account_balance
Investment manager · 13F filer · SEC CIK 1021258
Baldwin Wealth Partners LLC
Reported value$1.53Bas of Jun 30, 2026
Positions234 23 new, 11 sold out
Top 10 weight45.3%GOOGL alone is 7%
FiledJul 1414 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc
6.7%
AAPLApple Inc
6.7%
NVDANvidia Corporation
6.5%Added +10%
JBNDJ P Morgan Exchange Traded F
5.1%
AMZNAmazon Com Inc
4.9%
KLACKla Corp
4.4%Added +737%
MSFTMicrosoft Corp
3.6%
TIPiShares Tr
2.8%
VVisa Inc
2.5%
GLDSPDR Gold Tr
2.0%
ASMLAsml HLDG NV
1.9%
OMFLInvesco Exch TRD SLF Idx Fd
1.8%Trimmed −6%
GOOGLAlphabet Inc
6.7%
AAPLApple Inc
6.7%
NVDANvidia Corporation
6.5%Added +10%
JBNDJ P Morgan Exchange Traded F
5.1%
AMZNAmazon Com Inc
4.9%
KLAC4.4%MSFT3.6%TIP2.8%
V2.5%GLD2.0%ASML1.9%OMFL1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc 6.7% HeldAAPL Apple Inc 6.7% HeldNVDA Nvidia Corporation 6.5% Added +10%
JBND J P Morgan Exchange Traded F 5.1% Held
AMZN Amazon Com Inc 4.9% HeldKLAC Kla Corp 4.4% Added +737%MSFT Microsoft Corp 3.6% HeldTIP iShares Tr 2.8% Held
V Visa Inc 2.5% HeldGLD SPDR Gold Tr 2.0% HeldASML Asml HLDG NV 1.9% HeldOMFL Invesco Exch TRD SLF Idx Fd 1.8% Trimmed −6%
What changed