Baldwin Wealth Partners LLC holds a diversified book of 234 stocks worth $1.5B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Blue Chip Grow ETF and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1021258/holdings"
Use Arkolith to show BALDWIN WEALTH PARTNERS LLC/MA's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $103.1M | 288.4K | 6.7% | ▼−1.8% Reduced · −5K sh | |
| 2 | Apple Inc COM | $101.8M | 351.8K | 6.7% | ▼−0.1% Reduced · −395 sh | |
| 3 | Nvidia Corporation COM | $99.4M | 496.8K | 6.5% | ▲+10% Added · +47K sh | |
| 4 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $78.7M | 1.47M | 5.1% | ▲+0.1% Added · +865 sh | |
| 5 | Amazon Com Inc COM | $74.5M | 312.5K | 4.9% | ▼~0% Reduced · −77 sh | |
| 6 | Kla Corp COM NEW | $67.1M | 222.3K | 4.4% | ▲+737% Added · +196K sh | |
| 7 | Microsoft Corp COM | $55.6M | 148.9K | 3.6% | ▼−0.4% Reduced · −602 sh | |
| 8 | Ishares TR TIPS BD ETF | $43.5M | 397.6K | 2.8% | ▲+0.8% Added · +3K sh | |
| 9 | Visa Inc COM CL A | $38.1M | 110.9K | 2.5% | ▼−0.8% Reduced · −941 sh | |
| 10 | SPDR Gold TR GOLD SHS | $31.2M | 84.7K | 2.0% | ▼−1.5% Reduced · −1K sh | |
| 11 | ASML Hldg NV N Y REGISTRY SHS | $28.7M | 14.4K | 1.9% | ▼−0.7% Reduced · −104 sh | |
| 12 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $28.3M | 412.2K | 1.8% | ▼−6.1% Reduced · −27K sh | |
| 13 | JPMorgan Chase & Co COM | $28.2M | 86.0K | 1.8% | ▲+1.5% Added · +1K sh | |
| 14 | United Rentals Inc COM | $27.1M | 23.9K | 1.8% | ▼−21% Reduced · −6K sh | |
| 15 | Waste Mgmt Inc Del COM | $26.8M | 120.1K | 1.7% | ▼−0.8% Reduced · −930 sh | |
| 16 | Blackstone Inc COM | $25.6M | 217.7K | 1.7% | ▲+1.3% Added · +3K sh | |
| 17 | Analog Devices Inc COM | $24.6M | 62.0K | 1.6% | ▼−3.6% Reduced · −2K sh | |
| 18 | International Business Machs COM | $22.9M | 81.6K | 1.5% | ▼−1.1% Reduced · −890 sh | |
| 19 | Ishares Gold TR ISHARES NEW | $22.8M | 301.7K | 1.5% | ▲+2.3% Added · +7K sh | |
| 20 | Costco Wholesale Corporation COM | $22.7M | 24.3K | 1.5% | ▼−0.5% Reduced · −132 sh | |
| 21 | NextEra Energy Inc COM | $22.3M | 253.8K | 1.5% | ▼−0.3% Reduced · −837 sh | |
| 22 | Union Pac Corp COM | $22.0M | 80.8K | 1.4% | ▲+47% Added · +26K sh | |
| 23 | Quanta Svcs Inc COM | $17.5M | 24.3K | 1.1% | ▼−0.1% Reduced · −30 sh | |
| 24 | Johnson & Johnson COM | $16.4M | 64.4K | 1.1% | ▼−0.6% Reduced · −372 sh | |
| 25 | Alphabet Inc CAP STK CL C | $16.1M | 45.4K | 1.0% | ▼−2.7% Reduced · −1K sh | |
| 26 | Exxon Mobil Corp COM | $15.8M | 115.6K | 1.0% | ▼−3.1% Reduced · −4K sh | |
| 27 | Gallagher Arthur J & Co COM | $15.7M | 68.4K | 1.0% | ▼−0.8% Reduced · −560 sh | |
| 28 | Marriott Intl Inc New CL A | $15.5M | 41.9K | 1.0% | ▼−2.0% Reduced · −873 sh | |
| 29 | Vanguard Scottsdale FDS INTER TERM TREAS | $15.2M | 257.2K | 1.0% | ▲+1.8% Added · +5K sh | |
| 30 | Garmin Ltd SHS | $12.8M | 54.0K | 0.8% | ▼−1.5% Reduced · −828 sh | |
| 31 | Danaher Corp Del COM | $12.6M | 65.9K | 0.8% | ▼−5.1% Reduced · −4K sh | |
| 32 | Regency CTRS Corp COM | $11.7M | 146.7K | 0.8% | ▲+1.8% Added · +3K sh | |
| 33 | Chevron Corporation COM | $11.5M | 69.4K | 0.8% | ▼−1.2% Reduced · −823 sh | |
| 34 | Axsome Therapeutics Inc. COM | $10.8M | 44.1K | 0.7% | ▲+4.8% Added · +2K sh | |
| 35 | Ulta Beauty Inc COM | $10.6M | 23.6K | 0.7% | ▼−0.7% Reduced · −175 sh | |
| 36 | ALPS ETF TR ALERIAN MLP | $10.4M | 199.8K | 0.7% | ▼−4.3% Reduced · −9K sh | |
| 37 | Fidelity Covington Trust BLUE CHIP GRWTH | $9.9M | 158.8K | 0.6% | ▲New New position | |
| 38 | CRH PLC ORD | $9.4M | 87.7K | 0.6% | ▲New New position | |
| 39 | Ishares TR CORE S&P SCP ETF | $9.4M | 63.2K | 0.6% | ▲+0.1% Added · +36 sh | |
| 40 | McKesson Corp COM | $9.2M | 12.1K | 0.6% | ▲+0.2% Added · +27 sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $8.7M | 17.3K | 0.6% | ▲+0.5% Added · +89 sh | |
| 42 | Ares Capital Corp COM | $8.1M | 439.0K | 0.5% | ▲+122% Added · +242K sh | |
| 43 | Ishares TR CORE S&P500 ETF | $8.1M | 10.8K | 0.5% | ▼−1.9% Reduced · −208 sh | |
| 44 | Bank Of Amer Corp COM | $7.8M | 136.3K | 0.5% | ▼−0.6% Reduced · −785 sh | |
| 45 | Church & Dwight Co Inc COM | $7.7M | 79.1K | 0.5% | ▼−3.9% Reduced · −3K sh | |
| 46 | Waters Corp COM | $7.6M | 20.4K | 0.5% | ▼−5.8% Reduced · −1K sh | |
| 47 | Dover Corp COM | $7.6M | 34.0K | 0.5% | —Held | |
| 48 | Schwab Charles Corp COM | $7.5M | 81.6K | 0.5% | ▼−12% Reduced · −11K sh | |
| 49 | S&P Global Inc COM | $7.5M | 18.3K | 0.5% | ▲+2.9% Added · +521 sh | |
| 50 | Autozone Inc COM | $7.4M | 2.3K | 0.5% | ▲+12% Added · +248 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 284 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 271 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 292 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 261 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 248 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 253 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 292 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 1,161 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.