% |
JNJJohnson & Johnson | 64.4K | −0.6% | $16.4M | 1.1% |
GOOGAlphabet Inc. | 45.4K | −2.7% | $16.1M | 1% |
EXXON MOBIL CORPCOM | 115.6K | −3.1% | $15.8M | 1% |
AJGArthur J. Gallagher & Co. | 68.4K | −0.8% | $15.7M | 1% |
MARMarriott International Inc | 41.9K | −2.0% | $15.5M | 1% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 257.2K | +1.8% | $15.2M | 1% |
GRMNGarmin Ltd | 54K | −1.5% | $12.8M | 0.8% |
DHRDanaher Corp | 65.9K | −5.1% | $12.6M | 0.8% |
REGRegency Centers Corp | 146.7K | +1.8% | $11.7M | 0.8% |
CVXChevron Corp | 69.4K | −1.2% | $11.5M | 0.8% |
AXSMAxsome Therapeutics, Inc. | 44.1K | +4.8% | $10.8M | 0.7% |
ULTAUlta Beauty, Inc. | 23.6K | −0.7% | $10.6M | 0.7% |
ALPS ETF TRALERIAN MLP | 199.8K | −4.3% | $10.4M | 0.7% |
FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH | 158.8K | New | $9.9M | 0.6% |
CRHCRH Public Ltd Co | 87.7K | New | $9.4M | 0.6% |
ISHARES TRCORE S&P SCP ETF | 63.2K | +0.1% | $9.4M | 0.6% |
MCKMcKesson Corp | 12.1K | +0.2% | $9.2M | 0.6% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 17.3K | +0.5% | $8.7M | 0.6% |
ARCCAres Capital Corp | 439K | +122.4% | $8.1M | 0.5% |
ISHARES TRCORE S&P500 ETF | 10.8K | −1.9% | $8.1M | 0.5% |
BACBank of America Corp | 136.3K | −0.6% | $7.8M | 0.5% |
CHDChurch & Dwight Co Inc | 79.1K | −3.9% | $7.7M | 0.5% |
WATWaters Corp | 20.4K | −5.8% | $7.6M | 0.5% |
DOVDOVER Corp | 34K | ±0% | $7.6M | 0.5% |
SCHWSchwab Charles Corp | 81.6K | −12.2% | $7.5M | 0.5% |
SPGIS&P Global Inc. | 18.3K | +2.9% | $7.5M | 0.5% |
AZOAutoZone Inc | 2.3K | +12.1% | $7.4M | 0.5% |
ISHARES INCESG AWR MSCI EM | 130.1K | +1.7% | $7.1M | 0.5% |
OTISOtis Worldwide Corp | 98.2K | −1.9% | $7M | 0.5% |
NVCTNuvectis Pharma, Inc. | 382K | +0.9% | $7M | 0.5% |
EPDEnterprise Products Partners L.P. | 182.9K | +0.7% | $6.7M | 0.4% |
ITWIllinois Tool Works Inc | 23.7K | −7.2% | $6.4M | 0.4% |
PGPROCTER & GAMBLE Co | 40.6K | −7.4% | $6M | 0.4% |
PTCPTC Inc. | 51.6K | −2.4% | $5.9M | 0.4% |
ADVISORS INNER CIRCLE FD IIIBROWN ADVISORY | 205.8K | +3.4% | $5.5M | 0.4% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 11.1K | New | $5.3M | 0.3% |
PMPhilip Morris International Inc. | 25.8K | −1.3% | $4.7M | 0.3% |
ETEnergy Transfer LP | 240.7K | −4.6% | $4.6M | 0.3% |
NVSNovartis AG | 27.7K | −7.7% | $4.3M | 0.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 6.2K | −5.7% | $4.3M | 0.3% |
TDToronto Dominion Bank | 34.7K | ±0% | $4.2M | 0.3% |
TDGTransDigm Group INC | 3K | New | $4M | 0.3% |
VRTXVertex Pharmaceuticals Inc | 7.8K | ±0% | $3.9M | 0.3% |
AMDAdvanced Micro Devices Inc | 6.1K | +0.3% | $3.5M | 0.2% |
VANGUARD INDEX FDSSM CP VAL ETF | 13.7K | −1.0% | $3.3M | 0.2% |
SPDR INDEX SHS FDSST STR MSCI EMRG | 60.9K | New | $3.3M | 0.2% |
EOGEOG Resources Inc | 24.8K | −1.0% | $3.2M | 0.2% |
PSFCohen & Steers Select Preferred & Income Fund, Inc. | 157.2K | −2.3% | $3.2M | 0.2% |
NFLXNetflix Inc | 39.6K | +1,297.5% | $2.8M | 0.2% |
TRGPTarga Resources Corp. | 10.1K | +5.2% | $2.7M | 0.2% |
PAYXPaychex Inc | 27.1K | −16.3% | $2.7M | 0.2% |
SPYSPDR S&P 500 ETF Trust | 3.5K | ±0% | $2.6M | 0.2% |
KOCoca Cola Co | 32K | −2.7% | $2.6M | 0.2% |
GOLDMAN SACHS ETF TRACCES TREASURY | 25.8K | −60.2% | $2.6M | 0.2% |
MOAltria Group, Inc. | 35.1K | −23.0% | $2.5M | 0.2% |
METAMeta Platforms, Inc. | 4.4K | −12.1% | $2.5M | 0.2% |
BNYBank of New York Mellon Corp | 16.9K | −1.0% | $2.4M | 0.2% |
GBCIGlacier Bancorp, Inc. | 44.1K | ±0% | $2.3M | 0.1% |
PEPPepsiCo Inc | 16.4K | −12.3% | $2.2M | 0.1% |
FISVFiserv Inc | 42.5K | −21.0% | $2.1M | 0.1% |
MRKMerck & Co., Inc. | 15.7K | −8.7% | $2M | 0.1% |
HCIHCI Group, Inc. | 11.3K | ±0% | $2M | 0.1% |
CATCaterpillar Inc | 1.8K | ±0% | $1.9M | 0.1% |
ADPAutomatic Data Processing Inc | 8.7K | −4.4% | $1.9M | 0.1% |
LLYELI LILLY & Co | 1.6K | −0.2% | $1.9M | 0.1% |
EMREmerson Electric Co | 12.7K | −0.8% | $1.8M | 0.1% |
UBERUber Technologies, Inc | 25.1K | +8.5% | $1.8M | 0.1% |
VANECK ETF TRUSTGOLD MINERS ETF | 23.9K | −0.3% | $1.8M | 0.1% |
ABBVAbbVie Inc. | 7K | +7.1% | $1.8M | 0.1% |
PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF | 31.9K | −5.9% | $1.7M | 0.1% |
SYKStryker Corp | 5.3K | −9.2% | $1.7M | 0.1% |
PLDPrologis, Inc. | 11.7K | −3.2% | $1.6M | 0.1% |
FASTFastenal Co | 32.6K | −8.8% | $1.6M | 0.1% |
APOApollo Global Management, Inc. | 13.2K | +12.8% | $1.6M | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 5.2K | ±0% | $1.6M | 0.1% |
ADBEAdobe Inc. | 7.2K | −7.6% | $1.5M | 0.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 18.8K | −4.4% | $1.3M | 0.1% |
BLKBlackRock, Inc. | 1.4K | −5.3% | $1.3M | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 5.5K | +0.1% | $1.3M | 0.1% |
DOUBLELINE ETF TRUSTCOMMERCIAL REAL | 23.5K | −27.6% | $1.2M | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 20.1K | +2.1% | $1.2M | 0.1% |
SLViShares Silver Trust | 22.1K | ±0% | $1.2M | 0.1% |
LRCXLAM Research Corp | 2.5K | −3.5% | $1.1M | 0.1% |
ROPRoper Technologies Inc | 3.1K | −22.9% | $1.1M | 0.1% |
GLOBAL X FDSGLOBAL X SILVER | 13.4K | ±0% | $1M | 0.1% |
CNICanadian National Railway Co | 8.5K | ±0% | $1M | 0.1% |
OKEONEOK Inc | 11.4K | +3.4% | $995.1K | 0.1% |
AVGOBroadcom Inc. | 2.6K | −0.8% | $993.5K | 0.1% |
TRPTC Energy Corp | 14.5K | −4.1% | $963K | 0.1% |
GLOBAL X FDSGLOBAL X COPPER | 12.2K | +4.8% | $935.8K | 0.1% |
VANGUARD WORLD FDINDUSTRIAL ETF | 2.6K | ±0% | $930.9K | 0.1% |
HINGHAM INSTN SVGS MASSCOM | 3K | −5.5% | $923.3K | 0.1% |
SYBTStock Yards Bancorp, Inc. | 11.8K | ±0% | $900.8K | 0.1% |
AMGNAmgen Inc | 2.4K | −8.6% | $873.8K | 0.1% |
DEDeere & Co | 1.4K | −3.1% | $866.5K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | 6.6K | ±0% | $843.2K | 0.1% |
TRVTravelers Companies, Inc. | 2.5K | −0.7% | $830.9K | 0.1% |
HDHome Depot, Inc. | 2.2K | −4.0% | $792.1K | 0.1% |
GLPGlobal Partners LP | 17K | +9.7% | $792K | 0.1% |
TMOThermo Fisher Scientific Inc. | 1.6K | −1.1% | $778.1K | 0.1% |
TSLATesla, Inc. | 1.8K | ±0% | $744.5K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 3.4K | ±0% | $736.2K | 0.1% |
BWXTBWX Technologies, Inc. | 3.7K | ±0% | $720.2K | 0.1% |
RMDResmed Inc | 3.7K | −3.0% | $714.8K | 0.1% |
SOSouthern Co | 7.2K | ±0% | $685.9K | 0.1% |
SUNSunoco LP | 9.9K | ±0% | $665.6K | 0.1% |
CGCarlyle Group Inc. | 15.7K | ±0% | $662K | 0.1% |
WMTWalmart Inc. | 5.8K | ±0% | $653.6K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 5.5K | New | $649.7K | 0.1% |
ABAlliancebernstein Holding L.P. | 17.5K | +20.7% | $617.2K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P SMLCP LOW | 11.7K | ±0% | $612.8K | 0.1% |
VANECK ETF TRUSTRARE EAR STR ETF | 6.8K | New | $602.3K | 0.1% |
AEPAmerican Electric Power Co Inc | 4.3K | ±0% | $589K | 0.1% |
ISHARES TRRUS MD CP GR ETF | 4K | ±0% | $585.6K | 0.1% |
PFEPfizer Inc | 23.6K | −0.2% | $567.8K | 0.1% |
MKCMcCormick & Co Inc | 11.2K | −30.9% | $567K | 0.1% |
WISDOMTREE TRINDIA ERNGS FD | 13.1K | ±0% | $559.1K | 0.1% |
SBCFSeacoast Banking Corp of Florida | 16K | ±0% | $532.2K | 0.1% |
ORLYO Reilly Automotive Inc | 5.7K | −0.8% | $529.1K | 0.1% |
HONHoneywell International Inc | 2.3K | New | $517.4K | 0.1% |
ABTAbbott Laboratories | 5.7K | −6.4% | $516.2K | 0.1% |
HONAHoneywell Aerospace Inc. | 2.3K | New | $510.9K | 0.1% |
WISDOMTREE TRJAPN HEDGE EQT | 2.9K | ±0% | $498.9K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 1.3K | −6.6% | $497.7K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 3.2K | New | $483.9K | 0.1% |
PAAPlains ALL American Pipeline LP | 21.4K | +7.5% | $476.6K | 0.1% |
GEGeneral Electric Co | 1.2K | +1.0% | $458.2K | 0.1% |
WFCWells Fargo & Company | 5.5K | −9.9% | $454.4K | 0.1% |
ORCLOracle Corp | 3.1K | −1.4% | $454.3K | 0.1% |
VSNTVersant Media Group, Inc. | 12.6K | −0.0% | $453.6K | 0.1% |
STRLSterling Infrastructure, Inc. | 535 | −3.6% | $449.1K | 0.1% |
GEVGE Vernova Inc. | 379 | +0.3% | $445.3K | 0.1% |
GLOBAL X FDSGLOBAL X URANIUM | 10.1K | +1.9% | $440K | 0.1% |
QCOMQualcomm Inc | 2.4K | ±0% | $436.5K | 0.1% |
VANGUARD WORLD FDESG US STK ETF | 3.2K | +20.2% | $425.8K | 0.1% |
MAMastercard Inc | 821 | −1.2% | $421.7K | 0.1% |
DISWalt Disney Co | 4.4K | −4.1% | $421.1K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 5.7K | −4.1% | $417.1K | 0.1% |
COPConocoPhillips | 3.9K | ±0% | $410K | 0.1% |
AWKAmerican Water Works Company, Inc. | 3.1K | ±0% | $407.9K | 0.1% |
ISHARES INCMSCI JAPAN ETF | 4.3K | ±0% | $400.3K | 0.1% |
FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD | 14.7K | −27.8% | $397K | 0.1% |
NSCNorfolk Southern Corp | 1.3K | −7.2% | $396.1K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 7.4K | New | $392.1K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 531 | −11.6% | $391K | 0.1% |
ERICEricsson LM Telephone Co | 33.6K | −3.5% | $375.1K | 0.1% |
VANECK ETF TRUSTJUNIOR GOLD MINE | 3.8K | +36.4% | $368.4K | 0.1% |
FBINFortune Brands Innovations, Inc. | 6.6K | ±0% | $362.7K | 0.1% |
WYWeyerhaeuser Co | 15.1K | −7.7% | $361K | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 5.2K | ±0% | $354.3K | 0.1% |
AMPLIFY ETF TRJR SILV MINE ETF | 13.1K | New | $339.6K | 0.1% |
FDXFedEx Corp | 1.1K | −4.8% | $336.9K | 0.1% |
TJXTJX Companies Inc | 2.2K | −6.0% | $331.5K | 0.1% |
ISHARES INCMSCI GLB SLV&MTL | 10.6K | ±0% | $327.1K | 0.1% |
SPDR INDEX SHS FDSST STR NAT ETF | 4.8K | New | $326.3K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 1.4K | ±0% | $325.8K | 0.1% |
QQnity Electronics, Inc. | 2K | −0.5% | $321.4K | 0.1% |
RTXRTX Corp | 1.7K | ±0% | $317.8K | 0.1% |
MSMorgan Stanley | 1.5K | −1.0% | $317.1K | 0.1% |
SPDR SERIES TRUSTST STR SP METAL | 3K | New | $315.4K | 0.1% |
CSCOCisco Systems, Inc. | 2.7K | −11.8% | $315.4K | 0.1% |
TERTeradyne, Inc | 650 | New | $314.5K | 0.1% |
EWEdwards Lifesciences Corp | 3.4K | −3.1% | $311.4K | 0.1% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 10.8K | ±0% | $311.3K | 0.1% |
VEEVVeeva Systems Inc | 1.7K | −94.1% | $298.3K | 0.1% |
CTVACorteva, Inc. | 3.5K | ±0% | $297.1K | 0.1% |
LINLinde PLC | 564 | −1.7% | $292.7K | 0.1% |
LGNDLigand Pharmaceuticals Inc | 911 | New | $288K | 0.1% |
KMIKinder Morgan, Inc. | 8.8K | −14.7% | $281.3K | 0.1% |
ISHARES TRSHRT NAT MUN ETF | 2.6K | ±0% | $281.1K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 5.5K | ±0% | $276.4K | 0.1% |
MPLXMPLX LP | 4.8K | ±0% | $270.2K | 0.1% |
VZVerizon Communications Inc | 6.4K | −6.3% | $268.9K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 3K | New | $267.7K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 2.1K | +300.0% | $263.2K | 0.1% |
NWGNatWest Group plc | 14.8K | −4.4% | $261.6K | 0.1% |
WISDOMTREE TRFLOATNG RAT TREA | 5K | ±0% | $252.5K | 0.1% |
INTCIntel Corp | 1.8K | New | $252K | 0.1% |
TAT&T Inc. | 12.2K | −2.5% | $251.9K | 0.1% |
KNSLKinsale Capital Group, Inc. | 760 | ±0% | $250.7K | 0.1% |
ETNEaton Corp plc | 588 | ±0% | $250.6K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 3.2K | ±0% | $246.8K | 0.1% |
MUMicron Technology Inc | 213 | New | $245.9K | 0.1% |
HRHealthcare Realty Trust Inc | 12.1K | ±0% | $244.1K | 0.1% |
ISHARES INCMSCI EMRG CHN | 2.4K | New | $240.4K | 0.1% |
SERIES PORTFOLIOS TRELDRIDGE BBB B | 9.1K | −37.0% | $240.4K | 0.1% |
CMICummins Inc | 337 | New | $240.4K | 0.1% |
MMM3M Co | 1.4K | −6.5% | $234.4K | 0.1% |
AEMAgnico Eagle Mines Ltd | 1.5K | ±0% | $232.7K | 0.1% |
HASIHA Sustainable Infrastructure Capital, Inc. | 6K | ±0% | $232.3K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 1K | ±0% | $229.3K | 0.1% |
BHPBHP Group Ltd | 2.8K | ±0% | $229.1K | 0.1% |
TTTrane Technologies plc | 466 | New | $228.9K | 0.1% |
AXPAmerican Express Co | 664 | −1.2% | $224.6K | 0.1% |
WESWestern Midstream Partners, LP | 5K | ±0% | $218.8K | 0.1% |
FCXFreeport-McMoran Inc | 3.4K | ±0% | $215.1K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 302 | New | $212.4K | 0.1% |
USBUS Bancorp de | 3.5K | New | $210.4K | 0.1% |
WTMWhite Mountains Insurance Group Ltd | 100 | ±0% | $207.3K | 0.1% |
AMATApplied Materials Inc | 286 | New | $206.8K | 0.1% |
SPDR SERIES TRUSTST STR SP BIOT | 1.3K | New | $204.9K | 0.1% |
INTUIntuit Inc. | 782 | −95.5% | $204.1K | 0.1% |
MRVLMarvell Technology, Inc. | 683 | New | $203.5K | 0.1% |
CMCanadian Imperial Bank of Commerce | 1.8K | New | $202.6K | 0.1% |
GDGeneral Dynamics Corp | 568 | New | $201.2K | 0.1% |
ISHARES TRISHARES BIOTECH | 1.1K | New | $201K | 0.1% |
TFXTeleflex Inc | 1.6K | −14.6% | $200.7K | 0.1% |
TDYTeledyne Technologies Inc | 300 | New | $200.1K | 0.1% |
ORLAOrla Mining Ltd. | 19.7K | −33.6% | $192.8K | 0.1% |
LYGLloyds Banking Group plc | 23K | −4.6% | $133.9K | 0.1% |
XAIRBeyond Air, Inc. | 14.8K | ±0% | $6.6K | 0.1% |
