Arkolith/Funds/Baldwin Wealth Partners LLC

Baldwin Wealth Partners LLC

CIK 1021258Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

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.

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Use Arkolith to show BALDWIN WEALTH PARTNERS LLC/MA's latest
holdings, largest changes, and filing provenance.
Opened
23
new positions
Added to
43
existing
Trimmed
111
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

82% mapped to company sectors

Information Technology
37%
ETF / fund or unclassified
18%
Financials
14%
Consumer Discretionary
9%
Industrials
7%
Health Care
5%
Utilities
4%
Energy
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

234 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$103.1M288.4K
6.7%
−1.8%
Reduced · −5K sh
2Apple Inc
COM
$101.8M351.8K
6.7%
−0.1%
Reduced · −395 sh
3Nvidia Corporation
COM
$99.4M496.8K
6.5%
+10%
Added · +47K sh
4J P Morgan Exchange Traded F
ACTIVE BOND ETF
$78.7M1.47M
5.1%
+0.1%
Added · +865 sh
5Amazon Com Inc
COM
$74.5M312.5K
4.9%
~0%
Reduced · −77 sh
6Kla Corp
COM NEW
$67.1M222.3K
4.4%
+737%
Added · +196K sh
7Microsoft Corp
COM
$55.6M148.9K
3.6%
−0.4%
Reduced · −602 sh
8Ishares TR
TIPS BD ETF
$43.5M397.6K
2.8%
+0.8%
Added · +3K sh
9Visa Inc
COM CL A
$38.1M110.9K
2.5%
−0.8%
Reduced · −941 sh
10SPDR Gold TR
GOLD SHS
$31.2M84.7K
2.0%
−1.5%
Reduced · −1K sh
11ASML Hldg NV
N Y REGISTRY SHS
$28.7M14.4K
1.9%
−0.7%
Reduced · −104 sh
12Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$28.3M412.2K
1.8%
−6.1%
Reduced · −27K sh
13JPMorgan Chase & Co
COM
$28.2M86.0K
1.8%
+1.5%
Added · +1K sh
14United Rentals Inc
COM
$27.1M23.9K
1.8%
−21%
Reduced · −6K sh
15Waste Mgmt Inc Del
COM
$26.8M120.1K
1.7%
−0.8%
Reduced · −930 sh
16Blackstone Inc
COM
$25.6M217.7K
1.7%
+1.3%
Added · +3K sh
17Analog Devices Inc
COM
$24.6M62.0K
1.6%
−3.6%
Reduced · −2K sh
18International Business Machs
COM
$22.9M81.6K
1.5%
−1.1%
Reduced · −890 sh
19Ishares Gold TR
ISHARES NEW
$22.8M301.7K
1.5%
+2.3%
Added · +7K sh
20Costco Wholesale Corporation
COM
$22.7M24.3K
1.5%
−0.5%
Reduced · −132 sh
21NextEra Energy Inc
COM
$22.3M253.8K
1.5%
−0.3%
Reduced · −837 sh
22Union Pac Corp
COM
$22.0M80.8K
1.4%
+47%
Added · +26K sh
23Quanta Svcs Inc
COM
$17.5M24.3K
1.1%
−0.1%
Reduced · −30 sh
24Johnson & Johnson
COM
$16.4M64.4K
1.1%
−0.6%
Reduced · −372 sh
25Alphabet Inc
CAP STK CL C
$16.1M45.4K
1.0%
−2.7%
Reduced · −1K sh
26Exxon Mobil Corp
COM
$15.8M115.6K
1.0%
−3.1%
Reduced · −4K sh
27Gallagher Arthur J & Co
COM
$15.7M68.4K
1.0%
−0.8%
Reduced · −560 sh
28Marriott Intl Inc New
CL A
$15.5M41.9K
1.0%
−2.0%
Reduced · −873 sh
29Vanguard Scottsdale FDS
INTER TERM TREAS
$15.2M257.2K
1.0%
+1.8%
Added · +5K sh
30Garmin Ltd
SHS
$12.8M54.0K
0.8%
−1.5%
Reduced · −828 sh
31Danaher Corp Del
COM
$12.6M65.9K
0.8%
−5.1%
Reduced · −4K sh
32Regency CTRS Corp
COM
$11.7M146.7K
0.8%
+1.8%
Added · +3K sh
33Chevron Corporation
COM
$11.5M69.4K
0.8%
−1.2%
Reduced · −823 sh
34Axsome Therapeutics Inc.
COM
$10.8M44.1K
0.7%
+4.8%
Added · +2K sh
35Ulta Beauty Inc
COM
$10.6M23.6K
0.7%
−0.7%
Reduced · −175 sh
36ALPS ETF TR
ALERIAN MLP
$10.4M199.8K
0.7%
−4.3%
Reduced · −9K sh
37Fidelity Covington Trust
BLUE CHIP GRWTH
$9.9M158.8K
0.6%
New
New position
38CRH PLC
ORD
$9.4M87.7K
0.6%
New
New position
39Ishares TR
CORE S&P SCP ETF
$9.4M63.2K
0.6%
+0.1%
Added · +36 sh
40McKesson Corp
COM
$9.2M12.1K
0.6%
+0.2%
Added · +27 sh
41Berkshire Hathaway Inc Del
CL B NEW
$8.7M17.3K
0.6%
+0.5%
Added · +89 sh
42Ares Capital Corp
COM
$8.1M439.0K
0.5%
+122%
Added · +242K sh
43Ishares TR
CORE S&P500 ETF
$8.1M10.8K
0.5%
−1.9%
Reduced · −208 sh
44Bank Of Amer Corp
COM
$7.8M136.3K
0.5%
−0.6%
Reduced · −785 sh
45Church & Dwight Co Inc
COM
$7.7M79.1K
0.5%
−3.9%
Reduced · −3K sh
46Waters Corp
COM
$7.6M20.4K
0.5%
−5.8%
Reduced · −1K sh
47Dover Corp
COM
$7.6M34.0K
0.5%
Held
48Schwab Charles Corp
COM
$7.5M81.6K
0.5%
−12%
Reduced · −11K sh
49S&P Global Inc
COM
$7.5M18.3K
0.5%
+2.9%
Added · +521 sh
50Autozone Inc
COM
$7.4M2.3K
0.5%
+12%
Added · +248 sh
Showing 50 of 234 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026284$1.5B13F-HR
Q1 2026Mar 31, 2026Apr 14, 2026271$1.4B13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026292$1.6B13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025261$1.5B13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025248$1.5B13F-HR
Q1 2025Mar 31, 2025Apr 14, 2025253$1.4B13F-HR
Q4 2024Dec 31, 2024Jan 22, 2025292$1.4B13F-HR
Q3 2024Sep 30, 2024Oct 16, 20241,161$1.5B13F-HR

Data source

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.